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Security National Bank - Omaha, NE
posted 3 days ago
About the position
This position is responsible for understanding a customer's unique needs to provide product and service recommendations that enhance their financial well-being and foster long-term relationships. This role includes opening and maintaining customer accounts, processing loan applications, providing transaction support, and ensuring document accuracy while adhering to regulatory and compliance policies. In addition, this position is responsible for assisting the Branch Manager in progressively developing and implementing strategies in the following areas: team development, customer service, deposit and loan portfolio growth, fee income contribution, compliance, security, operations and audit, expense control, and maintenance.
Responsibilities
- Opens, closes and maintains customer deposit and loan accounts accurately.
- Adheres to Customer Identification Program (CIP) during account opening, maintenance of existing accounts, and loan application.
- Documents customer's financial needs allowing for complete picture of customer's portfolio.
- Educates customers regarding lending options, accurately completes loan application, gathers additional documentation when needed while continually communicating with customers throughout the process.
- Schedules and accurately completes loan closing utilizing the appropriate checklist.
- Educates customers on benefits of online banking suite and assists with enrollment.
- Responds to customer requests and resolves inquiries in a timely and professional manner.
- Maintains customer confidentiality and follows Information Security requirements.
- Identifies red flags to help detect potentially fraudulent activities.
- Notarizes customer documents following bank and state requirements.
- Supervises daily functions of the team including motivating, providing timely coaching, assigning work, branch scheduling and staffing.
- Maintains a working knowledge and understanding of current marketing campaigns in relation to bank and branch goals.
- Follows the branch opening and closing procedures set by Branch Delivery.
- Assists Branch Manager in completing monthly Board reports and daily fluctuation reports.
- Proactively manages overdrawn accounts and delinquent credits.
Requirements
- Minimum of a High School diploma or equivalent degree is required.
- Minimum of 2-3 years of retail banking experience, including maintenance and opening of customer accounts required.
- Advanced cash handling experience required.
- Advanced knowledge and understanding of banking products and services.
- Knowledge of banking compliance with federal and state regulations.
- Proficient skills utilizing banking systems, including transaction processing, new accounts/loans and related programs.
- Ability to make independent decisions and take ownership of them.
- Ability to consistently exemplify a positive and professional attitude toward customers.
Nice-to-haves
- Previous leadership experience a plus.
- Ability to obtain Notary Public in applicable state if necessary.
- Ability to successfully register with the Nationwide Mortgage Licensing System (NMLS) in compliance with the SAFE ACT.
Benefits
- Equal employment opportunities (EEO) to all employees and applicants for employment.
