Banking Relationship & Lending Specialist

Bank of Bartlett

Bartlett (TN)

On-site

USD 32,000 - 42,000

Full time

14 days+
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Job summary

Paycom - ATS in Bartlett, TN is seeking an Universal Banker to assist customers with opening and closing deposit and loan accounts, interview loan applications, and resolve questions about products and services while guiding customers to the right specialists.

The role emphasizes outstanding service, cross-selling, and adherence to banking regulations. A minimum of three years of banking experience and solid computer skills are required.

Qualifications

  • Three or more years of banking experience.
  • Able to communicate effectively and resolve conflicts with diplomacy and tact.
  • Proficient computer skills; detail-oriented with numbers, products, and services.

Responsibilities

  • Assist customers with opening and closing deposit and loan accounts; interview and accept loan applications; answer questions and resolve problems within authority.
  • Process client transactions including deposits, withdrawals, and loan payments; promote cross-sell opportunities.
  • Maintain customer records and ensure compliance with regulatory guidelines; act as liaison between customers and departments.

Skills

Banking experience
Interpersonal skills
Computer skills

Education

Two-year college degree
Licensing/certification
Vendor training/certifications
Apprenticeship programs

Job description

Paycom - ATS in Bartlett, TN is seeking an Universal Banker to assist customers with opening and closing deposit and loan accounts, interview loan applications, and resolve questions about products and services while guiding customers to the right specialists.

The role emphasizes outstanding service, cross-selling, and adherence to banking regulations. A minimum of three years of banking experience and solid computer skills are required.

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