Senior Relationship Banker
Primary Office Location
1050 Yunus Rd., Durham, North Carolina. 27703
Position Overview
The position is primarily responsible for executing traditional consumer banking asks of retail banking customers. The incumbent is responsible for branch leads, customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. The incumbent must adhere to all FNB policies, strategies, programs, and Core Values.
Primary Responsibilities
- Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs.
- Makes appropriate recommendations in the selling and cross-selling of Bank products and services.
- Identifies and achieves individual weekly sales goals set by the Branch Manager.
- Incorporates FNB digital products & services into customer interactions using FNB approved branch technology.
- Inputs and maintains 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, assists with pre-shift sales huddles, and monitors and measures sales results.
- Completes operational duties of branch 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 routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
- Performs other related duties and projects as assigned.
Risk Management
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
Compliance
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Education and Experience
- Minimum Level of Education Required: High School or GED
- Minimum # of Years of Job Related Experience Required: 1 Year
Skills
- 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
Licenses/Certifications
- National Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements
N/A