Relationship Banker
First Commonwealth Bank · Jennerstown, PA · 3 wk ago
FinanceFull-time
Responsibilities
- Champion Operations and Compliance – 40% of your time will be spent protecting the privacy and security of our customers.
- Have the right conversations around NSF/OD and other fee retention
- Follow proper cash handling, teller differences and dual control guidelines
- Adhere to all audit guidelines
- Work as a team to oversee and manage our internal controls
- Mitigate Risk by adhering to FCB policies, procedures and processes
- Grow Consumer Relationships – 25% of your time will be spent establishing and growing consumer relationships.
- Manage your assigned Top 500 customers
- Utilize marketing campaigns to inform customers about our products and promotions
- Ask for referrals and advocate for the Refer-A-Friend program
- Use BUILD and BUILD 2.0 with every account opening
- Deepen Consumer Relationships – 25% of your time will be spent growing relationships with your existing customer base.
- Stay connected with customers through onboarding and outbound calling
- Generate consistent and meaningful appointments weekly including prospects
- Identify partner referrals by asking purposeful questions
- Uncover consumer lending opportunities, with an emphasis on real estate secured
- Personal Development – 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself.
- Take ownership of your own development and progress toward completion of Pathways
- Practice and perfect your BUILD and BUILD 2.0 skills
- Increase your product knowledge
- Stay a subject matter expert on our digital products
- Stay informed with Need2Know and First2Know
- Conduct and participate in peer to peer coaching and role play
- Complete all required trainings in a timely manner
- Customer Experience – every day, every customer, every interaction you will always have the following at the top of your mind:
- Livour our Mission and Core Values
- Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes
- Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling
- Promptly follow-through and ensure you are the single contact for problem resolution
- Maintain the highest standard of conduct and account integrity for you and your team.
- A high school diploma or equivalent
- Three (3) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations
- Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment
- Tech-savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems)
- Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS)
- A valid driver’s license and ability/willingness to travel regionally