Commercial Banking Assistant I/II

About the role

This position provides support for assigned Commercial Relationship Managers in serving the needs of clients and prospects regarding loans, deposits, investments, trusts, and insurance products. Responsibilities span the entire commercial lending process, including successful loan closings and portfolio management. The role reports to the Commercial Banking Support Manager and may be filled at either the I or II level based on qualifications and responsibilities.

Responsibilities

• Provide administrative support for the department, including answering phones, coordinating calendars, scheduling appointments, preparing correspondence, memos, and reports, ordering supplies, training new associates, managing mail, and preparing expense reports.
• Gather and prepare loan applications, disburse loan advances, quote payoffs, order credit reports, pull financial statements, and ensure documentation accuracy and compliance before submission.
• Manage exception lists, work with Relationship Managers on collateral releases, complete and file UCCs, and handle applications for Letters of Credit.
• Retrieve and utilize information on sweep accounts.
• Interface with other departments, including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis, Credit Operations, and the Legal Department.
• Assist customers with post-close banking functions such as transferring funds, wires, and balancing checking accounts.
• Provide excellent customer service to all internal and external clients.
• Perform additional duties as assigned.

Requirements

Commercial Banking Assistant I

• High school diploma.
• Minimum of two (2) years of experience as a business banking assistant or relevant general banking or assistant experience.
• Accounting and mathematical aptitude.
• Excellent customer service, interpersonal, organizational, and communication skills.
• Ability to multitask and manage time effectively.
• Intermediate computer skills, including proficiency in Word, Excel, and preferably other bank systems (e.g., nCino, OnDemand, Outlook). Typing skills of at least 30 wpm.
• Ability to exercise confidentiality with sensitive information.
• 2-year degree with a business administration emphasis preferred.
• Knowledge of general banking and business banking procedures preferred.

Commercial Banking Assistant II

• Minimum of five (5) years of experience as a Community Banking Assistant I or equivalent.
• Knowledge of advanced banking and commercial lending procedures.
• Familiarity with legal concepts involving commercial lending and ability to escalate concerns appropriately.
• Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts.
• Excellent customer service, interpersonal, organizational, and communication skills.
• Ability to multitask and manage time effectively.
• Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (e.g., nCino, OnDemand, Outlook).
• Ability to exercise confidentiality with sensitive information.
• College degree preferred.

Physical Requirements / Working Conditions

• Ability to sit or stand for long periods while using a computer keyboard and/or mouse.
• Ability to lift at least 20 pounds to process boxed or bagged coins.