Commercial Banking Relationship Specialist

First National Bank; Baltimore (MD); On-site; USD 33,000 - 54,000; Full time

Job summary

First National Bank is seeking a Commercial Relationship Representative 3 in Baltimore, MD. The role supports portfolio managers, relationship managers and leadership, performing administrative duties, loan and deposit administration, onboarding, CRM maintenance and reporting.

Primary responsibilities include assisting with loan and deposit processes, maintaining files, handling transfers, and providing professional customer service.

Qualifications

• Requires a High School diploma or GED.
• Minimum 5 years of job-related experience.
• Strong communication, organization and multitasking abilities.

Responsibilities

• Loan administration: supports new loan process and post-close follow-up.
• Deposit administration: handles new account openings, NSF monitoring and transfers.
• CRM maintenance: assists with client contacts, groups and relationship links.
• Reporting duties: prepares management reports and distributes monthly packages.
• Customer service: provides timely, professional service and resolves issues.
• Performs other related duties and projects as assigned.

Skills

Communication skills

Detail-oriented

Multi-tasking

Customer service

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank is seeking a Commercial Relationship Representative 3 in Baltimore, MD. The role supports portfolio managers, relationship managers and leadership, performing administrative duties, loan and deposit administration, onboarding, CRM maintenance and reporting.

Primary responsibilities include assisting with loan and deposit processes, maintaining files, handling transfers, and providing professional customer service.