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SUMMARY
Provides advanced administrative support services to two or more Business Banking Loan Officers with combined portfolios of $100,000,000 or more to ensure all customer files and business transactions are maintained in accordance with bank guidelines and regulations. In addition, the Business Banking Center-Administrative Assistant works as a liaison between the loan officer and their customers on sensitive customer issues to maintain professional, positive customer relations thereby allowing Officers to focus on business development objectives.
ESSENTIAL DUTIES
SECONDARY DUTIES
The position of Business Banking Center-Administrative Assistant performs duties specific to the position and other functions as assigned.
COMPLIANCE RESPONSIBILITIES
Must be familiar with loan related regulations and receive training on a regular basis as appropriate. This includes but in not limited to Reg B, Reg Z and Branch Closing Procedures. The Business Banking Center-Administrative Assistant must follow all policies and procedures as set forth by the Bank as well as any regulations.
The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.
This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.
SUPERVISORY RESPONSIBILITY
The position of Business Banking Center-Administrative Assistant will not be responsible for the supervision of staff.
ENVIROMENTAL AND PHYSICAL ACTIVITY
The Business Banking Center-Administrative Assistant is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.
This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.
The employee for this position may operate any or all of the following: telephone, cellular telephone, copy, scan and fax machines, adding machine (calculator), typewriter, computer terminal, personal computer and related printers. Software includes, but is not limited to word, excel and CBS.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
Employee must be able demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and /or ability required to perform the position in a satisfactory manner. Individual’s abilities may result in some deviation from these guidelines.
-Five years or more of banking and administrative experience
-General knowledge of lending procedures/processing for business, consumer and real estate loans
-Strong knowledge of letter composition, multi-tasking, verbal communication, sales
-General knowledge of the Bank's products (i.e., deposits, cash management, remote capture, loans)
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Benefits:
Schedule:
Experience:
Work Location: In person
Full Time
Banking
$56k-71k (estimate)
05/13/2024
05/28/2024
bankofstockton.com
STOCKTON, CA
200 - 500
1867
ROBERT M EBERHARDT
$50M - $200M
Banking