Answer multi line phone system within service guidelines. Assist customers in a professional and courteous manner while maintaining strict confidentiality of customer financial information Learn all bank products and services in order to retain customers, or spot sales opportunities and refer business. Order new ATM/Debit card requests, as well as existing card requests.

Prepares and/or oversees the preparation of credit authorizations, supporting documents and loan information sheets for new and existing accounts Spreads and/or analyzes financial statements and tax returns of potential and existing customers using appropriate tools and credit criteria. Independently analyzes more complex financial statements and tax returns and develop a

Manages an assigned portfolio of credits, anticipating new opportunities, upcoming maturities, periodic reviews and potential problems. Supports Relationship Managers in related portfolio management activities, whether related to credit, depository, or other banking services. Responsible for the ongoing management of the portfolio, including developing a relationship with

Supervises all document preparation, CRA and HMDA on Consumer, SBA and Commercial Loans, post loan documentation on all loans. Oversee maintenance of loan files for documentation. Oversee data integrity. Oversee the SBA Standardization process for all SBA loans including those processed on behalf of other divisions. Develop and submit budgets and plans for the department.

Handle set up of cash management, business bill pay and remote deposit. Will provide general support of treasury products, referring to an expert when needed. Perform training of customers on cash management, business bill pay and remote deposit. Handle research and process maintenance requests. Ensure that proper records are maintained, and that safeguards and systems ar