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 co-workers as part of department / branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.

Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc.

Take advantage of appropriate communication channels regarding bank related business matters. Develop personal skills and capabilities through on-going 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.

Evaluates and prepares all types of loan documents in the Loan Operating system. Reviews new and renewal loans for documentation, loan policy and regulatory compliance.

Inputs loans into core processing system. Orders flood determinations for all improved property loans. Processes all work in a timely manner according to departmental established goals Other duties as assigned by manager.

Reports to work regularly and promptly. Maintains confidentiality at all times. Provides superior customer service. Maintains established department and Bank policies, procedures and objectives and quality assurance.

Last updated : 2024-05-18