Association Banking Assistant

The Association Banking ("AB") Assistant is responsible for assisting AB Portfolio Managers, and AB Relationship Managers. This position will review retail account opening information, and loan files to verify that data is complete and meets established standards, process daily overdraft and exception items, and process documentation of loans and extensions. This role processes additional AB paperwork, runs reports, distributes reports and other documents, and may communicate with AB clients via email, phone, or in person.