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Relationship Banking Professional
2 months ago
Boone, North Carolina
Key Responsibilities:This role is focused on developing proficiency in basic consumer banking transactions, account servicing, and lending. The incumbent will be responsible for executing branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads.
The incumbent will adhere to all First National Bank of Pennsylvania policies, procedures, strategies, and Core Values. The role may require working at various locations within the market.
Primary 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 First National Bank of Pennsylvania digital products and services into customer interactions.
- Using First National Bank of Pennsylvania approved branch technology, input and maintain 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.
- Perform routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
- Perform other related duties and projects as assigned.
High School or GED
0 years 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
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required
