Relationship Banker

Job Details

• Job Location:
  
  Central
  - Central, LA 70837
• Position Type: 40 Hours Per Week
• Education Level: High School Degree / Equivalent
• Travel Percentage:
  Up to 25%
• Job
  
  Shift: Monday
  - Friday, 8 AM - 5 PM
• Job Category:
  Loan Assistant, Customer Service

POSITION SUMMARY:

A Relationship Banker provides services to existing and potential customers. This position primarily supports the loan function of the branch while also supporting the customer service function.

• Assist loan officers and loan staff with servicing loan files throughout the loan lifecycle
• Support loan processing activities including:
  • Inputting loan applications into applicable systems (e.g., Laser Pro)
  • Assigning loans for document preparation
  • Processing renewals and denied loan packages within regulatory time frames
  • Tracking loan status using established checklists
• Prepare loan files for closing by ensuring completion of approvals, documentation, and insurance requirements
• Coordinate loan closings, including preparing tickets, distributing proceeds, and submitting completed files for review and booking
• Maintain accuracy, completeness, and timeliness in all loan-related documentation
• Perform additional loan-related duties within scope as assigned

• Develop and maintain strong relationships with new and existing customers by providing prompt, professional, and courteous service
• Identify customer needs and recommend appropriate banking products and services
• Open new accounts and perform maintenance on existing accounts with accuracy
• Process customer transactions, including wire transfers and other service requests
• Assist customers with safe deposit box access
• Respond to customer inquiries via phone and in person
• Collaborate with team members to achieve branch service and sales goals

• Support overall branch operations by working efficiently with team members to meet customer needs
• Provide operational assistance and coverage across branch functions as needed
• May provide guidance or support in the absence of branch leadership, depending on experience level

• Adhere to all bank policies, procedures, and regulatory requirements, including BSA/AML compliance
• Maintain strict confidentiality of customer and company information
• Ensure all transactions and documentation meet accuracy, quality, and regulatory standards

EDUCATION AND EXPERIENCE

REQUIRED:

• High school diploma or general education degree (GED)

EDUCATION AND EXPERIENCE PREFERRED:

• Previous experience with Loans
• Two or more years of banking experience
• Business degree from a technical school and/or college
• Knowledge of NuPoint, New Account Console, Card@Once, IMM, and Chexsystems

• General knowledge in Microsoft programs Excel, Word and Outlook.
• Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
• May require successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.
• Must possess superior organizational skills, communication skills and capable of making good judgments.
• Must have a professional appearance and manner at all times.
• Ability to travel to designated Synergy Bank locations as needed.
• Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

• Regular attendance is required. Must be available for a full-time schedule (40 Hours) Monday
  - Friday, 8 AM - 5 PM.
• While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear.
• The employee is occasionally required to climb or balance and stoop, kneel, or crouch.

• Must have the attention span to stay alert and attentive during a normal 8-hour workday.
• The Relationship Banker must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control in a possible ever-changing environment or an emergency.
• Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
• Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
• Ability to safeguard and maintain confidential information as directed by Federal law and Company policy.
• Cognitive ability to perform the essential duties and functions of his or her job.