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Personal Banking Officer Commercial
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Full-time
- The Personal Banking Officer in Commercial Lending is responsible for providing personalized support to the Head of Commercial Lending and/or Relationship Manager(s) in all phases of customer service, client relationship building, and account maintenance.
- Assists with the management of relationships, such as with customer transactions, document preparations, account servicing/maintenance, loans, credit analysis, return item processing, customer service inquiries, problem resolution, and other general administrative support.
- Profiles customers to ensure KYCs are updated and completed in a timely manner and performs periodic contacts/checkpoints with customers to meet KYC standards to provide beneficial services.
- This position also provides administrative support to the Head of Commercial Lending with managing and maintaining their schedule, coordinating travel arrangements, answering and screening incoming calls, making meeting arrangements, providing support at meetings, and preparing the monthly expense report.
- Bachelors Degree in Business Administration, Finance preferred, with two (2) years of banking experience required, directly related to servicing customers in retail banking branch operations, or a Two Year College Degree with a minimum of five (5) years of banking experience required, directly related to servicing customers in retail banking branch operations; or equivalent combination of education and experience.
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