Relationship Banker

First National Bank Of Pennsylvania; Lakewood (OH); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

First National Bank Of Pennsylvania is seeking a Relationship Banker in the Retail business unit. The role focuses on customer service, transaction handling, and identifying opportunities to refer or sell bank products. You may work at various locations within the market and will align with FNB policies and core values.

Responsibilities include greeting customers, cross-selling, and achieving weekly sales goals set by the Branch Manager. Strong MS Office and banking knowledge are preferred.

Qualifications

• High School or GED required.
• 0 years of related experience required.
• Excellent customer service, communication, and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Proficient in PC use and job-related software; MS Word/Excel/PowerPoint helpful.

Responsabilités

• Promotes the sales process by greeting customers, identifying needs, using leads, and outbound calling.
• Make recommendations in selling and cross-selling bank products and services.
• Meet weekly sales/referral goals set by Branch Manager.
• Incorporate FNB digital products into customer interactions.
• Input and maintain data quality for referrals, customers, and applicants.
• Handle routine teller transactions and other operational tasks per policy.
• Perform other duties as assigned.

Connaissances

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

Detail-oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Sales experience

Banking knowledge

Formation

High School or GED

Outils

MS Word

MS Excel

MS PowerPoint

Description du poste

Primary Office Location: 11010 Clifton Blvd. Cleveland, Ohio. 44102.

Join our team. Make a difference - for us and for your future.

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

• May require overnight travel for training purposes, particularly during onboarding

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.

F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers.

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