Senior Relationship Banker

First National Bank Of Pennsylvania; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

First National Bank Of Pennsylvania is seeking a Senior Relationship Banker to handle traditional consumer banking tasks and drive sales at the retail level. You will manage branch leads, execute customer transactions, and convert interactions into qualified referrals while adhering to bank standards and policies.

The role requires excellent customer service, strong communication, and knowledge of banking products.

Qualifications

• High School or GED required.
• 1 year of experience minimum.
• Licensure: Nationwide Mortgage Licensing System and Registry Identifier preferred or required.
• Knowledge of banking policies, procedures and consumer products/services.
• Strong customer service and sales orientation.

Responsibilities

• Promotes the sales process through leveraging leads, outbound calling, greeting customers, 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.
• Maintain data quality for referrals, customers, and applicants.
• Handle new/existing relationships per consumer bank standards.
• Assist with daily sales activity and staffing huddles; monitor sales results.
• Perform branch operations including teller transactions and office tasks.
• Support risk management and comply with regulations.

Skills

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

Detail-oriented

PC literacy

MS Word

MS Excel

MS PowerPoint

Banking knowledge

Sales skills

Related experience

Education

High School or GED

Job description

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

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 ensuring all tasks performed adhere to 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.
• Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education

• High School or GED

Minimum Years of Experience

• 1 year

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

N/A

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.

Visa Sponsorship

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.