Banking Team Assistant - Mercer, United States - Stellar Enterprises

Savannah Johnson

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Savannah Johnson

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Description
About the Company
At Volksbank Düsseldorf Neuss eG, we are a growing and future-oriented bank with a successful branch network in the state capital Düsseldorf, Ratingen, and the Rhein-Kreis Neuss. Our total assets amount to approximately 2.0 billion euros.

What We Offer:

· Flexible working hours
· Remote work options
· Competitive compensation
· Company pension plan with employer contribution
· Attractive additional insurance
· Bicycle leasing

What to Expect:

You will support the business customer advisors as well as the individual and corporate customer advisors in selling all products and services, including those of our cooperative distribution partners. Your main tasks will include:
  • Analyzing customer needs, identifying cross-selling opportunities, preparing for and following up on customer meetings, and processing customer documents
  • Managing the market-side processing of credit transactions and their technical processing
  • Requesting all necessary financial documents as part of the market-side credit application process, conducting preliminary checks on the financial situation of borrowers and the provided collateral
  • Preparing a comprehensive credit decision, taking into account the bank's risk capacity
  • Monitoring deadlines, ensuring compliance with requirements, supporting advisors in ongoing business operations, and being responsible for entering and maintaining system-relevant data

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