September 10, 2016
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Relationship Banker

First Niagara - Washington, PA

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  • Company
    First Niagara First Niagara
  • Location
    Washington, PA
  • Job Type
  • Job Classification
    Full Time
  • Experience
    Entry Level (0 - 2 years)
  • Education
    High School Diploma or GED
  • Company Ref #
  • AJE Ref #

Job Description

Job Description

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



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:


* 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


* 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


* 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


* 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


* 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

EEO/AA Minority/Female/Disability/Veteran

200 West Beau Street, Washington, Pennsylvania 15301

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled