Senior Relationship Banker

F.N.B. Corporation•Cary, NC

About The Position

The Senior Relationship Banker executes traditional consumer banking services for retail banking customers. The role carries out branch leads according to consumer bank standards, completes customer transaction requests, and converts transactions into qualified sales or referral leads. The employee follows FNB policies, strategies, programs, and Core Values and may work at various locations within the market. The position supports branch sales and operations, including recommending bank products and services, using approved branch technology to maintain customer and referral data, completing the lifecycle of customer relationships, and performing teller and other operational duties. The employee also serves as a risk manager by identifying, reporting, responding to, managing, and monitoring daily business risks, and must comply with applicable regulations and company procedures.

Requirements

  • High school diploma or GED.
  • At least 1 year of job-related experience.
  • Experience in a related position.
  • 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 proficiency in MS Word.
  • Intermediate proficiency in MS Excel.
  • Basic proficiency in MS PowerPoint.
  • Knowledge of banking policies, procedures, consumer products, and services.
  • Sales and customer service skills.
  • Must be legally authorized to work in the United States; employment-based visa sponsorship is not provided.

Nice To Haves

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

Responsibilities

  • Promote the sales process by leveraging sales leads, making outbound calls, greeting customers, and identifying customer service and product needs.
  • Recommend and sell or cross-sell Bank products and services, incorporate FNB digital products and services into customer interactions, and meet individual weekly sales goals set by the Branch Manager.
  • Use FNB-approved branch technology to enter and maintain accurate data for referrals, customers, and applicants.
  • Complete the lifecycle of new and existing customer relationships according to consumer bank standards.
  • Assist with daily sales activity, including pre-shift sales huddles and monitoring and measuring sales results.
  • Perform 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.
  • Perform teller transactions and other routine operational tasks according to established policies and procedures.
  • Ensure assigned tasks comply with current policies and procedures, regulatory laws, and company procedures.
  • Understand, report, respond to, manage, and monitor risks encountered in daily work as required by F.N.B. Corporation’s risk management program.
  • Perform other related duties and projects as assigned.
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