Trust Advisor jobs in Greenville, MS

G
Credit Specialist I
  • Guaranty Bank & Trust
  • Belzoni, MS FULL_TIME
  •                                                                    Job Description

                                                                     Credit Specialist I

     

    Location:

     

    Department:   

    CCA

    Reports to:

    VP, Credit Specialist

    Positions Supervised:

    None

    Employee Classification:

      Temporary        Regular Full Time        Part-Time

    FLSA Status:

      Non-Exempt   Salary     Hourly           Exempt      Commission






     

    Position Summary:  

    This is an entry level position and further training will be required. The job is to maintain existing loans, board new loans, manage loan exceptions, train as a back-up to the loan processors, assist with various software’s, and any other duties of the credit department.  You will be responsible for learning and mastering our software system and looking for efficiencies along the way.  The job will entail conversing with employees by email, software systems, and telephone.    

     

    Essential Functions-Primary Responsibilities and Accountabilities (90%):

    Reasonable Accommodations Statement

    To accomplish this job successfully, an individual must be motivated and capable of paying attention to details. You will be required to perform the duties with or without reasonable accommodation, each essential function satisfactorily.  Reasonable accommodations can be made to help enable qualified individuals with disabilities to perform the essential functions.

     

    Essential Task Statement(s)

       Branch Credit/Ownership (80%)

    • Assist with loan boarding.
    • Work loan maintenance and various email requests.
    • Verify information loaded in the core for new loans boarded previous day.
    • Verify information in the core for loan maintenance performed previous day.
    • Provide support to other employees in a professional and respectable manner.
    • Clearly communicate time off with backup and management so loan loading is not affected.
    • Assist in resolving any administrative/operational/credit questions or problems.
    • Answer calls and emails from employees in a timely manner.
    • You must have the ability to always maintain confidentiality. You will be exposed to confidential information and must not discuss bank business with non-employees and only with employees on a need-to-know basis.
    • Ensure bank is in compliance with federal banking regulations including, but not limited to Bank Secrecy Act, OFAC, Community Reinvestment Act, American with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, the Federal Reserve’s “lettered” regulations, and Retail Credit Specialist roles and responsibilities relating to each act.

     

     

       Customer Service (10%)

    • Represent Guaranty Bank & Trust Company professionally, efficiently, and tactfully
    • Acknowledge and greet customers with a smile, call customer by their name, ask if they need any additional assistance, thank customer at end of every conversation
    • Ensure continuing development of professional relationships with management and colleagues. 
    • Follow all bank policies and procedures
    • Answer and assist incoming callers with questions and requests; subsequently route callers, as appropriate.
    • Receive incoming bank visitors and assist in directing them appropriately.

       

    Additional Functions-Secondary Responsibilities and Accountabilities (10%)

      Additional Task Statement(s)

    • Work overtime, as needed.
    • Follow all bank policies and procedures
    • Provide assistance to other departments as needed.
    • Perform other duties that may be assigned and requested.

     

    Position Qualifications

       Education:       Required – High School Diploma or equivalent.

    Preferred – Post –secondary certificate or degree, experience will be considered.

    Experience:     Required – 1 to 2 years of experience in banking or a related area.

    Preferred – 3 to 5 years of experience in banking or a related area.

      Licenses and 

      Certifications: Required – None

                                    Preferred – None

     

    Position Requirements

      Competency Statement(s)

    • Accountability (core value) – Always do what we say and hold one another accountable.
    • Accuracy – Thorough with strict attention to detail; does work right the first time; identifies and corrects errors; produces complete and error free work.
    • Active Listening – Gives full attention to what others are saying, attentive to others’ ideas and concerns; asks questions to clarify understanding.
    • Conceptual Thinking – Notices similarities between different and apparently unrelated situations.
    • Confidentiality (Core Value) – Always maintains strict confidentiality.
    • Community Development (Core Value) – Always committed to community development.
    • Critical Thinking – Apply rules and logic to situations; considers factors beyond the initial information given.
    • Data entry – Proficient alpha/numeric data entry skills.
    • Detail oriented – Concentrates on routing work details; carefully monitors and examines one’s own and others’ work; ensures accuracy in documentation and data.
    • Ethical Conduct – Conducts oneself consistently with sound banking practices and standards, upholding the values of Guaranty Bank.
    • Integrity (Core Value) – Always act with integrity and honesty.
    • Respect (Core Value) – Always treats others with respect.

     

     

     

    Physical Requirements:

    Physical requirements needed to perform the above essential duties, with or without reasonable accommodation, may be requested from Human Resources.

     

    Frequency

    Lbs.

    Sitting

      90%

     

    Standing

        5%

     

    Walking

        5%

     

    Fine Manipulation of hands

       85%

     

    Lifting

    Daily

       10 lbs.

    Carrying

    Daily

       10 lbs.

    Pushing/Pulling

    Occasional

     

    Bending/Squatting

    Occasional

     

    Reaching/Overhead

    Occasional

     

    Stress Level

    High at times

     

     General notice:

    The bank has reviewed the job description to ensure the essential functions and basic duties are current.  This job description describes the general nature and level of work performed by the employee holding this position.  It provides guidelines for the job expectations and the knowledge, skills, and abilities necessary to perform successfully in this position.  This job description in no way states or implies that these are the only duties to be performed. Additional duties and responsibilities may be assigned by supervisors as deemed appropriate.  This position does not constitute an employment agreement between the Bank and employee.  This position description is subject to change as the needs of the bank and the requirements of the position change.

                                                

    Employee Acknowledgement:

     

    __________          I have received a copy of my job description.

     

    _________         It is my responsibility to understand and perform the associated job essential duties of the position with or without accommodation.

     

     

    ___________________________________                                         __________________________

    Employee’s Signature                                                                                             Date

     

    __________________________________                                            __________________________

    Supervisor’s Signature                                                                                            Date

  • 1 Day Ago

G
Teller - Cleveland
  • Guaranty Bank & Trust
  • Cleveland, MS FULL_TIME
  • Job Description TellerLocation: Department: Reports to: Positions Supervised:NoneEmployee Classification:☐ Temporary Regular Full Time ☐ Part-TimeFLSA Status:☒ Non-Exempt ☐ Salary ☒ Hourly ☐ Exempt ☐ ...
  • 2 Days Ago

P
Teller/CSR
  • PLANTERS BANK & TRUST CO
  • Inverness, MS OTHER
  • Job Details Job Location: Inverness Branch - Inverness, MS Salary Range: Undisclosed DescriptionPlanters Bank & Trust Company Job Notice Planters Bank & Trust Company is an equal opportunity employer ...
  • 14 Days Ago

P
Teller/CSR
  • Planters Bank & Trust Co
  • Inverness, MS FULL_TIME
  • Planters Bank & Trust Company Job Notice Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, c...
  • 15 Days Ago

E
Financial Advisor
  • Edward Jones
  • Greenville, MS FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 9 Days Ago

B
Beauty Advisor - Part Time
  • Belk Stores of Mississippi LLC
  • Greenville, MS PART_TIME
  • The Cosmetic Beauty Advisor reports to the Sales Team Manager/Store Manager and ensures the uniform execution of the Belk direction within their store.• Sales - Responsible for:Meeting or exceeding pe...
  • 26 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Trust Advisor jobs found in Greenville, MS area

M
Guest Experience Lead (GEL)
  • McDonald's
  • Indianola, MS
  • Guest Experience Lead (GEL) Job Type Full-Time Part-Time Job Description This posting is for a role with an independent ...
  • 12/14/2024 12:00:00 AM

K
Cashier
  • Kroger
  • Greenville, MS
  • Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and...
  • 12/14/2024 12:00:00 AM

K
Online Grocery Pick-Up Clerk
  • Kroger
  • Greenville, MS
  • Job Description Select and gather products for customers' on-line orders in the most efficient manner with attention to ...
  • 12/14/2024 12:00:00 AM

F
Warehouse Worker
  • Fedex
  • Greenville, MS
  • **Job Description**: As a Warehouse Worker at FedEx, you will perform a variety of tasks essential to the smooth operati...
  • 12/13/2024 12:00:00 AM

K
CDL-A OTR Company Truck Drivers
  • Kenan Advantage Group, Inc.
  • Greenville, MS
  • KAG Specialty Products is currently hiring Company Truck Drivers in your area! Join KAG today to take advantage of great...
  • 12/13/2024 12:00:00 AM

G
Seasonal Sales Associate
  • GameStop
  • Greenville, MS
  • At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products...
  • 12/13/2024 12:00:00 AM

G
Part Time Sales Associate 5320
  • GNC
  • Greenville, MS
  • Company Description As the global leader in health and wellness innovation since 1935, GNC motivates people to reach the...
  • 12/12/2024 12:00:00 AM

S
Bilingual Customer Service Specialist (Spanish)
  • Sherwin-Williams
  • Indianola, MS
  • Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
  • 12/2/2024 12:00:00 AM

Greenville is a city in, and the county seat of, Washington County, Mississippi, United States. The population was 34,400 at the 2010 census. It is located in the area of historic cotton plantations and culture known as the Mississippi Delta. Greenville is located on the eastern bank of Lake Ferguson, an oxbow lake left from an old channel of the Mississippi River. One floating casino is located on the lake near the downtown area known as the Trop Casino Greenville, with a second just west of the city near the Greenville Bridge known as Harlow's Casino Resort. Chicago Mill and Lumber Co. oper...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Advisor jobs
$66,802 to $95,744
Greenville, Mississippi area prices
were up 1.2% from a year ago

Trust Advisor in Atlanta, GA
Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives.
February 28, 2023
Trust Advisor in Beaumont, TX
Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account.
December 07, 2022
Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assigned accounts.
January 03, 2023
Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance.
February 18, 2023
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remaindermen.
March 02, 2023
Requires a bachelor's degree, preferably in Business, Finance, or Accounting, and at least eight (8) years professional level banking or financial experience and/or training.
March 28, 2023
Assures the accounts are in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations.
April 25, 2023
Trust Advisor in Boston, MA
Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
December 21, 2022
Demonstrated success in a personal client service environment.
February 20, 2023
Review current office policies for the purpose of improving processes and efficiencies.
February 22, 2023