Senior Relationship Banker

First National Bank Of Pennsylvania•York, PA

About The Position

The Senior Relationship Banker executes traditional consumer banking activities for retail banking customers. The role involves handling branch leads in accordance with consumer bank standards, completing customer transactions, and converting transactions into qualified sales or referral leads. The employee must follow FNB policies, strategies, programs, and Core Values and may work at various locations within the market. The position also supports branch sales activity and operations, including customer relationship lifecycle tasks, routine teller transactions, and other assigned branch duties. Employees are responsible for managing risks encountered in their work and complying with regulatory requirements and company procedures. The role is based at 2100 York Crossing Drive, York, Pennsylvania 17408; overnight travel may be required for training, particularly during onboarding.

Requirements

  • High school diploma or GED.
  • At least 1 year of job-related experience.
  • 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.
  • Basic-level Microsoft Word skills.
  • Intermediate-level Microsoft Excel skills.
  • Basic-level Microsoft PowerPoint skills.
  • Experience in a related position.
  • Knowledge of banking policies, procedures, consumer products, and services.
  • Sales and customer service skills.
  • Nationwide Mortgage Licensing System and Registry identifier is required; it is preferred but will be required.

Nice To Haves

  • Nationwide Mortgage Licensing System and Registry identifier preferred.

Responsibilities

  • Promote sales by leveraging sales leads, making outbound calls, greeting customers, and identifying customer service and product needs.
  • Recommend and sell or 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 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.
  • Complete assigned branch operational duties, including scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, and ordering and managing vault cash.
  • Ensure assigned tasks follow current policies and procedures.
  • Perform routine operational duties, including traditional teller transactions, according to established policies and procedures.
  • Perform other related duties and projects as assigned.
  • Understand, report, respond to, manage, and monitor risks encountered in daily work as required by F.N.B. Corporation's risk management program.
  • Comply with regulatory laws, guidelines, and company procedures.
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