Albina Community Bank
  • 23-Aug-2017 to 22-Nov-2017 (PST)
  • Washington St Branch
  • Portland, OR, USA
  • Full Time

Full medical, dental, 401K match, paid time off for volunteering and more

Albina Community Bank is part of the Beneficial State family.

The Relationship Associate might assist the RM in meetings with customers about new services. May accompany the officer on sales calls outside the bank, thereby learning how to identify a customer's needs and make appropriate suggestions for available services. While at the associate level, assisting customers with transactions and providing information as requested would be expcted.

  • Ensures compliance to government regulations; banks policies & procedures; and management policies (ex: RegB, Credit Policy, Branch Policy).
  • Provides external customer support for inbound servicing inquires related to any of the clients' accounts including loans, deposits and cash management.
  • RA will assist RM/DM's with onboarding new clients, including creation and administration of Application Checklist and New Account Checklist for loan and deposit clients. Under the direction of the Sr. RM, coordinating with Loan Operations, Credit Admin, Branch, the Client, RM, vendors, and others to facilitate an efficient application and closing process.
  • Internal RM and Team Sales Support.
  • Supports sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments.
  • Pulls reports for RM and management team as necessary. Internal loan & deposit processing / completing forms (BSA forms, appraisal request forms, doc checklist, and comprehensive loan checklist) related to the conception and ongoing maintenance of loan and deposit accounts.
  • In charge of maintaining and updating loan files in order to ensure that the bank has accurate and precise client information (including Docushare and databases such as Salesforce.
  • In charge of reviewing guarantee exception reports.
  • In charge of obtaining borrower's signatures for loan or deposit closing, as needed.
  • In charge of processing customer transfers, such as deposit account and credit transactions.
  • S/He will assist RM in the collection of business and individual financial records and update Bank tracking/tickler systems accordingly.
  • Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes successfully taking all online compliance training as assigned within specified due dates.
Albina Community Bank
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