Floating Relationship Banker

F.N.B. Corporation•Cherry Tree, OK

About The Position

The Floating Relationship Banker develops proficiency in basic consumer banking transactions, account servicing, and lending. The role executes branch leads at the direction of the Manager, consistently processes customer transaction requests, and identifies opportunities to convert transactions into qualified sales or referral leads. The incumbent follows FNB policies, procedures, strategies, and Core Values and may work at various locations within the market. The position promotes sales by greeting customers, identifying service and product needs, leveraging sales leads, and making outbound calls. It makes appropriate recommendations for FNB products and services, works toward individual weekly sales and referral goals set by the Branch Manager, and incorporates FNB digital products and services into customer interactions. The role also uses approved branch technology to maintain data quality and completes the lifecycle of new and existing customer relationships according to consumer banking standards. The incumbent performs routine operational duties, including teller transactions, and other tasks under established policies and procedures. All employees are responsible for managing risks encountered in their work and complying with regulatory requirements and company procedures. The role may involve frequent driving and overnight travel for training, particularly during onboarding.

Requirements

High school diploma or GED.
0 years of job-related experience required.
Excellent customer service skills.
Excellent written and verbal communication skills.
Excellent organizational, analytical, and interpersonal skills.
Detail-oriented.
Ability to use a personal computer and job-related software.
MS Word at a basic level.
MS Excel at an intermediate level.
MS PowerPoint at a 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 is preferred but will be required.
Legally authorized to work in the United States; FNB will not provide employment-based visa sponsorship.

Nice To Haves

Nationwide Mortgage Licensing System and Registry identifier preferred; it will be required.

Responsibilities

Promote sales by greeting customers, identifying customer service and product needs, leveraging sales leads, and making outbound calls.
Recommend and cross-sell appropriate bank products and services.
Identify and achieve individual weekly sales and referral goals set by the Branch Manager.
Incorporate FNB digital products and services into customer interactions.
Use FNB-approved branch technology to maintain effective data quality for referrals, customers, and applicants.
Complete the lifecycle of new and existing customer relationships according to consumer bank standards.
Perform routine operational duties, including traditional teller transactions, in accordance with established policies and procedures.
Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily risks as required by F.N.B. Corporation’s risk management program.
Comply with regulatory laws, guidelines, and company procedures.
Perform other related duties and projects as assigned.