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Relationship Banker
2 months ago
First National Bank of Pennsylvania is seeking a skilled Banking Relationship Specialist to join our team.
Business Unit: Retail Banking
Reports to: Branch Manager
Position Overview:
This position 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.
The incumbent will adhere to all bank policies, procedures, strategies, and Core Values. The position may require working 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. Makes 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. Incorporates bank digital products and services into customer interactions.
Using bank-approved branch technology, inputs and maintains 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.
Minimum Level of Education Required:
High School or GED
Minimum # of Years of Job Related Experience Required:
0
Skills Required:
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:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A