Relationship Associate

First National Bank Of Pennsylvania•Stratford, NC

11d•Onsite

About The Position

This position is primarily responsible for assisting the Financial Advisors in the establishment and maintenance of accounts and client relationships. The incumbent, within their level of experience and licensing, handles routine transactions and account servicing while supporting the assigned Financial Advisors. The incumbent provides the highest quality of service to every customer.

Requirements

High School or GED
0 years of job related experience
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Life/Heath state insurance license required.

Nice To Haves

Associates preferred.
Knowledge of banking processes and procedures preferred.

Responsibilities

Reviews documentation for new account and existing account servicing transactions for completeness and accuracy.
Submits documentation for processing and sales review.
Maintains appropriate records required for all transactions.
Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner.
Interacts independently with customers.
Works independently within the scope of authority, insurance licensing, and abilities to resolve account maintenance and client service issues.
At the Financial Advisor's discretion and direction, may enter client orders on broker dealer and clearing firm systems.
Assists Financial Advisor(s) with coordination of business plan elements.
Responsible for the execution of proactive, consistent client contact process to provide the FA(s) opportunities to identify options to expand wallet share and sustain a high level of client retention.
Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and Broker/Dealer status current.
Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items.
Enters branch revenue crediting based on information received from the FA.
At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner.
At FA(s) discretion, may assist with updating branch referrals.
Creates and maintains client files and records.
CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.