Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

First National Bank

Primary Office Location:1244 Som Center Road. Mayfield Heights, Ohio. 44124. Join our team. Make a difference - for us and for your future.

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:

May require overnight travel for training purposes, particularly during onboarding

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Mayfield Heights, OH vacancy
  • $25 - $38.46 per hour

     ...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Beachwood, OH
    1 day ago
  •  ...and outside sales. Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. Provide excellent customer service throughout the client relationship, coordinating... 
    Suggested
    Flexible hours

    CFBank

    Beachwood, OH
    2 days ago
  • $20.67 - $31.25 per hour

     ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and...  ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    KeyCorp

    Mentor, OH
    5 days ago
  • $41.25k - $68.75k

     ...opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Shaker Heights, OH
    3 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Chase

    Cleveland, OH
    3 days ago
  •  ...Relationship Executive If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship... 
    Local area
    Flexible hours

    Chase

    Cleveland, OH
    4 days ago
  •  ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Bedford Heights, OH
    15 days ago
  •  ...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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Euclid, OH
    a month ago
  • $77k - $202k

     ...Navigating complex transactions to maximize client value in business deals- Building meaningful client connections and managing client relationships effectively- Utilizing critical thinking to break down complex financial concepts and inform insights- Developing a deeper... 
    Full time
    H1b

    PwC

    Cleveland, OH
    2 days ago
  • $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 time
    Internship
    Local area

    Unavailable

    Beachwood, OH
    1 day ago
  • $83k - $125k

     ...of proposals, and prepare written reports. Communicate effectively with clients, internal staff and managers in order to build relationships and develop financial services opportunities and sales.The professional will use their expertise in finance and accounting to lead... 
    Full time
    Part time

    Arcadis

    Cleveland, OH
    1 day ago
  • $1,000 per month

    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 varying...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cleveland, OH
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Beachwood, OH
    2 days ago
  •  ...supportive platform. This opportunity is ideal for advisors looking for: Greater control over income More time focused on client relationships Less administrative responsibility Resources to support continued growth Responsibilities Manage and grow an existing client... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Cleveland, OH
    4 days ago
  • Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We...
    Work at office
    Flexible hours

    Hantz Group

    Willoughby, OH
    1 day ago
  • $19.23 - $28.37 per hour

     ...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex...  ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Cleveland, OH
    4 days ago
  • $19.23 - $28.37 per hour

     ...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex...  ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Cleveland, OH
    2 days ago
  • $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 On your path to becoming a financial advisor, you start as a financial... 
    Work at office

    Northwestern Mutual / Lakefront Capital

    Cleveland, OH
    5 days ago
  •  ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact... 
    Work at office
    Local area

    Western & Southern Life

    Willoughby, OH
    1 day ago
  •  ...Professional Growth Develop proficiency in industry-leading technology, including eMoney, Salesforce, and other planning and client relationship tools Continue building technical knowledge of financial planning concepts and best practices Pursue professional development... 
    Full time
    Work at office

    Stratos

    Beachwood, OH
    2 days ago
  • $64.2k - $116.4k

     ...stakeholders while maintaining high levels of financial management. Technical competence and the ability to build strong and effective relationships will be key. What We Offer You At EY, we’ll develop you with future-focused skills and equip you with world-class experiences.... 
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Cleveland, OH
    2 days ago
  • $19 - $23 per hour

     ...database management, application of EMR and related functional software. Ability to establish and maintain effective working relationships with staff, patients and the public. Initiates a team work approach when appropriate. Ability to read and understand oral and... 
    Hourly pay
    Full time
    Casual work
    Work at office
    Flexible hours
    Afternoon shift

    Neighborhood Family Practice

    Cleveland, OH
    3 days ago
  •  ...verbal communication skills§ Meticulous attention to detail and quality of work product§ Ability to build and sustain professional relationships§ Ability to lead projects or workstreams§ Ability to manage and prioritize multiple tasks in a fast-paced and dynamic... 
    Local area
    Visa sponsorship

    Deloitte

    Cleveland, OH
    19 hours ago
  • $112.5k

     ...years. Responsibilities of the Financial Consultant: Collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans).... 
    Work at office
    Remote work

    Relevante, Inc.

    Cleveland, OH
    5 days ago
  • $18 - $21 per hour

    Financial Counselor Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville...
    Hourly pay
    Temporary work

    Centers for Dialysis Care

    Cleveland, OH
    3 days ago
  • Job Description Job Description Description: Position Summary: ~ Conducts Financial Capabilities Workshops, assesses individuals’ and families’ financial capabilities and provides coaching and counseling for a variety of programs designed to develop economic empowerment...
    Work experience placement
    Work at office

    BENJAMIN ROSE INSTITUTE ON AGING

    Cleveland, OH
    6 days ago
  • $60.01k - $69.99k

     ...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Cleveland, OH
    2 days ago
  •  ...design, implementation, commissioning, and support with knowledge of current Rockwell Automation software products Strong customer relationship management skills and ability to collaborate effectively with various functional groups and peer business units Excellent... 
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Rockwell Automation

    Pepper Pike, OH
    4 days ago
  •  ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong...  ...to suit their financial needs.  As a Private Client Banker in Branch Banking, you are the main point of contact for a select... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Cleveland, OH
    8 days ago
  •  ...mortgage banking might be right for you. Quicken Loans Mortgage Bankers own their own business within our business and are given a...  ...class client service and establish ongoing financial services relationships. Interview clients to gather information about their unique financial... 

    Quicken Loans

    Cleveland, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!