Senior Relationship Banker

First National Bank Of Pennsylvania; Stratford (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

First National Bank Of Pennsylvania seeks a Senior Relationship Banker to drive customer engagement and fulfill traditional consumer banking requests. You will coordinate branch leads, convert transactions into qualified sales, and adhere to bank policies and core values across locations.

The role emphasizes excellent service, accurate data handling, and cross-selling of products while supporting daily branch operations and customer relationships.

Qualifications

• High school graduate or GED required with strong math and writing abilities.
• 1+ year of related banking/retail sales experience preferred.
• Ability to learn and apply bank policies, procedures and products.
• Strong communication, negotiation and customer service skills.

Responsibilities

• Promotes the sales process through outbound calling and greeting customers.
• Make recommendations in selling and cross-selling bank products and services.
• Identify and achieve weekly sales goals set by Branch Manager.
• Incorporate digital banking products into customer interactions.
• Input and maintain accurate data for referrals, customers, and applicants.
• Manage daily sales activity and assist with scheduling and operations.

Skills

Excellent customer service

Excellent communication

Organizational skills

Interpersonal skills

Detail-oriented

PC proficiency

MS Word

MS Excel

MS PowerPoint

Sales and customer service

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location

161 S. Stratford Road. Winston Salem, North Carolina. 27104.

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.

Minimum Level of Education Required

High School or GED

Minimum # 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 symbols the outstanding culture we represent.