Relationship Banker: Drive Customer Growth & Cross-Sell

First National Bank Of Pennsylvania; Charlotte (NC); On-site; USD 36,000 - 54,000; Full time

Job summary

First National Bank Of Pennsylvania in Charlotte, NC is seeking a Relationship Banker to develop proficiency in basic consumer banking, account servicing, and lending. You will execute branch leads, handle customer transactions, and identify opportunities to convert interactions into qualified sales or referral leads.

The role requires adherence to banking policies, strong customer service, and the ability to work at multiple market locations.

Qualifications

• High School diploma or GED required.
• 0 years of job-related experience.
• Excellent customer service and communication skills.
• Strong organizational, analytical and interpersonal skills.
• Detail-oriented; proficient with PC software.
• MS Word - Basic Level; MS Excel - Intermediate; MS PowerPoint - Basic.
• Knowledge of banking policies, procedures, consumer products and services.
• Sales and customer service skills.

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.

Skills

Excellent customer service skills

Excellent communication skills

Excellent organizational skills

Detail-oriented

PC skills

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in a related position

Knowledge of banking policies, methods

Sales and customer service

Education

High School or GED

Job description

First National Bank Of Pennsylvania in Charlotte, NC is seeking a Relationship Banker to develop proficiency in basic consumer banking, account servicing, and lending. You will execute branch leads, handle customer transactions, and identify opportunities to convert interactions into qualified sales or referral leads.

The role requires adherence to banking policies, strong customer service, and the ability to work at multiple market locations.