Website Vista Bank

Summary of Primary Duties/Responsibilities:

Vista Bank is currently seeking an experienced candidate for a hybrid role as a Senior Relationship Banker/Junior Lending Assistant. This role serves as the face of Vista Bank and is often the most important public relations person. The position duties/responsibilities include:

  • Greeting clients in person or phone
  • Processing customer (commercial and consumer) deposits/ withdrawals
  • Maintaining and consistently balancing all incoming/ outgoing currency
  • Processing all transactions to our operations center on a daily basis
  • Opening new commercial and consumer deposit accounts
  • Processing wire transfers
  • Debit card set up
  • Assist in resolving customers daily NSF matters
  • Commercial and consumer account maintenance
  • Assist with Treasury Management onboarding and ongoing servicing/maintenance
  • Ordering real estate appraisals and environmental due diligence
  • Pulling flood determinations and credit reports
  • Process commercial loan fundings at loan closing
  • Process draw requests on line of credits, commercial loans and real estate construction loan files
  • Prepare and maintain files, databases, records
  • Process documents received for each loan file
  • Help verify the accuracy and completeness of each document for lenders
  • Track documents for loan files such as hazard insurance, flood insurance, vehicle titles, UCC
  • filings/financial statements
  • Assist customer and lender on the closing of loans
  • Act as a secondary contact for the closing of loans with title companies
  • Assist customers with general loan related questions
  • Assist the lender with collateral and financial exception report
  • Product knowledge for effective cross selling
  • Recording and retention of multiple files and documents
  • Developing relationships with our customers through outstanding customer service
  • Ensures compliance with all applicable company policies and banking regulations
  • Other duties as assigned

This Position requires:

  • High School Diploma, GED or equivalent, Bachelor’s Degree (preferred) or equivalent work experience
  • 3-4 years banking experience and 1 year lending assistant experience (preferred)
  • Knowledge and experience in opening commercial and consumer deposit accounts
  • (preferred), printing debit cards and scanning documents
  • Excellent interpersonal and communications skills, both written and oral
  • Ability to work with detailed information in an efficient and accurate manner, while meeting
  • established deadlines
  • Ability to work well with fellow employees and customers
  • Willingness to work in a fast-paced environment
  • Positive attitude and great work ethic
  • Great analytical, logical, and reasoning skills
  • Ability to use office equipment, including computers
  • Ability to speak and hear
  • Clarity of corrected vision at 20 inches or less for normal duties
  • Clarity of corrected vision at 20 inches or more for security purposes
  • No visible tattoos or body piercings except conservative ear piercings
  • Reliable transportation
  • Must meet minimum credit standards and pass a criminal background check
  • Only applicants that have consented to a background and credit check will be considered

Vista Bank offers a competitive benefits package including paid bank holidays.

Contact any Vista Bank location for an application.

Please direct inquiries to the Vista Bank Human Resources Department at [email protected]

To apply for this job email your details to hr@vistabank.com