Banking and Financial Services Jobs in Albany, LA

Position Summary:

The Cash Management Relationship Specialist is responsible for developing, supporting, and maintaining cash management relationships with commercial customers. The Specialist serves as a key liaison between customers, relationship managers, and internal operations teams to ensure effective service delivery, risk management, and customer satisfaction.

Job Responsibilities:

• Serve as primary point of contact for assigned business customers utilizing cash management products
• Conduct on-site and virtual customer visits to present, demonstrate, and support cash management services
• Build and maintain strong relationships through regular follow-ups, reviews, and proactive outreach
• Partner with Relationship Managers and Lenders to support new account onboarding and service expansion
• Evaluate customer operating structures and payment needs to recommend appropriate cash management solutions
• Coordinate onboarding and setup of services, including ACH origination, RDC, Positive Pay, Wire Services, and Online Banking
• Assist customers with service agreements, authorization forms, and required documentation
• Conduct customer training on system functionality, security best practices, and fraud prevention tools
• Provide advanced customer support for cash management services and troubleshoot issues as needed
• Act as escalation point for service issues requiring coordination with internal operations or vendors
• Monitor customer usage and identify opportunities to enhance efficiency, controls, or product utilization
• Ensure customer setups and ongoing activity comply with NACHA Rules, Reg E, Reg CC, BSA/AML requirements, and internal bank policies
• Assist with reviewing ACH limits, service changes, and customer entitlements
• Promote strong internal controls and dual-control practices to mitigate fraud and operational risk
• Support annual customer reviews, audits, and examiner requests related to cash management services
• Serve as liaison between customers and internal teams including Deposit and Loan Operations, IT, Compliance, Retail branch staff, and lenders
• Assist with updating procedures, customer documentation, and training materials
• Provide feedback on customer needs, product enhancements, and process improvements
• Participate in special projects related to treasury management initiatives
• Provide backup to other Deposit Operations roles as necessary
• Consistently support the Bank and its core values
• Follow all policies and procedures
• Additional duties may be assigned by the supervisor

Requirements:

• High school diploma or equivalent; associate or bachelor’s degree preferred
• 2+ years experience in cash management, deposit operations and/or treasury management
• Experience working directly with business customers preferred
• Strong knowledge of ACH origination, RDC risk controls, and fraud prevention tools
• Experience with Horizon preferred
• Ability to manage multiple relationships and priorities independently
• Knowledge of banking principles and practices, and the ability to clearly communicate them
• Understanding of banking compliance and regulations preferred
• Excellent accuracy and attention to detail
• Strong customer service skills
• Excellent organizational, time management, and decision-making skills
• Ability to follow directions, comprehend new training, and adapt to changes in policy and procedure
• Exceptional verbal, written, and interpersonal communication skills
• Ability to work well independently and as a team

Benefits:

• Medical, Dental, and Vision Insurance
• Company Provided Life and Disability Insurance
• Paid Time Off
• 401(k) with Employer Match
• Tuition and Professional Development Assistance

American Bank is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Position Summary: This role is responsible for managing the overall loan operations for conventional and SBA/USDA lending. This role will manage and over-see the work flow of the loan operations department, provide support, and lead special projects to improve function and efficacy.

Job Responsibilities:

• Work in partnership with SBA/USDA Department Manager and Loan Operations Manager to develop policies and procedures for conventional and SBA/USDA lending operations
• Guide and supervise staff for the department, and provide support when necessary
• Maintain updated knowledge and involvement in all areas of the department
• Maintain compliance with all SBA lending requirements based on the most recent Standard Operating Procedures (SOP)
• Ensure accurate and timely reporting of loans as required by SBA (1502 Reporting)
• Establish and maintain a positive working relationship with all lenders, credit analysts, and other Bank employees
• Participate in external training to maintain knowledge of lending activities, compliance, and regulations
• Review loan requests to ensure accurate documentation and information has been provided
• Enforce and review pre- and post-closing checklists to ensure accuracy and completion of loan documentation
• Ensure accurate loan payoffs are provided
• Review incoming recorded documentation and forward to appropriate personnel
• Maintain a working knowledge of the bank’s lending policy, procedures, and philosophies toward various types of conventional and SBA/USDA loans
• Provide administrative support and oversight related to loan audit or reviews, as needed
• Develop and maintain an expertise with the SPARK SBA loan origination software
• Be available to cross train and assist in other SBA & USDA lending responsibilities
• Assist customers and/or branch personnel as needed with questions pertaining to loan information
• Consistently support the Bank and its core values
• Follow all policies and procedures
• Additional duties may be assigned by supervisor

Requirements:

• High school diploma or equivalent
• 10+ years relevant experience in loan operations (loan closing, documentation, and post-closing operations)
• 10+ years management experience
• Bachelor’s degree in related field preferred
• Knowledge of Laser Pro, FDM, Horizon, and Acquire
• Experience with SPARK software preferred
• Knowledge of consumer and commercial lending, loan and lien documentation, and state and federal compliance and lending regulations
• Knowledge of SBA & USDA lending preferred
• Knowledge of banking regulations and operations
• Exceptional verbal, written, and interpersonal communication skills
• Proficient operation of Microsoft Office software, computers, and the ability to navigate software
• Excellent time management skills and ability to handle multiple priorities and projects, and adapt to changing deadlines
• Ability to work independently while having a strong commitment to team orientation
• Ability to lead and instruct others
• Excellent organizational, critical thinking, analytical, and problem-solving/decision-making skills
• Detail oriented
• Ability to comprehend new training, and adapt and relay changes in regulations, policies, and procedures

Benefits:

• Medical, Dental, and Vision Insurance
• Company Provided Life and Disability Insurance
• Paid Time Off
• 401(k) with Employer Match
• Tuition and Professional Development Assistance

American Bank is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.