Branch Operations & Development Representative

The Branch Operations and Development Representative processes financial transactions, sells negotiable instruments, and cross-sells bank products. They build relationships with customers, handle account preparations, and suggest possible services.

Requirements

• Provides services to consumers and business accounts
• Opens accounts including checking, savings, CDs, IRAs, and other products
• Prepares new loan requests to submit to loan processing
• Orders supporting documentation and ensures its arrival
• Processes draw requests, loan payments, and transfers
• Prepares loan package for shipping and booking
• Performs loan origination, portfolio management, and processing
• Tracks and monitors all required documents and packets
• Closes and funds loans when required
• Reviews completed LOM for accuracy and submits to loan operations
• Participates in clearing collateral and credit exceptions
• Reviews and verifies loan files are complete and meets established standards
• Pulls maturity and past-due reports
• Refers new business to company subsidiaries
• Connects with referrals made by other team members
• Accompanies commercial lenders on calls to build and retain customer relationships
• Resolves customer concerns and ensures effective long-term problem resolution
• Provides ancillary services such as notary services
• Responds to customer inquiries relating to products, rates, and services
• Supports and contributes to the attainment of branch goals
• Maintains a positive, friendly, and professional attitude and appearance
• Represents the Bank by attending, volunteering and participating in community, and networking events
• Completes required BSA/AML training and other compliance training as assigned
• Performs any other related duties as required or assigned

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan
• Health Insurance
• Life Insurance
• Disability Insurance