Senior Relationship Banker

3 days ago


Gaithersburg MD USA, United States First National Bank Full time
Job Title: Floating Senior Relationship Banker

Job Summary:

We are seeking a highly skilled and experienced Floating Senior Relationship Banker to join our team at First National Bank. As a key member of our retail banking team, you will be responsible for executing traditional consumer banking asks of retail banking customers, adhering to consumer bank standards, and promoting the sales process through leveraging sales leads, outbound calling, and identifying customer service and product needs.

Key Responsibilities:

  • Promote 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.
  • Identify and achieve 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.

Requirements:

  • High School or GED
  • 1 year 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 or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)



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