This is a job description for a Relationship Manager Assistant II. 

Summary: 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. 

 Duties & Responsibilities: 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. 

Requirements and Qualifications: Bachelor's degree (B.A.); or 2 - 6 years related experience and/or training

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities