Senior Relationship Banker

First National Bank Of Pennsylvania; Durham (NC); On-site; USD 55,000 - 70,000; Full time

Job summary

First National Bank Of Pennsylvania is seeking a Senior Relationship Banker to execute traditional consumer banking services in a retail setting and drive branch sales through customer interactions and referrals.

The role requires adherence to bank standards, cross-selling, and utilization of digital products, with flexibility to work at multiple market locations and maintain high data quality and customer service levels.

Qualifications

• Demonstrated excellent customer service and communication skills.
• Strong organizational, analytical, and interpersonal abilities.
• Detail-oriented with ability to manage multiple tasks.
• Proficient in personal computer use and standard office software.
• Experience in a related banking/retail role is preferred.

Responsibilities

• Promote sales by leveraging leads and customer engagement.
• Make recommendations for banking products and services.
• Meet weekly sales goals set by the Branch Manager.
• Incorporate digital banking products into customer interactions.
• Handle branch operations and ensure data quality for referrals and accounts.
• Assist with daily sales activities and monitor results.
• Perform routine teller and related operational duties.
• Uphold risk management and regulatory compliance.

Skills

Customer service

Communication

Organization & analysis

Detail oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Banking knowledge

Sales skills

Education

High School or GED

Job description

Primary Office Location:

3400 Westgate Drive. Durham, North Carolina. 27707.

Position Title:

Senior Relationship Banker

Business Unit:

Retail

Reports to:

Varies Based On Assignment

Position Overview:

This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market.

Primary 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.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

1

Skills Required to Perform the Primary Responsibilities of this Position:

• 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.

Licenses/Certifications Required to Perform the Primary Responsibilities of this Position:

Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

May require overnight travel for training purposes, particularly during onboarding.

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.