AVP/Jr. Account Officer
- Handle between 5 and 10 accounts assigned to each mini team.
- Underwrite new deals and changes to existing deals
- Ensure timely receipt of all financial information, EOMs and field exams and analyze such.
- Complete annual credit reviews on a timely basis for the mini teams.
- Monitor and report all deteriorations in credit quality to the team leader, group head and department head.
- Help prepare loan documentation and follow through to the closing, along with the team leader.
- Complete daily work of booking loans, checking overdrafts, uncollected and other reports as well as help manage customer inquiry with the administrative assistants.
- Aid the team leader with calling on prospects and customers to, identify needs, develop new business and cross selling the banks products.
- Manage and monitor of the selling of bank products to customers and prospects all.
- Generate new business (existing and prospective) and cross sells individually and as a team to meet Group goals.
- Comply with all of the bank’s and department’s policies and procedures.
- Work on special projects as such is assigned.
- Ensure adherence to all auditing, compliance initiatives for the team as well as KYC/BSA/KYC,HR, requirements and make sure all on your team do such.
Minimum Qualifications
3-5 yrs banking experience; BA preferably in finance, accounting or economics; MBA preferred; drivers license.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
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