Relationship Banker
First Niagara - Pennsylvania

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Required Skills:
High School Diploma or GED required
1 year customer service experience and sales and cash handling experience
Must successfully register and maintain registration annually with The National Mortgage Licensing System and Registry in compliance with the Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act
Notary licenses preferred
PC knowledge, including a working knowledge of Word and Excel
Commitment to superior customer service

Job Description:
Overview:
The primary functions of a Relationship Banker are to sell and service bank products for customers as well as the referral of non-bank products. Relationship Bankers must meet established sales performance standards and build and maintain positive relationships with customers. The Relationship Banker is expected to be a customer experience champion and dales producer with the ability to build relationships. This position requires the individual to adhere to and support First Niagara Bank’s Statement of Values.

Key Responsibilities:
SALES EXPECTATIONS
Prioritize and deploy the most efficient high impact sales activities to generate sales outcomes to reach goal
Convert service requests to sales
Onboard customers
Maximize sales efforts with walk-in opportunities
Focus and exhaust proactive sales efforts with existing customers before generating your own initiatives
Fully leverage available sales tools, prescribed in-branch routines, call lists and best practices to increase sales productivity SALES INTERACTION EXPECTATIONS
Achieve sales through consistent profiling, cross-sell and follow-up activities
Use CRM to document customer interactions, sales activities, facilitate follow-up and forecast sales results
Consistently apply our sales model with every customer SERVICE EXPECTATIONS
Provide a consistent and exceptional customer experience that helps contribute to the attainment of branch customer satisfaction and loyalty targets (Drive for “5”)
Demonstrate exceptional customer service behaviors to create advocacy and earn the right to expand relationships
Do what’s best for the customer by promoting referrals to the most appropriate team members and cross-functional business partners as appropriate
Ensure and promote personal ownership for all customer issues through resolution PEOPLE EXPECTATIONS
Be a positive and effective team player by helping others on the team achieve success
Proactively seek coaching to development service and sales skills and identify and share ways coaching would be most beneficial to you ADMINISTRATIVE/OPERATIONAL EXPECTATIONS
Perform client sales and servicing transactions with operational proficiency
Support branch security procedures and handlings while maintaining operational proficiencies
Transact business in accordance to Bank Policies and regulations
Stay informed and become knowledgeable in understanding operational changes, as they occur
Must adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance requirements

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About this company
22 reviews
A lot of water and a few barrels have gone over Niagara Falls since First Niagara Bank was founded. Tracing its roots to 1870, the flagship...