CUST SVC REP & LOAN ASST 1

SOUTH LOUISIANA BANK•Bayou Blue, LA

2d•Onsite

About The Position

This role involves greeting, counseling, and assisting customers with various banking products such as checking, savings, certificates of deposit, IRAs, and Visa. The position also includes overseeing new account activity, performing clerical duties related to account opening, and handling customer inquiries and complaints. A key aspect of the role is cross-selling bank products and services, ensuring compliance with policies, and assisting lenders with all facets of the loan process, from application to closing, including daily customer inquiries on loan information. Additionally, the role involves performing secretarial duties for the Branch Manager, managing supplies for branch lending and customer service functions, assisting in dual control procedures, and supporting the teller line as needed.

Requirements

High School Diploma; additional education a plus
Ability to handle all transactions in a manner and speed that will assure good customer relations; confidence in handling job duties and decision-making
Typing, filing, and calculator skills required
Some computer knowledge required
While performing duties, the employee is required to sit, stoop, lift up to 10 pounds, type, the ability to communicate effectively with others
Will be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.
Successfully perform quality work within deadlines with or without supervision
Interact professionally and confidently with other employees, customers and contacts
Work effectively as a team contributor on all assignments
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations

Nice To Haves

Teller, customer service, and/or sales experience helpful
Outgoing personality and professional appearance

Responsibilities

Greet, counsel and assist customers to determine the type of product that best meets their needs.
Oversee the new account activity and monitoring at the branch performing clerical duties associated with opening all accounts.
Handle customer inquiries, complaints, and questions and determine whether manager input is necessary.
Remain current on knowledge regarding products and related compliance issues.
Cross-selling of all bank products and services.
Ensure that all applicable policies are followed.
Assist the lender in all aspects of the loan process from application to closing.
Assist the lender with daily customer inquiries on loan information.
Perform secretarial duties assigned by Branch Manager.
Responsible for supplies for Branch Lending and Customer Service functions.
Assist in branch dual control procedures.
Assist teller line with all teller functions, as needed.
Perform all other duties as assigned.