Senior Relationship Banker

First Commonwealth Bank•Indiana, PA

50d

About The Position

As a First Commonwealth Senior Relationship Banker, you will help improve the financial lives of customers and their businesses by delivering a strong customer experience and helping customers achieve financial confidence. You will build relationships, educate and advise customers, identify financial solutions, own issues through resolution, and help keep the Financial Solutions Center running smoothly. In partnership with your Manager, you will drive consumer sales by developing existing relationships and engaging prospects to win personal and business banking relationships. You will also participate in and lead peer coaching and role-playing, support the development of the team, and take ownership of your own development. The role focuses on deepening existing consumer relationships (40%), growing consumer relationships (40%), championing operations and compliance (10%), and personal development (10%). Customer experience is a priority in every interaction. Senior Relationship Bankers are eligible for quarterly sales and service incentives.

Requirements

High school diploma or equivalent.
Five or more years of relevant experience in a client-centric sales environment, with a proven record of exceeding assigned goals, delivering high 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, dynamic environment.
Technological proficiency, including Microsoft Office, the Internet, mobile technology, and bank 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

Stay connected with existing customers through onboarding and outbound calls.
Generate meaningful weekly appointments, including appointments with prospects.
Identify partner referrals by asking purposeful questions.
Uncover consumer lending opportunities, with an emphasis on real estate-secured lending.
Manage an assigned Top 500 customer group.
Use marketing campaigns to inform customers about products.
Ask for referrals and advocate for the Refer-A-Friend program.
Use research, tools, and techniques to prospect.
Use BUILD and BUILD 2.0 with every account opening.
Protect customer privacy and security.
Conduct appropriate conversations regarding NSF/OD and other fee retention.
Follow cash-handling, teller-difference, and dual-control guidelines.
Adhere to audit guidelines and FCB policies, procedures, and processes.
Delegate and oversee responsibilities to help others learn internal controls.
Take ownership of personal development and practice BUILD and BUILD 2.0 skills.
Develop knowledge of business products and maintain subject-matter expertise on digital products.
Stay informed through Need2Know and First2Know, participate in peer coaching and role-playing, seek feedback, and complete required training on time.
Live the company Mission and Core Values and champion the Customer Service Promise.
Support team sales effectiveness through BUILD and 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 for self and team.
Travel regionally as needed.