Floating Relationship Banker

F.N.B. Corporation•Middleburg, PA

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 work at various locations within the market. The position promotes sales by greeting customers, identifying service and product needs, leveraging sales leads, making outbound calls, and recommending bank products and services. It also supports customer relationships throughout their lifecycle, maintains referral and customer data using approved branch technology, and performs routine operational duties, including teller transactions. Employees are responsible for managing risks encountered in their work and complying with applicable regulatory requirements and company procedures. The role requires a high school diploma or GED. Frequent driving is required, and overnight travel may be needed for training, particularly during onboarding. The Nationwide Mortgage Licensing System and Registry Identifier is preferred but will be required.

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.
  • 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.
  • Legally authorized to work in the United States; employment-based visa sponsorship is not provided.
  • Frequent driving is required.

Nice To Haves

  • Nationwide Mortgage Licensing System and Registry Identifier is preferred, but will be required.

Responsibilities

  • Promote the sales process by greeting customers, identifying customer 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 input and maintain effective data quality 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 and other tasks under established policies and procedures.
  • Perform other related duties and projects as assigned.
  • Understand, report, respond to, manage, and monitor risks encountered in daily work as required by F.N.B. Corporation’s risk management program.
  • Comply with regulatory laws, guidelines, and company procedures.
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