Relationship Manager Assistant I

• 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
• Enter loan applications in ACTion with direction from RM
• 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 co-workers
• 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 institution-related laws and regulations
• Interaction with others is limited to their own team, with little-to-no requirement for internal or external contact
• Accountable for mostly basic and clerical short-term tasks
• Uses basic judgment.
• Fundamental understanding of support discipline
• Basic understanding of procedures to deliver basic technical, administrative, or operative tasks

• 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
• Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office)
• 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

• High school diploma or equivalent
• Bachelor’s degree (B.A.); or 0 - 1 years related experience and/or training

• Regular and reliable attendance
• Works cooperatively with others

BancorpSouth