Primary Responsibilities:
Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Responsible for routine sales duties. If aligned with a Financial Advisor, would also provide high end support functions to enhance the Financial Advisor’s revenue producing abilities.
Manages and services existing clients and builds stronger customer relationships by learning their individual financial needs. Works to achieve revenue and Assets Under Management goals as assigned.
Serves as primary Financial Advisor at assigned branches qualifying referrals from those branches and handling routine transactions. Consults with their manager or assigned Financial Advisor on unfamiliar and more advanced situations and transactions.
Identifies additional cross-sell opportunities within client’s portfolio. Utilizes financial planning tools available to identify client goals and objectives and track progress.
Meets with clients independently or jointly, if aligned with a Financial Advisor. Responsible for referrals from branches, referral training in branches, and any direct mail campaigns or marketing initiatives.
Interacts independently with customers regarding service issues and provides advice within the scope of authority and abilities.
May be responsible for performing administrative tasks in conjunction with processing financial transactions and client service including but not limited to verification of orders entered on broker-dealer system, submission of new accounts, creation and maintenance of client files.
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.