Relationship Banker
First National Bank of Pennsylvania
Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. 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. 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. 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. 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. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: 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. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent. #J-18808-Ljbffr
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$37.62k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...SuggestedFull timeFlexible hours$17 - $28.96 per hour
...Relationship Banker (Bilingual Spanish Preferred) page is loaded## Relationship Banker (Bilingual Spanish Preferred)remote type: On-Sitelocations: MO St Louistime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR105743At Associated Bank we strive to create...SuggestedImmediate startRemote work$19 per hour
...their financial goals through personalized service and trusted relationships. Our team is built on care, creativity, teamwork, balance,... ...the front-line customer ambassador for INB, the Relationship Banker is crossed trained to provide a World-Class experience for customer...SuggestedFull timeWork at office$41.71k - $69k
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Personal Financial Counselors (PFC) provide financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services may include one-on...Contract workWork at officeFlexible hours$50k
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...delivery of services according to the priorities established by the members. The Senior Finance Staff Associate also develops peer relationships with employees to enhance project coordination and delivery. Perform other similar or related duties as requested or assigned by...Work at officeFlexible hoursNight shiftAfternoon shift2 days per week3 days per week$61k - $119k
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Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- J.P. Morgan Chase is seeking a Private Client Advisor in Illinois. This role involves offering comprehensive financial planning and advice to a diverse client base. Candidates should have a minimum of 2 years of financial advisory experience, possess required licenses (...
$15 per hour
...registrations necessary to become a Financial Planner in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial...Minimum wageFull timeContract workPart time$140k - $200k
...Changer No Prospecting, All Planning : Say goodbye to cold calls. You’ll inherit an existing book of business and focus on deepening relationships through advanced financial planning. Trusted Advisor Status : You’ll be the go-to expert for clients navigating wealth...Work at officeLocal areaFlexible hours- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Basic Requirements...Full timeWork at officeFlexible hours
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...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office
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