Relationship Banker

First National Bank Of Pennsylvania; Illinois; On-site; USD 36,000 - 55,000; Full time

Job summary

F.N.B. Corporation seeks a Relationship Banker to assist customers with banking needs, process transactions, and promote products. You will work under the Branch Manager to reach weekly sales goals while ensuring accurate data handling and adherence to policies.

The role emphasizes customer engagement, product recommendations, and digital banking adoption within a retail banking context, often at multiple branch locations.

Qualifications

• Excellent customer service and communication skills are essential.
• Strong organizational and interpersonal abilities.
• Detail-oriented with ability to manage multiple tasks.

Responsibilities

• Promotes the sales process by greeting customers, identifying needs, leveraging leads, and outbound calling.
• Make recommendations in selling and cross-selling of bank products and services.
• Identify and achieve individual weekly sales/referral goals set by the Branch Manager.
• Incorporate FNB digital products and services into customer interactions.
• Input and maintain data quality for referrals, customers, and applicants.
• Manage lifecycle of relationships according to consumer banking standards.
• Perform routine teller transactions and other operational tasks as needed.
• Adhere to risk management and regulatory compliance policies.

Skills

Excellent customer service

Excellent communication

Organizational skills

Interpersonal skills

Attention to detail

Ability to use a PC

MS Word - Basic

MS Excel - Intermediate

MS PowerPoint - Basic

Sales and customer service skills

Knowledge of banking policies

Experience in a related position

Education

High School diploma or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location:

2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110.

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.

A culture of teamwork.

A history of success.

As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers.

The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.

Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.