Welcome page Returning Candidate? Log back in! Business Banking Assistant I/II Location US-MS-Jackson | US-MS-Brandon Posted Date 1 month ago(10/31/2024 1:08 PM) Job ID 2024-17839 Category Administrative/Clerical Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours 8-5 Job Location: Company Business Banking #10296 Overview

The purpose of this job is to provide day to day technical support for two or more Community Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products.  Support should be provided in all aspects of the business banking process to include successful loan closings, and portfolio management subsequent to loan closings.

 

This position may be filled as a Level I or II  Additional responsibilities and qualifications apply.

Responsibilities Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports.Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts.Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department.Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.Provide excellent customer service to all clients, internally and externally.Perform additional duties as assigned.

 

 

 

 

Qualifications High school diplomaMinimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experienceAccounting and mathematical aptitudeDue to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:Excellent interpersonal skillsGood organizational skills with demonstrable ability to multitaskGood communication skills (verbal and written) while demonstrating ability to use lending terminologyGood time management skillsIntermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)MUST be able to exercise confidentiality with sensitive information2-year degree with business administration emphasis preferredKnowledge of general banking and business banking procedures and practices preferred

Level II additional qualifications:

 

Minimum of five (5) years of experience as a Community Banking Assistant I or proven equivalent Knowledge of advanced banking and commercial lending procedures and practicesFamiliarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns.Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep AccountsDue to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:Excellent interpersonal skillsExcellent organizational skills with demonstrable ability to effectively multitask. Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology.Excellent time management skillsAdvanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook,) necessary to perform tasks. MUST be able to exercise confidentiality with sensitive information.

 

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