Commercial Banking Sales Assistant

About the role

We're looking for a team-centric, detail- and goal-oriented individual to join our Commercial Banking support team. You will assist a team of bankers in managing client relationships and maintaining files in conformity with bank policy and regulatory requirements.

Responsibilities

• Assist lead officers with requests for yearly financials from borrowers and complete all financial input preparation assigned by the banker.
• Build a thorough knowledge of client files and accounts to provide effective customer service alongside the lead banker.
• Support the strengthening, maintenance, and expansion of client relationships through professional assistance for the Region President and Commercial Bankers.
• Take an active role in the full Credit Approval Process, including gathering, compiling, and submitting all documentation required by the Credit Analyst Department to process initial loan applications and spread financial information.
• Prepare loan packets with a full understanding of the process, including completing the Credit Presentation Checklist, Loan Officer Comments, and compiling the full loan packet.
• Call on existing and prospective clients as part of ongoing business development.
• Conduct collateral inspections on selected clients under the direction and supervision of the lead banker.
• Assist the Commercial Senior Banker with administrative and clerical functions.