Relationship Banker

First National Bank Of Pennsylvania; Milwaukee (WI); On-site; USD 32,000 - 52,000; Full time

Job summary

F.N.B. Corporation is seeking a Relationship Banker in our Retail unit. The role focuses on delivering excellent customer service, identifying needs, and guiding clients through bank products and digital solutions.

You will execute routine banking transactions, work toward sales and referral targets, and maintain accurate customer data while adhering to risk management standards. The position may require travel within the market.

Qualifications

• High School or GED required.
• Strong customer service and communication skills.
• Knowledge of banking policies and consumer products helpful.
• Experience with banking software and data entry is desirable.

Responsibilities

• Greet customers and identify service and product needs.
• Recommend bank products and services and refer leads.
• Achieve weekly sales/referral goals set by Branch Manager.
• Incorporate digital banking products into interactions.
• Handle teller transactions and maintain data quality.
• Follow risk management policies and procedures.

Skills

Customer service

Communication

Organizational

Detail-oriented

MS Word

MS Excel

MS PowerPoint

Banking knowledge

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 728 Center Avenue. Pittsburgh, Pennsylvania. 15229. 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.

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.