Relationship Banker

First National Bank; Wexford (Allegheny County); On-site; USD 38,000 - 60,000; Full time

Job summary

F.N.B. Corporation in Wexford, PA is seeking a Relationship Banker to support customer service, account servicing, and lending processes.

You will handle branch leads, process transactions, and refer opportunities to sales while upholding bank policies and core values. You'll work within the Retail unit, partnering with managers to deliver exceptional service, develop product knowledge, and execute digital banking tools to enhance the customer experience.

Qualifications

• High School or GED required and related experience preferred.
• Excellent customer service and communication skills, both written and verbal.
• Strong organizational, analytical and interpersonal abilities.
• Detail-oriented with PC and software proficiency.
• Familiarity with banking policies and consumer products.
• Sales and cross-sell capabilities; ability to meet referral goals.
• NMLS Identifier preferred but not required.

Responsibilities

• Promotes the sales process by greeting customers and identifying needs.
• Make recommendations for bank products and services; refer leads.
• Input and maintain data quality for referrals and accounts.
• Handle routine teller transactions and other duties per policy.
• Support life-cycle management of relationships and compliance.

Skills

Excellent customer service skills

Excellent communication skills

Excellent organizational, analytical &

Education

High School or GED

Tools

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Job description

Primary Office Location: 10583 Perry Hwy. Wexford, Pennsylvania. 15090.

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:

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.