Senior Relationship Banker

First National Bank Of Pennsylvania•Cary, NC

About The Position

The Senior Relationship Banker executes traditional consumer banking services for retail banking customers. The role is responsible for handling branch leads according to consumer bank standards, completing customer transaction requests, and converting transactions into qualified sales or referral leads. The incumbent follows FNB policies, strategies, programs, and Core Values and may be required to work at various locations within the market. The position promotes sales of bank products and services, supports daily branch sales activity, maintains customer and referral data, and completes the lifecycle of new and existing customer relationships. It also performs assigned branch operations, including teller transactions and office-opening and closing duties. Employees are accountable for managing and monitoring risk and complying with applicable regulations and company procedures. 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.
Attention to detail.
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.
Nationwide Mortgage Licensing System and Registry identifier required; it is preferred but will be required.
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 (noted as preferred, but also stated to 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 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 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 tasks are performed in accordance with current policies and procedures.
Perform routine operational duties, including teller transactions and other tasks under established policies and procedures.
Perform other related duties and projects as assigned.
Understand, report, respond to, manage, and monitor business risks as required by F.N.B. Corporation’s risk management program.
Comply with regulatory laws, guidelines, and company procedures.