Commercial Relationship Representative 3

F.N.B. Corporation; Baltimore (MD); Presencial; USD 33.000 - 54.000; Jornada completa

Descripción de la vacante

F.N.B. Corporation in Baltimore, MD is seeking a Commercial Relationship Representative 3 to support portfolio managers and relationship managers with loan and deposit administration, onboarding, CRM maintenance and reporting.

You will perform administrative duties, customer service, exception management, and coordinate with Treasury Management, branches and credit underwriting to ensure accurate documentation and timely service.

Formación

• High School or GED required.
• 5 years of job-related experience required.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.

Responsabilidades

• Support loan administration processes, including appraisal, credit and KYC documentation.
• Assist with portfolio management tasks and reporting.
• Handle deposit administration and new account openings with branches and Treasury Management.
• Maintain CRM client contacts, groups and relationship ties.
• Prepare management reports and distribute monthly packages to the team.

Conocimientos

Communication skills

Detail-oriented

Multi-tasking

MS Word

MS Excel

MS PowerPoint

Educación

High School or GED

Herramientas

CRM software

Descripción del empleo

Primary Office Location:

300 E. Lombard Street. Baltimore, Maryland. 21202.

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

Position Title: Commercial Relationship Representative 3

Business Unit: Commercial Banking

Reports to: Varies Based On Assignment

Position Overview:

This position is primarily responsible for assisting departmental personnel in all areas of the department and performing various duties in support of the department and administration. The incumbent provides support to portfolio managers, relationship managers and leadership, such as administrative duties, loan and deposit administration, onboarding new personnel, CRM maintenance, reporting, professional customer service and problem resolution.

Primary Responsibilities:

Loan administration: supports new loan process (appraisal process, credit/property/UCC reports, doc prep requests, KYC, post-close follow up), supports existing portfolio (maintains credit/documentation/collateral files, processes change requests, assists with collecting client reporting requirements), manages requests sent to credit underwriting and manages account transfer process for team.

Deposit administration: works with Treasury Management and branches for new account opening, monitors daily NSFs and overdrafts, monitors continuous overdraft positions, handles settlement of non-post, handles wire transfer requests after proper authentication is completed and processes ACH approvals/correspondence.

Administrative duties: types, copies, files, schedules, mails, orders supplies, maintains and operates office machines, onboards new personnel, determines departmental needs, prioritizes and manages work load, meets deadlines and simultaneously manages several projects accurately, timely and according to established policies and procedures.

Exceptions and Past Due administration: obtains all loan and deposit documentation, reviews monthly reports to initiate and clears all loan and deposit exceptions including past due financial statements, document exceptions, collateral reports.

CRM Maintenance: aids team members in the creation/management of client contacts, creates/maintains client groups and relationship ties and completes other responsibilities as assigned.

Reporting duties: prepares management reports for sales meetings and additional reports, as required confidentially, according to information obtained and in an accurate and timely manner, distributes monthly reporting packages to team members (based on role) as directed by management or Wholesale Banking Solutions.

Customer service/problem resolution: provides professional customer service by offering timely attention, provides answers to a wide variety of questions and problems and services the customer’s commercial accounts promptly and according to established policies and procedures.

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 communication skills, both written and verbal

Detail-oriented

Ability to work and multi-task in a fast paced environment

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Basic Level

MS PowerPoint - Basic Level

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

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Compensation Grade:

NEX11

Pay Range:

$23.61 - $39.35

FNB’s total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

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.