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 with regard to loans, deposits, investments, trusts, and insurance products. Responsibilities span the entire commercial lending process, including loan closings and subsequent portfolio management. The role reports to the Commercial Banking Support Manager and supports assigned Commercial Relationship Managers. The position may be filled at 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, opening and distributing mail, and preparing expense reports.
• Gather information and prepare loan applications, disburse loan advances, quote payoffs, order credit reports, pull financial statements, and collect and review documentation for accuracy and compliance prior to submission for processing.
• Manage exception lists and work closely with Relationship Managers to attain and approve collateral releases.
• Complete, file, and release Universal Commercial Code (UCC) filings, complete applications for Letters of Credit, and 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 general banking functions post-close, including transferring funds, wires, and balancing checking accounts.
• Provide excellent customer service to all clients, both internally and externally.
• Perform additional duties as assigned.

Qualifications

Commercial Banking Assistant I

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

Commercial Banking Assistant II

• Minimum of five (5) years of experience as a Community Banking Assistant I or proven equivalent.
• Knowledge of advanced banking and commercial lending procedures and practices.
• Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns.
• Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts.
• Excellent customer service, interpersonal, organizational, and communication skills (verbal and written).
• Ability to effectively multitask and manage time.
• 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

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