Senior Credit Support – Banking Ops (Bonus)

Citizens Business Bank; Walnut Creek (CA); On-site; USD 28,000 - 36,000; Full time

Job summary

Citizens Business Bank is seeking a Credit Support Associate to provide administrative and clerical support to branch officers and customers. Under the direction of the Center Manager, you will help meet the secretarial needs of the branch and support daily operations.

Responsibilities include adhering to policies, preparing loan documents, obtaining credit information, and delivering consistent customer service aligned with The Citizens Experience.

Qualifications

• High school diploma or GED and at least one year teller experience.
• Able to read and comprehend simple instructions and memos.
• Able to write simple correspondence and present information to customers.

Responsibilities

• Assist branch officers and customers with administrative tasks and clerical duties.
• Sell and cross-sell bank products and services to existing and potential customers.
• Prepare, process, organize and assemble loan documentation.
• Obtain credit information from various sources.
• Ensure proper documentation for all accounts and timely monthly reports.

Skills

Reading comprehension

Writing

Presentation

Education

High school diploma / GED

1 year teller experience

Job description

Citizens Business Bank is seeking a Credit Support Associate to provide administrative and clerical support to branch officers and customers. Under the direction of the Center Manager, you will help meet the secretarial needs of the branch and support daily operations.

Responsibilities include adhering to policies, preparing loan documents, obtaining credit information, and delivering consistent customer service aligned with The Citizens Experience.