Senior Relationship Banker

First National Bank Of Pennsylvania•Towson, MD

About The Position

The Senior Relationship Banker executes traditional consumer banking services for retail customers. The role is responsible for carrying out branch leads in accordance with consumer banking standards, completing customer transactions, and converting transactions into qualified sales or referral leads. The banker follows FNB policies, strategies, programs, and Core Values and may be assigned to various locations within the market. The role promotes sales by leveraging leads, making outbound calls, greeting customers, identifying service and product needs, and recommending bank products and services. It also supports daily branch sales activity and performs operational duties, including teller transactions and other tasks assigned under established policies and procedures. Employees are responsible for understanding, reporting, responding to, managing, and monitoring business risks, and for complying with regulatory requirements and company procedures. The position requires a high school diploma or GED and at least one year of related experience. An NMLS identifier is preferred but will be required. Overnight travel may be required for training, particularly during onboarding.

Requirements

High school diploma or GED.
At least 1 year of job-related experience.
Experience in a related position.
Knowledge of banking policies, procedures, consumer products, and services.
Sales and customer service skills.
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: basic level.
MS Excel: intermediate level.
MS PowerPoint: basic level.
NMLS identifier is required.

Nice To Haves

NMLS identifier is preferred, although it will be required.

Responsibilities

Promote sales through sales leads, outbound calling, greeting customers, and identifying customer service and product needs.
Recommend and cross-sell appropriate bank products and services.
Identify and achieve individual weekly sales goals set by the Branch Manager.
Incorporate FNB digital products and services into customer interactions.
Use approved branch technology to enter and maintain accurate data for referrals, customers, and applicants.
Complete the setup and lifecycle management of new and existing customer relationships according to consumer banking standards.
Assist with daily sales activity, including pre-shift sales huddles and monitoring and measuring sales results.
Complete assigned branch operational duties, which may include scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, and ordering and managing vault cash.
Ensure assigned tasks comply with current policies and procedures.
Perform routine operational duties, including traditional teller transactions.
Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring encountered risks as required by F.N.B. Corporation's risk management program.
Comply with regulatory laws and company procedures.
Perform other related duties and projects as assigned.