Business Banking Associate

Position Summary

As a Business Banking Associate, you will provide administrative support to Business Bankers, function managers, and related departments. Responsibilities include coordinating meetings and events, preparing complex documents, and supporting various departmental activities. You will collect, compile, and analyze data to create both standard and custom reports that support decision‑making. A strong understanding of banking laws and regulations is essential; all duties must be performed in compliance with these standards.

This role requires independent judgment and discretion, and you will also serve as a resource and provide guidance to other support staff.

• Family – We support, trust, and respect each other, our customers, and our shareholders.
• Independence & Innovation – We embrace change as vital to our success.
• Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
• Stewardship – We take care of ourselves so we can take care of others.
• Teamwork – We help each other grow and succeed.

• Perform file maintenance efficiently and accurately in line with departmental goals.
• Scan and maintain credit file documents in the electronic document management system.
• Forward critical documents to Loan QA in a timely manner.
• Pull UCC searches, credit bureau reports, flood determinations, Onboard Advisor reports, and organizational documents.
• Update and review ticklers and document exceptions.

• Create loan documentation that is accurate and in compliance with laws and regulations.
• Prepare line sheets and loan worksheets in accordance with approval documentation.
• Review accuracy of loan documents pre‑closing and verify completion post‑close.
• Complete supplemental documentation required for loan closing and include it in the loan packet (e.g., Statement of Intent for Joint Credit, Certification of Beneficial Ownership, Sweep Agreements, etc.).
• Organize loan packet in a professional manner.

• Serve as the liaison between lenders and other Bank departments.
• Process/enter basic loan transactions into the system by direction of customer or lender (loan payments, advances, transfers).
• Complete Business Solutions Interest Forms and waiver/refund request forms.
• Research exceptions from Loan QA and assist the lender in resolving them.

• Maintain a working knowledge of guidelines, policies, laws and regulations associated with work responsibilities.
• Ensure compliance in processes and related communications.
• Monitor and audit work regularly.
• Identify, address and/or escalate issues appropriately.
• Develop an understanding of Loan Policy and Loan Guidelines.
• Collect and record data for completion of CRA forms.
• Gather and review documentation for new customers to complete CIP forms accurately.
• Collect and verify documentation for completion of Beneficial Ownership Certificates.

Secondary education in a related field preferred. Relevant work experience preferred, including banking or a related field, or a combination of education/experience that would enable the incumbent to meet accountability and required competencies of the position.

• Excellent verbal and written communication skills.
• Ability to conduct relationships in a manner that ensures cooperation and positive results.
• Demonstrate a high degree of concern for professional and innovative customer service.
• Excellent organizational skills and attention to detail.
• Excellent time‑management skills with a proven ability to meet deadlines.
• Ability to adapt to the needs of the organization and teammates.

• Health Insurance
• Dental & Vision Insurance
• Profit Sharing
• Paid Vacation & Holidays
• Company‑paid short‑ and long‑term disability
• Tuition Reimbursement Program
• Employee Banking Perks
• Community Volunteer Time
• And more!