Floating Relationship Banker

First National Bank Of Pennsylvania•Winston Salem, NC
•Onsite

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 handles customer transaction requests, and identifies opportunities to convert transactions into qualified sales or referral leads. The employee follows FNB policies, procedures, strategies, and Core Values and may work at various locations within the market. This position promotes sales and customer service, supports consumer banking relationships throughout their lifecycle, and performs routine operational duties, including teller transactions. Employees are also responsible for understanding, reporting, responding to, managing, and monitoring risks encountered in their work, and for complying with regulatory requirements and company procedures.

Requirements

  • High school diploma or GED.
  • Zero 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.
  • Microsoft Word at a basic level.
  • Microsoft Excel at an intermediate level.
  • Microsoft PowerPoint at a basic level.
  • Experience in a related position.
  • Knowledge of banking policies, procedures, consumer products, and services.
  • Sales and customer service skills.
  • Legally authorized to work in the United States; employment-based visa sponsorship is not provided.

Nice To Haves

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

Responsibilities

  • Greet customers, identify service and product needs, leverage sales leads, and make outbound calls to promote the sales process.
  • Recommend and sell or 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 enter and maintain accurate data for referrals, customers, and applicants.
  • Complete and manage 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.
  • Perform other related duties and projects as assigned.
  • Understand, report, respond to, manage, and monitor workplace risks as required by F.N.B. Corporation’s risk management program.
  • Comply with regulatory laws, guidelines, and company procedures.
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