Coastal States Bank · 2 hours ago
BANKING ASSISTANT - COMMERCIAL & PRIVATE BANKING
Mount Pleasant, SC
Full-time
Onsite
New Grad, Entry LevelCoastal States Bank is focused on providing exceptional client experiences in banking. The Banking Assistant supports the Regional President in managing client relationships, primarily in loans, deposits, treasury, and general client service.
BankingFinanceFinancial Services
Responsibilities
Leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit
Initiate new loan opportunities and renewals in nCino
Review closing documents (pre-closing) for accuracy associated with the loan approvals
Execute funding for closings, initiate wires
Review and process loan draw requests
Review closed loan package (post-closing); prepare and process for booking
Order real estate and equipment appraisals
Maintain weekly and monthly reports as required by management
Manage (clear) financial statement and collateral exceptions to exceed bank expectations
Initiates new deposit account openings for clients
Stays informed of Treasury services used by clients and is expected to recommend new services to the assigned Banker
Initiate and complete all required documentation for new deposit accounts – with Banker approval
Daily inspection of client Overdrafts and NSF activity – pay or return with Banker approval
Accurately execute wire transfers – with Banker approval
Initiate new deposit and treasury opportunities in Salesforce
Responsible for providing general day to day servicing to exceed the client’s expectations
Partners with the assigned Banker to perform as a key point of contact for clients
Provide overall exceptional service to both internal and external clients
Act as a primary resource to resolve complex and simple client matters
Clearly and proactively communicates with clients as directed by the assigned Banker and on an as needed basis
Qualification
Required
Deep understanding of banking regulations
Self-Motivated and Team Player
Responsiveness with the ability to effectively prioritize work and deadlines
Provides Exceptional Customer Service
High Attention to Detail
Organizational Skills
Strong Ethics
Strong analytical and problem-solving skills
Excellent Written and Oral Communication Skills
Company
Coastal States Bank
Coastal States Bank offers financial resources to help its clients achieve their goals.
Founded in 2004Hilton Head Island, South Carolina, USA
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$56M2024-01-26Post Ipo Equity· $12M
2023-04-02Post Ipo Equity· $9M
2020-09-09Post Ipo Debt· $15M
Leadership Team
Tony Valduga
CFO / COO
Tom Drago
Senior Vice President- Chief Compliance Officer
Recent News
2026-01-19
Company data provided by crunchbase