Relationship Manager - Commercial Banking & Client Service

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

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