Commercial & Private Banking Associate - Grow lending

Resource Bank (Louisiana); Metairie (LA); Sur place; USD 36 000 - 54 000; Plein temps

Résumé du poste

RESOURCE BANK is seeking a Commercial and Private Banking Associate in Metairie, LA. The role involves servicing Commercial and Private Banking clients, handling loan and account needs, and supporting loan underwriting processes.

You will interact with clients, process documentation, and ensure compliance with bank policies, while contributing to sales opportunities across banking products. The position requires a High School Diploma or GED and 2+ years in banking, with lending/loan experience

Qualifications

• High School Diploma (or GED or High School Equivalence Certificate) and over 2 years of banking (branch) experience.
• Lending/Loan experience is preferred.

Responsabilités

• Maintain customer confidentiality at all times.
• Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
• Manage daily overdrafts for department and make recommendations to officer for disposition.
• Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
• Be well versed on all banking products to answer client questions, and explain available services.
• Contact clients with maturing CD’s to ensure retention.
• Adhere to all bank policies and compliance standards.
• Collect and compile financial information from clients in anticipation of loan renewals or exception clearing.
• Assist others in department with workflow as deemed appropriate by Manager.
• Investigate electronic banking issues and provide assistance, if possible or refer to appropriate bank personnel for correction.
• Run credit reports.
• Assist with the preparation of all materials needed to initiate lending transaction.
• Have a basic understanding of financial statements and tax returns to interpret and compile financial information for loan underwriting.
• Prepare all documents necessary to facilitate loan closings. (pre-closing and post-closing). Attend loan closings as needed.
• Assist in the monitoring of matured and past due loans.
• All other duties as assigned.

Connaissances

Active Listening

Speaking

Reading Comprehension

Mathematics

Critical Thinking

Multitask

Work Independently

Social Perceptiveness

Team Skills

Oral Comprehension

Oral Expression

Speech Clarity

Speech Recognition

Near Vision

Problem Sensitivity

Advancement Oriented

Formation

High School Diploma or GED

Description du poste

RESOURCE BANK is seeking a Commercial and Private Banking Associate in Metairie, LA. The role involves servicing Commercial and Private Banking clients, handling loan and account needs, and supporting loan underwriting processes.

You will interact with clients, process documentation, and ensure compliance with bank policies, while contributing to sales opportunities across banking products. The position requires a High School Diploma or GED and 2+ years in banking, with lending/loan experience