Retail Branch Lead & Sales Coach

F.N.B. Corporation; Montrose (Susquehanna County); On-site; USD 45,000 - 60,000; Full time

Job summary

F.N.B. Corporation is seeking an Assistant Branch Manager in Montrose, PA to lead retail sales efforts and manage branch operations.

You will build a personal referral network, guide staff through prescribed sales activities, and ensure high-quality customer service in a dynamic banking environment. The role emphasizes compliance with bank policies, daily operational duties, and accurate data handling while developing relationships with customers and team members.

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

Organizational skills

Interpersonal skills

Detail-oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Sales experience

Banking policies

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation is seeking an Assistant Branch Manager in Montrose, PA to lead retail sales efforts and manage branch operations.

You will build a personal referral network, guide staff through prescribed sales activities, and ensure high-quality customer service in a dynamic banking environment. The role emphasizes compliance with bank policies, daily operational duties, and accurate data handling while developing relationships with customers and team members.