Banking Relationship Specialist

1 week ago


Greensboro, United States First National Bank of Pennsylvania Full time
Job Description:

This role is responsible for developing proficiency in basic consumer banking transactions, account servicing, and lending. The incumbent executes branch leads at the direction of the Manager and consistently fulfills customer transaction requests.

The ideal candidate will identify opportunities to convert transactions into qualified sales or referral leads while adhering to all FNB policies, procedures, strategies, and Core Values.

Key Responsibilities:

  • Promote the sales process through greeting customers, identifying service needs, leveraging sales leads, and outbound calling.
  • Make recommendations on Bank products and services and achieve individual weekly sales/referral goals set by the Branch Manager.
  • Incorporate FNB digital products and services into customer interactions.
  • Maintain effective data quality using approved branch technology.

Requirements:

  • High School or GED
  • 0 years of Job Related Experience Required
  • Excellent customer service skills
  • Excellent communication skills, both written and verbal
  • MS Word - Basic Level
  • MS Excel - Intermediate Level
  • Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required


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