1 Relationship Banker - Jefferson Hwy Job in Baton Rouge, LA

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Relationship Banker - Jefferson Hwy

Synergy Bank

Baton Rouge, LA | Full Time

$68k-101k (estimate)

2 Months Ago

Relationship Banker - Jefferson Hwy

Synergy Bank Baton Rouge, LA

$68k-101k (estimate)

Full Time | Banking 2 Months Ago

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Synergy Bank is Hiring a Relationship Banker - Jefferson Hwy Near Baton Rouge, LA

SUPERVISOR: Jefferson Branch Manager

LOCATION: Jefferson Hwy Branch (6323 Mourning Dove Drive, Baton Rouge, LA 70817) This position is stationed at our Jefferson Hwy Office but may travel to our Central Office to assist for a limited number of weeks throughout the year.

SCHEDULING: 40 Hours per Week (8-hour shifts, Monday through Friday, 8 AM - 5 PM): Occasional overtime may be required. Regular attendance is required.

POSITION SUMMARY: A Relationship Banker provides services to existing and potential customers. This position primarily supports the customer service function of the branch while also supporting the loan function.

JOB RESPONSIBILITIES:

Primarily Support the Customer Service Function of the Branch by:

Work efficiently with coworkers to meet customers’ needs and reach shared goals of branch.
Open new accounts and perform maintenance to existing accounts with accuracy.
Process wire transfer requests.
Assists in safe deposit box customer entry.
Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function.
Cross-sell bank products and services that meet our customers’ needs.
Assist in answering telephones for customer inquiries.

Support the Loan Function of the Branch by: Assist loan officers and loan assistants with servicing loan files which includes:

Must retain extensive knowledge of bank products and services to serve the customer effectively.
Maintain a high level of company and customer confidentiality.
Utilizes the loan checklist to properly track the status of the loan.
Prepares loan packages for closing by ensuring that all approvals, credit memos, and insurance are in place prior to closing while ensuring all loan documents are accurate and in order.
Prepares tickets, distributes loan proceeds, closes the loan folder according to established procedures, and submits it to the loan department for booking and final review.
Other specific tasks within the same scope as assigned by the lender or loan assistant.
Accountability for the full loan process remains with the lender and/or loan assistant.
This position does not accept mortgage loan applications or perform tasks on behalf of the lender.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

General knowledge in Microsoft programs Excel, Word and Outlook.
Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
May require successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.
Must possess superior organizational skills, communication skills and capable of making good judgments.
Must have a professional appearance and manner at all times.
Ability to travel to designated Synergy Bank locations as needed.
Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

EDUCATION AND EXPERIENCE REQUIRED: