Relationship Banker
First Commonwealth Bank
As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence. You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers' business. You will work with your Manager on your Pathways progression and personal development, because you know that, as a Relationship Banker, you can change people's lives.
What Great Looks Like in this Role As a Relationship Banker, your days will be divided into 5 essential job functions:1. Champion Operations and Compliance - 40% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities: a. Have the right conversations around NSF/OD and other fee retention
b. Follow proper cash handling, teller differences and dual control guidelines c. Adhere to all audit guidelines d. Work as a team to oversee and manage our internal controls e. Mitigate Risk by adhering to FCB policies, procedures and processes. 2. Grow Consumer Relationships - 25% of your time will be spent establishing and growing consumer relationships through the following activities: a. Manage your assigned Top 500 customers b. Utilize marketing campaigns to inform customers about our products and promotions c. Ask for referrals and advocate for the Refer-A-Friend program d. Use BUILD and BUILD 2.0 with every account opening 3. Deepen Consumer Relationships - 25% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities: a. Stay connected with customers through onboarding and outbound calling b. Generate consistent and meaningful appointments weekly including prospects c. Identify partner referrals by asking purposeful questions d. Uncover consumer lending opportunities, with an emphasis on real estate secured 4. Personal Development - 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities: Take ownership of your own development and progress toward completion of Pathways
a. Practice and perfect your BUILD and BUILD 2.0 skills b. Increase your product knowledge c. Stay a subject matter expert on our digital products d. Stay informed with Need2Know and First2Know e. Conduct and participate in peer to peer coaching and role play f. Complete all required trainings in a timely manner 5. Customer Experience - every day, every customer, every interaction you will always have the following at the top of your mind: a. Live our Mission and Core Values b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes c. Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling d. Promptly follow-through and ensure you are the single contact for problem resolution e. Follow the "One to say YES, two to say NO" rule
f. Maintain the highest standard of conduct and account integrity for you and your team. Bona Fide Occupational Qualifications 1. A high school diploma or equivalent. 2. Three (3) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations. 3. Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment. 4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems). 5. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. 6. A valid driver's license and ability/willingness to travel regionally. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- ...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
- ...Pennsylvania. 15146. Join our team. Make a difference - for us and for your future. Job Description Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop...SuggestedWork at officeNight shift
- ...opportunity to contribute to the company's success. As a 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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$20 - $39.09 per hour
...each customer, document notes in the appropriate system for all bankers view in future interactions. ~ Inputs loan applications... ...process and expectations. ~ Maintains a good working relationship with bank employees in other departments and business lines....SuggestedFor contractorsWork at officeFlexible hours$20 - $39.09 per hour
...each customer, document notes in the appropriate system for all bankers view in future interactions. Inputs loan applications using... ...T Sales process and expectations. Maintains a good working relationship with bank employees in other departments and business lines....SuggestedWork at officeFlexible hours- ...career pathways. Year Up United participants also receive an educational stipend. If you’re someone who’s passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training...InternshipMonday to Friday
- ...clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and... ...Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations...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. As a Financial...Full timeWork at officeFlexible hours
$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 areaRemote workFlexible hours$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- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...Job Description 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...Work at officeFlexible hours
$85k
...? See how many of the characteristics below match up to you: •You know how to connect with people, building personal, trusted relationships. •Financial planning is interesting to you. •You’re a driven person who’s committed to succeeding. •You’re ready to earn more...Full timeWork experience placement- ...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...Work at officeFlexible hoursShift workWeekend workDay shift
$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 areaFlexible hours- ...goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job DescriptionHandles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant...Full timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!






