Client Relationship Associate

2 weeks ago


Annapolis, Maryland, United States First National Bank of Pennsylvania Full time
About the Role

This is a dynamic position at First National Bank of Pennsylvania that requires exceptional customer service and sales skills. The ideal candidate will be responsible for developing relationships with clients, identifying their financial needs, and providing tailored solutions.

The role involves executing branch leads, consistent execution of customer transaction requests, and identifying opportunities to convert transactions into qualified sales or referral leads.

The incumbent will adhere to all bank policies, procedures, strategies, and core values, ensuring a high level of customer satisfaction and loyalty.

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 digital products and services into customer interactions.

Salary Information:

The estimated salary for this position ranges from $18.17 to $30.29 per hour, depending on experience and qualifications.



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