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Processes deposits, withdrawals, check cashing, loan payments, and other transactions while accurately balancing a teller drawer. Serves customers in the lobby or drive-through, identifies cross-selling opportunities, supports fraud detection and regulatory compliance, and may open or close the bank. The role may involve travel between branches, community events, Saturday work, prolonged standing, and lifting up to 50 pounds.

Build and retain customer relationships by identifying financial needs and recommending banking products and services. Open and maintain accounts, operate a teller drawer, assist with digital banking products, identify fraud risks, collaborate with mortgage and wealth-management partners, support branch opening and closing, and participate in community and bank events.

Performs bank account and policy verifications, researches return mail, updates risk ratings and agent records, investigates portfolio trends, documents outgoing calls, supports Risk Department activities, and moderates and documents monthly executive meetings. The role requires customer contact, follow-up, accurate file documentation, clear summaries, and strong Microsoft Office and phone-based customer service skills.

Manage and develop small-business banking relationships through SBA loan programs and treasury management services. Evaluate loan requests, assess industry and borrower risk, perform commercial credit underwriting, and support SBA eligibility and closing processes. Monitor borrower reporting requirements, servicing, and liquidation activities while ensuring compliance with fair lending regulations. Collaborate with bankers, credit administration, loan operations, and management to structure financing and resolve exceptions.

Provides high-level administrative and clerical support to the CEO and company leadership. Responsibilities include scheduling meetings and travel, preparing correspondence and meeting minutes, maintaining files and organizational records, coordinating recruitment and temporary staff, documenting corporate credit card expenses, handling office services, and leading special projects. Requires strong organization, communication, confidentiality, multitasking, and proficiency with Microsoft Office.

Build and retain customer relationships by identifying financial needs, recommending banking products, opening and maintaining accounts, operating a teller drawer, supporting digital banking, identifying fraud risks, and referring customers to mortgage and wealth management specialists. The role also supports branch opening and closing and community events. Bilingual Spanish proficiency is required.

Oversee the allowance for credit losses and CECL estimation process, including data validation, reconciliations, model assumptions, variance analysis, waterfall reviews, management reporting, auditor and regulator reporting, and SEC disclosures. Lead ACL working groups, document procedures, support internal stakeholders and consultants, train team members, and supervise use of ACL software solutions.

Analyze structured and unstructured banking data to identify insights, risks, and opportunities. Partner with engineering, product, risk, compliance, and operations teams to develop governed data assets and use cases. Support unstructured data enablement, text analytics, data quality, lineage, critical data elements, and regulatory controls. Translate complex business needs into defensible data solutions across AML/KYC, fraud, reporting, customer experience, and operational efficiency.

Build and retain customer relationships by identifying financial needs, recommending banking products, referring customers to mortgage and wealth partners, operating a teller drawer, opening and maintaining accounts, supporting digital banking, identifying fraud risks, and assisting with branch operations and community events.

Leads a mortgage branch and loan officer team to achieve production and growth goals. Responsibilities include recruiting and mentoring loan officers, building referral partnerships, managing loan origination from contact through closing, monitoring production and profitability, supporting sales development, and overseeing schedules, commissions, and team performance. The role also promotes customer service, regulatory compliance, teamwork, and operational efficiency.