Banking Relationship Manager — Loans & Deposits

Union State Bank - Kansas/Oklahoma; Edmond (OK); On-site; USD 21,000 - 34,000; Part time

Job summary

Union State Bank - Kansas/Oklahoma seeks a Relationship Manager to support the Edmond market with secretarial duties, loan document processing, and new deposit account openings. The role focuses on exceptional customer relations and cross-selling bank products.

The position requires a high school diploma, prior commercial loan processing experience, and strong communication skills. Banking rules knowledge is essential, with potential training provided and opportunities to work across departments.

Qualifications

• A high school diploma or equivalent required.
• Previous commercial loan processing experience required.
• Previous retail customer service preferred.
• Continuing education to maintain regulatory and procedural knowledge is required.
• Understand Federal, State and Union State banking rules and regulations.
• Bank related courses strongly recommended.

Responsibilities

• Greet public in person and on the telephone, provide general information, answer questions and direct individuals to appropriate party as necessary.
• Provide general secretarial and clerical support to Edmond loan staff in regards to correspondence and documentation.
• May coordinate calendars, schedules and meetings of Market President and other staff as necessary.
• Open new deposit accounts for customers.
• Cross-sell bank products and services as needed and to promote various marketing campaigns.
• Refer customers to other bank personnel for specialized customer needs, such as treasury services, cash management and merchant services.
• Build and maintain loan and deposit information on new and existing customers
• Prepare reports, documents and take minutes for Oklahoma Loan Committee and other committees and markets as assigned.
• Process, prepare and conduct initial review of commercial loan documentation.
• Review commercial engagement forms and credit memos in order to accurately prepare commercial loan documentation.
• Process and prepare loan closing documents.
• Manage and understand collateral perfection processes such as UCC and mortgage filings.
• Assist in working loan exceptions under loan officer direction.
• Perform loan administration duties, as required or assigned.
• Order title work as directed.
• Understand Federal, State and Union State Bank rules and regulations.
• Maintain regular and reliable attendance and punctuality following established attendance and call-in procedures.
• Perform other duties as may be required or assigned.

Skills

Verbal communication

Attention to detail

Multi-tasking

Teamwork

Strong work ethic

Policy & procedures learning

Education

High school diploma or GED

Commercial loan processing experience

Retail customer service experience

Tools

Microsoft Word

Microsoft Excel

Paycor HRIS

Fiserv Precision

LaserPro

Job description

Union State Bank - Kansas/Oklahoma seeks a Relationship Manager to support the Edmond market with secretarial duties, loan document processing, and new deposit account openings. The role focuses on exceptional customer relations and cross-selling bank products.

The position requires a high school diploma, prior commercial loan processing experience, and strong communication skills. Banking rules knowledge is essential, with potential training provided and opportunities to work across departments.