Job Title:
MB Intern
Reports to:
Senior Commercial Banker
- Supports the Sr. Commercial Banking Manager by contacting customers with maturing or matured loans/lines of credit for financial information to underwrite.
- Exercises sound judgement, innovation, and creativity in the handling of customer relationships to mitigate risk.
- Provides a friendly, yet professional level of customer service to both external and internal customers.
- Learn regulatory guidelines and adherence to established policies and procedures.
- Complies with all applicable banking regulations and BSA/AML program, requirements, and controls.
- Identifies potential fraud or risky deposits and takes the appropriate action to prevent loss.
- Complies with all department and bank policies and procedures.
- Performs teller transactions such as withdrawals, deposits, transfers, payments, and cash advances, with accuracy and attention to detail.
- Assisting with checking & savings transactions, loan payments and account inquiries.
- Maintains cash drawer limits and balance daily.
- Completes service requests such as address changes, adding signers, ordering checks, and closing accounts.
- Informs customers of self-service options and demonstrates digital banking products to customers.
- Assists with administrative and other bank-related activities while not assisting a customer.
- Demonstrates skills and behaviors necessary to achieve growth of deposit solutions, referrals to business partners and sharing successes to build customer relationships.
- Acquires and deepens customer relationships through the identification of needs and by matching appropriate solutions through deposit growth activities.
- Efficiently and accurately performs End-of-Day closing to include taking computer totals, scanning checks, balancing daily work and proving cash drawer.
- Provides customers with information on all aspects of deposit accounts and bank services including rates, service charges, restrictions, and other relevant account information.
- As time allows, learn the process and procedures of mortgage, consumer and commercial loans and credit and portfolio management. This will include understanding the regulations, policies and guidelines.
- Performs all other duties as assigned.
At Movement Bank, we exist to love and serve our communities with a Purpose Bigger Than Banking. We aim to bridge the wealth divide, connect those with resources to those excluded, and transform communities through long-term investment in business, housing, and education. When you join our team, you become part of our movement, our story, and our legacy.