Commercial Relationship Representative 3

First National Bank Of Pennsylvania; United States; On-site; USD 33,000 - 54,000; Full time

Job summary

First National Bank Of Pennsylvania in Baltimore, MD seeks a Commercial Relationship Representative 3 to support portfolio managers and leadership. You will handle loan and deposit administration, onboarding, CRM maintenance and reporting, and deliver professional customer service.

The role requires excellent communication, attention to detail, and the ability to manage multiple tasks in a fast-paced environment. A High School diploma or GED with 5 years of related experience is required.

Qualifications

• High School or GED required.
• 5+ years of related experience.
• Strong communication and organizational skills.

Responsibilities

• Loan administration: supports new loan process and ongoing portfolio files.
• Deposit administration: handles new accounts, NSFs, wires, and ACH.
• Administrative duties: filing, scheduling, onboarding, and reporting.
• Exceptions and Past Due administration: review and resolve exceptions and statements.
• CRM Maintenance: manage client contacts and groups.
• Reporting duties: prepare monthly management reports.
• Customer service/problem resolution: provide professional service.
• Performs other related duties as assigned.

Skills

Excellent communication

Detail-oriented

Multi-tasking

General office equipment

Personal computer

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Job description

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. 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.