Banking Relationship Specialist
3 weeks ago
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 and ensure consistent execution of all customer transaction requests. They will also identify opportunities to convert transactions into qualified sales or referral leads.
Main Responsibilities:
Promote the sales process through greeting customers and identifying their needs. Make recommendations on 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. Maintain effective data quality using FNB approved branch technology. Complete and lifecycle of all new and existing relationships according to consumer bank standards.
Requirements:
High school diploma or equivalent required. Excellent customer service skills. 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.
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Relationship Banking Specialist
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