Top 10 Personal banker Jobs in Warner Robins, Ga

Portfolio Assistant - Warner Robins
Vallant Bank —Warner Robins, GA
- Full-time
- Background check
- Basic math
- Pass drug screening
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Universal Banker - Floater - Perry, Warner Robins, Macon
Vallant Bank —Warner Robins, GA
- Full-time
- Background check
- Pass drug screening
- Research
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Universal Banker - Perry
Vallant Bank —Perry, GA
- Full-time
- Background check
- Pass drug screening
- Research
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Universal Banker - Macon
Vallant Bank —Macon, GA
- Full-time
- Background check
- Pass drug screening
- Research
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Portfolio Assistant - Macon, GA
Vallant Bank —Macon, GA
- Full-time
- Background check
- Basic math
- Pass drug screening
Quick Apply
1d
Financial Advisor | Macon, GA
Capital City Bank —Macon, GA
- Full-time
- High school
- Data analysis skills
- Research
- Health insurance
- Dental insurance

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Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Typically requires 3+ years experience.
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Portfolio Assistant - Warner Robins

Vallant Bank
Warner Robins, GA

Quick Apply

Job Details

Full-time

Qualifications

Deal closing
Compliance with loan regulations
Referral-based lead generation
Identifying new business opportunities
Sales referrals
Basic math
Balance sheet
Regulatory compliance
Financial statement analysis
Accurate transaction records management
High school diploma or GED
Profit & loss
Financial report interpretation
Financial product expertise
Debits & credits
Vendor communication
Initial Contact (sales skills)
Prospecting
SharePoint
Lead Tracking
Client acquisition
Financial statement interpretation
Productivity software
Client referrals
Closing sales leads
Profit and loss analysis
Sales follow-up

Full Job Description

JOB DESCRIPTION

Employer Department

Vallant Bank Business Banking

Job title Exemption status

Portfolio Assistant Non-Exempt

Supervised by

Portfolio Assistant Manager

Job Summary

The Portfolio Assistant is responsible for assisting the Business Banker with office duties such as opening/closing the office, answering the phone and providing exceptional customer service. Team member will serve as face of the bank, relationship contact and liaison between the client and other areas of the Bank in resolving client problems and meeting the client’s needs.

The team member will assist the customers, bank staff and third-party relationships on behalf of the lender. The assistant will work closely with the lender on business development and marketing efforts. The team member is responsible for assisting with origination documentation and follow-up for loan closings. They are responsible for ensuring compliance with regulatory requirements and conformance with Bank policies and procedures. They will work closely with the loan officer as well as the Bank’s approved settlement agents, obtaining the necessary documentation needed for the transaction to ensure that the loan package is compliant according to regulatory guidelines and that lien attachment has been properly established. The assistant will work with the loan officer to clear document exceptions both prior to and post-closing. They will assist in managing various portfolio items necessary to service existing loans and maturing loans.

The team member is responsible for:

cross selling bank products and services to customers through telephone contacts and personal visits
building long-term customer relationships
maintaining a positive service mentality
ensuring superior quality service in completing all customer transactions
matching the financial needs that achieve those customer goals with product and service solutions
demonstrating an accurate knowledge of the bank's products and services

The employee will complete job duties in accordance to compliance guidelines and regulations. The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.

Skills, Knowledge, Talents

Education

High school diploma, College preferred.

Prior Experience

Three-year banking, administrative and related sales experience preferred.

Required Skills & Talents

Must have a basic knowledge of the bank's products and services.
Must have a willingness to serve.
Must be able to function efficiently in a network environment and have a working knowledge of Microsoft Office and SharePoint.
Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations).
Project a professional image by adhering to guidelines in the employee handbook.
Must be able to collect, research, and analyze information skillfully.
Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment.
Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance.
Must be able to identify and interpret trends in financial data.
Must have a working knowledge of compliance guidelines for the bank and the industry.
Prospecting for new clients.
Obtaining appointments by telephone and in person.
Conducting interviews with prospects and clients.
Closing the deal.
Asking for referrals.
Tracking new business through completion.
Initiating communications with vendors on behalf of clients.
Document and maintain records of all transactions and communications with clients.
Keeping records of sales results.
Must have knowledge, skills, and experience with loan software.
Banking and Finance skills, knowledge and talents:
Must know loan documentation necessary for consumer and commercial lending.
Must have knowledge of lending regulations.
Must know how to read financial statements. This includes the balance sheet, profit & loss statement, and cash flow statement.
Must be able to identify and interpret trends in financial data.
Must have a working knowledge of compliance guidelines for the bank and the industry.
Broad, general knowledge of insurance products.
Must understand loans and commitment letters.
Other as required to meet departmental needs.

Vallant Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Vallant supports a diverse work force and welcomes all qualified applicants. It is the policy of Vallant Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.

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Refine Your Search

personal banker jobs in warner robins, ga

Portfolio Assistant - Warner Robins

Universal Banker - Floater - Perry, Warner Robins, Macon

Universal Banker - Perry

Universal Banker - Macon

Portfolio Assistant - Macon, GA

Financial Advisor | Macon, GA

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