Client Services Associate

First Federal Bank of LA; Lake Charles (LA); On-site; USD 34,000 - 60,000; Full time

Job summary

First Federal Bank of Louisiana in Lake Charles seeks a Client Services Associate in the Private Banking Department to serve as receptionist and support financial advisors with administrative tasks and client relationship management.

The role involves handling deposits and transfers, opening/closing accounts, processing loan documents, and maintaining accurate records while ensuring compliance with banking policies and regulatory requirements.

Qualifications

• High School Diploma or GED is required.
• Minimum of one year related experience in a financial institution.
• Strong organizational and communication skills are essential.

Responsibilities

• Monitors reports and contacts clients; monitors NSF accounts.
• Processes deposits, ACH drafts, transfers, wires, and verifies deposits.
• Opens, maintains, renews, or closes various accounts and services; maintains documentation.
• Performs administrative duties and supports related areas as needed.
• Handles loan applications, prepares files, collects documentation, and tracks loan status.
• Prepares loan tickets, letters, notices, and modification agreements as needed.
• Coordinates with other departments on past due or matured loans.
• Orders mortgage certificates, credit reports, evaluations, and appraisals.
• Ensures compliance with BSA policies including CTRs, SARs, OFAC scans.

Skills

Customer service

Administrative tasks

Banking experience

Education

High School Diploma or GED

Job description

First Federal Bank of Louisiana is currently seeking a Client Services Associate with the Private Banking Department. The position is located at the Main Office in Downtown Lake Charles, LA.

About Us

First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that’s what our team strives to do in the communities we serve each and every day. Visitwww.ffbla.bankto learn more. Member FDIC, Equal Housing Lender.

Position Summary

Provides assistance and support to financial advisors regarding administrative tasks, client relationship management, and operations while also acting as receptionist for the branch.

Essential Duties & Responsibilities

• Monitors reports; contacts clients; monitors NSF accounts
• Processes direct deposits, ACH drafts, transfers, incoming and outgoing wires; completes internal verification of deposits
• Opens, processes, renews, performs maintenance, and/or closes various types of accounts, services, and/or products; maintains required documentation
• Performs administration duties; may assist other related areas, as needed
• Accepts applications for all types of loans; verifies, prepares loan files, requests all documentation needed for credit decision; handles disbursement and follows-up on loans; inputs and maintains loan records in applicable system; works to clear all loan exceptions
• Issues sub-account numbers and maintains applicable loan registers for tracking purposes
• Prepares loan tickets, letters, notices, extension and modification agreements, as needed
• Coordinates with other departments regarding past due loans and matured loans
• Orders mortgage certificates, credit reports, evaluations, appraisals, as requested
• Prepares attorney letters, initial requests for insurance, and follows up on any outstanding documents for existing loans and renewals
• Complies with specific job related BSA policies and procedures, including but not limited to: obtains proper identification; completes CIP requirements; completes and submits Customer Transaction Reports (CTR), Suspicious Activity Reports (SAR), Monetary Cash Sale Forms on time and in accordance with BSA policy; recognizes “red flags”; reports suspicious or unusual requests to the BSA and Security Officers; performs OFAC scans in accordance with BSA policy
• Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.

Minimum Qualifications

• High School Diploma or general education degree (GED)
• Minimum of one (1) year related experience and/or training with a financial institution

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are a short, overview summary of the knowledge, skills, and/or abilities required. The full job description is attached to this job posting in pdf format. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Duties & Responsibilities

This job summary is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer

The employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.