Assistant Branch Manager
F.N.B. Corporation · Wexford, PA · 1 wk ago
FinanceFull-time
Position Overview
This position is primarily responsible for consistently meeting any and all customer asks within the retail branch environment and assisting with the management of the branch and sales team. The incumbent will develop and maintain a personal referral network, execute branch leads according to consumer bank standards, perform successful execution of all customer transaction requests, and effectively convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values.
Primary Responsibilities
- Promotes the sales process through referral management, leveraging sales leads, outbound calling, and identifying customer financial needs.
- Make appropriate recommendations in the selling and cross-selling of Bank products and services to meet the banking needs of customers in a courteous and professional manner.
- Incorporate FNB digital products and services into customer interactions.
- Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants.
- Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
- Aids in the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
- Covers operational duties as assigned, by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensuring all tasks performed adhere to the current policy and procedures.
- Performs traditional teller transactions as needed.
- Performs other related duties and projects as assigned.
Skills Required
- Excellent customer service skills
- Excellent communication skills, both written and verbal
- Excellent organizational, analytical and interpersonal skills
- Detail-oriented
- Ability to use a personal computer and job-related software
- MS Word - Basic Level
- MS Excel - Intermediate Level
- MS PowerPoint - Basic Level
- Experience in a related position
- Knowledge of banking policies, procedures consumer products and services
- Sales and customer service skills
Minimum Level of Education and Experience
- High School or GED
- 2 years of job related experience
Physical Requirements or Work Conditions
N/A