Senior Relationship Banker

1 week ago

Cleveland, Ohio, United States First National Bank of Pennsylvania Full time
Primary Office Location:

1244 Som Center Road, Mayfield Heights, Ohio

Key Responsibilities:

The Senior Relationship Banker will be responsible for executing traditional consumer banking tasks for retail banking customers. This includes executing branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads.

The incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market.

Primary Responsibilities:
  1. Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs.
  2. Makes appropriate recommendations in the selling and cross-selling of Bank products and services.
  3. Identifies and achieves individual weekly sales goals set by the Branch Manager.
  4. Incorporates FNB digital products & services into customer interactions.
  5. Uses FNB approved branch technology to input and maintain effective data quality for all referrals, customers, and applicants.
  6. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
  7. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
  8. 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 ensuring all tasks performed adhere to the current policy and procedures.
  9. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
  10. Performs other related duties and projects as assigned.
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

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