Relationship Manager Assistant Ii - Houston, United States - Cadence Bank

Cadence Bank

Verified Company

Houston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

What The Role Is

The position is a key component to the Business Banking model and may serve as liaison between RM and customer.

The RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries.

RMA will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies.

This is an on-site position.

How You will Make an Impact

Prepare and review all account documentation pertinent to loans.
Review loan files to ensure the completeness of the file, and that all collateral has been properly secured
Maintain and clear all CIP, credit, insurance and policy exceptions
Maintain and prepare future maturities
Open/Close DDA, Savings and TD accounts complete customer transactions
File maintenance address changes, CIP updates, check/check card orders, transfers, wires, etc.
Coordinate loan renewal efforts
Fee refunds as approved by RM
Discover and communicate cross sell opportunities
Assist with community outreach and business development activities
Process invoices and expense reports
Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department
Set appointments for Loan Officers as needed
Promote the bank's products and services
Build and maintain positive relations with all customers, potential customers and coworkers
Perform as a team member in allocating and coordinating the work flow
Contribute to the fulfillment of department and company objectives and goals
Comply with all department and company policies, procedures and regulations
Remain current on all pertinent consumer lending and other financial institutionrelated laws and regulations
Interacts with a range of individuals, both within and outside the immediate team, to convey basic information
Some accountability for mediumterm tasks and many recurring basic initiatives
Limited use of judgment related to administrative issues
Understanding of support discipline
Understanding of straightforward, administrative, and/or other basic business services

Who You Are

Stable job history
Exceptional verbal, organizational and interpersonal skills
Ability to write reports and correspondence
Ability to read and comprehend documents
Ability to calculate basic financial figures and amounts
Professional appearance and demeanor
Ability to complete detailed work
Ability to enter data correctly using keyboard, typewriter and calculator
Ability to operate general office equipment
Ability to define problems, collect data, establish facts, and draw valid conclusions

Education
High school diploma or equivalent

Bachelor's degree (B.A.); or 6 years related experience and/or training

C
haracteristics

Regular and reliable attendance
Works cooperatively with others

If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations.

We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.

Cadence Bank

LI-EW1

Experience:
Preferred

Ability to write reports and correspondence

Education:
Required

Bachelors or better

Behaviors:
Required

Team Player: Works well as a member of a group
Dedicated: Devoted to a task or purpose with loyalty or integrity
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations:
Required

Self-Starter: Inspired to perform without outside help
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR c)