Address
Form of workGENERAL FUNCTION:
Manage all bank products and process a variety of MSB transactions for MSB customers. Establish new and increase existing customer account relationships by cross selling bank products while servicing existing relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Customer Service - Meeting and exceeding customer’s various expectations and solving customer problems and inquiries:
- Preparing new account documentation
- Open new accounts on the Metavante system
- Return item instructions
- Statement instructions and rendering
- Prepare account files
- Request money order download set-ups
- Order supplies including:
- Checks
- Deposit tickets
- Endorsement stamps
- Wire transfers
- Account transfers (focus to sell web products)
- Help maintain customer account lists (focus to sell web products)
- Cash ordering set-up:
- Emergency cash orders
- Set ordering limits
- Request PIN numbers for phone and online systems
- Loan payment and line of credit advance/repayment processing
- Research on inquiries concerning cash deliveries, pick-ups, errors in debits or credits posting to accounts
- Issuing provisional credits
- Preparing tax payments for clients
- Loan processing and coordinating:
- Credit files – Organize files for new borrowers and updating information
- Loan processing
- Closing checklists
- Verifying that credit checks, web searches, and tax lien and judgement searches have been completed and approved
- Preparing loan closing packages
- Preparing loan packages for funding including:
- Collections and perfection of collateral, i.e. stock certificates and mortgages
- Verification of signatures and documents
- Post-Funding including follow up on collateral, insurance, and verification of booking and funding.
- Other office work as needing including:
- Copying, faxing, scanning
- Account maintenance including changes of address, billing errors, etc.
- Special projects
- Focus is currently on Illinois clientele
Required Skills
Basic office computer skills (including Microsoft Word, Excel, and Outlook).
Required Experience
High school diploma or its equivalent.
