Client Services Associate

First Federal Bank of LouisianaLake Charles, LA
5hOnsite

About The Position

First Federal Bank of Louisiana is currently seeking a Client Services Associate within the Private Banking Department.  The position is located at the Main Office in Lake Charles, Louisiana.   About Us First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that’s what our team strives to do in the communities we serve each and every day. Visit www.ffbla.bank [http://www.ffbla.bank/] to learn more. Member FDIC, Equal Housing Lender. POSITION SUMMARY Performs a wide range of customer service duties for consumer and/or business clients. Assists lenders in acquiring new business, as well as establish and maintain a personal and professional relationship with clients.

Requirements

  • High school diploma or GED
  • A minimum of one (1) year related experience and/or training with a financial institution
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities

  • Monitors reports; contacts clients; monitors NSF accounts
  • Processes direct deposits, ACH drafts, transfers, incoming and outgoing wires; completes internal verification of deposits
  • Opens, processes, renews, performs maintenance, and/or closes various types of accounts, services, and/or products; maintains required documentation 
  • Performs administration duties; may assist other related areas, as needed
  • Accepts applications for all types of loans; verifies, prepares loan files, requests all documentation needed for credit decision; handles disbursement and follows-up on loans; inputs and maintains loan records in applicable system; works to clear all loan exceptions
  • Issues sub-account numbers and maintains applicable loan registers for tracking purposes
  • Prepares loan tickets, letters, notices, extension and modification agreements, as needed
  • Coordinates with other departments regarding past due loans and matured loans 
  • Complies with specific job related BSA policies and procedures, including but not limited to: obtains proper identification; completes CIP requirements; completes and submits Customer Transaction Reports (CTR), Suspicious Activity Reports (SAR), Monetary Cash Sale Forms on time and in accordance with BSA policy; recognizes “red flags”; reports suspicious or unusual requests to the BSA and Security Officers; performs OFAC scans in accordance with BSA policy
  • Compliance training is assigned to all Bank personnel based on their position with the Bank.  Employees are required to complete all assigned training timely and in accordance with Bank policy.
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