Retail Branch Lead - Coach, Sales & Service

F.N.B. Corporation; Monroe (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

F.N.B. Corporation in Monroe, NC is seeking an Assistant Branch Manager to lead a retail sales team and deliver exceptional customer service.

You will cultivate a personal referral network, drive branch leads, and convert transactions into qualified sales or referrals while ensuring compliance with policy and procedures. The role emphasizes coaching, data quality, and daily operations, including teller duties as needed, with risk management and adherence to regulatory guidelines as core

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 referral management, leveraging sales leads, outbound calling, and identifying customer financial needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services to meet the banking needs of customers in a courteous and professional manner. 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.
• Assists with the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
• Coordinates and completes the operational duties 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 traditional teller transactions as needed.
• 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

Organization

Detail-oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Banking policies

Sales

Education

High School or GED

NMLS Identifier preferred

Tools

None

Job description

F.N.B. Corporation in Monroe, NC is seeking an Assistant Branch Manager to lead a retail sales team and deliver exceptional customer service.

You will cultivate a personal referral network, drive branch leads, and convert transactions into qualified sales or referrals while ensuring compliance with policy and procedures. The role emphasizes coaching, data quality, and daily operations, including teller duties as needed, with risk management and adherence to regulatory guidelines as core