Senior Relationship Management Assistant

Cadence Bank Birmingham , AL 35202

Posted 1 week ago

Responsible for supporting the Specialized Industries group. Provides expanded quality customer service to, and maintains highly confidential information for clients. Recognizes and creates opportunities to enhance customer service through cross-sale of bank products and services.

Job Duties:

  • Answer incoming telephone calls and assist or direct the customer, as needed.

  • Perform administrative duties for the officers, as needed.

  • Process incoming mail, daily.

  • Assist customers in establishing various deposit accounts and cross sale of additional bank products.

  • Assist bankers in gathering appropriate information for loan requests and renewals, properly packaging and sending to appropriate area for approval.

  • Gather information for the preparation of loan documents and coordination of loan closings for both Loan Administration and outside counsel.

  • Work in conjunction with Loan Administration to ensure new loans and renewals are funded and properly booked in a timely manner.

  • Ensure that financial reporting requirements are met and that required forms are executed properly and delivered to proper departments.

  • Review officer's NSF and overdraft reports, reporting any items listed to appropriate officer, obtain action desired and report response to Return Items.

  • Assist officer in responding to department manager concerning the status of past due loans, loan exceptions and documentation exceptions.

  • Call customers regarding NSF's, past due loans, overdrafts, collateral exceptions, account exceptions and follow-up on a daily basis.

  • Maintain loan desk files in an orderly fashion.

  • Process request from customer to advance on loans.

  • Arrange appointments and meetings, as needed.

  • Perform other duties, as requested.


  • 2+ years of Lending Assistant experience in a banking environment required.

  • Must be team oriented with a strong desire for overall team success.

  • Strong problem solving skills...willingness to find new solutions.

  • Ability to work in a changing environment.

  • Effective communication skills, which enable the representative to interface with customers and employees in a knowledgeable, professional and efficient manner, are necessary.

  • Excellent interpersonal skills, problem solving ability, organizational skills and independent decision making ability are necessary.

  • Must possess a working knowledge of Microsoft Office, Word, and Powerpoint. Intermediate Excel experience is required.


  • College degree required.

The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

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