Senior Relationship Banker

Primary office location: 11010 Clifton Blvd., Cleveland, Ohio 44102.

About the role

This position is primarily responsible for the execution of traditional consumer banking tasks for retail banking customers. The incumbent executes branch leads according to consumer bank standards, handles all customer transaction requests, and converts transactions into qualified sales or referral leads. The role adheres to all FNB policies, strategies, programs, and Core Values and may require working at various locations within the market.

Responsibilities

• Promote the sales process by leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs.
• Make appropriate recommendations in the selling and cross-selling of 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.
• Input and maintain effective data quality for all referrals, customers, and applicants using FNB-approved branch technology.
• Manage the completion and lifecycle of all new and existing relationships according to consumer bank standards.
• Assist with daily sales activity, including pre-shift sales huddles, and monitor and measure sales results.
• Complete operational duties such as scheduling work, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensuring adherence to policies and procedures.
• Perform routine operational duties, including traditional teller transactions and other tasks according to established policies and procedures.
• Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring risks encountered daily.
• Adhere to regulatory laws and guidelines to achieve compliance with company procedures.
• Perform other related duties and projects as assigned.

Requirements

• High School diploma or GED.
• Minimum of 1 year of job-related experience.
• Nationwide Mortgage Licensing System and Registry Identifier (preferred but will be required).

Skills

• Excellent customer service skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical, and interpersonal skills.
• Detail-oriented.
• Proficiency in using 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.

Physical Requirements

May require overnight travel for training purposes, particularly during onboarding.