Senior Relationship Banker

First Commonwealth Bank; Wexford (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Quarterly incentives

Job summary

First Commonwealth Bank in Wexford, PA is seeking a Senior Relationship Banker to deepen and grow customer relationships while delivering exceptional service and financial solutions. You will own issues end-to-end, participate in coaching, and help drive personal and business banking relationships.

The role emphasizes prospecting, onboarding, outbound calls, and leveraging BUILD/BUILD 2.0; you will help customers with lending opportunities, especially real estate secured, and ensure compliance,

Qualifications

• High school diploma or equivalent required.
• 5+ years in a client-centric sales environment with proven over-achievement.
• Excellent communication skills and relationship-building ability.
• NMLS registration required; valid driver's license and willingness to travel regionally.

Responsibilities

• Deepen consumer relationships through onboarding and outbound calls.
• Grow consumer relationships by managing Top 500 customers and leveraging campaigns.
• Champion operations and compliance, safeguarding privacy and controls.
• Lead personal development and peer coaching to build team capability.
• Drive customer experience and promote the Customer Service Promise to put customers first.

Skills

Relationship building

Sales

Customer service

Communication skills

Technology proficiency

NMLS registration

Driver's license

Travel flexibility

Microsoft Office

Banking systems

Education

High school diploma or equivalent

Tools

Banking software

Microsoft Office

Job description

Wexford Perry Highway
12449 Perry Hwy
Wexford, PA 15090, USA

As a First Commonwealth Senior Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employee plays in delivering on our Customer Service Promise every day. You have a passion for building relationships, educating, advising and identifying opportunities to equip our customers and employees with financial solutions that will help them achieve Financial Confidence. You will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. In partnership with your Manager, you will help drive consumer sales through consistent and on‑going development activities focused on expanding existing customer relationships and engaging new prospects to win both their personal and business related banking relationships. You will also help your Manager engage and develop the rest of the team by participating in and leading peer‑to‑peer coaching and role playing, and help drive your personal development, because you know that, as a Senior Relationship Banker, you can change people’s lives.

As a Senior Relationship Banker you are eligible for quarterly sales & service incentives.

What Great Looks Like in this Role

As an Senior Relationship Banker, your days will be divided into 5 essential job functions:

• Deepen Consumer Relationships – 40%
  • Stay connected with customers through onboarding and outbound calling
  • Generate consistent and meaningful appointments weekly including prospects
  • Identify partner referrals by asking purposeful questions
  • Uncover consumer lending opportunities, with an emphasis on real estate secured
• Grow Consumer Relationships – 40%
  • Manage your assigned Top 500 customers
  • Utilize marketing campaigns to inform customers about our products
  • Ask for referrals and advocate for the Refer‑A‑Friend program
  • Use effective research, tools and techniques for prospecting
  • Use BUILD and BUILD 2.0 with every account opening
• Champion Operations and Compliance – 10%
  • Protect the privacy and security of our customers
  • Have the right conversations around NSF/OD and other fee retention
  • Follow proper cash handling, teller differences and dual control guidelines
  • Adhere to all audit guidelines
  • Delegate and oversee responsibilities for others to learn our internal controls
  • Mitigate risk by adhering to FCB policies, procedures and processes
• Personal Development – 10%
  • Take ownership of your own development
  • Practice and perfect your BUILD and BUILD 2.0 skills
  • Develop knowledge of Business Products
  • Stay a subject matter expert on our digital products
  • Stay informed with Need2Know and First2Know
  • Conduct and participate in peer‑to‑peer coaching and role play
  • Seek feedback from peers and leaders
  • Complete all required trainings in a timely manner
• Customer Experience
  • Live our Mission and Core Values
  • Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes
  • Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling
  • Promptly follow‑through and ensure you are the single contact for problem resolution
  • Follow the “One to say YES, two to say NO” rule
  • Maintain the highest standard of conduct and account integrity for yourself and your team

Bona Fide Occupational Qualifications

• High school diploma or equivalent.
• Five (5) or more years of relevant experience in a client‑centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations.
• Excellent communication skills, passion for helping others, motivation to learn, solutions‑based sales skills, professionalism, resourcefulness, exceptional relationship‑building skills, ability to excel in a complex and dynamic environment.
• Technologically savvy (Microsoft Office, Internet, mobile technology, bank systems).
• Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS).
• Valid driver’s license and ability/willingness to travel regionally.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.