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Customer Service Representative at UNIFIED BANK
Dellroy, Ohio, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Business Communication, Microsoft Office, Typing, Organizational Skills, Cross Selling, Bank Transaction Processing, Account Opening, Risk Management
Specialization
Requires a high school diploma or equivalency along with prior experience in cash handling and customer service. Candidates must possess strong communication skills and proficiency in Microsoft Office and general computer operations.
Customer Service Representative at UNIFIED BANK
Jewett, Ohio, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Business Communication, Microsoft Office, Typing, Organizational Skills, Cross Selling, Banking Transactions, Account Opening, Risk Management
Specialization
Requires a high school diploma or equivalency along with prior experience in cash handling and customer service. Candidates must possess strong communication skills and proficiency in Microsoft Office and general computer operations.
Mortgage Loan Originator at UNIFIED BANK
Glouster, Ohio, United States - Full Time
Skills Needed
Mortgage Loan Origination, Customer Relationship Management, Business Development, Networking Strategy, Financial Advice, Cross Selling, Loan Documentation, Microsoft Office, Business Communication, Leadership, Coaching, Organizational Skills, Customer Service, Detail Orientation, Teamwork
Specialization
Candidates should ideally possess a Bachelor's degree in Business/Finance or 5 years of banking experience, along with 3 to 5 years of lending experience. An active NMLS license and proficiency in Microsoft Office are required.
Experience Required
Minimum 2 year(s)
Organic Social Media Manager at Regions Bank
Birmingham, Alabama, United States - Full Time
Skills Needed
Social Media Management, Content Strategy, Data Analysis, Team Management, Social Media Governance, Community Engagement, Digital Campaign Planning, Social Listening, Budget Management, Microsoft Office, Written Communication, Organizational Skills, Kpi Tracking, Competitor Analysis, Brand Management, Stakeholder Collaboration
Specialization
Candidates must have a bachelor's degree in Marketing, Communications, or a related field and at least five years of experience in marketing or communications. Advanced hands-on experience with social media platforms and brand management is required.
Experience Required
Minimum 5 year(s)
Commercial Loan Specialist at Central Bank
Brookings, South Dakota, United States - Full Time
Skills Needed
Loan Underwriting, Loan Administration, Collateral Management, Loan Documentation, Credit Analysis, Customer Relationship Management, Regulatory Compliance, Financial Analysis, Closing Coordination, Data Management
Specialization
An associate degree is required, though a bachelor's degree is preferred. Candidates should possess 3-4 years of experience in similar loan administration or related job duties.
Experience Required
Minimum 2 year(s)
Client Support Specialist II at Bank of Utah
Ogden, Utah, United States - Full Time
Skills Needed
Customer Service, Phone Support, Online Banking Support, Treasury Management, Microsoft Word, Written Communication, Multitasking, Organization, Technical Support, Problem Solving
Specialization
Requires a minimum of 2 years of similar experience and a high school diploma. Candidates must possess excellent communication skills and basic proficiency in Microsoft Office systems.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager - Briarcliff Manor, NY at Trustco Bank
Briarcliff Manor, New York, United States - Full Time
Skills Needed
Supervisory Leadership, Customer Service, Cash Handling, Verbal Communication, Operational Leadership, Branch Branding, Compliance, Residential Mortgages, Ira Services, Personal Banking Products, Performance Metrics, Staff Supervision, Organization, Collaboration, Problem Solving
Specialization
A high school diploma is required, with a bachelor's degree preferred, along with proven supervisory experience and cash handling expertise. Candidates must have strong communication skills and the ability to handle physical requirements like standing for extended periods.
Experience Required
Minimum 2 year(s)
IT Desktop Intern at Bank of Hope
Los Angeles, California, United States - Full Time
Skills Needed
Desktop Support, Hardware Troubleshooting, Software Configuration, Workstation Deployment, Cybersecurity Standards, Ticket Triage, Microsoft 365, Asset Tracking, Customer Service, Analytical Skills
Specialization
Candidates must be currently enrolled in a Bachelor's or Associate's degree program in Computer Science, IT, or a related field. Proficiency in PC components, Microsoft 365, and the ability to communicate technical issues to non-technical users is required.
IT Desktop Intern at Bank of Hope
Los Angeles, California, United States - Full Time
Skills Needed
Desktop Support, Hardware Troubleshooting, Software Configuration, Workstation Deployment, Cybersecurity Standards, Ticket Triage, Asset Tracking, Microsoft 365, Customer Service, Analytical Skills
Specialization
Candidates must be currently enrolled in a Bachelor's or Associate's degree program in Computer Science, IT, or a related field. Proficiency in PC components, Microsoft 365, and the ability to communicate technical issues to non-technical users is required.
IT Support Specialist at Civista Bank
Dublin, Ohio, United States - Full Time
Skills Needed
Technical Support, Hardware Troubleshooting, Software Configuration, Network Connectivity, Tcp/Ip, Vpn, Ios Support, Android Support, Patch Management, It Asset Management, Ticketing Systems, Microsoft Operating Systems, Customer Service, Analytical Skills, Communication Skills, Time Management
Specialization
Requires 3-5 years of experience in IT support or networking, with a preference for an Associate's degree and CompTIA A+ certification. Must possess strong knowledge of Microsoft OS, TCP/IP fundamentals, and mobile device support.
Experience Required
Minimum 2 year(s)
Commercial Credit Products Quality Assurance and Improvement Analyst at Regions Bank
Hoover, Alabama, United States - Full Time
Skills Needed
Commercial Credit Analysis, Transaction Testing, Data Analysis, Sox Reporting, Loan Underwriting, Covenant Accuracy, Collateral Quality, Written Communication, Verbal Communication, Research
Specialization
Candidates must possess a Bachelor's degree in Accounting, Business, or Finance. A minimum of three years of commercial credit analysis experience is required.
Experience Required
Minimum 2 year(s)
Commercial Relationship Specialist at Regions Bank
Charleston, South Carolina, United States - Full Time
Skills Needed
Client Relationship Management, Credit Application Workflow, Loan Fulfillment, Data Analysis, Microsoft Office, Treasury Management, Administrative Support, Financial Reporting, Communication Skills, Organizational Skills, Due Diligence, Client Onboarding
Specialization
Requires a Bachelor's degree with two years of banking experience, or a High School Diploma/GED with three years of general banking experience. Proficiency in Microsoft Office and strong organizational and communication skills are essential.
Experience Required
Minimum 2 year(s)
Commercial Lending Assistant at Bank of Utah
Bountiful, Utah, United States - Full Time
Skills Needed
Microsoft Word, Microsoft Excel, Commercial Lending, Loan Documentation, Sageworks, Collateral Verification, Compliance Monitoring, Title Policy Ordering, Ucc Search, Ofac Search, Flood Search, Loan Disbursement
Specialization
Requires a high school education and proficiency in Microsoft Word and Excel. Previous experience in commercial loans is preferred.
Treasury Management Associate at Bank of Utah
Orem, Utah, United States - Full Time
Skills Needed
Treasury Management, Cash Management, Client Onboarding, Consultative Sales, Relationship Management, Ach Origination, Wire Transfer Services, Remote Deposit Capture, Positive Pay, Merchant Services, Account Analysis, Microsoft Office, Financial Analysis, Customer Service, Problem Solving, Time Management
Specialization
Requires 2+ years of experience in banking or financial services, preferably working with business clients. An Associate's or Bachelor's degree in Business, Finance, or Accounting is preferred.
Experience Required
Minimum 2 year(s)
Trust Administrative Assistant I at Bank of Utah
Salt Lake City, Utah, United States - Full Time
Skills Needed
Office Software, Customer Service, Account Administration, Document Preparation, Correspondence, Real Estate Tracking, Security Transactions, Trade Processing
Specialization
Candidates must be skilled in using various office software programs. Excellent customer service skills are required to interact effectively with clients.
Teller at Peoples Bank
Greensburg, Kentucky, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Sales Referrals, Account Maintenance, Problem Resolution, Communication Skills, Attention To Detail, Computer Proficiency, Salesforce, Risk Management, Compliance, Time Management
Specialization
Candidates must have a High School Diploma or GED and at least one year of related customer service experience. Physical requirements include the ability to stand consistently, lift up to 25 lbs, and have reliable transportation for travel between branches.
Fraud Investigator at Centier Bank
Merrillville, Indiana, United States - Full Time
Skills Needed
Fraud Investigation, Link Analysis, Risk Mitigation, Financial Research, Regulatory Reporting, Case Management, Data Analysis, Ms Office, Advanced Excel, Customer Service, Time Management, Organizational Skills, Written Communication, Verbal Communication, Problem Solving, Independent Work
Specialization
Requires a Bachelor's degree or equivalent experience and at least 2 years of experience in financial services. Candidates must have working knowledge of bank fraud investigative techniques and proficiency in MS Office.
Experience Required
Minimum 2 year(s)
Mortgage Processing Specialist at Civista Bank
Margaretta Township, Ohio, United States - Full Time
Skills Needed
Mortgage Processing, Underwriting Requirements, Loan Pipeline Management, Customer Experience, Encompass Software, Microsoft Office Suite, Banking Industry Practices, Loan Operations, Communication Skills, Organizational Skills, Data Verification, Vendor Collaboration
Specialization
Candidates must have a minimum of two years of experience in the mortgage loan industry and proficiency with loan industry software. Strong knowledge of banking practices, high attention to detail, and the ability to manage multiple deadlines are required.
Experience Required
Minimum 2 year(s)
Teller I at Century Bank
Fairhope, Alabama, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Financial Regulations, Communication Skills, Computer Literacy, Organizational Skills, Banking Operations, Attention To Detail
Specialization
Requires a high school diploma or GED with a preference for prior cash handling experience. Candidates must possess strong verbal and written communication skills and proficiency in computer usage.
Portfolio Manager at Seattle Bank
Seattle, Washington, United States - Full Time
Skills Needed
Credit Analysis, Underwriting, Portfolio Management, Financial Statement Spreading, Cash Flow Analysis, Collateral Analysis, Risk Management, Commercial Lending, Tax Return Analysis, Microsoft Excel, Financial Modeling, Compliance Monitoring, Written Communication, Verbal Communication, Time Management, Mentoring
Specialization
Requires a Bachelor's degree and at least three years of experience in portfolio management or related credit roles. Proficiency in financial spreading software and strong knowledge of commercial lending best practices are essential.
Experience Required
Minimum 2 year(s)
Customer Service Representative at UNIFIED BANK
Dellroy, Ohio, United States -
Full Time


Start Date

Immediate

Expiry Date

13 Aug, 26

Salary

0.0

Posted On

15 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Cash Handling, Customer Service, Business Communication, Microsoft Office, Typing, Organizational Skills, Cross Selling, Bank Transaction Processing, Account Opening, Risk Management

Industry

Banking

Description
Job Title: Customer Service Representative  FLSA Status: Non-Exempt Department: Retail Banking  Reports To: Customer Experience Manager Position Summary: Responsible for creating better lives and futures for the people and communities that we proudly serve. Provides an exceptional UNIFIED experience, process bank transactions, and recommends products and services to new and existing Customers. Essential Duties and Responsibilities: 1. Conducts self according to the UNIFIED Way. 2. Provides warm, friendly, courteous, helpful service to our customers by processing Bank transactions in an accurate and timely manner. Continuously utilizes the Acknowledgement Rule, the Two Ring Rule and the Sundown Rule with customers. Consistently greets each Customer with eye contact and smile, and thanks Customer at the end of the transaction. 3. Regularly attempts to cross sell other products by (a) asking for the business, (b) being alert to Customer needs through listening skills, and (c) suggesting products that would be of benefit to our Customers. Handles the product follow-up to Customers or refers to the appropriate department for follow-up. 4. Receives commercial/personal checking/savings deposits and loan payments; verifies cash, endorsements, and post and stale dates; Enters all information into the Bank’s computer system before issuing a receipt. 5. Cashes and processes checks in accordance with the Check Cashing Policy. 6. Sells cashier’s checks, and cash advances in accordance with procedures. 7. Accurately maintains cash/coin drawer to ensure daily balancing in accordance with all policies and procedures. 8. Attends vault to process teller transactions, order money, monitor cash limits, and to ensures an accurate daily balance. 9. Assists with ATM maintenance and balances ATM on a weekly basis, if applicable. 10. If applicable to the branch, assists Customers to and from safe deposit boxes and obtains proper signatures. 11. Scans, proofs, and balances all transaction items as needed 12. Maintains Customer information files and file paperwork as needed. 13. Answers incoming phone calls and makes outgoing phone calls for customer follow-up, marketing, and sales purposes. 14. Processes check orders through the Bank’s check vendor ordering system. 15.  Responsible for opening and closing savings and checking accounts, CD’s, IRA’s, and safe  deposit boxes in accordance with Bank policy and procedures. 16.  Participates in Community Service Events when appropriate. 17.  Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements, including, but not limited to the Bank Secrecy Act, the Community Reinvestment Act (CRA), Equal Credit Opportunity Act, Lending Regulations, Deposit Regulations, etc. 18.  Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place. 19.  Performs other related duties as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required. -      High School diploma or equivalency -      Prior cash handling experience -      Prior Customer service experience -      Excellent business communication skills, both verbal and written -      General computer skills -      Proficient typing skills -      Experience with Microsoft Office -      Strong organizational skills Physical Requirements: The physical requirements described below are representative of those that must be met by an employee to successfully perform the essential function of this job. -     Regular, timely attendance during assigned work hours -     Constantly stands, walks, or sits -     Constantly uses hands to finger, handle or feel -     Occasionally pushes, pulls, carries, or lifts up to 40 pounds -     Occasionally stoops, kneels, crouches, and/or reaches -     Ability to talk and hear -     Frequent and/or constant telephone usage and operation of other standard office equipment Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential function of this job. -     Generally, works in an office environment, but may occasionally be required to perform job duties outside of the typical office setting -     The noise level in the work environment is usually moderate This job description is not a contract of employment, implied or otherwise, and does not an employee’s “at-will” employment status.
Responsibilities
Responsible for processing bank transactions accurately and providing exceptional customer service to retail banking clients. The role involves cross-selling bank products and managing account openings for savings, checking, and IRAs.
Customer Service Representative at UNIFIED BANK
Dellroy, Ohio, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Business Communication, Microsoft Office, Typing, Organizational Skills, Cross Selling, Bank Transaction Processing, Account Opening, Risk Management
Specialization
Requires a high school diploma or equivalency along with prior experience in cash handling and customer service. Candidates must possess strong communication skills and proficiency in Microsoft Office and general computer operations.
Customer Service Representative at UNIFIED BANK
Jewett, Ohio, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Business Communication, Microsoft Office, Typing, Organizational Skills, Cross Selling, Banking Transactions, Account Opening, Risk Management
Specialization
Requires a high school diploma or equivalency along with prior experience in cash handling and customer service. Candidates must possess strong communication skills and proficiency in Microsoft Office and general computer operations.
Mortgage Loan Originator at UNIFIED BANK
Glouster, Ohio, United States - Full Time
Skills Needed
Mortgage Loan Origination, Customer Relationship Management, Business Development, Networking Strategy, Financial Advice, Cross Selling, Loan Documentation, Microsoft Office, Business Communication, Leadership, Coaching, Organizational Skills, Customer Service, Detail Orientation, Teamwork
Specialization
Candidates should ideally possess a Bachelor's degree in Business/Finance or 5 years of banking experience, along with 3 to 5 years of lending experience. An active NMLS license and proficiency in Microsoft Office are required.
Experience Required
Minimum 2 year(s)
Organic Social Media Manager at Regions Bank
Birmingham, Alabama, United States - Full Time
Skills Needed
Social Media Management, Content Strategy, Data Analysis, Team Management, Social Media Governance, Community Engagement, Digital Campaign Planning, Social Listening, Budget Management, Microsoft Office, Written Communication, Organizational Skills, Kpi Tracking, Competitor Analysis, Brand Management, Stakeholder Collaboration
Specialization
Candidates must have a bachelor's degree in Marketing, Communications, or a related field and at least five years of experience in marketing or communications. Advanced hands-on experience with social media platforms and brand management is required.
Experience Required
Minimum 5 year(s)
Commercial Loan Specialist at Central Bank
Brookings, South Dakota, United States - Full Time
Skills Needed
Loan Underwriting, Loan Administration, Collateral Management, Loan Documentation, Credit Analysis, Customer Relationship Management, Regulatory Compliance, Financial Analysis, Closing Coordination, Data Management
Specialization
An associate degree is required, though a bachelor's degree is preferred. Candidates should possess 3-4 years of experience in similar loan administration or related job duties.
Experience Required
Minimum 2 year(s)
Client Support Specialist II at Bank of Utah
Ogden, Utah, United States - Full Time
Skills Needed
Customer Service, Phone Support, Online Banking Support, Treasury Management, Microsoft Word, Written Communication, Multitasking, Organization, Technical Support, Problem Solving
Specialization
Requires a minimum of 2 years of similar experience and a high school diploma. Candidates must possess excellent communication skills and basic proficiency in Microsoft Office systems.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager - Briarcliff Manor, NY at Trustco Bank
Briarcliff Manor, New York, United States - Full Time
Skills Needed
Supervisory Leadership, Customer Service, Cash Handling, Verbal Communication, Operational Leadership, Branch Branding, Compliance, Residential Mortgages, Ira Services, Personal Banking Products, Performance Metrics, Staff Supervision, Organization, Collaboration, Problem Solving
Specialization
A high school diploma is required, with a bachelor's degree preferred, along with proven supervisory experience and cash handling expertise. Candidates must have strong communication skills and the ability to handle physical requirements like standing for extended periods.
Experience Required
Minimum 2 year(s)
IT Desktop Intern at Bank of Hope
Los Angeles, California, United States - Full Time
Skills Needed
Desktop Support, Hardware Troubleshooting, Software Configuration, Workstation Deployment, Cybersecurity Standards, Ticket Triage, Microsoft 365, Asset Tracking, Customer Service, Analytical Skills
Specialization
Candidates must be currently enrolled in a Bachelor's or Associate's degree program in Computer Science, IT, or a related field. Proficiency in PC components, Microsoft 365, and the ability to communicate technical issues to non-technical users is required.
IT Desktop Intern at Bank of Hope
Los Angeles, California, United States - Full Time
Skills Needed
Desktop Support, Hardware Troubleshooting, Software Configuration, Workstation Deployment, Cybersecurity Standards, Ticket Triage, Asset Tracking, Microsoft 365, Customer Service, Analytical Skills
Specialization
Candidates must be currently enrolled in a Bachelor's or Associate's degree program in Computer Science, IT, or a related field. Proficiency in PC components, Microsoft 365, and the ability to communicate technical issues to non-technical users is required.
IT Support Specialist at Civista Bank
Dublin, Ohio, United States - Full Time
Skills Needed
Technical Support, Hardware Troubleshooting, Software Configuration, Network Connectivity, Tcp/Ip, Vpn, Ios Support, Android Support, Patch Management, It Asset Management, Ticketing Systems, Microsoft Operating Systems, Customer Service, Analytical Skills, Communication Skills, Time Management
Specialization
Requires 3-5 years of experience in IT support or networking, with a preference for an Associate's degree and CompTIA A+ certification. Must possess strong knowledge of Microsoft OS, TCP/IP fundamentals, and mobile device support.
Experience Required
Minimum 2 year(s)
Commercial Credit Products Quality Assurance and Improvement Analyst at Regions Bank
Hoover, Alabama, United States - Full Time
Skills Needed
Commercial Credit Analysis, Transaction Testing, Data Analysis, Sox Reporting, Loan Underwriting, Covenant Accuracy, Collateral Quality, Written Communication, Verbal Communication, Research
Specialization
Candidates must possess a Bachelor's degree in Accounting, Business, or Finance. A minimum of three years of commercial credit analysis experience is required.
Experience Required
Minimum 2 year(s)
Commercial Relationship Specialist at Regions Bank
Charleston, South Carolina, United States - Full Time
Skills Needed
Client Relationship Management, Credit Application Workflow, Loan Fulfillment, Data Analysis, Microsoft Office, Treasury Management, Administrative Support, Financial Reporting, Communication Skills, Organizational Skills, Due Diligence, Client Onboarding
Specialization
Requires a Bachelor's degree with two years of banking experience, or a High School Diploma/GED with three years of general banking experience. Proficiency in Microsoft Office and strong organizational and communication skills are essential.
Experience Required
Minimum 2 year(s)
Commercial Lending Assistant at Bank of Utah
Bountiful, Utah, United States - Full Time
Skills Needed
Microsoft Word, Microsoft Excel, Commercial Lending, Loan Documentation, Sageworks, Collateral Verification, Compliance Monitoring, Title Policy Ordering, Ucc Search, Ofac Search, Flood Search, Loan Disbursement
Specialization
Requires a high school education and proficiency in Microsoft Word and Excel. Previous experience in commercial loans is preferred.
Treasury Management Associate at Bank of Utah
Orem, Utah, United States - Full Time
Skills Needed
Treasury Management, Cash Management, Client Onboarding, Consultative Sales, Relationship Management, Ach Origination, Wire Transfer Services, Remote Deposit Capture, Positive Pay, Merchant Services, Account Analysis, Microsoft Office, Financial Analysis, Customer Service, Problem Solving, Time Management
Specialization
Requires 2+ years of experience in banking or financial services, preferably working with business clients. An Associate's or Bachelor's degree in Business, Finance, or Accounting is preferred.
Experience Required
Minimum 2 year(s)
Trust Administrative Assistant I at Bank of Utah
Salt Lake City, Utah, United States - Full Time
Skills Needed
Office Software, Customer Service, Account Administration, Document Preparation, Correspondence, Real Estate Tracking, Security Transactions, Trade Processing
Specialization
Candidates must be skilled in using various office software programs. Excellent customer service skills are required to interact effectively with clients.
Teller at Peoples Bank
Greensburg, Kentucky, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Sales Referrals, Account Maintenance, Problem Resolution, Communication Skills, Attention To Detail, Computer Proficiency, Salesforce, Risk Management, Compliance, Time Management
Specialization
Candidates must have a High School Diploma or GED and at least one year of related customer service experience. Physical requirements include the ability to stand consistently, lift up to 25 lbs, and have reliable transportation for travel between branches.
Fraud Investigator at Centier Bank
Merrillville, Indiana, United States - Full Time
Skills Needed
Fraud Investigation, Link Analysis, Risk Mitigation, Financial Research, Regulatory Reporting, Case Management, Data Analysis, Ms Office, Advanced Excel, Customer Service, Time Management, Organizational Skills, Written Communication, Verbal Communication, Problem Solving, Independent Work
Specialization
Requires a Bachelor's degree or equivalent experience and at least 2 years of experience in financial services. Candidates must have working knowledge of bank fraud investigative techniques and proficiency in MS Office.
Experience Required
Minimum 2 year(s)
Mortgage Processing Specialist at Civista Bank
Margaretta Township, Ohio, United States - Full Time
Skills Needed
Mortgage Processing, Underwriting Requirements, Loan Pipeline Management, Customer Experience, Encompass Software, Microsoft Office Suite, Banking Industry Practices, Loan Operations, Communication Skills, Organizational Skills, Data Verification, Vendor Collaboration
Specialization
Candidates must have a minimum of two years of experience in the mortgage loan industry and proficiency with loan industry software. Strong knowledge of banking practices, high attention to detail, and the ability to manage multiple deadlines are required.
Experience Required
Minimum 2 year(s)
Teller I at Century Bank
Fairhope, Alabama, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Financial Regulations, Communication Skills, Computer Literacy, Organizational Skills, Banking Operations, Attention To Detail
Specialization
Requires a high school diploma or GED with a preference for prior cash handling experience. Candidates must possess strong verbal and written communication skills and proficiency in computer usage.
Portfolio Manager at Seattle Bank
Seattle, Washington, United States - Full Time
Skills Needed
Credit Analysis, Underwriting, Portfolio Management, Financial Statement Spreading, Cash Flow Analysis, Collateral Analysis, Risk Management, Commercial Lending, Tax Return Analysis, Microsoft Excel, Financial Modeling, Compliance Monitoring, Written Communication, Verbal Communication, Time Management, Mentoring
Specialization
Requires a Bachelor's degree and at least three years of experience in portfolio management or related credit roles. Proficiency in financial spreading software and strong knowledge of commercial lending best practices are essential.
Experience Required
Minimum 2 year(s)
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