Business Banking Assistant

AMERICAN BANK OF COMMERCE•Plano, TX

just now•Onsite

About The Position

Are you passionate about delivering exceptional customer service and eager to grow your career in business banking? We are seeking a detail-oriented and motivated Business Banking Assistant to join our team. In this dynamic role, you will play a key part in supporting our business banking operations by guiding customers through loan processes, assisting with account services, and ensuring all documentation is accurate and compliant. You will interact directly with customers, providing timely solutions and expert advice on our range of financial products and services. If you excel in a fast-paced environment, possess excellent communication and organizational skills, and are committed to upholding the highest standards of accuracy and security, we encourage you to apply and become a valued member of our team. We are currently seeking qualified applicants to work as a Business Banking Assistant at our Plano Branch in Plano, TX. Business Banking Assistants interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to the loan administration department. They review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan. They will also share responsibility with interviewing persons desiring to open bank accounts, process and open the new accounts. About Us: At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do. We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships. We also understand that navigating the world of finance can be complex. That’s why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute. At the core of our company is a commitment to Doing the Right Thing—always. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us. Join us and be part of a team that is driven by these values—where growth, simplicity, and integrity define our path forward.

Requirements

Customer Service Skills
Active learning
Active listening
Judgment and decision making
Monitoring
Service Orientation; actively looking for ways to help people
Speaking Skills
Presentation Skills
Time Management Skills
Writing Skills
Computer Skills; Word, Excel, Windows, internal bank programs
Clerical
Customer Service
Computers
Sales and Marketing
Lending Knowledge
ABC Bank Products and Services Knowledge

Responsibilities

Accept payments on accounts.
Answer questions and advise customers regarding loans and transactions.
Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Check value of customer collateral to be held as loan security.
Contact credit bureaus, employers, and other sources in order to check applicants' credit and personal references.
Establish credit limits and grant extensions of credit on overdue accounts.
Complete loan records and send to loan admin for imaging.
Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
Order property insurance or other insurance policies in order to ensure protection against loss on property.
Present loan and repayment schedules to customers.