Small Business Banking Representative

About the role

The main purpose of this job is to assist specialists and internal partners across the market with calling activities, credit/portfolio requests, account management/maintenance, and community events.

Responsibilities

• Contact customers to retain and expand relationships using Consultative Selling approach
• Execute Credit/Portfolio tasks as required including, but not limited to: contacting customers for updated financial information and loan agreement compliance requirements, complete customer financial reporting requirements and loan covenant/provision compliance administration, and submit company and personal financial statements
• Facilitate loan closings for Vehicle and Equipment loans
• Facilitate the resolution of customer maintenance/management tasks within the market, engaging product experts as needed
• Participates in community and business functions/groups to ensure a positive image for the bank and to establish Centers of Influences (COI’s)
• Review preliminary credit approval summaries
• Evaluate appraisal annual review requirements and coordinate service requests
• Support Specialists with prospecting, cross selling, business development and beginning to structure loans
• Perform other duties as assigned

Requirements

• Intermediate loan documentation knowledge including best practices
• Basic credit analysis skills
• Strong customer service skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Qualifications

• Bachelor’s degree in business administration or equivalent combination of education and experience required
• 1+ years banking/financial services experience required

Skills

• Intermediate loan documentation knowledge including best practices
• Basic credit analysis skills
• Strong customer service skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Benefits

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits

Pay

Compensation Range: Hourly: $30.55 - $35.80 (Amount based on relevant experience, skills, and competencies.)

Schedule

Full time

Location

922 Walnut St, Kansas City, Missouri 64106