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
$18 - $22.5 per hour
Position Details Job Location: Springfield, IL 62704 Position Type: Full-Time Education Level: High School Salary Range: $18.00 - $22.50 Hourly Job Category: Branch Operations The Job at a Glance Provides financial and account services to members in a confident and professional...SuggestedHourly payFull timeTemporary 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$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- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeShift workWeekend workDay shift
- ...appropriate solutions, and connect clients to specialists. You will also support self-service transactions and help deepen client relationships through platform services. The role emphasizes outbound engagement, follow-up routines, and adherence to regulatory requirements...Suggested
$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting...Temporary work$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed....Temporary workLocal area$41.25k - $68.75k
...opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...seeking a highly motivated and experienced professional to join our team in the capacity of Member Service Representative/Personal Banker. This position serves our membership by way of opening various account services, as well as consumer lending. Qualified candidates...
$61k - $119k
...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...Full timeContract workFor contractorsWork at office- ...communication skills and experience in financial planning and business development. The primary objective is to build personal relationships with existing clients and guide them in achieving their financial goals. While a previous client base is not required, it can be...
$50k - $80k
...generations with a commitment to personalized service and trusted financial guidance. As a community bank, we believe that strong relationships are the foundation of financial success-for our clients, our employees, and our community.**Position Summary** We are seeking an...$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Work at office- ...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
$61k - $119k
...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- Northwestern Mutual invites motivated college students to join its Internship Program as College Financial Representatives in Springfield, IL. You will build a foundation for an integrated financial planning practice while receiving coaching and access to exclusive products...InternshipFlexible hours
- United Community Bank is in search of a Personal Banker. This position will establish relationships with new and existing customers in order to assist them with their financial needs while ensuring outstanding customer service. Prospective candidate will provide account...Work at office
$80k - $100k
...Description: This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible...Work at officeMonday to Friday$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$80k - $89k
...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...Work at officeFlexible hoursNight shiftAfternoon shift2 days per week3 days per week- ...information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of...
$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- 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 (...
- ...achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client...Work at officeLocal areaVisa sponsorshipFlexible hours
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
$60k - $70k
Personal Financial Counselors (PFC) provide personal 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 include financial...Contract workWork at officeFlexible hours- Regional Director | The Greater Midwest Financial Group | Prudential Advisors The Opportunity: Prudential Advisors is looking for experienced financial advisors in the Central Illinois Area that are interested in taking their practice to the next level. This exciting opportunity...Full time
- Financial Aid 80% #Assist with activities related to student financial aid programs for the School of Medicine #Enter and update financial aid information, budgets, and award packages while ensuring accuracy and completeness #Review financial aid records and required...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


