Senior Relationship Banker

FNB Corporation

Morrisville (NC)

On-site

USD 55,000 - 70,000

Full time

14 days+
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Job summary

F.N.B. Corporation is seeking a Senior Relationship Banker in Morrisville, NC to drive traditional consumer banking activities and convert customer interactions into qualified sales or referrals.

The role spans branch leads execution, customer transactions, and adherence to bank policies while supporting multiple locations in the market. The incumbent will leverage sales leads, offer cross-sell opportunities, and utilize branch technology to maintain data quality and manage new and existing

Qualifications

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

Responsibilities

  • Promotes the sales process by leveraging leads, greetings, and identifying customer needs.
  • Make recommendations in selling and cross-selling bank products and services.
  • Achieve individual weekly sales goals set by Branch Manager.
  • Incorporate FNB digital products into customer interactions.
  • Ensure data quality for referrals, customers, and applicants.
  • Manage lifecycle of all relationships per consumer bank standards.
  • Assist with daily sales activity and monitor sales results.
  • Perform routine branch operations including teller tasks per policy.

Skills

Excellent customer service
Excellent communication
Organizational skills
Detail-oriented
PC skills
MS Word
MS Excel
MS PowerPoint

Education

High school or GED
NMLS identifier preferred

Job description

Primary Office Location

3714 Davis Drive. Morrisville, North Carolina. 27560. 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 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

High School or GED

Minimum Number of Years of Job Related Experience Required

1

Skills Required
  • 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

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.

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.

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