Lending Assistant

Job Details

Job Location:

Bixby Branch - Bixby, OK 74008

Position Type:
Full Time

Education Level: High School

Job Shift: Day

Job Category:
Banking

Purpose:

While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues.

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the Serve Like Family Playbook.
• According to policy, open new accounts, update customer files, or close accounts, make account inquiries, process draws, process loan payments and assist customers with safe deposit entry.
• Prepare loan documents.
• Prepare various mandated reports and file documents with designated agencies.
• Meet accuracy and correctness of work standards as required.
• Meet or exceed required deposit, IRA, and cross-sell goals annually.
• Contribute to branch deposit growth and branch profitability annual goals.
• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
• Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.
• Verify and ensure that appropriate action was taken in resolving customer problems.
• Other duties, as assigned.

• High School diploma or equivalent required
• Typically requires 1-2 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.
• Possess and maintain a valid Driver’s License.