Relationship Manager Assistant

First Northern Bank of Wyoming; Sheridan (WY); Sur place; USD 52 000 - 78 000; Plein temps

Résumé du poste

First Northern Bank of Wyoming is seeking a Relationship Manager Assistant to support Commercial, Agriculture, and Residential Banking teams. You will interact with Relationship Managers and branch leadership to service loans, accounts, and bank services while contributing to loan documentation and reporting.

This role focuses on loan processing, document review, and transactional support, enabling efficient credit operations and client service across departments.

Qualifications

• High School Diploma or equivalent.
• Two years banking experience required; one year lending experience preferred.

Responsabilités

• Provide administrative and sales support to banking teams.
• Assist in loan processing, document review, and disbursement preparation.
• Monitor and service the loan portfolio per policy.
• Prepare disbursement worksheets and loan documentation checklists.

Connaissances

Customer service

Sales support

Administrative support

Microsoft Suite

Formation

High School Diploma

Outils

Microsoft Office

Description du poste

Summary/Objectives:

The Relationship Manager Assistant performs various duties supporting Commercial/Agriculture/Residential Banking and other departments as called upon. The Relationship Manager Assistant will interact with Relationship Managers, Branch President or Manager, other internal department personnel, and third-party providers to complete various tasks associated with the sales and support of bank services ranging from deposit operations to the origination and servicing of new and existing loans. This position will provide other supportive services to internal personnel, cross-bank departments, and external customers. A Relationship Manager Assistant can assist in many functions below or specialize in specific areas such as loan documentation administration, internal real-estate evaluations, In-house real-estate loan processing, etc., to best fit the needs of the branch.

Essential functions:

• Provide administrative and sales support in your capacity to commercial, retail, and investment teams
• Provide customer experience servicing loans, accounts, and other bank services
• Helps service the existing portfolio based on Credit Policy and Procedures.
• Provide loan processing assistance, including, but not limited to, ordering loan documents according to the approved credit memorandum, reviewing loan documents for compliance and accuracy, and reviewing loans boarded for accuracy on the bank system.
• Credit Analysis financial gathering.
• Assists Relationship Managers, Senior Relationship Managers, and Branch Presidents with bank functions, including preparation of disbursement worksheets, pre-funding packages, loan documentation checklists, and other communications necessary to document credit files properly. May contribute to the practice of the loan approval report and financial spreadsheets.
• Demonstrates initiative by proposing ideas for implementation to improve processing efficiency and/or quality and proactively communicates ideas/alternatives, which may enhance and/or resolve operations issues.
• Request and compile all necessary documents for loan document preparation and file completion, such as loan titles, flood evaluations, appraisals, etc.
• Once the loan is approved, loan documents are requested to originate loan fees
• Gather and organize information needed for generating reports
• Provide continuing lending support to clients, including but not limited to monitoring customer accounts and loans and performing maintenance within policy per borrower’s request
• Monitor past-due reports and communicate with the borrowers accordingly
• Track loan coming due report to annually renew lines of credit and extend maturing loans
• Continue growth in lending sales by working closely with lending officers
• Provide, as needed and directed, support to the Investment Services Group following all necessary and required compliance with FINRA and SEC.
• May be asked to assist in coordinating the Market President’s community outreach and participate in those events.
• Safeguard all bank policies and procedures
• Participate as able with branch marketing and community involvement events.
• Additional duties as assigned as it relates to the position.

Competencies:

• Knowledgeable of bank policies, procedures, and regulations
• Knowledgeable of core system to process documentation, loans, and accounts.
• Attend training on bank/job-related topics.
• Detail oriented
• Ability to work both independently and as part of a team
• Candidate must be able to relate to clients and coworkers effectively
• Candidate must act professionally at all times
• Able to handle confidential information and maintain privacy
• Proficient in Microsoft Suite (Word, Outlook, PowerPoint, and Excel)
• Computer savvy: able to learn new software quickly
• Self-motivated and persistent in following through and learning quickly
• Excellent communication skills – both verbal and written
• Problem solver
• Independent decision-makers within authority limits
• Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation.

Bank’s core values:

• Exceptional Customer Service - Everyone matters, always.
• Family Driven - Ours, yours, we put family first.
• Community-Focused - Our communities are the backbone of our business
• Communication - Open, clear, and honest communication is key.
• Teamwork - Individuals working together to achieve a common goal.

Education/Qualifications:

• A High School Diploma or equivalent
• Two years of experience in banking is preferred, and one year in lending is preferred but not required with the right candidate with the motivation and ambition to learn unless the position will focus on specializing in specific areas. Two years of banking experience and one year of lending are required.

Supervisory:

This position does not have direct supervisory responsibilities and may serve as a mentor for other positions in the organization.

Working Conditions:

• Normal office environment.
• While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds or more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
• Multitask; perform tasks in an open office environment with noise from conversations, office machines, or other distracting sounds.
• Keep track of assigned tasks
• Occasionally may be exposed to upset customers during everyday activities or work under stress caused by anxious or impatient customers.

First Northern Bank is committed to equal opportunity for all, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or other protected characteristics. First Northern Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and need a reasonable accommodation pursuant to the ADA, please contact us at 307-684-2211.

The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This document describes this job's general content and performance requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or needs and does not imply a contract.