POSITION SUMMARY: Assist and support the lending team and customers with their financing needs. Responsibilities include maintaining loan files, preparing necessary loan documentation and inputting loans on the computer system. This position will serve as a back-up Teller and sell/cross-serve based on customer needs while providing excellent customer service. 

Supervisory Authority: None

Working Relationships - Internal: Works directly with loan officers, Location Manager and other staff throughout the organization. 

Working Relationships – External:  Works directly with customers and serves as primary contact with the public.

MAJOR DUTIES - ESSENTIAL

1. Performs a variety of loan support activities including but not limited to:
   
   
   
   
   1. Examine notes and supporting documents for completeness.
   
   
   2. Prepare loan documents in loan software.
   
   
   3. Board loans on the core processor system.
   
   
   4. Input loan extensions and modifications as needed.
   
   
   5. Provide lenders with assistance in a variety of credit administration activities including, but not limited to document preparation, file organization, documentation, contact with third party providers, filing and recording of legal documents as well as other activity related to maintaining a properly documented file and quality service to the customer.
   
   
   6. Process loan advances and payments.
   
   
   7. Assist with administrative and customer service duties related to the credit card portfolio.
   
   
   
   


2. Serve as a back-up Teller:
   
   
   
   1. Represent the bank to customers in a courteous and professional manner, providing prompt and accurate service in the processing of transactions.
   
   
   2. Receive and process commercial and individual checking and savings deposits and withdrawals.  Accept and route payments for loans and credit cards.
   
   
   3. Accept checks for paying or cashing within predetermined limits.
   
   
   4. Sell money orders, official checks.
   
   
   5. Maintain and balance cash drawer within established standards.  May balance ATM.
   
   
   
   


3. Cross-serve customers:
   
   
   
   1. Make recommendations on products/services that meet customer needs, and direct customers to others as needed for assistance.
   
   
   2. Make referrals to other GNB departments and subsidiaries.
   
   
   3. Will from time to time participate in joint customer and prospect calls outside the office with other team members in order to strengthen, recruit and retain bank relationships.
   
   
   4. Become familiar with GNB’s Value Added Selling process and apply relevant techniques and principles when needed.
   
   
   
   


4. Recognize irregularities or suspicious transactions/requests and report to appropriate staff.


5. Review and maintain reports as necessary for internal tracking purposes.


6. Answer and route incoming telephone calls. Take and deliver messages.


7. Greet visitors, identify needs, and direct them to appropriate area.

1. Ensure operational integrity through compliance with all policies, procedures, and regulations.

1. Be actively engaged in the development and implementation of Team annual strategic plans.

1. Every effort has been made to identify the essential functions of this position.  However, it in no way states or implies that these are the only duties you will be required to perform.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.