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Relationship Banking Group Assistant jobs in United States
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YourCNB · 3 weeks ago

Relationship Banking Group Assistant

YourCNB is a financial institution located in Meridian, MS, and they are seeking a Relationship Banking Group Assistant. The RBGA is responsible for providing support to Relationship Bankers, preparing and closing loan documents, and assisting customers throughout the loan process.
BankingFinancial ServicesMobile

Responsibilities

Assists the RBs with new loan requests, loan renewals and annual reviews
Assists RBs with the loan closing process
Assists the RBs with, including but not limited to, portfolio management, working the maturing loan report and the collateral and financial statement exception reports
Provides customer service to outside sources including attorneys, accountants and insurance companies through electronic means and oral communication
Provides customer service to RBs by helping manage their loan portfolio so they can meet sales obligations outside the Bank
Effectively communicates with internal customers and internal banking areas including upper approving authorities such as the Senior RB, Regional Senior Credit Officer, Chief Credit Officer and other Executives

Qualification

Banking experienceLoan processingWord processingSpreadsheet softwareMulti-taskingCommunication skillsOrganizational skills

Required

High School Graduate or GED
Two years of banking or related experience
Must have good communication skills (both written and oral) to effectively communicate with different departments and with customers
Must be organized, efficient, a forward thinker, and a multi-tasker
Must be proficient in word processing and spreadsheet software programs

Preferred

Post High School Education or more than 2 years of related experience
Banking experience

Company

YourCNB

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YourCNB is a bank that provides wealth management and mobile banking services.

Funding

Current Stage
Growth Stage
Total Funding
$2.48M
Key Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M

Leadership Team

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Jeremy Stringer
Chief Financial Officer
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David Barr
Chief Operating Officer
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Company data provided by crunchbase