Relationship Mgr/Com. Loan Officer I

7 days ago

Fishers, United States Citizens State Bank Full time
Job DescriptionJob Description


Position Overview:

Actively develops and interviews commercial loan applicants and makes credit recommendations and decisions within limited loan authority. Processes loan applications, prepares appropriate documentation, maintains customer relationships, and manages a portfolio of commercial loans. Consistently delivers an experience that leaves customers with a positive emotional impression of the bank, its employees and products & services. Responds to sales opportunities using the delivered sales presentation model.

Primary Duties:

  • Actively develops commercial loan portfolio.
  • Meets with applicants to obtain information for loan applications and to answer questions about the process.
  • Analyzes applicant financial status, credit and property evaluations to determine feasibility of granting loans.
  • Submits applications to credit analysts for verification and recommendation.
  • Works with clients to identify their financial goals and to find ways of reaching those goals.
  • Stays abreast of new types of loans and other financial services and product to better meet customer’s needs.
  • Markets bank products to individuals and firms, promoting bank services that may meet the customer’s needs.
  • Provides special services such as investment banking for clients with more specialized needs.
  • Maintains customer relationships and manages a portfolio of commercial loans.
  • May assist with or coordinate collection efforts facilitate the resolution of customer problems, and engage products experts as needed

Requirements:

  • Bachelor’s degree in business, finance or related field.
  • Minimum of two years loan experience.
  • Strong knowledge of commercial products, credit policies, procedures and terminology
  • Excellent communication skills (both verbal & written)
  • Excellent customer-service skills.

Citizens State Bank also offers the following benefits:

  • Medical, Dental, Vision, Health Savings account
  • Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts
  • Short- and Long-Term disability (employer paid after 1 year)
  • 401K retirement savings with employer match
  • Employee Relief Fund
  • Tuition reimbursement
  • Employee Assistance Program
  • Annual Employee Recognition event
  • Company Logo Wear
  • Paid Time Off, Holidays, Volunteer, Bereavement

Citizens State Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, religion, national origin, ethnicity, citizenship, sexual orientation, gender identity, age, marital status, physical or mental disability, genetic information, military status, or protected veteran status. Citizens State Bank complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination. Citizens State Bank is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.


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