Kaci Mantz Email & Phone Number

Winston-Salem, Nc, Us

Greensboro/Winston-Salem, North Carolina Area

To support Commercial Banking teams and/or Business Banking teams and/or Market Sales Leader in the sales, servicing and management of business clients and commercial loan portfolios. Assist in identifying and selling loans and essential services to customers and prospects. Accurately prepare and process loan approval and closing documents, clear loan documentation deficiencies, provide ongoing servicing of the portfolio, maintenance past due accounts and resolve customer account problems.Originates, processes and ensures accuracy of loan documentation for closings; Including (but not limited to) entering client relationship and financial information into BOSS, relationship summary, commitment letters, attorney letter, processing loan disbursements, ensures that all necessary documentation is included in loan packages prior to closing (i.e. EPA, appraisal and exception approvals, etc.); attends closings as directed by the CB/BB.

Greensboro/Winston-Salem, North Carolina Area

-Perform client outreach to expand existing banking relationships. Provide account servicing and maintenance, and assist with problem resolution for clients. -Process transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing service and sales related transactions.-Have a self-starter approach, the ability to manage your time, and adapt to obstacles without compromising quality. -Proactively look for ways to enhance sales and service performance by supporting Bank initiatives and leveraging tools to enhance activities.-Use a relationship selling approach in client/prospect interactions. Ensure sales and service activities are aligned to create value for both the client and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.-Uncover opportunities to make quality referrals to branch or other business partners.-Demonstrate the Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations.-Work as a team by maintaining helpful and courteous interactions with others and keep communication lines open.-Adhere to all regulations, compliance and Bank policies, procedures and delegated authorities. -Manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

Greensboro/Winston-Salem, North Carolina Area

Manage branch operations and service line associates. Teller transactions. Basic to complex service and maintenance . Deliver access products and services . Identify referrals for sales team. Prepare sales support materials and schedules client appointments for BSR and FSM. Supports one or more branches. When supporting multiple branches: Reports to FSM in their primary branch. Candidate would be highly skilled in branch operations management. Branches supported would be close in proximity and each have low transaction volume.

Greensboro/Winston-Salem, North Carolina Area

-Provide customers and prospects with information about products and services offered by the Bank, and provide quality customer service. -Proactively look for ways to enhance customer service and referral performance by supporting Bank initiatives and leveraging tools to enhance activities. -Promote the Bank's products and services through customer and prospect outreach, maintain an active prospect list for referrals, and provide general sales support.-Ensure service and referral activities are aligned to create value for both the client and the bank.-Use problem-solving, listening, understanding and responding techniques to address client needs.-Demonstrate the Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations.-Work as a team by maintaining helpful and courteous interactions with others and keep communication lines open.-Adhere to all regulations, compliance and Bank policies, procedures and delegated authorities. -Manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.