Branch Operations & Development Representative

Requirements

• Assess customer needs and cross-sell appropriate products and services
• Open accounts, including checking, savings, CDs, IRAs, and other products offered by the bank
• Prepare new loan requests to submit to loan processing
• Process draw requests, loan payments, and transfers
• Perform loan origination, portfolio management, and processing
• Track and monitor required documents and packets
• Close and fund loans when required
• Review completed LOM for accuracy and submit to loan operations
• Participate in clearing collateral and credit exceptions
• Review and verify loan files are complete and meet established standards
• Pull maturity and past-due reports
• Refer new business to company subsidiaries
• Connect with referrals made by other team members
• Accompany commercial lenders on calls to build and retain customer relationships
• Resolve customer concerns and ensure effective long-term problem resolution
• Provide ancillary services such as notary services
• Respond to customer inquiries relating to products, rates, and services
• Support and contribute to the attainment of branch goals
• Maintain a positive, friendly, and professional attitude and appearance
• Represent the Bank by attending, volunteering, and participating in community and networking events
• Complete required BSA/AML training and other compliance training as assigned

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan
• Life insurance
• Disability insurance
• Paid time off
• Vacation days
• Sick leave
• Holidays