Relationship Banking Lead – Grow Client Partnerships

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

Job summary

F.N.B. Corporation in North Carolina seeks a Senior Relationship Banker to execute traditional consumer banking asks and drive branch sales. You will handle customer transactions, referrals, and product recommendations while maintaining data quality and adhering to policies.

The role requires strong communication, organizational skills, and a customer-first mindset; travel within the market may be required and the team values compliance and teamwork.

Qualifications

• 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.

Responsibilities

• Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs.
• Make appropriate recommendations in the selling and cross-selling of Bank products and services.
• Identifies and achieves individual weekly sales goals set by the Branch Manager.
• Incorporate FNB digital products & 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.
• Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
• Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.
• 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.

Skills

Customer service

Communication

Organizational skills

Interpersonal skills

Detail-oriented

PC literacy

MS Word

MS Excel

MS PowerPoint

Banking policies

Sales skills

1 year experience

Education

High School or GED

Job description

F.N.B. Corporation in North Carolina seeks a Senior Relationship Banker to execute traditional consumer banking asks and drive branch sales. You will handle customer transactions, referrals, and product recommendations while maintaining data quality and adhering to policies.

The role requires strong communication, organizational skills, and a customer-first mindset; travel within the market may be required and the team values compliance and teamwork.