Senior Relationship Banker

First Commonwealth Bank; Montoursville (Lycoming County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Quarterly incentives

Job summary

First Commonwealth Bank in Montoursville, PA is seeking a Senior Relationship Banker to deepen connections with customers and provide practical financial guidance. You will own client issues from start to finish, partner with your manager to grow consumer and business banking relationships, and drive the customer experience through proactive education and personalized service.

The role emphasizes sales, customer education, and delivering consistent financial solutions.

Responsibilities

• Deepen consumer relationships by onboarding and outbound calling.
• Grow consumer relationships by managing top customers and leveraging campaigns.
• Champion operations and compliance by following privacy, cash handling, and audits.

Job description

Montoursville
Montoursville, PA 17754, USA

Description

As a First CommonwealthSenior Relationship Bankeryou will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. You have a passion for building relationships, educating, advising and identifying opportunities to equip our customers and employees with financial solutions that will help them achieve Financial Confidence. You will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. In partnership with your Manager, you will help drive consumer sales through consistent and on-going development activities focused on expanding existing customer relationships and engaging new prospects to win both their personal and business related banking relationships. You will also help your Manager engage and develop the rest of the team by participating in and leading peer to peer coaching and role playing, and help drive your personal development, because you know that, as aSenior Relationship Banker, you can change people’s lives.

As a Senior Relationship Banker you are eligible for quarterly sales & service incentives.

What Great Looks Like in this Role_________________________________

As an Senior Relationship Banker, your days will be divided into 5 essential job functions:

1. Deepen Consumer Relationships – 40% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities:
   • a. Stay connected with customers through onboarding and outbound calling
   • b. Generate consistent and meaningful appointments weekly including prospects
   • c. Identify partner referrals by asking purposeful questions
   • d. Uncover consumer lending opportunities, with an emphasis on real estate secured
2. Grow Consumer Relationships – 40% of your time will be spent establishing and growing consumer relationships through the following activities:
   • a. Manage your assigned Top 500 customers
   • b. Utilize marketing campaigns to inform customers about our products
   • c. Ask for referrals and advocate for the Refer-A-Friend program
   • d. Use effective research, tools and techniques for prospecting
   • e. Use BUILD and BUILD 2.0 with every account opening
3. Champion Operations and Compliance – 10% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities:
   • a. Protect the privacy and security of our customers
   • b. Have the right conversations around NSF/OD and other fee retention
   • c. Follow proper cash handling, teller differences and dual control guidelines
   • d. Adhere to all audit guidelines
   • e. Delegate and oversee responsibilities for others to learn our internal controls
   • f. Mitigate risk by adhering to FCB policies, procedures and processes.
4. Personal Development – 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities: