Relationship Banker - Jefferson Hwy

SUPERVISOR: Jefferson Branch Manager
LOCATION:Jefferson Hwy Branch (6323 Mourning Dove Drive, Baton Rouge, LA 70817) This position is stationed at our Jefferson Hwy Office but may travel to our Central Office to assist for a limited number of weeks throughout the year.
SCHEDULING: 40 Hours per Week (8-hour shifts, Monday through Friday, 8 AM - 5 PM): Occasional overtime may be required. Regular attendance is required.

POSITION SUMMARY: A Relationship Banker provides services to existing and potential customers. This position primarily supports the customer service function of the branch while also supporting the loan function.

JOB RESPONSIBILITIES:

Primarily Support the Customer Service Function of the Branch by:

• Work efficiently with coworkers to meet customers’ needs and reach shared goals of branch.
• Open new accounts and perform maintenance to existing accounts with accuracy.
• Process wire transfer requests.
• Assists in safe deposit box customer entry.
• Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function.
• Cross-sell bank products and services that meet our customers’ needs.
• Assist in answering telephones for customer inquiries.

Support the Loan Function of the Branch by: Assist loan officers and loan assistants with servicing loan files which includes:

• Must retain extensive knowledge of bank products and services to serve the customer effectively.
• Maintain a high level of company and customer confidentiality.
• Utilizes the loan checklist to properly track the status of the loan.
• Prepares loan packages for closing by ensuring that all approvals, credit memos, and insurance are in place prior to closing while ensuring all loan documents are accurate and in order.
• Prepares tickets, distributes loan proceeds, closes the loan folder according to established procedures, and submits it to the loan department for booking and final review.
• Other specific tasks within the same scope as assigned by the lender or loan assistant.
• Accountability for the full loan process remains with the lender and/or loan assistant.
• This position does not accept mortgage loan applications or perform tasks on behalf of the lender.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• General knowledge in Microsoft programs Excel, Word and Outlook.
• Proficient at operating a computer, typing/word processing, ten key number pad, printer, fax machine, and copier.
• May require successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).
• The interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor through the day.
• Must possess superior organizational skills, communication skills and capable of making good judgments.
• Must have a professional appearance and manner at all times.
• Ability to travel to designated Synergy Bank locations as needed.
• Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

EDUCATION AND EXPERIENCE REQUIRED:

• High school diploma or general education degree (GED)

EDUCATION AND EXPERIENCE PREFERRED:

• Two or more years of banking experience
• Business degree from a technical school and/or college
• Knowledge of NuPoint, New Account Console, Card@Once, IMM, and Chexsystems

Equal Opportunity Employer / Veterans / Disabled

Job Type: Full-time

Pay: $20.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Work Location: In person