F.N.B. Corporation · 5 hours ago
Commercial Relationship Representative 2
Harrisburg, PA
Full-time
Onsite
Mid Level
3+ years expF.N.B. Corporation is a financial institution focused on commercial banking services, and they are seeking a Commercial Relationship Representative 2. This role is primarily responsible for assisting departmental personnel with loan and deposit administration, customer service, and various administrative duties to support the department and its leadership.
BankingFinanceFinancial Services
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
Qualification
Required
High School or GED
3 years of job-related experience
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
Company
F.N.B. Corporation
F.N.B. Corporation (NYSE: FNB) is a diversified financial services company headquartered in Pittsburgh, PA.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-12-04Post Ipo Debt· $500M
1986-09-12IPO
Leadership Team
Brian Mancos
Director of Human Resources and Corporate Services
Frank Schiraldi
Director of Corporate Strategy
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