Relationship Banker

3 weeks ago


Glen Allen, United States First National Bank of Pennsylvania Full time
Primary Office Location:

Join our team. Make a difference - for us and for your future.

Position Title: Relationship Banker

Business Unit: Retail

Reports to: Varies Based on Assignment

Position Overview:

This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.

Primary Responsibilities:

Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and 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.

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.

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:

0

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.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A



  • Glen Allen, United States First National Bank Full time

    Primary Office Location: 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...


  • Glen Rock, United States M&T Bank Full time

    Overview : Identifies customers' needs through the bank’s retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions. Primary Responsibilities: Develop new customer relationships and...


  • Glen Rock, United States M&T Bank Full time

    Overview : Identifies customers' needs through the bank’s retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions. Primary Responsibilities: Develop new customer relationships and expand and...

  • Relationship Banker

    6 days ago


    Glen Allen, United States Bank of America Full time

    Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...