Resource Bank (Louisiana) · 2 days ago
Commercial and Private Banking Associate
Metairie, LA
Full-time
Onsite
Entry, Mid Level
2+ years expResource Bank is a financial institution based in Louisiana, seeking a Commercial and Private Banking Associate. This role is responsible for servicing the needs of Commercial and Private Banking clients, assisting with banking and loan needs, and managing daily departmental tasks.
AccountingBankingFinancial Services
Responsibilities
Maintain customer confidentiality at all times
Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs
Manage daily overdrafts for department and make recommendations to officer for disposition
Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs
Be well versed on all banking products to answer client questions, and explain available services
Contact clients with maturing CD’s to ensure retention
Adhere to all bank policies and compliance standards
Collect and compile financial information from clients in anticipation of loan renewals or exception clearing. Obtain financial information in a timely manner, as determined by departmental workflow schedule
Assist others in department with workflow as deemed appropriate by Manager
Investigate electronic banking issues and provide assistance, if possible or refer to appropriate bank personnel for correction
Run credit reports
Assist with the preparation of all materials needed to initiate lending transaction
Have a basic understanding of financial statements and tax returns to interpret and compile financial information for loan underwriting
Prepare all documents necessary to facilitate loan closings. (pre-closing and post-closing). Attend loan closings as needed
Assist in the monitoring of matured and past due loans
All other duties as assigned
Qualification
Required
High School Diploma (or GED or High School Equivalence Certificate)
over 2 years of banking (branch) experience
Maintain customer confidentiality at all times
Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs
Manage daily overdrafts for department and make recommendations to officer for disposition
Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs
Be well versed on all banking products to answer client questions, and explain available services
Contact clients with maturing CD's to ensure retention
Adhere to all bank policies and compliance standards
Collect and compile financial information from clients in anticipation of loan renewals or exception clearing
Obtain financial information in a timely manner, as determined by departmental workflow schedule
Assist others in department with workflow as deemed appropriate by Manager
Investigate electronic banking issues and provide assistance, if possible or refer to appropriate bank personnel for correction
Run credit reports
Assist with the preparation of all materials needed to initiate lending transaction
Have a basic understanding of financial statements and tax returns to interpret and compile financial information for loan underwriting
Prepare all documents necessary to facilitate loan closings. (pre-closing and post-closing)
Attend loan closings as needed
Assist in the monitoring of matured and past due loans
All other duties as assigned
Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Speaking - Talking to others to convey information effectively
Reading Comprehension - Understanding written sentences and paragraphs in work related documents
Mathematics - Using mathematics to solve problems
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to multitask
Ability to work independently
Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do
Team Skills – strong ability to work in a team environment and reach goals collectively
Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences
Oral Expression - The ability to communicate information and ideas in speaking so others will understand
Speech Clarity - The ability to speak clearly so others can understand you
Speech Recognition - The ability to identify and understand the speech of another person
Near Vision - The ability to see details at close range (within a few feet of the observer)
Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong
Advancement Oriented – The willingness to learn and advance skills through education and training sessions
Preferred
Lending/Loan experience
Company
Resource Bank (Louisiana)
Headquartered in Covington, Louisiana, Resource Bank serves the community through ten branch locations within St.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lynn Kennedy
COO of Resource Bank
Jamie Gabourel
Chief Administrative Officer
Recent News
2025-11-25
Company data provided by crunchbase