Relationship Manager Assistant

Summary/Objectives:
The Relationship Manager Assistant performs various duties to support Commercial, Agriculture, and Residential Banking, as well as other departments as needed. The Relationship Manager Assistant will interact with Relationship Managers, Branch Presidents, Senior Loan Officers, and other internal department personnel, as well as third‑party providers, to complete various tasks associated with the sales and support of bank services. This position will provide additional support to internal personnel and external customers.

A Relationship Manager Assistant may assist with various functions, including loan documentation, administration, and loan processing, among others, to best meet the needs of the branch.

Essential functions:

(Hired RMAs may or may not do all essential functions listed below in their role)

• Provide administrative and sales support to Commercial, Agriculture, and Residential Banking departments and other departments.
• Provide customer experience servicing loans, accounts, and other bank services
• Assist in servicing the existing portfolio following the Credit Policy and Procedures.
• May provide loan processing assistance, including, but not limited to, ordering loan documents in accordance with the approved credit memorandum, creating loan documents and reviewing them for compliance and accuracy, and verifying the accuracy of loans boarded into the bank system.
• Credit Analysis: financial gathering.
• Assists Senior Relationship Managers, Senior Loan Officers, and Branch Presidents with bank functions, including preparing disbursement worksheets, pre‑funding packages, loan documentation checklists, and other necessary communications to document credit files properly. May contribute to the preparation of loan approval reports and financial spreadsheets.
• Demonstrates initiative by proposing ideas for implementation to improve processing efficiency and/or quality and proactively communicates ideas and alternatives that may enhance and/or resolve operational issues.
• Request and compile all necessary documents for loan document preparation and filing, including loan titles, flood evaluations, and appraisals.
• Once the loan is approved, the loan documents are requested to originate the loan fees.
• Gather and organize information needed for generating reports.
• Provide continuing lending support to clients, including but not limited to monitoring customer accounts and loans, and performing maintenance within policy per borrower’s request.
• Monitor past‑due reports and communicate with the borrowers accordingly.
• Track the loan coming due report to renew lines of credit and extend maturing loans annually.
• Support growth in lending sales by working closely with lending officers.
• May be asked to assist in coordinating the Market President’s community outreach and participate in those events.
• Safeguard all bank policies and procedures.
• Actively participate in customer, community, and public relations activities to increase the bank’s visibility and enhance new business opportunities.
• Additional duties as assigned, as they relate to the position.

Competencies:

• Knowledge of bank policies, procedures, and regulations
• Knowledgeable of the core system to process documentation, loans, and accounts.
• Attend training sessions on bank and job‑related topics.
• Detail oriented
• Ability to work both independently and as part of a team

• Candidates must be able to relate to clients and coworkers effectively
• Candidate must always act professionally
• Handling confidential information and maintaining privacy
• Proficient in Microsoft Suite (Word, Outlook, PowerPoint, and Excel)
• Computer savvy: able to learn new software quickly
• Self‑motivated and persistent in following through and learning quickly
• Excellent communication skills – both verbal and written
• Problem solver
• Independent decision‑makers within authority limits
• Commitment to and continuous demonstration of ethical behavior, with a willingness to adhere to all company policies and current financial legislation.
• Conform to the Bank’s core values, which are:

• • Exceptional Customer Service - Everyone matters, always.
  • Family Driven - Ours, yours, we put family first.
  • Community‑Focused -…