This position is primarily responsible for working with customers to understand their financial needs and assisting customers by suggesting the appropriate bank products and services. The incumbent’s primary focus is the delivery of the products and services utilizing current technology-based delivery channels such as on-line and mobile account access options. The incumbent performs a wide variety of branch operational functions in accordance with the Bank’s Retail branch operating policies and procedures.
Interacts with customers to determine their individual financial needs. Suggests appropriate products and services in accordance with established policies and procedures. Supports the customer experience methodology as developed by branch management.
Effectively educates and demonstrates to customers the features and benefits of consumer banking technology. Instructs and assists customers in opening and accessing their account information using appropriate technology.
Provides exceptional customer service by maintaining current knowledge of the corporation’s products, services, technology, policy and procedures. Maintains strong customer relationships to expand cross selling opportunities and develops new opportunities through sales and service excellence.
Promotes the Bank’s sales and service process by pro-actively greeting customers, identifying customer service and product needs, making appropriate referrals, achieving individual weekly referral goals set by the Branch Manager and assisting in selling and cross-selling products and services that meet the banking needs of customers.
Provides appropriate customer service and follow-up to all customer inquiries. Performs research to obtain information concerning products and assists with the resolution of customer complaints.
Participates in the weekly branch sales meeting, coaching sessions and applicable sales activities.
Maintains knowledge about and complies with all Bank, regulatory and corporate policies and procedures.
Supports the execution of both internal and external promotional and event strategies. Interacts with the university community to support the development of positive community relations and the Bank’s image.
Maintains and balances daily transactions according to the established schedule by researching outages and balancing the cash drawer in accordance with established branch policies and procedures. Executes accurate and timely resolution of related variances.
Performs various operational duties by balancing the ATM, monitoring security equipment, ordering office supplies and completing daily branch administrative activities and tasks.
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.
High School or GED
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
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 sales, job-related or bank operational position. Proficient in use of smart phones, iPads/tablets, etc. Knowledge of various government regulations such as Regulation CC, DD, O and Z.