Relationship Manager Assistant
Bank of Tennessee, Knoxville, TN, United States
As a Relationship Manager Assistant, you will provide support to the Commercial Relationship Managers and Portfolio Managers in the day-to-day administration of individual loan portfolios and deposit relationships. You will work directly with Relationship Managers, Portfolio Managers, clients and attorneys to process loans for closings. You will work directly with clients on service issues and daily account maintenance issues. The Relationship Manager Assistant will also track and collect exception items and work with the relationship manager on monitoring payment status of each individual portfolio. This role is highly visible in the Bank and requires a high level of professionalism and self-awareness. In this role, you are required to be extremely flexible to meet the overall demands of the department and ultimately the Bank.
JOB REQUIREMENTS
High school diploma or equivalent required
Two years of related experience and/or training preferred
COMPETENCIES
Ability to listen and identify the needs and wants of a customer
Service-oriented and a team player
Ability to think analytically and strategically
Possess proficient computer skills and be familiar with Microsoft Office applications
Knowledge and ability to open and maintain accounts
Possess initiative while being self-driven and results-oriented
Possess proficient knowledge of bank products and services
Be a team player and assist staff with any and all duties as necessary
Consistently display a positive attitude
Be self-motivated and self-sufficient with minimal management oversight or supervision
Possess professional communication skills when dealing with customers and other employees of the bank
Ability to multi-task and often change focus quickly without being stressed or overwhelmed
Possess acute attention to detail
Ability to read and comprehend documents such as policies and procedures
DUTIES AND RESPONSIBILITIES Loan Preparation and Maintenance
Provide support to commercial Relationship Managers on a daily basis with administration of their individual loan portfolio
May assist Relationship Managers in the preparation of loan approval documents
Accurately order attorney work and coordinate loan closings
Complete pre-loan preparation as outlined on Commercial Loan Checklists
Complete loan closing preparation with accurately prepared and reviewed loan documents
Attend loan closings as needed
Provide notary services
Monitor loans on an ongoing basis
Assist clients with service and maintenance issues as needed for the loan relationship
Track and collect exception items
Coordinate the monitoring of payment status of a portfolio with the respective relationship manager
Provide loan payoffs as requested
Deposit Relationship Management and Maintenance
Open business and consumer checking accounts according to the guidelines outlined in the New Accounts Manual
Accurately create and maintenance RMS records
Track and validate checking account packets in TREEV
Order products as needed on checking accounts including checks, debit cards, and online banking
Assist Relationship Managers with tracking daily overdrafts
Assist clients as needed with the changing or maintenance of signers on current business accounts
Assist clients with service issues as needed for wire transfers, stop payments and account transfers
Prepare business online banking documents
Provide customer support for Remote Deposit, online banking, and ACH products
Establish a professional presence in the community as a representative of the bank
Maintain a professional appearance and dress and abide by the dress code
The RM, PM, & RMA work together as a team in scheduling time out of the office to ensure no negative customer impact
The RMA vacation/personal time approval will be housed with the RMA Supervisor
Serve as backup to the Portfolio Manager as needed
Maintain compliance with regulations and bank policies and procedures, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC) requirements
Actively support the ongoing development of a culturally diverse workforce
Complete other duties as assigned as determined by management to be reasonable and beneficial
PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is regularly required to effectively communicate with customers, employees and management. Regular use of the telephone and email for communication is essential. Remaining in a stationary position for extended periods of time is common. Must be able to accurately gather and process verbal and written information and properly prepare or inspect documents. Good manual dexterity is needed for the frequent use of common office equipment, such as computer terminals, calculators, copiers and telephones. Occasional travel across the bank footprint with overnight travel to applicable conferences and sales meetings may be required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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JOB REQUIREMENTS
High school diploma or equivalent required
Two years of related experience and/or training preferred
COMPETENCIES
Ability to listen and identify the needs and wants of a customer
Service-oriented and a team player
Ability to think analytically and strategically
Possess proficient computer skills and be familiar with Microsoft Office applications
Knowledge and ability to open and maintain accounts
Possess initiative while being self-driven and results-oriented
Possess proficient knowledge of bank products and services
Be a team player and assist staff with any and all duties as necessary
Consistently display a positive attitude
Be self-motivated and self-sufficient with minimal management oversight or supervision
Possess professional communication skills when dealing with customers and other employees of the bank
Ability to multi-task and often change focus quickly without being stressed or overwhelmed
Possess acute attention to detail
Ability to read and comprehend documents such as policies and procedures
DUTIES AND RESPONSIBILITIES Loan Preparation and Maintenance
Provide support to commercial Relationship Managers on a daily basis with administration of their individual loan portfolio
May assist Relationship Managers in the preparation of loan approval documents
Accurately order attorney work and coordinate loan closings
Complete pre-loan preparation as outlined on Commercial Loan Checklists
Complete loan closing preparation with accurately prepared and reviewed loan documents
Attend loan closings as needed
Provide notary services
Monitor loans on an ongoing basis
Assist clients with service and maintenance issues as needed for the loan relationship
Track and collect exception items
Coordinate the monitoring of payment status of a portfolio with the respective relationship manager
Provide loan payoffs as requested
Deposit Relationship Management and Maintenance
Open business and consumer checking accounts according to the guidelines outlined in the New Accounts Manual
Accurately create and maintenance RMS records
Track and validate checking account packets in TREEV
Order products as needed on checking accounts including checks, debit cards, and online banking
Assist Relationship Managers with tracking daily overdrafts
Assist clients as needed with the changing or maintenance of signers on current business accounts
Assist clients with service issues as needed for wire transfers, stop payments and account transfers
Prepare business online banking documents
Provide customer support for Remote Deposit, online banking, and ACH products
Establish a professional presence in the community as a representative of the bank
Maintain a professional appearance and dress and abide by the dress code
The RM, PM, & RMA work together as a team in scheduling time out of the office to ensure no negative customer impact
The RMA vacation/personal time approval will be housed with the RMA Supervisor
Serve as backup to the Portfolio Manager as needed
Maintain compliance with regulations and bank policies and procedures, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC) requirements
Actively support the ongoing development of a culturally diverse workforce
Complete other duties as assigned as determined by management to be reasonable and beneficial
PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is regularly required to effectively communicate with customers, employees and management. Regular use of the telephone and email for communication is essential. Remaining in a stationary position for extended periods of time is common. Must be able to accurately gather and process verbal and written information and properly prepare or inspect documents. Good manual dexterity is needed for the frequent use of common office equipment, such as computer terminals, calculators, copiers and telephones. Occasional travel across the bank footprint with overnight travel to applicable conferences and sales meetings may be required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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