First Federal Bank of LA · 6 hours ago
Client Services Associate
Lake Charles, LA
Full-time
Onsite
Entry Level
1+ years expFirst Federal Bank of Louisiana is a full-service, locally owned community bank that has been serving its community for over 75 years. The Client Services Associate will perform a wide range of customer service duties for consumer and business clients, assisting lenders in acquiring new business and maintaining professional relationships with clients.
BankingFinanceFinancial Services
Responsibilities
Monitors reports; contacts clients; monitors NSF accounts
Processes direct deposits, ACH drafts, transfers, incoming and outgoing wires; completes internal verification of deposits
Opens, processes, renews, performs maintenance, and/or closes various types of accounts, services, and/or products; maintains required documentation
Performs administration duties; may assist other related areas, as needed
Accepts applications for all types of loans; verifies, prepares loan files, requests all documentation needed for credit decision; handles disbursement and follows-up on loans; inputs and maintains loan records in applicable system; works to clear all loan exceptions
Issues sub-account numbers and maintains applicable loan registers for tracking purposes
Prepares loan tickets, letters, notices, extension and modification agreements, as needed
Coordinates with other departments regarding past due loans and matured loans
Complies with specific job related BSA policies and procedures, including but not limited to: obtains proper identification; completes CIP requirements; completes and submits Customer Transaction Reports (CTR), Suspicious Activity Reports (SAR), Monetary Cash Sale Forms on time and in accordance with BSA policy; recognizes “red flags”; reports suspicious or unusual requests to the BSA and Security Officers; performs OFAC scans in accordance with BSA policy
Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy
Qualification
Required
High school diploma or GED
A minimum of one (1) year related experience and/or training with a financial institution
Company
First Federal Bank of LA
First Federal Bank set its goal more than 75 years ago: Maintain a well-managed financial institution that provides our customers with excellent service and products that are appropriate and beneficial to them and to our community.
201-500 employees
Funding
Current Stage
Growth StageRecent News
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