Commercial Banking Relationship Specialist

First National Bank; Lancaster (Lancaster County); On-site; USD 55,000 - 75,000; Full time

Job summary

First National Bank in Wyomissing, PA is seeking a Commercial Relationship Representative 2 to support loan and deposit administration, CRM maintenance, and reporting for the Commercial Banking team. The role assists portfolio managers, relationship managers and leadership with administrative duties and onboarding new personnel.

The position emphasizes professional customer service, problem resolution and adherence to bank policies.

Qualifications

• High School or GED required.
• 3 years of related experience.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.
• Ability to multitask in a fast-paced environment.
• Proficient with general office equipment and computer software.

Responsibilities

• Loan administration support including appraisal process, credit and UCC reports, doc prep and KYC.
• Deposit administration support including new accounts, NSFs, overdrafts, wires and ACH.
• Administrative duties such as filing, scheduling, and project management.
• CRM maintenance and management of client groups and relationships.
• Prepare and distribute management and sales reports as required.

Skills

Communication

Detail-oriented

Multitasking

Office equipment

Computer skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank in Wyomissing, PA is seeking a Commercial Relationship Representative 2 to support loan and deposit administration, CRM maintenance, and reporting for the Commercial Banking team. The role assists portfolio managers, relationship managers and leadership with administrative duties and onboarding new personnel.

The position emphasizes professional customer service, problem resolution and adherence to bank policies.