Senior Relationship Banker

First Commonwealth Bank•Hollidaysburg, PA

About The Position

As a First Commonwealth Senior Relationship Banker, you will support the company’s mission to improve the financial lives of neighbors and their businesses. You will deliver a strong customer experience by building relationships, educating and advising customers, identifying financial solutions, and owning issues through resolution. In partnership with your Manager, you will drive consumer sales by developing existing customer relationships and engaging new prospects for personal and business banking. You will also support team development through peer coaching and role-playing, while taking ownership of your own development. The role is eligible for quarterly sales and service incentives. The work is organized around five essential functions: deepening consumer relationships (40%), growing consumer relationships (40%), championing operations and compliance (10%), personal development (10%), and delivering a positive customer experience in every interaction. Responsibilities include onboarding and outbound customer calls, generating appointments, identifying referrals and consumer lending opportunities, managing assigned customers, promoting products and referral programs, following operational controls and compliance requirements, developing product knowledge, completing training, and ensuring prompt follow-through on customer issues.

Requirements

  • High school diploma or equivalent.
  • Five or more years of relevant experience in a client-centric sales environment, with a track record of exceeding assigned goals, delivering high-quality 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 with and maintain current registration in the National Mortgage Licensing System & Registry (NMLS); complete the MU4R questions and registration required for employment in this position.
  • Valid driver’s license and ability and willingness to travel regionally.

Responsibilities

  • Deepen existing consumer relationships through customer onboarding, outbound calls, weekly appointments, purposeful questions, partner referrals, and identification of consumer lending opportunities, especially real-estate-secured lending.
  • Grow consumer relationships by managing assigned Top 500 customers, using marketing campaigns, requesting referrals, promoting Refer-A-Friend, prospecting, and using BUILD and BUILD 2.0 with every account opening.
  • Protect customer privacy and security; follow cash-handling, teller-difference, dual-control, audit, and other operational guidelines; discuss NSF/OD and fee retention appropriately; delegate and oversee internal-control responsibilities; and mitigate risk by following company policies and processes.
  • Take ownership of personal development, practice BUILD and BUILD 2.0 skills, develop knowledge of business products, maintain expertise in digital products, stay informed through Need2Know and First2Know, participate in peer coaching and role-play, seek feedback, and complete required training on time.
  • Live the company’s Mission and Core Values and uphold its Customer Service Promise: Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity, and Obsess with Yes.
  • Improve team sales effectiveness through BUILD and consistent outbound calling.
  • Promptly follow through on customer problems and serve as the single contact for resolution; follow the “One to say YES, two to say NO” rule.
  • Maintain high standards of conduct and account integrity for oneself and the team.
  • Partner with the Manager to drive consumer sales and help engage and develop the team through peer-to-peer coaching and role-play.

Benefits

  • Eligible for quarterly sales and service incentives.
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