This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process. This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance. Primary Responsibilities:Receives relationship referrals from MBR / MBC / MBS team, facilitates opening ... more details
Primary Office Location:
30 Isabella Street. Pittsburgh, Pennsylvania. 15212.
Join our team. Make a difference - for us and for your future.
Position Title: Relationship Banking Representative
Business Unit: Mortgage Administration
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process. This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance.
Primary Responsibilities:
Receives relationship referrals from MBR / MBC / MBS team, facilitates opening of deposit accounts in the system according to established policies and procedures, and educates client on online banking, mobile, and other digital banking features and benefits. Obtains required documentation from customers, and provides required data to servicing partners to facilitate ACH for mortgage payments.
Facilitates referrals for additional products and services, reviews customer financial needs, suggests appropriate products and services and assists in referral and handoff according to established policies and procedures.
Communicates with key internal partners to insure the customer experience and handoff at all stages flows smoothly and provides an optimal customer experience.
Complete and monitor all applicable reporting and tracking including set-up of client in CRM system for deposit and banking related campaigns.
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:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related or banking operational position. Knowledge of various government regulations such as Regulation CC, DD, O, and Z and how these regulations relate to the job.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
