Kleberg Bank, N.A. believes that the customer’s experience is our Brand. The Junior Loan Assistant is an entry level position and is responsible for providing customer service to a variety of banking needs, including opening accounts, financial transactions such as cashing checks and making deposits, and loan payments. The primary responsibility of this position is a variety of receptionist, banking and clerical duties. This position will also require working as a team with other Loan Assistants and Relationship Managers to gather information required for Consumer and Commercial Loans and everyday handling of portfolios as well as assisting with clerical needs for other Commercial Team Members.
The Junior Loan Assistant will perform general clerical and banking duties related to commercial lending functions including receiving and answering customer/team member’s questions, setting appointments, and scheduling meetings. Will also assist other bank employees in the delivery of prompt customer service by answering the telephone and appropriately directing telephone calls, greeting customers, and directing to the appropriate department.
The Junior Loan Assistant must display energy and enthusiasm. Sets and maintains high performance standards. Deals with a diverse group of important external callers and visitors as well as internal contacts at all levels of the organization. Independent judgment is required to plan, prioritize and organize diversified workload.
Required Education and Experience