Relationship Banking Specialist

First National Investment Services Company L L C

Cary (NC)

On-site

USD 37,000 - 52,000

Full time

13 days ago

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Job summary

F.N.B. Corporation in Cary, NC is seeking a Relationship Banker to support consumer banking transactions, account servicing and lending while pursuing sales leads and referrals. You will work to convert transactions into qualified referrals and promote digital banking tools to customers.

The position involves data entry, maintaining accurate records, and adhering to bank policies. Excellent communication and customer service are essential as you collaborate with team members to meet weekly sales

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.

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.