Loan Assistant/CSR

PLANTERS BANK & TRUST CO•Rayville, LA

17h•Onsite

About The Position

The Loan Assistant/CSR promotes and maintains positive relations with contacts, customers, and potential customers. The Loan Assistant prepares loan files and builds rapport with customers to support cross-selling other bank products. The CSR interacts with customers to open new accounts, maintains existing accounts by responding to inquiries about products and services, cross-sells bank products and services, and resolves customer complaints. The position also provides general clerical assistance to the department. All Planters Bank employees are expected to live the company’s Core Values of Head, Heart, Hands, and Feet; be attentive to customer needs with a welcoming personality; maintain strict confidentiality regarding transactions; contribute to a team-oriented environment; and develop working knowledge of all bank products. The employer states that nonqualified applications and applications containing false or incomplete information will not be considered.

Requirements

High school education or equivalent education or training, or a combination of education and training.
At least one year of clerical experience.
Basic accounting knowledge.
Satisfactory credit bureau and background report.
Typing and 10-key calculator skills.
Ability to use a fax machine, photocopier, and computer, including Word and Excel.
Critical-thinking skills and ability to use logic and reasoning to complete loan paperwork.
Good verbal, written, and telephone communication skills.
Ability to maintain composure and provide skilled customer service.
Good time-management and organizational skills.
Resume required.

Responsibilities

Promote and maintain positive relations with contacts, customers, and potential customers.
Prepare loan files.
Build rapport with customers to support cross-selling other bank products.
Open new customer accounts.
Maintain existing accounts by responding to inquiries about products and services.
Cross-sell bank products and services.
Resolve customer complaints.
Provide general clerical assistance to the department.
Attend to customer needs with a welcoming personality and maintain confidentiality regarding transactions.
Develop working knowledge of bank products and contribute to a team-oriented environment.