Commercial Banking Sales Assistant

About the role

We're looking for a team centric, detail and goal oriented individual to add to our Commercial Banking support team!

Responsibilities

• Assists a team of bankers in management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.
• Affixes yearly financials from borrowers as requested by lead officers, completes all financial input prep assigned by banker.
• Builds a thorough knowledge of client files and accounts in order to provide effective customer service with the lead banker.
• Assists in strengthening, maintaining and expanding client relationships through professional support for Region President and Commercial Bankers.
• Takes an active role in the full Credit Approval Process including gathering, compiling, and submitting all documentation required by Credit Analyst Department to process initial loan application/spread financial information.
• Possesses a full understanding of loan packet preparation to include completing Credit Presentation Checklist, Loan Officer Comments, and compiling full loan packet.
• Calls on existing and prospective clients as part of on-going business development.
• Conducts collateral inspection on selected clients under direction and supervision of lead banker.
• Assists the Commercial Senior Banker with administrative/clerical functions.

Qualifications

Salary: $16.65 - $25.00 per hour