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F.N.B. Corporation · 5 months ago

Relationship Associate

Winston-Salem, NC

Full-time

Onsite

New Grad, Entry Level

0+ years exp

F.N.B. Corporation is a financial services company seeking a Relationship Associate. This role is primarily responsible for assisting Financial Advisors in establishing and maintaining client relationships while providing high-quality service and support.

BankingFinanceFinancial Services

Responsibilities

Reviews documentation for new account and existing account servicing transactions for completeness and accuracy. Submits documentation for processing and sales review. Maintains appropriate records required for all transactions. Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner

Interacts independently with customers. Works independently within the scope of authority, insurance licensing, and abilities to resolve account maintenance and client service issues. At the Financial Advisor's discretion and direction, may enter client orders on broker dealer and clearing firm systems

Assists Financial Advisor(s) with coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to provide the FA(s) opportunities to identify options to expand wallet share and sustain a high level of client retention

Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and Broker/Dealer status current

Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items

Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals

Creates and maintains client files and records. CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current

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

Qualification

Life/Health insurance licenseCustomer serviceBanking processes knowledgeProject managementAnalytical skillsMS WordMS ExcelMS PowerPointCommunication skillsOrganizational skillsInterpersonal skills