Commercial Credit Administrator

About the role

Northfield Savings Bank is an Equal Opportunity Employer. Member FDIC. Equal Housing Lender.

Responsibilities

• Develop and manage trusted relationships with clients by understanding their financial goals, risk tolerance, and long-term objectives.
• Deliver comprehensive wealth management, investment, retirement, and financial planning solutions tailored to client needs.
• Build and maintain a strong pipeline of new business opportunities through referrals, networking, community involvement, and partnership with internal bank teams.
• Conduct client portfolio reviews and recommend investment strategies aligned with clients' evolving circumstances and market conditions.
• Collaborate with retail, business banking, mortgage, and commercial banking teams to identify and serve wealth management opportunities.
• Ensure compliance with all applicable regulatory requirements, firm policies, and industry standards.
• Maintain thorough and accurate client records, investment documentation, and suitability assessments.
• Monitor market trends, economic conditions, and regulatory developments to provide informed guidance and recommendations.
• Participate in community and professional organizations to enhance visibility and strengthen client relationships.
• Met or exceed established business development, asset growth, and client retention goals.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field, or equivalent combination of education and experience.
• Demonstrated experience in investment advisory, wealth management, financial planning, or financial services.
• Strong understanding of investment products, retirement planning, asset allocation, and portfolio management principles.
• Excellent relationship-building, business development, and consultative sales skills.
• Strong verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively.
• Prioritization, time management, and organizational skills.
• High degree of professionalism, integrity, discretion, and commitment to fiduciary and ethical standards.

Skills

• Proficiency in Microsoft Office Suite.
• Knowledge of financial software and systems.
• Ability to work independently while collaborating effectively within a team environment.

Benefits

• Comprehensive health insurance coverage.
• Flexible work schedule.
• Professional development opportunities.
• Employee discounts.

Pay

• Base compensation range at hire (dependent on experience): $61,500 + Commissions
• $66,560 - $74,360 annually
• $100,000 to $200,000 annually
• $50,000 annually + commissions

Schedule

• Full-time position.
• Flexible schedule available.