Commercial Sales Associate

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Full Time Sales Woodsdale Office, Wheeling, WV, US

3 days ago Requisition

Classification: Exempt
Reports To:Regional President
Division: Commercial Lending

Our Mission:Community Bank partners with individuals, businesses, and communities to realize their dreams, protect their financial futures and improve their lives.

Our Core Values:At Community Bank, we are committed to fostering a workplace that reflects our core values. We believe in:

• Taking Care of Each Other.
• Always Doing the Right Thing.
• Being a Great Teammate.
• Working Hard to Achieve Our Goals.
• Giving and Expecting Mutual Respect.
• Enjoying Life Every Day.
• Having a Sense of Urgency.

Summary/Objective:

The Commercial Sales Associate (CSA-COM) serves as a junior relationship manager within the Commercial Banking Division. This non-revenue producing role is designed to support client engagement, portfolio management, and market development while preparing the associate for a future transition into a revenue-generating position.

The CSA-COM will contribute to the Bank’s strategic objectives by:

• Delivering exceptional client service and portfolio oversight
• Assisting Commercial Bankers with Deal Flow and input of data into Abrigo
• Supporting Commercial and Senior Bankers through joint client calls and deal execution
• Participating in community engagement to enhance brand visibility
• Assisting in loan and deposit origination efforts
• Upholding risk management and compliance standards

This role requires strong communication skills, emotional intelligence, and a collaborative mindset to thrive in a dynamic, growth-oriented environment.

• Service and grow an existing portfolio of commercial loan and deposit clients
• Conduct joint client and prospect calls with Commercial Bankers and cross-functional teams
• Collect and analyze financial statements to ensure asset quality and compliance
• Maintain accurate client records and relationship reviews in CRM systems

• Assist in the preparation of pre-screen underwriting and deal documentation
• Support pipeline conversion and deal management processes
• Develop and maintain a prospect and COI list for future sales transition
• Attend community and industry events to promote the Bank’s brand
• Act as a First Line of Defense in identifying and mitigating reputational, operational, and credit risks
• Partner with Credit to support timely risk ratings and annual reviews
• Ensure adherence to regulatory and internal compliance standards

The CSA-COM will engage in the following activities:

• Support leadership’s efforts to enhance the Bank’s brand by attending key community events and supporting all events in the assigned market that are sponsored by the Bank;
• Service, manage and grow an existing portfolio of loan and deposit clients;
• Ensure the Asset Quality of the portfolio by collecting and reviewing financial statements on a timely basis as per the terms of the Loan Agreement with the Borrower;
• Serve as the First Line of Defense in managing credit risk, reputational risk, operational risk, and other risks inherent in commercial banking;
• Partner with Credit to accurately risk rate Borrowers “in the moment;” to develop and communicate an exposure strategy in order to keep the Borrower apprised of the Bank’s risk appetite (no surprises); and to support the timely completion of Annual Reviews to avoid administrative downgrades.
• Assist leadership with efforts to achieve the OKRs of the Team, Division, and Bank.
• Prepare Pre-Flight/Pre-Screen underwriting to assist the Banker driving the loan sales process.
• Memorialize activities in Renaissance, or the CRM that the Bank has in place, including at least one annual relationship review per year per client.
• Support revenue-producing Bankers, who will drive new client acquisition, and enhance the portfolio’s revenue base.
• Draft a prospect and COI listing that the CSA-COM will use as preparation for transitioning into a revenue-producing role at a time determined by leadership.