Relationship Manager Assistant II Position Available In Gwinnett, Georgia

Relationship Manager Assistant II Cadence Bank United States, Georgia, Peachtree Corners Jun 18, 2025
Description What The Role Is The position is a key component to the Business Banking model and may serve as liaison between RM and customer. The RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. RMA will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies. This is an on-site position. How You will Make an Impact Prepare and review all account documentation pertinent to loans.
Review loan files to ensure the completeness of the file, and that all collateral has been properly secured
Maintain and clear all CIP, credit, insurance and policy exceptions
Maintain and prepare future maturities
Open/Close DDA, Savings and TD accounts – complete customer transactions
File maintenance – address changes, CIP updates, check/check card orders, transfers, wires, etc.
Coordinate loan renewal efforts
Fee refunds as approved by RM
Discover and communicate cross sell opportunities
Assist with community outreach and business development activities
Enter loan applications in ACTion with direction from RM
Process invoices and expense reports
Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department
Set appointments for Loan Officers as needed
Promote the bank’s products and services
Build and maintain positive relations with all customers, potential customers and co-workers
Perform as a team member in allocating and coordinating the work flow
Contribute to the fulfillment of department and company objectives and goals
Comply with all department and company policies, procedures and regulations
Remain current on all pertinent consumer lending and other financial institution-related laws and regulations
Interacts with a range of individuals, both within and outside the immediate team, to convey basic information
Some accountability for medium-term tasks and many recurring basic initiatives
Limited use of judgment related to administrative issues
Understanding of support discipline
Understanding of straightforward, administrative, and/or other basic business services Who You Are Stable job history
Exceptional verbal, organizational and interpersonal skills
Ability to write reports and correspondence
Ability to read and comprehend documents
Ability to calculate basic financial figures and amounts
Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office)
Professional appearance and demeanor
Ability to complete detailed work
Ability to enter data correctly using keyboard, typewriter and calculator
Ability to operate general office equipment
Ability to define problems, collect data, establish facts, and draw valid conclusions Education High school diploma or equivalent
Bachelor’s degree (B.A.); or 2 – 6 years related experience and/or training Characteristics Regular and reliable attendance
Works cooperatively with others Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.