Loan Assistant in Longview Greggton
Company: Austin Bank
Posted on: June 12, 2021
ESSENTIAL DUTIES AND
Includes the following: Other duties may be assigned.
Employee is responsible to understand and comply with regulatory
requirements for financial transactions, most specifically Bank
Secrecy Act (BSA) and Customer Identification Program (CIP) as it
relates to specific job functions.
Exhibits superior customer service as an Austin Bank team member.
Demonstrates high quality relationship building techniques to
ensure the customer receives the best possible solution to his
banking and financial needs. Helps promote a loyal relationship
between the customer and Austin bank.
Participates in developing a teamwork atmosphere with co-workers as
part of department/branch location by attending meetings,
participating in discussions, treating co-workers with respect and
courtesy, and contributing to departmental goals.
Has a responsibility to stay abreast of company communications by
reading publications, announcements and company e-mails, etc. Takes
advantage of appropriate communication channels regarding bank
related business matters.
Develop personal skills and capabilities through on-going training,
as provided by the company or elsewhere subject to Company
Uphold and safeguard the organizations values particularly relating
to ethics, integrity, and confidentiality both internally and
Greets customers and provides superior customer service.
Interviews prospective customers for loans.
Attends loan closings.
Answers telephone and provides information to callers or routes
call to appropriate person and places outgoing calls.
Greets visitors, ascertains nature of business, and directs
visitors to appropriate persons.
Schedules appointments, composes and types correspondence, reads
and routes incoming mail, and performs other administrative and
Assists in coordinating departmental activities. Initiates
appropriate action required to expedite task completion.
Files correspondence and other records. Maintains files.
Resolves matters of a routine nature to conserve supervisors
Maintains ticklers pertaining to loans.
Maintains loan exception list.
Obtains credit reports.
Handles confidential and sensitive information with proper
Explains, promotes and/or sells bank products or services.
Prepares required reports and files as necessary.
Verifies port activity and file maintenance.
Cross-trains in other areas to provide assistance as needed.
Provides superior customer service.
Reports to work regularly and promptly.
Maintains established department and Bank policies, procedures and
objectives and quality assurance.
Enhances professional growth and development through participation
in in-service meetings, current literature, etc.
Keywords: Austin Bank, Longview , Loan Assistant in Longview Greggton, Other , Longview, Texas
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