Relationship Banker: Cross-Sell & Service Pro

First National Bank Of Pennsylvania; Cary (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

First National Bank Of Pennsylvania in Cary, NC is seeking a Relationship Banker to develop proficiency in consumer banking, account servicing, and lending. You will execute branch leads and convert transactions to qualified sales or referrals, while adhering to FNB policies and core values.

The role may require working at multiple market locations and involves promoting the sales process, using digital tools, and providing excellent customer service to build lasting customer relationships.

Qualifications

• Excellent customer service and communication skills.
• Strong organizational, analytical and interpersonal abilities.
• Proficiency with MS Word; intermediate MS Excel; basic MS PowerPoint.
• Knowledge of banking policies, consumer products and services.

Responsibilities

• Promotes the sales process by greeting customers and identifying needs.
• Make recommendations in selling and cross-selling of bank products.
• Identify and achieve weekly sales/referral goals set by the Branch Manager.
• Incorporate FNB digital products in customer interactions.
• Input and maintain data quality for referrals, customers, and applicants.
• Manage the lifecycle of relationships according to consumer bank standards.
• Perform routine teller and other operational tasks following policies.
• Contribute to risk management as required by the risk program.

Skills

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

Computer literacy

Sales & referrals

Banking product knowledge

Education

High School diploma or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank Of Pennsylvania in Cary, NC is seeking a Relationship Banker to develop proficiency in consumer banking, account servicing, and lending. You will execute branch leads and convert transactions to qualified sales or referrals, while adhering to FNB policies and core values.

The role may require working at multiple market locations and involves promoting the sales process, using digital tools, and providing excellent customer service to build lasting customer relationships.