Position Overview :

This position is primarily responsible for consistently meeting any and all customer asks within the retail branch environment and assisting with the management of the branch and sales team.

The incumbent will develop and maintain a personal referral network, execute branch leads according to consumer bank standards, perform successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads.

Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values.

Primary Responsibilities :

Promotes the sales process through referral management, leveraging sales leads, outbound calling, and identifying customer financial needs.

Make appropriate recommendations in the selling and cross-selling of Bank products and services to meet the banking needs of customers in a courteous and professional manner.

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.

Assists with the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.

Performs traditional teller transactions as needed.

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 :

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

Last updated : 2024-06-25