Job Summary. The Credit Analyst’s primary responsibilities are to assist commercial loan officers, request and analyze credit information, prepare loan reports, review loan documentation, and maintain credit files. More specifically, the Credit Analyst will analyze commercial loan applications and financial statements to determine customers’ continual ability to repay loans. Culture. Crossroads Bank is a growing community bank in the markets it s...
Selling and servicing property and casualty, life, and health insurance to clients' ever changing insurance needs. Completes coverage by delivering policy, planning future follow-up visits and evaluations of needs. Service existing customers with payments/endorsement changes/quoting new business for home and auto. Determines clients' particular needs and financial situations by scheduling fact-finding appointments. determining extent of present c...
Responsibilities. Handle and enter confidential client information. Process new account applications. Process supplemental forms and client investment account requests. Manage client requests. Provide client service/account maintenance. Receive and prioritize directives from multiple advisors. Manage schedules and meetings for 3-4 financial advisors. Collaborate with other Executive Assistants professionally.
. Process banking transactions, count money, deliver great customer service and manage cash limits. Major Duties. Process banking transactions for customers. Properly document identification for customer transactions. Be aware of customer flow. watching for loitering or suspicious activity. Responsibly manage their cash drawer. maintain proper cash levels, cash secured appropriately, bait money secured. Balance cash drawer daily. Keep work area ...
Major Duties. Process banking transactions for customers. Properly document identification for customer transactions. Be aware of customer flow. watching for loitering or suspicious activity. Responsibly manage their cash drawer. maintain proper cash levels, cash secured appropriately, bait money secured. Balance cash drawer daily. Keep work area free of clutter. Image work. Minor Duties. Answer Telephones. Assist Clients with E-Banking Question...
To provide great customer service to our customers, handle money and other transactions. Major Duties. Process banking transactions for customers. Properly document identification for customer transactions. Be aware of customer flow. watching for loitering or suspicious activity. Responsibly manage their cash drawer. maintain proper cash levels, cash secured appropriately, bait money secured. Balance cash drawer daily. Keep work area free of clu...
