Universal Banker/Lending Assistant

2 weeks ago

Boerne, United States The Bank & Trust Full time
Job DescriptionJob Description

Universal Banker/Lending Assistant

ESSENTIAL FUNCTIONS

  • Be a leader of Bank & Trust culture when in any Bank & Trust location and when representing the bank in any capacity.
  • Develop/maintain new and existing account banking relationships. (Open all new accounts; process changes to existing accounts; cross sell additional products to enhance customer relationships; negotiate rates when applicable; make appropriate referrals to banking, investing, and insurance departments; and take initiative to solve any other customer inquiry).
  • Process customer transactions accurately (deposits, withdrawals, loan payments, cash checks, cashier’s checks, savings bonds, cash advances, adhere to bank policies/regulations, balance teller box, etc.)
  • Balance cash box daily; must be able to locate discrepancies and maintain proper cash levels in drawers, must be able to recognize counterfeit money.
  • Perform secretarial services for Market President and Loan officers.
  • Assist with various loan services such as obtaining credit reports, closing and disbursement of new and renewal loans, preparing forms, and loan servicing duties.
  • Aid in business development by generating new deposits and loans from existing and potential customers by participating in Customer Call Program, customer service programs, and community programs and projects.
  • Provide excellent customer service (based on E2 non-negotiable practices)
  • Ensure compliance with state and federal regulations in addition to adherence with all bank policies and procedures including but not limited to BSA-AML

MARGINAL FUNCTIONS

  • Perform ATM duties (balance, settle, on call)
  • Assist in other areas of the bank such as new accounts.
  • Serve on bank committees as requested.
  • Performs other duties as assigned by supervisor.

REQUIRED SKILLS, ABILITIES & EXPERIENCE

  • Two years’ experience in professional administrative or secretarial position; or an equivalent combination of education and experience.
  • One year customer service and/or cash-handling experience.
  • Basic mathematical skills
  • Basic knowledge of lending policies and procedures.
  • Working knowledge of computers including MS Office
  • Excellent interpersonal communication skills.
  • Credit in good standing
  • Ability to effectively analyze customer(s) needs to assist and/or direct them to the appropriate department(s).

PREFERRED SKILLS, ABILITIES & EXPERIENCE

  • An Associate’s Degree or equivalent
  • Be familiar with banking compliance regulations.
  • Self-starter, highly organized, detail-oriented & ability to prioritize.
  • Ability to function efficiently and effectively under deadlines.
  • Knowledge of consumer and real estate lending.
  • Bilingual in English and Spanish

EQUIPMENT USED

  • PC
  • Calculator / Financial Calc.
  • Phone
  • Copier/Printer/Scanner/Fax

WORK CONDITIONS

  • Professional office environment.
  • Standing daily for entire work shift.
  • Heavy lifting/carrying daily (25 - 30 lbs)
  • Must have ability to use a computer keyboard, mouse, calculator, copier, fax machines, and telephone.
  • Work environment is indoors with a majority of time spent sitting at a desk.
  • Hearing and speaking to exchange information in person and/or via telephone.
  • Ability to see to read, count money, and analyze data.
  • Able to work 8am to 5:30pm Monday-Friday AND 8:00-12:00 some Saturdays

~Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time~

THE BANK & TRUST IS AN EQUAL OPPORTUNITY EMPLOYER, M/F/D/V

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