GENERAL DESCRIPTION OF POSITION. The Loan Assistant II is responsible for assisting commercial lenders. This position verifies, compiles, and completes loan applications. The Loan Assistant II prepares new loan requests to submit to loan processing and reviews the loan file to verify that data is complete and meets established standards. This position processes documentation of loans and extensions, closes and prepares loans for booking, and comp...
GENERAL DESCRIPTION OF POSITION. The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs. ESSENTIAL DUTIES AND RESPONSIBILITIES. 1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the ti...
GENERAL DESCRIPTION OF POSITION. The CSR (Float) position is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. They are also responsible for safeguarding the bank assets assigned to them, as well as contributing to the growth of the bank by promoting and cross selling bank products and services. This position involves floating, or traveling, to different branch locations as nee...
GENERAL DESCIPTION OF POSITION. Conduct transactions with speed, accuracy and efficiency while meeting or exceeding service quality standards. Safeguard bank assets assigned to them. Contribute to the growth of the bank by promoting and cross selling bank products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES. 1. Receives, pays out cash, handles negotiable items, loan payments, deposits, withdrawals and transfers. 2. Sets up, closes and bal...
GENERAL DESCIPTION OF POSITION. Conduct transactions with speed, accuracy and efficiency while meeting or exceeding service quality standards. Safeguard bank assets assigned to them. Contribute to the growth of the bank by promoting and cross selling bank products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES. 1. Receives, pays out cash, handles negotiable items, loan payments, deposits, withdrawals and transfers. 2. Sets up, closes and bal...
GENERAL DESCIPTION OF POSITION. Conduct transactions with speed, accuracy and efficiency while meeting or exceeding service quality standards. Safeguard bank assets assigned to them. Contribute to the growth of the bank by promoting and cross selling bank products and services. ESSENTIAL DUTIES AND RESPONSIBILITIES. 1. Receives, pays out cash, handles negotiable items, loan payments, deposits, withdrawals and transfers. 2. Sets up, closes and bal...
