Senior Relationship Banker

First National Bank; Mooresville (NC); On-site; USD 42,000 - 60,000; Full time

Job summary

First National Bank in Mooresville, NC is seeking a Senior Relationship Banker to execute traditional consumer banking asks and convert transactions into qualified sales or referrals. You will promote the sales process, greet customers, recommend bank products, input referrals, and support daily sales activity while adhering to policies.

Some travel within the market may be required. Strong customer service, communication, and organizational skills are essential, along with basic MS Office

Qualifications

• High School or GED.
• 1 year of related experience.
• Excellent customer service and communication skills.
• Strong organizational, analytical and interpersonal abilities.
• Knowledge of banking policies and consumer products.

Responsibilities

• Promotes the sales process through leads, outbound calls and customer needs.
• Identify service and product needs, cross-sell and refer bank products.
• Input and maintain referrals, customers and applications with data quality.
• Execute branch operations and daily sales activity per policy.
• Assist with scheduling, supervision of workflow and vault management.
• Perform routine teller and related operational tasks.
• Adhere to risk management and regulatory compliance.

Skills

Excellent customer service

Excellent communication

Organizational & analytical

Detail-oriented

PC proficiency

MS Word

MS Excel

MS PowerPoint

Experience in related position

Banking policies & products knowledge

Sales & customer service

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 520 East Plaza Drive. Mooresville, North Carolina. 28117.

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

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 branchas 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.