Senior Relationship Banker

First National Bank Of Pennsylvania; University Place (WA); On-site; USD 45,000 - 65,000; Full time

Job summary

First National Bank Of Pennsylvania is seeking a Senior Relationship Banker in Charlotte to execute traditional consumer banking tasks and manage branch leads. You will drive sales, handle customer transactions, and convert activity into qualified referrals while adhering to bank policies and core values.

The role requires strong customer service, communication, and banking knowledge with the ability to work at multiple market locations as needed.

Qualifications

• High School diploma or GED required.
• Minimum 1 year of relevant banking experience.
• Excellent customer service and communication skills.

Responsibilities

• Promotes the sales process by leveraging leads and greeting customers.
• Make recommendations in cross-selling bank products and services.
• Identify and achieve weekly sales goals set by the Branch Manager.
• Incorporate digital products into customer interactions.
• Input and maintain data quality for referrals, customers, and applicants.
• Manage lifecycle of relationships per consumer bank standards.

Skills

Excellent customer service

Excellent communication

Organizational skills

Detail-oriented

MS Word

MS Excel

MS PowerPoint

Sales skills

Banking knowledge

Customer service experience

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

Primary Office Location: 8800 J M Keynes Dr.. Charlotte, North Carolina. 28262. 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.

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.

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

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.