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Manages a portfolio of commercial banking clients, develops relationships, and generates commercial loans, deposits, and other banking products. Supports Center sales, service, budget, compliance, audit, lending policy, and Community Reinvestment Act objectives. Maintains existing relationships, develops new business, participates in community activities, and meets individual and Center sales and growth goals while delivering customer service.

Provides administrative and clerical support to branch officers and customers. Duties include consulting with customers, selling bank products, preparing and processing loan documentation, obtaining credit information, ensuring account documentation compliance, completing monthly reports, and delivering professional customer service. The role requires a high school diploma or GED and at least one year of teller experience in a financial institution.

Manages client loan accounts by processing funding requests, handling collections and accounts receivable, monitoring collateral, recommending credit limits, resolving customer issues, and negotiating repayment plans. Ensures compliance with banking regulations, maintains customer relationships, manages related accounting activities, and identifies assets or collateral for potential write-offs.

Supports portfolio, relationship, and center managers in acquiring and retaining banking relationships, including loans, deposits, and other products. Analyzes customer financial needs, assists with negotiations and credit presentations, supports sales operations, and manages personal sales efforts against center goals. Ensures compliance with banking policies, lending procedures, applicable laws, audit standards, and CRA objectives. Participates in community activities and provides customer service. This non-supervisory role requires a California driver’s license.

Processes cash receipts, disbursements, invoices, payments, account updates, returned items, and reconciliations. Maintains accurate financial records, researches discrepancies, administers suspense and unapplied cash accounts, prepares transaction reports, and ensures compliance with procedures. Provides task-specific guidance and training to less experienced staff, supports process improvements, and delivers professional customer service.

Sells and cross-sells banking products and services to new and existing business customers. Opens and maintains accounts, identifies sales opportunities, makes referrals, develops commercial relationships, conducts telemarketing, and supports customer retention and growth. Ensures account documentation, Customer Identification Program information, and regulatory procedures are completed accurately. Participates in sales meetings, training, community activities, and center initiatives. No supervisory responsibilities.

Responsible for developing and managing a portfolio of commercial and commercial real estate clients to generate loans, deposits, and other banking products. Support department sales and service efforts, ensure compliance with bank policies, assist with audits and CRA objectives, meet personal sales goals, promote customer experience, and participate in community activities.

Provide administrative and clerical support for branch officers and customers, prepare and process loan documentation, obtain credit information, ensure proper account documentation, complete monthly reports, and deliver professional customer service while selling and cross-selling bank products.

Perform and review complex credit analyses and financial statement spreads, compute covenant compliance, prepare reports (marketable securities, delinquency), assist Board reporting, support Credit Officers and Administrators, use Moody's tools and Excel, and provide administrative support to the Credit Management Department.

Manages a portfolio of commercial banking clients, develops relationships, and generates commercial loans, deposits, and other banking products. Supports center sales, service, budget, audit, lending policy, CRA compliance, retention, and growth objectives. Participates in community activities and manages personal sales efforts to meet goals while delivering strong customer service.