Relationship Banker

First National Bank

Tannersville (Monroe County)

On-site

USD 45,000 - 65,000

Full time

2 days ago
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Job summary

First National Bank seeks a Relationship Banker in the Retail unit to support consumer banking transactions and account servicing. You will execute branch leads, respond to customer requests, and identify opportunities to convert activity into qualified referrals.

The role emphasizes compliance with bank policies and building lasting customer relationships while supporting lending opportunities as assigned.

Qualifications

  • High School or GED required.
  • Strong customer service and communication abilities.
  • Experience with banking products and services is beneficial.

Responsibilities

  • Promote the sales process by greeting customers and identifying needs.
  • Make recommendations for banking products and services and pursue referrals.
  • Meet weekly sales/referral goals set by the Branch Manager.
  • Utilize branch technology to input and maintain referrals and customer data.
  • Handle routine teller and related operational tasks per policies.

Skills

Excellent customer service
Excellent communication
Organizational skills
Analytical skills
Detail-oriented
PC skills
MS Word
MS Excel
MS PowerPoint
Sales & customer service
Banking knowledge

Education

High School or GED

Job description

Primary Office Location

2871 Route 611. Tannersville, Pennsylvania. 18372.

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.

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