Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
SUMMARY
At the direction of the Center Manager, the Credit Support associate is responsible for providing administrative and clerical duties to support to branch officers and customers. The Credit Support position plays a key roll in meeting the secretarial needs of the branch.
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.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); and a minimum of one year experience as a teller in a financial institution.
LANGUAGE SKILLS
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.
MATHEMATICAL SKILLS
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to reach with hands and arms. The employee is frequently required to stand; walk; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
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.
Skills Required
- High school diploma or GED
- Minimum of one year experience as a teller in a financial institution
- Ability to read and comprehend simple instructions, write simple correspondence, and present information effectively
- Basic mathematical ability (add/subtract two-digit numbers; multiply/divide by 10s and 100s)
- Ability to apply common sense to carry out detailed but uninvolved instructions
- Ability to occasionally lift and/or move up to 25 pounds and perform physical tasks (stand, walk, reach)
- Knowledge of and compliance with federal and state banking laws, policies, and procedures
- Customer service and sales skills to consult with customers and cross-sell bank products
- Timely and accurate completion of required monthly reports and loan documentation
What We Do
On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18
