This role supports the business customer segment through deposit and lending transaction processing, loan closing documentation support, and other business customer needs. The Relationship Associate will develop and maintain strong working relationships with peers, customers, and lending staff. This is a customer-facing role that involves a variety of tasks including greeting and assisting customers, facilitating customer research and corrections, processing loan payments, advances, and maintenance, and handling the origination and maintenance of Commercial deposit accounts. The position also provides assistance with Real Estate service forms, loan system workflow, loan tracking, loan document review, and loan closing. Complex loan processing, such as Construction Draws and Floor plans, is also part of the responsibilities, along with providing operational support to lending staff.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED