Private Banking Loan Administrative Assistant
About The Position
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Liaison between other departments within the bank to provide excellent customer service Wire transfers/Funds transfers/Payments, stop payments, operations Typing loan memorandums, miscellaneous memos, letters, and internal emails Interface with high-profile bank customers in person and by phone Order vendor documents and work closely with title companies for closings Build and maintain files Provide quality customer service in person and on the phone Regular and consistent attendance is an essential function of the position Perform other job duties and special projects as assigned Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.
Requirements
- Excellent customer service skills
- Knowledge of loan documentation and lending practices
- A cooperative team player with excellent interpersonal skills
- Able to manage multiple tasks
- Must possess the ability to work very well with all kinds of people and enjoy heavy customer service tasks
- Knowledge of sales tools and presentation
- Knowledge of daily bank operations, including security issues
- Knowledge of federal, state, and bank policy, procedure and regulations
- Ability to communicate verbally and in writing
- Proficient in Horizon Systems, Systeme, and computer usage
- Proficiency with Microsoft Office and knowledge of, or the ability to quickly learn banking software applications
- Must be able to inter-act with other offices and departments for accurate resolutions to problems, errors, in addition to timely completion of job tasks
- Critical thinking skills
- Must work well under stress and deadlines
- Demonstrated good attendance and punctuality
Responsibilities
- Liaison between other departments within the bank to provide excellent customer service
- Wire transfers/Funds transfers/Payments, stop payments, operations
- Typing loan memorandums, miscellaneous memos, letters, and internal emails
- Interface with high-profile bank customers in person and by phone
- Order vendor documents and work closely with title companies for closings
- Build and maintain files
- Provide quality customer service in person and on the phone
- Regular and consistent attendance is an essential function of the position
- Perform other job duties and special projects as assigned
Benefits
- Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
