Jobs · Finance · California

Credit Support

Citizens Business Bank · Chino, CA · 1 wk ago
Finance$20/hrFull-time

Essential Duties And Responsibilities

  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Demonstrates a thorough working knowledge of the Bank's established policies and procedures.
  • Maintain a professional, business-like appearance and manner at all times, including neatness of the work area.
  • Consult with customers and prospects to identify products and services that will meet the customer/prospect financial objectives.
  • Sell and cross-sell bank products and services to existing and potential customers.
  • May be involved in customer calls at the customer's place of business.
  • Prepare, process, organize and assemble loan documentation.
  • Obtain credit information from various sources.
  • Ensure proper documentation requirements are met for all accounts maintained by the Center.
  • Timely and accurate completion of all required monthly reports.
  • Provides consistent, prompt, efficient, and professional customer service which exemplifies "The Citizens Experience."
  • Other duties as assigned.

Qualifications

  • High school diploma or general education degree (GED); and a minimum of one year experience as a teller in a financial institution.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
  • Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.

Physical Demands

  • Regularly required to reach with hands and arms.
  • Frequently required to stand; walk; use hands to finger, handle, or feel and talk or hear.
  • Occasionally required to sit and stoop, kneel, crouch, or crawl.
  • Must occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required by this job include close vision.

Work Environment

  • The noise level in the work environment is usually moderate.

Salary Range

Salary Range: $20.00 To $24.08 Hourly

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

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