Branch Operations & Development Representative

About the role

The Branch Operations and Development Representative processes a wide range of financial transactions for customers, sells negotiable instruments, cross-sells Bank products, and suggests possible services. This position answers questions, builds relationships with customers, and handles all preparations for customers to begin receiving services.

Responsibilities

• Provides services to consumers and business accounts, including assessing customer needs and cross-sells appropriate products and services.
• Opens accounts including checking, savings, CDs, IRAs, and other products offered by the bank.
• Prepares new loan requests to submit to loan processing.
• Orders supporting documentation and ensures its arrival.
• Processes draw requests, loan payments, and transfers.
• Prepares loan package for shipping and booking.
• Performs loan origination, portfolio management, and processing.
• Tracks and monitors all required documents and packets.
• Closes and funds loans when required.
• Reviews completed LOM for accuracy and submits to loan operations.
• Participates in clearing collateral and credit exceptions.
• Reviews and verifies loan files are complete and meets established standards.
• Pulls maturity and past-due reports.
• Refers new