Relationship Banking Representative

Relationship Banking Representative

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
• Educates client on online banking, mobile, and other digital banking features and benefits
• Obtains required documentation from customers
• 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

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 :

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

Equal Employment Opportunity (EEO) : It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.