Business Banking Relationship Manager Assistant

7 days ago


Webster, Texas, United States Cadence Bank Full time
About the Role

The Relationship Manager Assistant II - Business Banking is a key component to the bank's Business Banking model and may serve as liaison between Relationship Managers and customers. The RMA 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 RMA 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 Coordination: 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 Processing: Process invoices and expense reports.
  • Phone and Customer Support: 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.
  • Financial 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 Tasks: Limited use of judgment related to administrative issues.
  • Support Discipline: Understanding of support discipline.
  • Business Services: Understanding of straightforward, administrative, and/or other basic business services.
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).
  • Professional Appearance: Professional appearance and demeanor.
  • Attention to Detail: Ability to complete detailed work.
  • Keyboard Skills: Ability to enter data correctly using keyboard, typewriter and calculator.
  • Office Equipment: Ability to operate general office equipment.
  • Problem Solving: Ability to define problems, collect data, establish facts, and draw valid conclusions.
Education

High school diploma or equivalent.

  • Bachelor's Degree: Bachelor's degree (B.A.); or 2 - 6 years related experience and/or training.
Characteristics
  • Attendance: Regular and reliable attendance.
  • Teamwork: Works cooperatively with others.


  • Webster, Texas, United States Prosperity Bank Full time

    Commercial Banking ExecutiveProsperity Bank is seeking a skilled Commercial Banking Executive with a proven track record in fostering relationships with businesses and non-profit organizations. The ideal candidate will concentrate on cultivating relationships within the lower-middle market sector, specifically targeting companies with annual revenues between...


  • Webster, Texas, United States Carrabba's Italian Grill Full time

    About Carrabba's Italian GrillCarrabba's Italian Grill is a leading restaurant chain that offers a unique dining experience. As a Kitchen Manager, you will play a crucial role in driving the business forward and ensuring the highest standards of quality and service.Key ResponsibilitiesOversee daily restaurant operations, focusing on hands-on management and...


  • Webster, Texas, United States Fitness Connection Full time

    Job SummaryThe Assistant Club Manager is a key member of the Fitness Connection team, responsible for overseeing the day-to-day operations of our fitness clubs. This role requires a strong leader who can motivate and manage a team of 5-20 hourly employees, ensuring exceptional member and guest satisfaction.Key ResponsibilitiesFulfill member and guest...


  • Webster, Texas, United States OEC Group Full time

    Position OverviewOEC Group is seeking motivated college students who are enthusiastic about the Logistics and Supply Chain sector. The ideal candidate should be in their junior year or higher, pursuing a relevant degree, and available to start the internship promptly, working 20-25 hours per week.Role ResponsibilitiesThe Logistics Sales Assistant Intern will...

  • Operations Manager

    1 week ago


    Webster, Texas, United States Jamail & Smith Construction, LP Full time

    About UsJamail & Smith Construction, LP stands as a beacon of excellence in the construction industry, committed to unparalleled customer service and pioneering operational standards. Since our founding, we have proudly delivered over 7,800 projects with precision and efficiency, earning the trust of more than 80 public entities within the State of Texas....

  • Account Manager

    7 days ago


    Webster, Texas, United States Allometrics Inc Full time

    Job DescriptionJob Summary:Allometrics Inc is seeking a highly motivated and results-driven Inside Sales Representative to join our team. As an Inside Sales Representative, you will play a vital role in achieving or exceeding sales goals by building long-term customer relationships, identifying new business opportunities, and providing exceptional customer...


  • Webster, Texas, United States Actalent Full time

    Position Overview:Actalent is seeking a Senior Vice President of Project Management to lead our Aerospace Division.Key Responsibilities:Oversee all facets of project and mission management from contract initiation to operational execution in space.Ensure adherence to contract obligations, budgetary constraints, and project timelines while serving as the...


  • Webster, Texas, United States HCA Houston Healthcare Clear Lake Full time

    About UsHCA Houston Healthcare Clear Lake is a leading healthcare provider in the Houston Bay Area, offering high-quality, cost-effective, and comprehensive care to our community. With over 40 years of experience, we have established ourselves as a trusted partner in healthcare, providing a wide range of services, including cardiovascular care, women's...


  • Webster, Texas, United States HCA Houston Healthcare Clear Lake Full time

    About UsHCA Houston Healthcare Clear Lake is a leading healthcare provider in the Houston Bay Area, offering high-quality, cost-effective, and comprehensive care to our community. With over 40 years of experience, we have established ourselves as a trusted partner in healthcare, providing a wide range of services, including cardiovascular care, women's...


  • Webster, Texas, United States Jamail & Smith Construction, LP Full time

    About Jamail & Smith Construction, LPWe are a leading construction company in Texas, committed to delivering exceptional customer service and innovative operational standards. With over 7,800 projects completed, we have earned the trust of numerous public entities and continue to pioneer in the construction industry.Job SummaryWe are seeking an experienced...

  • Operations Manager B

    4 hours ago


    Webster, Texas, United States Bay Area Turning Point Full time

    Job Title: Operations Manager BJob Summary:The Operations Manager B is responsible for overseeing the day-to-day operations of the agency's facilities, vehicles, and technology. This role requires strong leadership and management skills, as well as the ability to work effectively with staff, volunteers, and vendors.Key Responsibilities:Facilities Management:...


  • Webster, Texas, United States HCA Houston Healthcare Clear Lake Full time

    IntroductionAre you interested in becoming a part of an organization that prioritizes your growth as a Registered Nurse Case Manager PRN? At HCA Houston Healthcare Clear Lake, your well-being is our top priority. HCA Healthcare has dedicated substantial resources to enhance the support for our exceptional team members over the next few years.BenefitsHCA...

  • Service Manager

    7 days ago


    Webster, Texas, United States Chipotle Mexican Grill Full time

    Job Summary:The Service Leader is a key member of our restaurant team, responsible for ensuring a positive customer experience by maintaining a clean, organized, and efficient service environment. This role requires strong leadership and communication skills, as well as the ability to work effectively in a fast-paced environment.Key Responsibilities:Maintain...


  • Webster, Texas, United States Great Wolf Lodge Full time

    Job SummaryAt Great Wolf Lodge, we are seeking a highly skilled and experienced Waterpark Maintenance Manager to lead our team of technicians in maintaining the highest level of quality and safety in our waterpark facilities. The successful candidate will be responsible for overseeing the installation, maintenance, and repair of aquatic equipment, ensuring...


  • Webster, Texas, United States Great Wolf Lodge Full time

    Job SummaryAt Great Wolf Lodge, we are seeking a highly skilled and experienced Waterpark Maintenance Manager to lead our team of technicians in maintaining the highest level of quality and safety in our waterpark facilities. The successful candidate will be responsible for overseeing the installation, maintenance, and repair of aquatic equipment, ensuring...


  • Webster, Texas, United States Great Wolf Lodge Full time

    Job SummaryAt Great Wolf Lodge, we are seeking a highly skilled Waterpark Maintenance Manager to lead our team of technicians in ensuring the smooth operation of our waterpark facilities. As a key member of our maintenance team, you will be responsible for overseeing the installation, maintenance, and repair of aquatic equipment, ensuring a safe and...


  • Webster, Texas, United States Navy Federal Credit Union Full time

    About the RoleWe are seeking a highly skilled and motivated Member Service Representative to join our team at Navy Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, ensuring their needs are met and exceeded.Key ResponsibilitiesAnalyze and Resolve Issues: You will be responsible for...


  • Webster, Texas, United States Vibra Healthcare Full time

    About Vibra HealthcareVibra Healthcare is a leading provider of critical care services, dedicated to delivering exceptional patient care and outcomes. Our team of passionate healthcare professionals is committed to fostering a culture of engagement, diversity, and advocacy.Job SummaryWe are seeking a highly skilled and experienced Market Chief Executive...


  • Webster, Texas, United States Bay Area Turning Point Full time

    Job Title: Shelter DirectorJob Summary: We are seeking a highly skilled and experienced Shelter Director to oversee the daily operations of our emergency shelter. The successful candidate will be responsible for ensuring the safety and security of our clients and staff, as well as the effective delivery of services.Key Responsibilities:Shelter Operations:...

  • RN Manager

    6 days ago


    Webster, Texas, United States HCA Houston Healthcare Clear Lake Full time

    Job Summary:HCA Houston Healthcare Clear Lake is seeking a dedicated and experienced RN Manager to lead our Operating Room team. As a key member of our leadership team, you will be responsible for ensuring the delivery of high-quality, patient-centered care in a fast-paced and dynamic environment.Key Responsibilities:Assist the Director of Surgical Services...