Customer Service Representative - Fnb Financial

Primary Office Location:
One South Hermitage Road. Hermitage, Pennsylvania. 16148.
Join our team. Make a difference - for us and for your future.
Position Title: Customer Service Representative
Business Unit: Treasury
Reports to: Manager of Capital Testing
Position Overview:
This position is responsible for transactions, maintenance and reports related to the F.N.B. Financial Services subordinated note investment portfolio on a daily basis. The incumbent performs other functions including bank reconciliations, signature card maintenance, customer satisfaction surveys, privacy opt outs, currency transaction report (CTR) searches and record retention.
Primary Responsibilities:
Handles all transactions related to the servicing of F.N.B. Financial Service's Subordinated Notes (Daily, Special and Term notes) including opening, closing, transferring, performing additional purchases and redemptions of investment accounts, customer communications, inquiries and account maintenance.
Prepares and distributes investment note rates. Distributes term note maturity letters and confirmations. Prepares requests from attorneys and accounting firms. Administers holds for collateral requests and investigates dormant accounts. Investigate and research returned mail, as well as incorrect address report.
Administers daily balancing of Prologue and branch checking account, researches and corrects any mismatches. Calculates and executes daily balancing, deposits and transfer of funds to and from First National Bank.
Performs daily CTR searches, reviews results and, if necessary, contacts branch to assure a CTR has been filed. Retains records for F.N.B. Financial Services and processes requests for items from storage and record retention system. Coordinates privacy opt out requests for F.N.B. Financial Services. Updates customer information and maintains records of requests.
Primary backup to daily check and interest funding. Backup to all general ledger balancing and maintenance. Primary backup to management, maturity, AML and other exception reports.
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:
Associates
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Ability to work and multi-task in a fast paced environment
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Working knowledge of accounting, financial and branch operations. Knowledge of software including: ITI, Director and network packages.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A