Kujtime Cira

Sales Support

Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. To support RM’s client contact strategy and ensure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. Support the sales process and portfolio growth through recognition of referral opportunities using internal resources and data. Maintain a working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities, and follow up with the partner areas as opportunities progress. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.

Service Support

Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.

Loan Support

Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

Qualifications

• Followed up on requests from customers in a timely manner.
• Maintained confidentiality of all customer records and information according to company policies.
• Identified fraudulent activity or suspicious behavior immediately reported it to management.
• Handled large volumes of currency quickly and accurately with minimal errors.
• Performed daily reconciliation of teller drawer within established limits.
• Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
• Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
• Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
• Cross-sold additional bank products when applicable to meet customer needs.