BANKING ASSISTANT - COMMERCIAL & PRIVATE BANKING Job at Coastal States Bank, Mount Pleasant, SC

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  • Coastal States Bank
  • Mount Pleasant, SC

Job Description

Position Summary: The Banking Assistant supports the Regional President in managing client relationships and is focused on three primary areas: Loans, Deposits, Treasury and General Client Service. This position works closely with clients, closing attorneys and other internal CSB team members to deliver an overall exceptional client experience.

Essential Functions: *

Position Focus Areas

Focus areas for the Banking Assistant fall into three (3) key areas:

Loans

  • Leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit.
  • Initiate new loan opportunities and renewals in nCino.
  • Review closing documents (pre-closing) for accuracy associated with the loan approvals.
  • Execute funding for closings, initiate wires.
  • Review and process loan draw requests.
  • Review closed loan package (post-closing); prepare and process for booking.
  • Order real estate and equipment appraisals.
  • Maintain weekly and monthly reports as required by management.
  • Manage (clear) financial statement and collateral exceptions to exceed bank expectations.

Deposits/Treasury

  • Initiates new deposit account openings for clients.
  • Stays informed of Treasury services used by clients and is expected to recommend new services to the assigned Banker.
  • Initiate and complete all required documentation for new deposit accounts – with Banker approval.
  • Daily inspection of client Overdrafts and NSF activity – pay or return with Banker approval.
  • Accurately execute wire transfers – with Banker approval.
  • Initiate new deposit and treasury opportunities in Salesforce.

General Client Service

  • Responsible for providing general day to day servicing to exceed the client’s expectations.
  • Partners with the assigned Banker to perform as a key point of contact for clients.
  • Provide overall exceptional service to both internal and external clients.
  • Act as a primary resource to resolve complex and simple client matters.
  • Clearly and proactively communicates with clients as directed by the assigned Banker and on an as needed basis.

Critical Success Factors

  • Deep understanding of banking regulations.
  • Self-Motivated and Team Player
  • Responsiveness with the ability to effectively prioritize work and deadlines.
  • Provides Exceptional Customer Service
  • High Attention to Detail
  • Organizational Skills
  • Strong Ethics
  • Strong analytical and problem-solving skills
  • Excellent Written and Oral Communication Skills

Job Tags

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