Commercial Relationship Representative 3 at First National Bank Of Pennsylvania — Charleston, SC

## Primary Office Location:

151 Meeting Street Suite 100. Charleston, South Carolina. 29401.

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.

High School or GED

5

Detail-oriented

Ability to use general office equipment

MS Word - Basic Level

MS Excel - Basic Level

MS PowerPoint - Basic Level

N/A

N/A

Equal Employment Opportunity (EEO):