Relationship Banker
First National Bank
Relationship BankerJoin our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition 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 GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:0Skills Required to Perform the Primary Responsibilities of this Position:Excellent customer service skillsExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsDetail-orientedAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelExperience 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:May require overnight travel for training purposes, particularly during onboardingEqual 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.
- ...sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth,...SuggestedTemporary work
- ...meet 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 officeFlexible hoursShift workWeekend workDay shift
- ...return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social,... ...Private Banking as their primary bank. Be deposit driven with core relationship development focus and trusted advisor competencies to...SuggestedLocal area
- ...The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....SuggestedWork at officeImmediate start
- ...professional to expand deposits and loans through consultative conversations and referrals across bank partners. You will nurture client relationships, guide deposit options, and support teller/service operations to provide seamless experiences. The role emphasizes proactive...Suggested
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...Work at officeLocal areaDay shift
$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$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- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
$1,000 per month
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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Full timeContract workTemporary workWork experience placementWork at office- ...gives you the ability to grow your practice on your terms while benefiting from a platform designed to support long term client relationships and sustainable growth. About the Role As an Associate Financial Representative, our fast track to Financial Advisor, you will:...Local area
$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 timeFor contractorsInternshipLocal areaFlexible hours$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible 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. As a Financial Advisor...Work at officeFlexible hours
$1,000 per month
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 area- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...of the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring...Full timeLocal area
- Job Description Job Description About Energy Exemplar In an era where the world is rapidly advancing towards a cleaner future through decarbonization, Energy Exemplar's mission lies in 'Empowering Transformative Energy Decisions'. Founded in 1999 in Adelaide, Australia...Temporary workTerm timeWork at office
- ...proven ability in leading and facilitating teams to desired outcomes. Effective interpersonal skills necessary to cultivate relationships with key stakeholders and communicate, facilitate, and negotiate with a wide variety of healthcare personnel and external constituents...Local area
- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
- ...assessing credit risks, and driving revenue growth. Key responsibilities include prospecting for new business, managing client relationships, and structuring deals. Essential Responsibilities: Analyzes financial statements, tax returns, and cash flows to evaluate...
- ...Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment...Work at officeImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

