Workplace Banking Specialist

First National Bankshares Statutory Trust I Pittsburgh , PA 15201

Posted 7 months ago

Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212.

Join our team. Make a difference - for us and for your future.nPosition Title: Workplace Banking Specialist Business Unit:

Retail Reports To: Manager of Workplace Banking Position

This position is primarily responsible for working with local and regional banking personnel to implement strategies and initiatives that expand product offering to newly identified consumer groups beyond the traditional market.

The incumbent works extremely closely with Commercial Regional Managers and Sales Managers to cross sell Workplace Banking to their respective customers. This position requires travel to non-bank site locations and non-traditional bank hours including weekends and evenings. Primary


Manages and supports existing business relationships while sourcing additional business prospects. Researches to identify prospective consumers of the corporation's services through community-of-interest on-site outreach and using that research to implement innovative methods of marketing corporate services to new customer bases. Maintains client relationships to conduct on-site visits to access potential new customers and meets production and cross sales goals both externally and internally within the Workplace Banking area.

Internally, provides direction on identifying prospective new customers and developing strategies and plans to access venues that attract new potential customers. Actively guides the efforts among branch personnel and internal business partners within to source and work referral opportunities. Independently creates onsite presentations and site visits based upon research conducted on clients to facilitate Workplace Banking initiatives.

Makes cold calls and promotes the Banks quality and services. Maintains a prospective customer calling program by using referrals and other methods to identify potential customers and network referral sources according to Banks policies and procedures. Promotes the Banks professional image through involvement with community organizations and events where potential customers may be present and centers efforts around promoting products and services within the boundaries of the current budget and time to develop new business relationships.

Serves as an advisor to branch personnel and business partners by attending internal meetings and conducts product training on Workplace Banking products and services. Maintains and submits reports for business development activities as directed by the Manager of Workplace Banking. 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.

Corporations 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:

BA or BS Minimum Years Experience: 5 Special

Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Ability to work and multi-task in a fast paced environment 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 personal banking field and a basic understanding of financial institution lending policy and procedures. Experience in community and civic activities preferred.

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

    Frequent driving (car, van, truck)
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Workplace Banking Specialist

First National Bankshares Statutory Trust I