Business Banking Associate
Listed on 2026-08-15
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Finance & Banking
Banking & Finance, Banking Operations, Commercial Banking
The Business Banking Associate (BBA) is an integral member of the client-facing team and acts as the primary liaison with the client, client team, and other business partners. The BBA is responsible for supporting the end-to-end credit management process for the assigned producers and assisting the client-facing team with business development, marketing, fulfillment, and implementation support.
Key Responsibilities And Duties- Facilitates credit originations, approvals, documentation, bookings, fee collections, and renewals. Responsibilities also include monitoring credit compliance, resolving documentation, collateral, and past-due exceptions, ensuring credit quality and data integrity.
- Proactively ensures client satisfaction throughout the credit management process, including credit servicing problem resolution. Ensures timely follow-up of loan monitoring activity to facilitate a sound credit portfolio.
- Supports sales efforts. by calling on clients, prospects, referral sources, and centers-of-influence to develop new business sales, expand client base, and create a network of prospects from center of influence clients.
- Supports outside sales focus, including demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services.
- Analyzes business financial data and submits complete credit packages for underwriting. Completes site inspections and confirm inventory levels appear to support business operations.
- Responsible for ensuring clients and prospects are satisfied with their experience. Responsible for the effective on-boarding of the client to the bank, implementation of the products and services, and that on-going servicing expectations are met.
- Ensures adherence to policies related to credit and compliance:
Know Your Customer (KYC), Anti-Money Laundering (AML), compliance testing, Risk Management support, due diligence requirements, risk grading, and Basel II & Basel III compliance. - Maintains covenant compliance and obtains updated financial information on the existing loan portfolio; documents and maintains risk-based discussions with borrowers. Recognizes unfavorable trends and makes appropriate recommendations to the business credit center. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls.
- 3+ years of experience in business loan servicing and support
- Strong written and verbal communication skills
- Exceptional attention to detail
- 5+ years of experience in business loan servicing and support
- Thorough knowledge of SBA lending process
- Prior experience working with sales teams
- Ability to multi-task and prioritize assignments
- Strong organizational skills
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- Physical Requirements:
Sedentary Work
Career Level
7IC
Posting end date: 8/13/2026
$97,500 - $130,000 ,
Ever Bank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers QualificationsEver Bank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
- Medical, dental, vision & HSA/FSA
- 401(k) savings
- Paid holidays & generous PTO
- Additional wellness & voluntary benefits
- Tuition reimbursement
- Commuter Benefits
- Life and Disability Insurance
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