Floating Relationship Banker

First National Bank Of Pennsylvania•Cary, NC

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, handles customer transaction requests consistently, and identifies opportunities to convert transactions into qualified sales or referral leads. The incumbent follows FNB policies, procedures, strategies, and Core Values and may be required to work at various locations within the market. The position also carries responsibility for managing risk encountered in daily work and complying with regulatory laws and company procedures. A Nationwide Mortgage Licensing System and Registry Identifier is preferred but will be required.

Requirements

  • High school diploma or GED.
  • Excellent customer service skills.
  • Excellent written and verbal communication skills.
  • Excellent organizational, analytical, and interpersonal skills.
  • Attention to detail.
  • Ability to use a personal computer and job-related software.
  • Basic-level Microsoft Word skills.
  • Intermediate-level Microsoft Excel skills.
  • Basic-level Microsoft PowerPoint skills.
  • 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 required.

Nice To Haves

  • Nationwide Mortgage Licensing System and Registry Identifier (required, though described as preferred).

Responsibilities

  • Promote the sales process by greeting customers, identifying service and product needs, leveraging sales leads, and making outbound calls.
  • Recommend appropriate Bank products and services through selling and cross-selling.
  • 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 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 business risks as required by F.N.B. Corporation’s risk management program.
  • Comply with applicable regulatory laws and company procedures.
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