Job Summary. The Credit Analyst’s primary responsibilities are to assist commercial loan officers, request and analyze credit information, prepare loan reports, review loan documentation, and maintain credit files. More specifically, the Credit Analyst will analyze commercial loan applications and financial statements to determine customers’ continual ability to repay loans. Culture. Crossroads Bank is a growing community bank in the markets it s...
Job Summary. Crossroads Bank is seeking a reliable and detail-oriented. Cash Operations Associate. to join our team. As a key member of our branch, you will be responsible for providing exceptional customer service while processing banking transactions accurately and efficiently. About the Role. This role involves working in a fast-paced environment, handling cash and balancing transactions on a daily basis. You will also be required to maintain ...
Selling and servicing property and casualty, life, and health insurance to clients' ever changing insurance needs. Completes coverage by delivering policy, planning future follow-up visits and evaluations of needs. Service existing customers with payments/endorsement changes/quoting new business for home and auto. Determines clients' particular needs and financial situations by scheduling fact-finding appointments. determining extent of present c...
Responsibilities. Handle and enter confidential client information. Process new account applications. Process supplemental forms and client investment account requests. Manage client requests. Provide client service/account maintenance. Receive and prioritize directives from multiple advisors. Manage schedules and meetings for 3-4 financial advisors. Collaborate with other Executive Assistants professionally.
The branch manager oversees the management of the branch, security, customer relations, building business and maintaining current customers, manages employees and is involved with committees helping to build our strong communities. . Culture. Crossroads Bank is a growing community bank with an emphasis on customer relationships, community involvement, and employee satisfaction. Our current customers and employees notice a difference. . Benefits...
