Relationship Banker: Service-Driven Sales & Growth

First National Bank; Cleveland (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

First National Bank is seeking a Relationship Banker in the Retail unit. The role helps customers with basic consumer banking transactions, account servicing, and lending, while executing branch leads and converting transactions into sales or referrals.

The incumbent uses branch technology to manage referrals and data, performs teller duties, and supports related projects. Compliance with regulations and risk management is required; travel to various market locations may occur.

Qualifications

• Strong customer service and communication skills.
• Ability to understand customer needs and cross-sell banking products.
• Proven organizational and interpersonal abilities.
• Detail-oriented with accuracy in data entry.
• Proficient with business software and banking systems.
• Knowledge of banking products and compliance basics.
• Experience in a related position preferred.

Responsibilities

• Greet customers and identify service and product needs.
• Promote sales and referrals, meet weekly goals.
• Input and maintain accurate data for referrals and accounts.
• Perform routine teller transactions and related tasks.
• Follow risk, compliance, and policies in daily activities.

Skills

Customer service

Communication skills

Organizational skills

Attention to detail

PC skills

Sales & referrals

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank is seeking a Relationship Banker in the Retail unit. The role helps customers with basic consumer banking transactions, account servicing, and lending, while executing branch leads and converting transactions into sales or referrals.

The incumbent uses branch technology to manage referrals and data, performs teller duties, and supports related projects. Compliance with regulations and risk management is required; travel to various market locations may occur.