Loan Assistant in Garrison
Loan Assistant in Garrison
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Includes the following: Other duties may be assigned.
Employee is responsible to understand and comply with regulatory requirements for financial transactions most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions.
Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.
Participates in developing a teamwork atmosphere with coworkers as part of department/branch location by attending meetings participating in discussions treating coworkers with respect and courtesy and contributing to departmental goals.
Has a responsibility to stay abreast of company communications by reading publications announcements and company emails etc. Takes advantage of appropriate communication channels regarding bank related business matters.
Develop personal skills and capabilities through ongoing training as provided by the company or elsewhere subject to Company approval.
Uphold and safeguard the organizations values particularly relating to ethics integrity and confidentiality both internally and externally.
Greets customers and provides superior customer service.
Processes loans.
Interviews prospective customers for loans.
Attends loan closings.
Answers telephone and provides information to callers or routes call to appropriate person and places outgoing calls.
Greets visitors ascertains nature of business and directs visitors to appropriate persons.
Schedules appointments composes and types correspondence reads and routes incoming mail and performs other administrative and clerical duties.
Assists in coordinating departmental activities. Initiates appropriate action required to expedite task completion.
Files correspondence and other records. Maintains files.
Resolves matters of a routine nature to conserve supervisors time.
Maintains ticklers pertaining to loans.
Maintains loan exception list.
Obtains credit reports.
Handles confidential and sensitive information with proper discretion.
Explains promotes and/or sells bank products or services.
Prepares required reports and files as necessary.
Notarizes documents.
Verifies port activity and file maintenance.
Crosstrains in other areas to provide assistance as needed.
Provides superior customer service.
Reports to work regularly and promptly.
Maintains established department and Bank policies procedures and objectives and quality assurance.
Enhances professional growth and development through participation in inservice meetings current literature etc.
Employment Type
Full-Time
