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Community Banking Assistant I

Overview

The responsibilities of this job are to provide day to day technical support for two or more Community Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the business banking process to include successful loan closings, and portfolio management subsequent to loan closings.

Responsibilities

Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports.
Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts.
Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department.
Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.
Provide excellent customer service to all clients, internally and externally.
Associates are expected to perform all additional duties as assigned.

Qualifications

High School Diploma or GED
2 years of previous experience as a business banking assistant or relevant general banking or general administrative experience
Accounting and mathematical aptitude
Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
- Excellent interpersonal skills
- Good organizational skills with demonstrable ability to multitask.
- Good communication skills (verbal and written) while demonstrating ability to use lending terminology.
- Good time management skills
- Intermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)
- MUST be able to exercise confidentiality with sensitive information.
2-year degree with business administration emphasis preferred
Knowledge of general banking and business banking procedures and practices preferred

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

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