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First National Bank

Offers personal banking with online services.

Commercial Relationship Representative 3

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBaltimore, MD, USAIn-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • Five years of job-related experience is required.
  • Strong written and verbal communication skills are required.
  • The ability to work with attention to detail and multitask in a fast-paced environment is required.
  • The ability to use general office equipment and a personal computer with job-related software is required.
  • Basic proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint is required.

Responsibilities

  • Support portfolio managers, relationship managers, and leadership through administrative duties, loan and deposit administration, onboarding new personnel, customer relationship management maintenance, reporting, customer service, and problem resolution.
  • Support the new loan process, including appraisal processing, credit/property/UCC reports, document preparation requests, know-your-customer tasks, and post-close follow-up.
  • Support existing portfolios by maintaining credit, documentation, and collateral files; processing change requests; assisting with collection of client reporting requirements; managing requests to credit underwriting; and handling team account transfers.
  • Work with Treasury Management and branches to open new accounts; monitor daily non-sufficient funds and overdrafts, including continuous overdraft positions; handle settlement of non-posts; authenticate wire transfer requests; and process automated clearing house approvals and correspondence.
  • Perform administrative duties including typing, copying, filing, scheduling, mailing, ordering supplies, maintaining and operating office machines, and onboarding new personnel.
  • Determine departmental needs, prioritize and manage workload, meet deadlines, and manage several projects accurately and on time in accordance with established policies and procedures.
  • Obtain loan and deposit documentation and review monthly reports to initiate and clear loan and deposit exceptions, including past-due financial statements, document exceptions, and collateral reports.
  • Assist team members with creating and managing client contacts, create and maintain client groups and relationship ties, and complete other assigned responsibilities.
  • Prepare management reports for sales meetings and other required reports confidentially and accurately, and distribute monthly reporting packages to team members as directed by management or Wholesale Banking Solutions.
  • Provide professional customer service, respond promptly to customer questions and problems, and service commercial accounts in accordance with established policies and procedures.
  • Perform other related duties and projects as assigned.
  • Understand, report, respond to, manage, and monitor daily business risks as required by the corporation’s risk management program.
  • Comply with applicable regulatory laws, guidelines, and company procedures.

About the Company

First National Bank

Offers personal banking with online services.

First National Bank provides a range of financial services for individuals and businesses, including checking and savings accounts and online and mobile banking. Through its digital platforms, customers can transfer funds, pay bills, review account activity, and manage debit cards from anywhere with an internet connection. Security is a core focus, with processes and systems in place to protect customer information and accounts. The bank differentiates itself by prioritizing secure, convenient online and mobile access to banking services, aiming to help customers manage their finances safely and conveniently, anytime, anywhere.

Company size
51-200
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1864

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