Relationship Banker: Customer-Centric Sales & Service

First National Bank

Monroeville (Allegheny County)

On-site

USD 42,000 - 56,000

Full time

4 days ago
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Job summary

First National Bank is seeking a Relationship Banker in the Retail unit to develop proficiency in consumer banking transactions, account servicing, and lending. You will execute branch leads under management direction and identify opportunities to convert activities into qualified referrals.

Responsibilities include serving customers, promoting products, managing referrals, and adhering to bank policies. Some travel to different branches within the market may be required.

Qualifications

  • Must have excellent customer service and communication skills.
  • Ability to promote and cross-sell bank products and services.
  • Proficiency with basic office software and data entry.
  • Follows bank policies and risk management requirements.
  • Willingness to travel within the market for assignments.

Responsibilities

  • Promotes the sales process by greeting customers and identifying service needs.
  • Input and maintain data quality for referrals, customers, and loan applications.
  • Perform routine teller and related operational duties according to policy.
  • Work at various locations within the market as needed.
  • Adhere to regulatory laws and internal procedures.

Skills

Customer service
Communication skills
Organizational skills
Detail-oriented
PC skills
MS Word
MS Excel
MS PowerPoint
Sales and referrals
Banking products knowledge

Education

High School or GED

Job description

First National Bank is seeking a Relationship Banker in the Retail unit to develop proficiency in consumer banking transactions, account servicing, and lending. You will execute branch leads under management direction and identify opportunities to convert activities into qualified referrals.

Responsibilities include serving customers, promoting products, managing referrals, and adhering to bank policies. Some travel to different branches within the market may be required.

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