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Customer Service Representative

First National Bank
United States, Pennsylvania, Pittsburgh
747 Corporation Street (Show on map)
April 07, 2023
Primary Office Location:747 Corporation Street. Beaver, Pennsylvania. 15009. 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 crossselling 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:
N/A

Position Title: Customer Service Representative 1
Business Unit: Retail
Reports To: Varies Based on Assignment

Position Overview:
This position is primarily responsible for providing timely and courteous service to every customer, promoting the sales and referral process, providing customers with professional paying and receiving services, maintaining daily transactions and balancing to them according to established standards, performing various operational duties and opening, processing and servicing deposit accounts and loan products. The incumbent provides the highest quality of service to every customer.

Primary Responsibilities:
Provides timely and courteous service by processing paying and receiving transactions in a professional and efficient manner, answering customer questions and referring customers to the proper department in such a manner that customer and department feedback is positive.
Promotes the sales referral process by pro-actively greeting customers, identifying customer service and product needs, making appropriate referrals and assisting in the selling and cross-selling of Bank products and services to meet the banking needs of customers in a courteous and professional manner. Identifies and achieves individual weekly referral goals set by the Branch Manager.
Performs various operational duties such as balancing traveler checks and money order settlement, balancing the ATM, monitoring video camera operations, balancing official check settlements, ordering Deluxe checks and deposits, ordering office supplies and maintaining the security checklist accurately and timely, etc.
Maintains daily transactions and balances to them according to established schedule by researching outages and balancing a drawer accurately and timely without assistance.
Processes deposit accounts by obtaining required documents from the customer, inputting data into the computer and preparing appropriate paperwork to open or close account according to established policies and procedures accurately and timely.
Processes loan products by obtaining all documentation needed for approval such as a credit report, title search and collateral evaluation forwarding documentation to Credit Support for the processing of documents and distributing loan proceeds.
Provides back-up assistance to the Head Teller and assists less experienced tellers, acts as a go-to Teller based on experience and skill level.
May also be assigned some or all of the following: coordinates the operational functions of Tellers by scheduling work, providing direction, monitoring workflow, assisting with balancing transactions, maintaining daily cash items and approving and cashing negotiable instruments within pre-approved limits, vault and teller cash drawer amounts.
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 Education:
High School or GED

Minimum Years Experience:
1

Special Skills:
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.

Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.

Physical Requirements:
N/A

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