Branch Lending & Operations Representative

GENERAL DESCRIPTION OF POSITION

The Branch Lending and Operations Representative is responsible for processing a wide range of financial transactions for customers, selling negotiable instruments, cross‑selling Bank products and suggesting possible services, answering questions, and handling all preparations for customers to begin receiving services. This position assists loan officers by performing administrative duties involving the processing of business and consumer loans.

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, general public and other employees of the organization. Ability to read, analyze, and understand general business/company related articles and professional journals;

ability to speak effectively before groups of customers or employees.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Not indicated.

Not indicated.

Intermediate: 10‑Key, Accounting, Spreadsheet, Word Processing/Typing;
Basic:
Alphanumeric Data…