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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $14.50 - $18.75
Work Schedule
Standard Hours
Benefits
Medical
Dental
Vision
401(k) with employer match
Life insurance
long-term disability coverage
HSA and FSA plans
Holidays
Paid Time Off
Employee Recognition Program
Wellness Program
Job Description
Celtic Bank, headquartered in the heart of downtown Salt Lake City, Utah, is a nationally recognized financial institution specializing in a variety of lending services, including SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans, and commercial construction loans. Named a top SBA lender in the nation in 2022, Celtic Bank has built a reputation for reliability, professionalism, and dedication to providing tailored financial solutions to its diverse clientele across the United States. The bank prides itself on fostering a culture of excellence, inclusivity, and continuous growth. It is an equal opportunity employer, ensuring compliance... Show More
Job Requirements
- Three plus years of experience in a customer facing field preferred
- Must be a well-organized and disciplined individual that is highly professional and reliable
- Must be attentive to the daily demands and activities of the office environment
- Must possess the ability to prioritize and support various office activities simultaneously
- Must be flexible and work well with others under time constraints and deadlines
- Must be articulate, speak well and be comfortable communicating by phone and in person with business executives and the community at large
- Must possess strong customer service orientation and skills
- Must be accountable for actions and results
- Must be conscientious, demonstrate attention to detail and consistently produce accurate work
- Must be proficient in Microsoft Office applications (Outlook, Word, Excel)
- Must be able to work from the office 5 days a week
Job Qualifications
- Three plus years of experience in a customer facing field preferred
- Well-organized and disciplined individual who is highly professional and reliable
- Attentive to the daily demands and activities of the office environment
- Ability to prioritize and support various office activities simultaneously
- Flexible and able to work well with others under time constraints and deadlines
- Articulate with strong verbal communication skills and comfortable communicating by phone and in person with business executives and the community
- Strong customer service orientation and skills
- Accountable for actions and results
- Conscientious with attention to detail and consistently produces accurate work
- Proficient in Microsoft Office applications including Outlook, Word, and Excel
- Ability to work from the office five days a week
Job Duties
- Perform reception duties in a highly efficient and courteous manner
- Greet all members and visitors and direct them to the appropriate members of the Celtic Bank staff
- Answer the daily volume of calls to the general phone number in a timely, responsive and courteous manner
- Direct calls to their destination and/or resolve callers' questions in a manner that achieves high caller satisfaction
- Assist management in scheduling the logistics of on-site meetings
- Handle cash, balance cash daily, and maintain teller cash drawer limits according to assigned cash limits
- Report all large currency transactions to supervisor and complete Currency Transaction Reports as appropriate
- Perform weekly cash count and follow security procedures to ensure drawer is properly locked and keys are retained safely
- Receive and distribute incoming mail and arrange for local and long-distance courier deliveries
- Order and maintain inventory of general office supplies
- Perform clerical accounting tasks including logging incoming checks and preparing bank deposits
- Work with various departments regarding day-to-day office operations
- Complete Colson Confirmations and send to LoanDocs
- Close Salesforce cases and track credit partner calls
- Maintain a weekly catering list
- Help refine and improve customer service workflow design
- Reply to real-time customer inquiries by email and phone regarding general questions and account issues
- Create and monitor internal cases for tracking customer service and process improvement issues
- Demonstrate professional etiquette and courtesy when interfacing with customers
- Comply with all regulatory compliance areas, policies, procedures, and best practices
- Perform other duties as assigned
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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