Commercial Relationship Representative 3

First National Bank Of Pennsylvania; Raleigh (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

F.N.B. Corporation in Raleigh, NC is seeking a Commercial Relationship Representative. This role assists portfolio managers and relationship managers, handling loan and deposit administration, onboarding new personnel, CRM maintenance, reporting, and delivering professional customer service.

The position emphasizes accuracy, multitasking, and compliance with bank policies. Candidates should have a High School diploma or GED and at least 5 years of related experience, with strong communication

Qualifications

• High School diploma or GED required.
• 5 years of job-related experience.
• Excellent written and verbal communication.
• Ability to work in a fast-paced environment.

Responsibilities

• Loan administration: supports new loan process and portfolio maintenance, including documentation and reporting.
• Deposit administration: handles new account openings, transfers, NSFs, and wire/ACH tasks.
• Administrative duties: scheduling, filing, onboarding personnel, and workload management.
• CRM Maintenance: manage client contacts, groups, and relationship ties.
• Reporting duties: prepares management reports and distributes packages.
• Customer service and problem resolution in line with policy.
• Support risk management and compliance initiatives.

Skills

Communication

Detail-oriented

Multi-tasking

Office equipment

PC skills

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Job description

Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601.

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

Position Title: Commercial Relationship Representative

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

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.