Commercial Banking Assistant

Description

The Commercial Banking Assistant provides comprehensive administrative, operational, and relationship support to the Commercial Banking Department. This position supports commercial lenders and relationship managers in the development and servicing of commercial lending, business deposit, and treasury management relationships.

The position is responsible for coordinating commercial loan documentation and closing requirements, assisting with commercial deposit and treasury management services, maintaining loan and customer records, monitoring required financial and collateral documentation, and providing responsive service to commercial customers.

The position works closely with commercial lenders, treasury management, loan operations, credit administration, deposit operations, compliance, and other internal departments to ensure commercial transactions are processed accurately, efficiently, and in accordance with established policies, procedures, and regulatory requirements.

The successful candidate will demonstrate strong organizational skills, attention to detail, sound judgment, customer-service skills, and the ability to manage multiple priorities in a deadline-driven commercial banking environment.

• Maintain accurate and organized commercial loan files.
• Ensure assigned loan documentation and closing requirements are completed within established timeline.
• Maintain current tracking of loan maturities, financial statements, insurance, collateral documentation, and other portfolio requirements.
• Provide timely support for Loan Committee presentations, loan closings, and portfolio reviews.

• Complete commercial deposit and treasury management implementation requirements accurately and within established service standards.
• Maintain accurate account and customer information.
• Respond to commercial customer requests promptly and professionally.
• Assist in identifying and referring opportunities for additional commercial deposit and treasury management services.

• Respond to customer and lender requests in a timely and professional manner.
• Demonstrate ownership of assigned requests through completion.
• Maintain positive working relationships with commercial customers and internal departments.
• Escalate issues appropriately and promptly.

• Maintain accurate records and documentation.
• Meet established deadlines and proactively communicate potential delays.
• Demonstrate strong attention to detail in loan, deposit, and treasury management transactions.
• Maintain confidentiality and exercise sound judgment in handling sensitive information.

• Complete assigned responsibilities in accordance with institutional policies and procedures.
• Maintain required documentation and minimize avoidable audit or examination exceptions.
• Promptly elevate potential compliance, operational, credit, or documentation concerns

EDUCATION/CERTIFICATION
:
High school graduate or equivalent. Associate or bachelor’s degree in business, finance, accounting, or a related field preferred.

REQUIRED KNOWLEDGE
:
Understanding of related legal and regulatory standards, and required loan documentation.

EXPERIENCE REQUIRED
:
Minimum of two years of banking, commercial lending, treasury management, deposit operations, or related financial services experience preferred.

Experience supporting commercial customers strongly preferred.

Experience with commercial loan documentation, financial statements, business deposits, or treasury management products preferred.

SKILLS/ABILITIES
:
Excellent communication skills, verbal and written.

Service-oriented, including ability to assist others with a positive attitude.

Able to analyze accounts, possessing solid math skills.

Focused and attentive to detail.

Utilizes confident decision-making skills.

Well-organized.

Possesses strong business acumen and professionalism.

Able to use computer and all related business equipment.

Ability to maintain an effective and efficient workflow.