Branch Operations & Growth Specialist

Centennial Bank; Boerne (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Centennial Bank in Boerne, TX, is seeking a Branch Operations & Development Representative to handle a wide range of customer transactions, cross-sell products, and support loan processing. You will build relationships, respond to inquiries, and prepare documents to enable customers to begin services.

The role emphasizes accuracy, compliance training, and teamwork as you contribute to branch goals and community engagement. On-site work with occasional training and cross-branch collaboration.

Qualifications

• Experience in banking operations or similar role preferred.

Responsibilities

• Provides services to consumers and business accounts, including assessing customer needs and cross-sells appropriate products and services.
• Opens accounts including checking, savings, CDs, IRAs, and other products offered by the bank.
• Prepares new loan requests to submit to loan processing.
• Orders supporting documentation and ensures its arrival.
• Processes draw requests, loan payments, and transfers.
• Prepares loan package for shipping and booking.
• Performs loan origination, portfolio management, and processing.
• Tracks and monitors all required documents and packets.
• Closes and funds loans when required.
• Reviews completed LOM for accuracy and submits to loan operations.
• Participates in clearing collateral and credit exceptions.
• Reviews and verifies loan files are complete and meets established standards.
• Pulls maturity and past-due reports.
• Refers new business to company subsidiaries, such as insurance, mortgage, and brokerage.
• Connects with referrals made by other team members.
• Accompanies commercial lenders on calls to build and retain customer relationships.
• Resolves customer concerns and ensures effective long-term problem resolution.
• Provides ancillary services such as notary services.
• Responds to customer inquiries relating to products, rates, and services promptly and professionally to ensure friendly and efficient customer service.
• Supports and contributes to the attainment of branch goals.
• Maintains a positive, friendly, and professional attitude and appearance.
• Represents the Bank by attending, volunteering and participating in community, and networking events.
• The ability to work in a constant state of alertness and in a safe manner.
• Completes required BSA/AML training and other compliance training as assigned.
• Perform any other related duties as required or assigned.

Tools

Alphanumeric Data Entry

Contact Management

Database

Job description

Centennial Bank in Boerne, TX, is seeking a Branch Operations & Development Representative to handle a wide range of customer transactions, cross-sell products, and support loan processing. You will build relationships, respond to inquiries, and prepare documents to enable customers to begin services.

The role emphasizes accuracy, compliance training, and teamwork as you contribute to branch goals and community engagement. On-site work with occasional training and cross-branch collaboration.