Relationship Banking Specialist

4 weeks ago


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

1402 Logan Avenue, Tyrone, Pennsylvania

Make a Difference in Banking:

This role is responsible for developing proficiency in basic consumer banking transactions, account servicing, and lending. The incumbent will execute branch leads at the direction of the Manager, consistently execute customer transaction requests, and identify opportunities to convert transactions to qualified sales or referral leads.

Key Responsibilities:

  • Promote 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.
  • Identify and achieve 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.
  • Perform routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
  • Perform other related duties and projects as assigned.

Requirements:

  • High School or GED
  • 0 years of job-related experience
  • 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
  • Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required

Physical Requirements:

  • Frequent driving (car, van, truck)

Equal Employment Opportunity:

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran.



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