Client-Facing Portfolio Assistant

Vallant Financial, Inc.; Dublin, Northern (GA, KY); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Vallant Bank in Dublin, GA is seeking a Portfolio Assistant to support the Business Banker with office duties, customer service, and acting as a face of the bank. You will assist with loan documentation, ensure regulatory compliance, and coordinate with lenders, settlement agents, and vendors.

This role emphasizes building client relationships, cross-selling products, and maintaining accurate records. A high school diploma is required; three years of banking/administrative experience is

Qualifications

• High school diploma required; college preferred.
• Three years banking/administrative experience preferred.
• Knowledge of bank products and services.

Responsibilities

• Assist Business Banker with office duties and customer service.
• Coordinate loan documentation and post-closing follow-up.
• Ensure regulatory compliance and adherence to bank policies.
• Support cross-selling and building long-term client relationships.
• Maintain records of transactions and communications with clients.
• Interact with lenders, settlement agents, and vendors to complete transactions.

Skills

Banking knowledge

Customer service

Office software

Financial data analysis

Regulatory compliance

Communication skills

Sales prospecting

Education

High school diploma

Tools

Microsoft Office

SharePoint

Loan software

Job description

Vallant Bank in Dublin, GA is seeking a Portfolio Assistant to support the Business Banker with office duties, customer service, and acting as a face of the bank. You will assist with loan documentation, ensure regulatory compliance, and coordinate with lenders, settlement agents, and vendors.

This role emphasizes building client relationships, cross-selling products, and maintaining accurate records. A high school diploma is required; three years of banking/administrative experience is