Job Openings >> Banking Assistant
Banking Assistant
Summary
Title:Banking Assistant
ID:1125
Department:N/A
Description
The Banker Assistant role supports the Banker in managing client relationships focused on the three primary areas of Loans, Deposits/Treasury and General Client Service. The position works closely with clients, closing attorneys and other internal CSB personnel to deliver an overall exceptional client experience.  Attention to detail and accuracy is vital to success in the position.

Essential Position Responsibilities:

Loans: The position leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit. Specific duties include:

a. Initiate new loan opportunities and renewals in nCino
b. Initiate new loan opportunities in Salesforce
c. Review closing documents (pre-closing) for accuracy associated with the loan approval
d. Execute funding for closings; initiate wires
e. Review and process loan draw requests
f. Review closed loan package (post-closing); prepare and process for booking
g. Order real estate and equipment appraisals
h. Maintain weekly and monthly reports as required by management
i. Manage (clear) financial statement and collateral exceptions to exceed bank expectations

Deposits / Treasury products: The position initiates new deposit account openings for clients. Also, position is aware of all Treasury services used by clients and is expected to recommend new services to the assigned Banker. Specific duties include:

a. Initiate and complete all required documentation for new deposit accounts – with Banker approval
b. Daily inspection of client Overdrafts and NSF activity – pay or return with Banker approval
c. Accurately execute wire transfers – with Banker approval
d. Initiate new deposit and treasury opportunities in Salesforce


General Client Service: The position is responsible for providing general day to day servicing to exceed the client’s expectations. Partner with the assigned Banker to perform as a key point of contact for clients. Specific duties include:

a. Provide overall exceptional service to both internal and external clients
b. Act as a primary resource to resolve complex and simple client matters
c. Clearly and proactively communicates with clients as needed and directed by the assigned Banker

Education and Experience Requirements:
  • An undergraduate degree is not required for the position
  • Five or more years of experience in a banker assistant role is preferred.

Special Requirements and Work Conditions:
The incumbent is not substantially exposed to adverse environmental conditions, but requires general office work to include typing, moving files, communicating with clients and co-workers. Mainly sedentary work but lifting to 15 pounds and standing and bending to file and retrieve files.


CSB – Local. And Proud Of It.®
We offer a competitive wage and comprehensive benefit plan.

Coastal States Bank (“CSB”) builds relationships by providing a full range of banking services designed for businesses, their owners, and individuals looking for a local banking partner. With a community bank presence in the LowCountry of South Carolina (Hilton Head Island and Bluffton), Savannah, Atlanta, and North Georgia (Cumming and Dawsonville), CSB also serves communities across the country through our Government Guaranteed Lending, Senior Housing, and Mortgage Banker Finance lines of business.


Coastal States Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants for employment without regard to race, religion, color, sex, national origin, age, disability or veteran status, or any other legally-protected factors.

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