Relationship Banker

First National Bank; Cleveland (OH); On-site; USD 38,000 - 60,000; Full time

Job summary

First National Bank in the Cleveland market seeks a Relationship Banker to develop proficiency in consumer banking transactions, account servicing, and lending. You will execute branch leads, process customer requests, and identify opportunities to convert transactions into qualified sales or referrals.

You will follow FNB policies and Core Values, may work at multiple market locations, and collaborate with team to achieve weekly sales goals while delivering excellent service.

Qualifications

• High School or GED required.
• Experience in a related position preferred.
• Knowledge of banking policies, consumer products and services.

Responsibilities

• Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling.
• Makes appropriate recommendations in the selling and cross‑selling of Bank products and services; achieves weekly sales/referral goals.
• Input and maintain data quality for referrals, customers, and applicants using branch technology; manage lifecycle of relationships.
• Performs routine teller transactions and other operational tasks per policy; handles customer requests.
• Supports risk management and adheres to regulatory and company procedures.

Skills

Customer service

Communication skills

Organizational skills

Detail oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Experience in related position

Knowledge of banking policies

Sales and customer service

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Position Title: Relationship Banker

Business Unit: Retail

Reports to: Varies Based On Assignment

Position Overview

This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.

Primary Responsibilities

Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross‑selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.

Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.

Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position

0

Skills Required to Perform the Primary Responsibilities of this Position

• Excellent customer service skills
• Excellent communication skills, both written and verbal
• Excellent organizational, analytical and interpersonal skills
• Detail‑oriented
• Ability to use a personal computer and job‑related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Experience in a related position.
• Knowledge of banking policies, procedures consumer products and services.
• Sales and customer service skills.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position

Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.

Physical Requirements or Work Conditions Beyond Traditional Office Work

N/A

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment‑based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.