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Relationship Manager Assistant II

2 months ago

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

Cadence Bank is seeking a skilled Relationship Manager Assistant II to join our team. As a key component of our Business Banking model, this role will serve as a liaison between our Relationship Managers and customers.

Key Responsibilities
  • Prepare and review account documentation for loans, ensuring completeness and compliance with regulatory and bank policies.
  • Review loan files to ensure all collateral has been properly secured and maintain and clear CIP, credit, insurance, and policy exceptions.
  • Maintain and prepare future maturities, open and close DDA, Savings, and TD accounts, and complete customer transactions.
  • File maintenance, address changes, CIP updates, check/check card orders, transfers, wires, and other tasks.
  • Coordinate loan renewal efforts, process invoices and expense reports, and cover phone calls and customer meetings as needed.
  • Promote the bank's products and services, build and maintain positive relations with customers, potential customers, and coworkers, and contribute to the fulfillment of department and company objectives and goals.
Requirements
  • High school diploma or equivalent required; Bachelor's degree (B.A.) or 2-6 years of related experience and/or training preferred.
  • Exceptional verbal, organizational, and interpersonal skills, with the ability to write reports and correspondence, read and comprehend documents, and calculate basic financial figures and amounts.
  • Proficient in computer skills and knowledge of word processing, spreadsheet, internet, email, database, presentation, and project software (Microsoft Office).
  • Professional appearance and demeanor, with the ability to complete detailed work, enter data correctly using keyboard, typewriter, and calculator, and operate general office equipment.
About Cadence Bank

Cadence Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees and applicants.