Sales & Support Specialist – Community Markets

Responsibilities

• Support a dynamic Commercial/Private Banking team by providing administrative, deposit, and loan documentation support across the full client lifecycle.
• Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements.
• Coordinate and manage commercial loan documentation, closings, and ongoing maintenance to ensure accuracy and regulatory compliance.
• Partner with Relationship Managers, Portfolio Managers, and Private Bankers to support portfolio administration and risk management.
• Serve as a primary liaison between clients, sales teams, operations, and external partners to resolve complex inquiries.
• Process deposit and loan account activities, including account openings, maintenance, and service requests using internal systems.
• Collect required financial documentation from clients and coordinate timely submission to Credit Operations.
• Provide administrative and sales support, including reporting, scheduling, pipeline tracking, and preparation of client materials.

• High School Diploma or equivalent
• 2+ years experience in banking or an office environment with knowledge of commercial/business banking products and loan documentation
• Preferred Experience supporting Commercial or Private Banking teams
• Strong understanding of regulatory and compliance requirements