Relationship Associate Team Lead

Primary Office Location:

161 S. Stratford Road. Winston Salem, North Carolina. 27104.

Join our team. Make a difference - for us and for your future.

Position Title: Relationship Associate Team Leader

Business Unit: WM - FNIS

Reports to: Director of Operations and Client Services - Brokerage Group

Position Overview:

Has management responsibilities for Regional Service Center (RSC) and provides Registered Sales Assistant 3 support to assigned Financial Advisor (FA).  The position responsibilities include (1) managing the activities of the RSA staff of Sales Assistants to provide operational and client service support for multiple FAs aligned with the RSA, (2) managing RSA activity and coordinating with regional and program management to achieve revenue and strategic objectives and (3) coordinating with other RSA Team Leads to ensure service and support level consistency across the program. 

Primary Responsibilities:

Works collaboratively with all FA's aligned with the Regional Service Center (RSC)and their assigned SA to develop and execute a plan to achieve individual FA and team revenue goals as assigned.  Develops and maintains internal business partner relationships within the region. 

Provides training and development for RSC staff.  Supervises and assists staff in performance of duties and responsibilities including but not limited to efficient processing of account related transactions; account and client servicing;  executing a consistent, proactive client contact process; and identifying opportunities to expand wallet share with existing client relationships.

Works with Director of Operations and Client Services-Brokerage and other members of program and regional management  to communicate, train and execute on strategic objectives and regulatory (FINRA, SEC, Broker Dealer) requirements. 

Acts as the primary liaison for the region with (1) FAs assigned to the RSC to handle escalated operational and service issues (2) regional Producing Sales Managers for initial and on-going procedural and operational training for FAs (3) internal business partners on a variety of service issues.

Receives and holds client accounts and acts in the capacity of servicing advisor during FA transitions within their region to provide consistency of service and ensure client retention.  Acts as primary contact for prospective clients scheduling on-line appointments by screening and right-channeling the opportunity to the appropriate Wealth Management business line.

Partners with assigned FA to manage and service existing clients, strengthen client relationships by learning their individual financial needs and identifies additional product placement opportunities.  As partner FA's business model requires, independently conducts sales and review appointments and provides advice and follow up within the scope of authority, licensing, registration and abilities.

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.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

     

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

5

     

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills   

Excellent communication skills, both written and verbal   

Excellent organizational, analytical and interpersonal skills   

Excellent customer service skills   

Ability to use a personal computer and job-related software   

MS Word - Intermediate Level   

MS Excel - Intermediate Level   

MS PowerPoint - Basic Level   

Experience in banking processes and procedures and  broker-dealer procedures, products and services.

     

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Valid Drivers License  

Life/Health license and FINRA Securities Registration 7/66 

     

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A  

 

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.