Commercial and Private Banking Associate

at  Resource Bank

Covington, LA 70433, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate29 Jun, 2024Not Specified29 Mar, 20241 year(s) or aboveAlternative Solutions,MathematicsNoNo
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Description:

How To Apply:

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Responsibilities:

  • Manage customer portfolios.
  • Maintain customer confidentiality at all times.
  • Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
  • Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
  • Be well versed on all banking products to answer client questions, and explain available services.
  • Contact clients with maturing CD’s to ensure retention.
  • Investigate electronic banking issues and provide assistance, if possible, or refer to appropriate bank personnel for correction.
  • Adhere to all bank policies and compliance standards.
  • Assisting others in department with workflow as deemed appropriate by manager.
  • Manage daily overdrafts for department and make recommendations to officer for disposition, depending on position level.
  • Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
  • Assist with or handle the preparation of all materials needed to initiate lending transactions.
  • Complete and retains all compliance-related documents, especially as related to flood, RESPA, HMDA and all other regulatory requirements.
  • Assist with or manage and clear exceptions, depending on position level.
  • Assist with or manager past due loans, depending on position level.
  • Run credit reports.
  • May prepare loan vouchers and supporting documentation to present loan package for approval.
  • May attend loan closings to represent Resource Bank.
  • Sign official checks, depending on position level.
  • Analyze and make recommendation for lending below certain amounts, depending on position level.
  • Administrative support as directed by Officer.
  • Responsible for marketing Resource Bank in the public arena through personal and professional contacts.
  • Other duties necessary to maintain an efficient department.
  • All other duties assigned

REQUIREMENT SUMMARY

Min:1.0Max:6.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Covington, LA 70433, USA