Relationship Banker

First Commonwealth Bank•West Deer Township, PA

About The Position

A First Commonwealth Relationship Banker supports the company’s mission to improve the financial lives of neighbors and their businesses by delivering a strong customer experience. The role contributes to day-to-day Financial Solutions Center operations, resolves customer issues from beginning to end, builds relationships, identifies customer needs, and connects customers with financial solutions. The banker works with a Manager on Pathways progression and personal development. The role is divided among five essential functions: championing operations and compliance (40%); growing consumer relationships (25%); deepening existing consumer relationships (25%); personal development (10%); and delivering a positive customer experience in every interaction.

Requirements

  • High school diploma or equivalent.
  • Three or more years of relevant experience in a client-centric sales environment, with a record of exceeding assigned goals, delivering a high level of client service, and meeting operational expectations.
  • Excellent communication skills, passion for helping others, motivation to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, and ability to excel in a complex and dynamic environment.
  • Technological proficiency, including Microsoft Office, the Internet, mobile technology, and banking systems.
  • Register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS).
  • Valid driver’s license and ability and willingness to travel regionally.

Responsibilities

  • Protect customer privacy and security by following cash-handling, teller-difference, dual-control, audit, internal-control, and company policy requirements.
  • Have appropriate conversations about NSF/OD and other fee retention.
  • Manage assigned Top 500 customers and use marketing campaigns to inform customers about products and promotions.
  • Ask for referrals and advocate for the Refer-A-Friend program.
  • Use BUILD and BUILD 2.0 during every account opening and develop proficiency in those methods.
  • Maintain customer relationships through onboarding and outbound calls.
  • Generate consistent, meaningful weekly appointments, including with prospects.
  • Identify partner referrals by asking purposeful questions and uncover consumer lending opportunities, with an emphasis on real-estate-secured lending.
  • Take ownership of personal development and progress toward completion of Pathways.
  • Increase product knowledge, stay knowledgeable about digital products, and stay informed through Need2Know and First2Know.
  • Conduct and participate in peer-to-peer coaching and role play, and complete required training on time.
  • Live the company Mission and Core Values and champion the Customer Service Promise.
  • Support the team's sales effectiveness and efficiency by championing BUILD and conducting consistent outbound calling.
  • Follow through promptly and serve as the single contact for problem resolution.
  • Follow the “One to say YES, two to say NO” rule and maintain high standards of conduct and account integrity.
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