Senior Relationship Banker - Sales & Service Pro

First National Bank; Maryland; On-site; USD 30,000 - 51,000; Full time

Job summary

First National Bank in Maryland is seeking a Senior Relationship Banker to drive customer service excellence and sales within our Retail unit. You will greet customers, identify financial needs, and promote bank products while building trusted relationships across branches.

The role involves managing referrals, maintaining data quality in branch systems, supporting daily sales activities, and handling routine teller duties while adhering to policy and risk guidelines.

Qualifications

• Excellent customer service and communication skills.
• Ability to meet weekly sales goals and cross-sell bank products.
• Proficient with basic MS Office and banking software.
• Knowledge of consumer banking policies and services.

Responsibilities

• Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs.
• Input and maintain data quality for referrals, customers, and applicants using branch technology.
• Manage daily sales activity, assist with pre-shift sales huddles, monitor and measure sales results.
• Complete branch operations: scheduling, opening/closing, vault cash, ensure policy compliance.
• Perform teller transactions and other operational tasks.
• Support risk management and comply with regulatory requirements.

Skills

Customer service

Communication

Sales

Cross-selling

Organizational skills

Attention to detail

MS Word

MS Excel

MS PowerPoint

Banking knowledge

Education

High School or GED

Job description

First National Bank in Maryland is seeking a Senior Relationship Banker to drive customer service excellence and sales within our Retail unit. You will greet customers, identify financial needs, and promote bank products while building trusted relationships across branches.

The role involves managing referrals, maintaining data quality in branch systems, supporting daily sales activities, and handling routine teller duties while adhering to policy and risk guidelines.