Senior Relationship Banker

First National Investment Services Company L L C; Huntersville (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

F.N.B. Corporation is seeking a Senior Relationship Banker in Huntersville, NC.

The role focuses on executing traditional consumer banking asks, handling branch leads, and converting transactions into qualified sales or referrals while adhering to all policies and Core Values. You may work at various locations within the market, with a focus on delivering excellent customer service and cross-selling bank products to meet weekly sales targets.

Qualifications

• High School or GED is required.
• 1 year of related experience is required.
• Excellent customer service and communication skills are essential.
• Knowledge of banking policies, procedures and consumer products is preferred.

Responsibilities

• Promotes the sales process by leveraging leads and referrals.
• Identify customer service and product needs and recommend Bank products.
• Achieve weekly sales goals set by Branch Manager.
• Input and maintain data for referrals, customers and applicants.

Skills

Customer service

Communication

Organizational skills

Detail-oriented

PC skills

MS Word

MS Excel

MS PowerPoint

Sales skills

Banking policies

Product knowledge

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Join our team. Make a difference - for us and for your future.

Primary Office Location:

100 North Statesville Road. Huntersville, North Carolina. 28078.

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.

Licensures/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.