Commercial Banking Relationship Manager Assistant II

6 days ago

Atlanta, Georgia, United States Cadence Bank Full time
About the Role

The Business Banking Relationship Manager Assistant II is a key component to the Commercial Banking model and may serve as liaison between Relationship Manager and customer. The Assistant is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. The Assistant will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies. This is an on-site position.

Key Responsibilities
  • Account Documentation: Prepare and review all account documentation pertinent to loans.
  • Loan File Review: Review loan files to ensure the completeness of the file, and that all collateral has been properly secured.
  • CIP and Credit Maintenance: Maintain and clear all CIP, credit, insurance and policy exceptions.
  • Future Maturities: Maintain and prepare future maturities.
  • Customer Transactions: Open/Close DDA, Savings and TD accounts - complete customer transactions.
  • File Maintenance: File maintenance - address changes, CIP updates, check/check card orders, transfers, wires, etc.
  • Loan Renewal: Coordinate loan renewal efforts.
  • Fee Refunds: Fee refunds as approved by RM.
  • Cross Sell Opportunities: Discover and communicate cross sell opportunities.
  • Community Outreach: Assist with community outreach and business development activities.
  • Loan Applications: Enter loan applications in ACTion with direction from RM.
  • Invoice and Expense Reports: Process invoices and expense reports.
  • Phone and Customer Meetings: Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department.
  • Appointments: Set appointments for Loan Officers as needed.
  • Product Promotion: Promote the bank's products and services.
  • Customer Relations: Build and maintain positive relations with all customers, potential customers and co-workers.
  • Teamwork: Perform as a team member in allocating and coordinating the work flow.
  • Department Objectives: Contribute to the fulfillment of department and company objectives and goals.
  • Regulatory Compliance: Comply with all department and company policies, procedures and regulations.
  • Industry Knowledge: Remain current on all pertinent consumer lending and other financial institution-related laws and regulations.
  • Communication: Interacts with a range of individuals, both within and outside the immediate team, to convey basic information.
  • Task Management: Some accountability for medium-term tasks and many recurring basic initiatives.
  • Administrative Support: Limited use of judgment related to administrative issues.
Requirements
  • Job History: Stable job history.
  • Communication Skills: Exceptional verbal, organizational and interpersonal skills.
  • Writing Skills: Ability to write reports and correspondence.
  • Reading Comprehension: Ability to read and comprehend documents.
  • Math Skills: Ability to calculate basic financial figures and amounts.
  • Computer Skills: Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office).
  • Professionalism: Professional appearance and demeanor.
  • Attention to Detail: Ability to complete detailed work.
  • Data Entry: Ability to enter data correctly using keyboard, typewriter and calculator.
  • Problem Solving: Ability to define problems, collect data, establish facts, and draw valid conclusions.
Education
  • Degree: High school diploma or equivalent.
  • Experience: Bachelor's degree (B.A.); or 2 - 6 years related experience and/or training.

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