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First Bank of Clewiston
First Bank of Clewiston

23 First Bank Jobs Hiring in California

First Bank

Mtge Home Ln Advisor

Chino, CA · On-site

This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this ...

First Bank

Mtge Home Ln Advisor

Chino, CA · On-site

This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this ...

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First Bank of Clewiston Jobs Information

What is it like to work at First Bank?

First Bank is a community-focused financial institution that prioritizes customer satisfaction and employee development, fostering a culture of teamwork and community involvement.

The bank's team structure is organized around a customer-centric approach, with employees working in collaborative environments to provide personalized financial solutions. First Bank's mission is to deliver exceptional service and support to its customers, while also promoting economic growth and stability in the communities it serves.

Working at First Bank may appeal to individuals who value community involvement, customer service, and career growth opportunities in a stable and supportive work environment.

What makes First Bank an attractive place to work?

First Bank is a leading regional bank with a long history of stability and growth, offering a wide range of financial services to its customers. The company's workplace culture values innovation, collaboration, and employee development, providing opportunities for employees to grow professionally and contribute to the bank's success. By joining First Bank, individuals can pursue a career in a dynamic and supportive environment, where they can make a meaningful impact and advance their skills in a rapidly evolving industry.
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Commercial Banking Assistant

First Bank

Newport Beach, CA • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

Commercial Banking Assistant

A Commercial Banking Assistant ensures the accuracy, timely processing, and completion of loan documents; up to and including all documents and due diligence reports associated with each credit facility, and works daily with both loan and deposit customers resolving issues satisfactorily.

What You Will Be Doing
  • Assisting in the creation and maintenance of credit and legal files for the loan department
  • Completing Loan Input Worksheets, inputting CIF information for new borrowers and guarantors, and copying documents for lender files; sending original files to Loan Servicing
  • Reviewing departmental reports along with other necessary and pertinent reporting to ensure accurate and complete information is added to systems and files; assist with follow-up items on an ongoing basis for exception items
  • Preparing loan draws when needed; wire transfers and deposit account transfers
  • Following up on exception items, obtain borrower financial statements and other borrower reporting requirements
  • Working with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts
  • Following up with customers to ensure that services are set up in a timely manner
  • Cross-selling additional products to customers as the opportunity presents itself
  • Transferring funds to and from customer accounts upon request; complete wire transfers as instructed and handle line of credit disbursements and pay-downs with appropriate authorization
  • Providing customer service functions with regard to commercial loan accounts including stop payments, loan referrals, ordering checks, establishing credit cards, etc.
  • Opening CDs and track CD maturity dates for further customer follow up
  • Balancing Cash Items Report, Overdraft Report, and send in Activity Reports
  • Performing various administrative responsibilities for the Loan Group Manager, Branch President and Relationship Managers including, but not limited to: opening, sorting, and distributing mail, processing invoices, and creating and typing correspondence
  • High school diploma or general education degree (GED) required, some college preferred; and 1-2 years commercial or retail deposit product knowledge, along with loan experience and/or training; or equivalent combination of education and experience
  • Minimum of 1-2 years of administrative assistant experience required
  • PC proficiency in a Windows environment is required; working knowledge of Word and Excel strongly preferred
  • Minimum 6 months previous customer service experience
  • Excellent organizational skills and attention to detail
  • Friendly and strong orientation towards customer service, a must

Apply