Commercial Relationship Specialist

F.N.B. Corporation; Lancaster (Lancaster County); On-site; USD 42,000 - 62,000; Full time

Job summary

F.N.B. Corporation seeks a Commercial Relationship Representative 2 in Wyomissing, PA to support portfolio managers, relationship managers and leadership.

You will handle loan and deposit administration, CRM maintenance, reporting and customer service while ensuring compliance with risk management policies. The role requires strong communication, organizational skills, and the ability to multi-task in a fast-paced banking environment.

Qualifications

• 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.

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 workload, 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.

Skills

Communication

Detail-oriented

Multitasking

Office equipment

PC software

MS Word

MS Excel

MS PowerPoint

Education

High School or GED

Tools

CRM software

Job description

F.N.B. Corporation seeks a Commercial Relationship Representative 2 in Wyomissing, PA to support portfolio managers, relationship managers and leadership.

You will handle loan and deposit administration, CRM maintenance, reporting and customer service while ensuring compliance with risk management policies. The role requires strong communication, organizational skills, and the ability to multi-task in a fast-paced banking environment.