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

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