Relationship Manager

Union State Bank; Edmond (OK); On-site; USD 25,000 - 39,000; Part time

Job summary

Union State Bank in Edmond, OK is seeking a Relationship Manager to provide secretarial and administrative support to the Edmond market while handling loan document processing and new deposit accounts. You will maintain strong customer relations and assist with cross-selling bank products and services.

The role emphasizes accurate documentation, coordination with Market President, and adherence to banking regulations, with a focus on teamwork, reliability, and professional conduct in a dynamic

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.

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

English communication

Microsoft Word

Microsoft Excel

Multi-tasking

Customer service

Attendance and punctuality

Education

High school diploma

Tools

Fiserv Precision

Laser Pro

Paycor HRIS

Job description

Description

Position Title: Relationship Manager

Reports To: Market President

Status: Hourly; Non-Exempt

Position Summary: To provide secretarial and administrative support to the Edmond market. To perform duties related to the processing and preparation of loan documents and/or reviewing of post-closing documents. Open new deposit accounts as requested. To maintain exceptional customer relations, provide timely assistance and cross-sell Bank products and services whenever possible.

Principal Responsibilities and Duties:

• 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.

Supervisor Responsibilities: N/A

Requirements

Education and Experience Requirements: 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.

Specific Skills Required: Ability to read, write, hear, speak or otherwise communicate in English; Good verbal communication skills; Efficient in Microsoft Word and Excel; Ability to multi task and adapt to change; Ability to get along with others and interact positively with others; Good work habits and attendance; Ability to learn and follow policies and procedures; Basic mathematical skills; Attention to detail and accuracy; Proficient at operating a computer. Supervisor Expectations: Does not normally supervisor subordinates.

System Accesses: Fiserv Precision, Laser Pro, Paycor HRIS other software systems as assigned. Equipment Used: Office equipment which includes computer, multi-line phone system, multi-function unit, adding machine.

Working Conditions: This position exists in an office environment requiring the individual to perform normal activities including, but not limited to, lifting, filing and retrieving, operating office equipment, etc. This position requires prolonged (over 75% of the time) sitting. This position requires infrequent (less than 20% of the time) physical exertion to manually move, lift, carry or push heavy objects or materials weighing up to 20 lbs.

This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of your supervisor, and to possible modification to reasonably accommodate individuals with a disability.

Union State Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, identity, age, disability, or status as a protected veteran.