Resource Bank
Position Summary:
This position reportsto the Commercial and Private Banking Assistant Manager and is responsible for servicingthe needs of the Commercial and Private Banking clients as well as assistingothers in the department, including the Private Banking officers.
EssentialFunctions: • Maintain customer confidentiality at all times. • Providedepartmental coverage as it relates to phone and walk-in clients to assist withbanking and loan needs. • Managedaily overdrafts for department and make recommendations to officer fordisposition. • Assistclients in opening new accounts, and identify sales opportunities for otherbanking products and services, based on client needs. • Bewell versed on all banking products to answer client questions, and explainavailable services. • Contactclients with maturing CD's to ensure retention. • Adhereto all bank policies and compliance standards. • Collectand compile financial information from clients in anticipation of loan renewalsor exception clearing. Obtain financialinformation in a timely manner, as determined by departmental workflowschedule. • Assistothers in department with workflow as deemed appropriate by Assistant Manager /Manager. • Investigateelectronic banking issues and provide assistance, if possible or refer toappropriate bank personnel for correction. • Runcredit reports. • Assistwith the preparation of all materials needed to initiate lending transaction. • Havea basic understanding of financial statements and tax returns to interpret andcompile financial information for loan underwriting. • Prepareall documents necessary to facilitate loan closings. (pre-closing andpost-closing). Attend loan closings as needed. • Assistin the monitoring of matured and past due loans.
Experienceand Education:
High School Diploma (or GED orHigh School Equivalence Certificate) and over 2 years of banking (branch)experience. Lending/Loan experience is preferred.
Resource Bank strivesto be the "employer of choice" EEO\Minority\Female\Vets\Disabled
This position reportsto the Commercial and Private Banking Assistant Manager and is responsible for servicingthe needs of the Commercial and Private Banking clients as well as assistingothers in the department, including the Private Banking officers.
EssentialFunctions: • Maintain customer confidentiality at all times. • Providedepartmental coverage as it relates to phone and walk-in clients to assist withbanking and loan needs. • Managedaily overdrafts for department and make recommendations to officer fordisposition. • Assistclients in opening new accounts, and identify sales opportunities for otherbanking products and services, based on client needs. • Bewell versed on all banking products to answer client questions, and explainavailable services. • Contactclients with maturing CD's to ensure retention. • Adhereto all bank policies and compliance standards. • Collectand compile financial information from clients in anticipation of loan renewalsor exception clearing. Obtain financialinformation in a timely manner, as determined by departmental workflowschedule. • Assistothers in department with workflow as deemed appropriate by Assistant Manager /Manager. • Investigateelectronic banking issues and provide assistance, if possible or refer toappropriate bank personnel for correction. • Runcredit reports. • Assistwith the preparation of all materials needed to initiate lending transaction. • Havea basic understanding of financial statements and tax returns to interpret andcompile financial information for loan underwriting. • Prepareall documents necessary to facilitate loan closings. (pre-closing andpost-closing). Attend loan closings as needed. • Assistin the monitoring of matured and past due loans.
Experienceand Education:
High School Diploma (or GED orHigh School Equivalence Certificate) and over 2 years of banking (branch)experience. Lending/Loan experience is preferred.
Resource Bank strivesto be the "employer of choice" EEO\Minority\Female\Vets\Disabled