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Commercial Banking Sales Assistant

4 months ago

Longmont, United States Adams Bank and Trust Full time
Job DescriptionJob Description

We're looking for a team centric, detail and goal oriented individual to add to our Commercial Banking support team

Signing Bonus May Apply

Responsible for assisting a team of bankers in management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.

  • Assists lead officers with request for yearly financials from borrowers, completes all financial input prep assigned by banker.

  • Builds a thorough knowledge of client files and accounts in order to provide effective customer service with the lead banker. Assists in strengthening, maintaining and expanding client relationships through professional support for Region President and Commercial Bankers.

  • Takes active role in full Credit Approval Process including gathering, compiling, and submitting all documentation required by Credit Analyst Department to process initial loan application/spread financial information.

  • Possesses a full understanding of loan packet preparation to include completing Credit Presentation Checklist, Loan Officer Comments, and compiling full loan packet.

  • Calls on existing and prospective clients as part of on-going business development. Conducts collateral inspection on selected clients under direction and supervision of lead banker. Assists the Commercial Senior Banker with administrative/clerical functions.