Floating Relationship Banker

First National Bank Of Pennsylvania•Uniontown, PA

About The Position

The Floating Relationship Banker develops proficiency in basic consumer banking transactions, account servicing, and lending. This 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 incumbent follows FNB policies, procedures, strategies, and Core Values, and may work at various locations within the market. The role promotes sales by greeting customers, identifying service and product needs, leveraging leads, and making outbound calls. The banker recommends and cross-sells bank products and services, meets individual weekly sales and referral goals set by the Branch Manager, and incorporates FNB digital products into customer interactions. The position also supports relationship lifecycle activities and routine branch operations, including teller transactions. Employees are expected to manage risk and comply with regulatory requirements and company procedures.

Requirements

  • High school diploma or GED.
  • 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.
  • Sales and customer service skills.
  • Nationwide Mortgage Licensing System and Registry Identifier is required; it is listed as preferred but will be required.

Nice To Haves

  • Experience in a related position.
  • Knowledge of banking policies, procedures, consumer products, and services.
  • Nationwide Mortgage Licensing System and Registry Identifier (preferred, but required).

Responsibilities

  • Promote the sales process by greeting customers, identifying service and product needs, leveraging sales leads, and making outbound calls.
  • Recommend and cross-sell 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 approved branch technology to input and maintain effective data quality for referrals, customers, and applicants.
  • Complete the lifecycle of new and existing relationships according to consumer bank standards.
  • Perform routine operational duties, including traditional teller transactions, in accordance with policies and procedures.
  • Perform other related duties and projects as assigned.
  • Understand, report, respond to, manage, and monitor business risks as required by F.N.B. Corporation’s risk management program.
  • Comply with regulatory laws, guidelines, and company procedures.
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