Commercial & Industrial Relationship Assistant

2 weeks ago

Malvern, United States Meridian Bank Full time

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers.


Member FDIC | Equal Housing Lender


Position summary: Responsible for providing direct support to the Commercial & Industrial Lending unit for the customer service and processing of loan and deposit products through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.


Qualifications required:

  • Bachelor’s degree in Finance or related field; or equivalent work experience
  • Knowledge of banking systems including primary database and online systems
  • Minimum of 3 years experience in a commercial lending environment
  • Strong computer skills (MS Office, etc.)
  • High degree of attention to detail and ability to multitask
  • Flexible approach to new assignments
  • Notary Public (or the ability to become one)


Essential functions and responsibilities:

  • Valid Driver’s License
  • Provides service support to 3-5 commercial loan officers by assisting with all client servicing needs
  • Performs diverse, advanced and confidential administrative support functions
  • Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
  • Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks
  • Performs insurance due diligence / reviews for C&I Loans
  • Ensures compliance to government regulations and bank policies and procedures
  • Provides external customer support for inbound servicing inquiries related to any of the client’s accounts
  • Assists document prep unit around loan closings and related documentation activities
  • Facilitates and occasionally attends loan closings. Performs role of backup relationship manager. Effectuates communication with customer in this role
  • Works closely with the Information Manager to update and populate the tickler system
  • Facilitate and administers internal processes around loan administration such as financial information gathering, and other tickler system maintenance
  • Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
  • Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
  • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
  • Communicates with management and coworkers in order to integrate goals and activities
  • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
  • Other duties as assigned


Success factors/job competencies:

  • Organizational and time management skills
  • Ability to work with little or no supervision
  • Advanced administrative and analytical skills
  • Excellent interpersonal and communication skills
  • Timely and regular attendance
  • Completes work in a timely manner
  • Actively seek coaching
  • Ability to work as part of a team in a fast-paced work environment


Application Access:

  • Jack Henry
  • CRM

Physical demands, work environment, and location:

  • Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
  • Work environment: The noise level in this environment is minimal
  • Location: Various Meridian Bank locations as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.


Equal Opportunity Statement

Meridian Bank is an Equal Opportunity Employer

  • Commercial and Industrial Relationship Assistant

    2 weeks ago

    Malvern, United States Meridian Bank Full time

    Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial...

  • Commercial & Industrial Relationship Assistant

    2 weeks ago

    Malvern, United States Meridian Bank Full time

    Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial...

  • Commercial Lending Relationship Assistant

    1 week ago

    Malvern, United States Emerson Group Full time

    Our financial industry client located in Malvern is looking for an admin and customer support in their commercial and industrial lending area. This is a direct hire position and the work is in office. Schedule M-F (8-5 with an hour lunch - Flexible) Salary $60,000 to $72,000 Dress Code Business Casual - Elevated Full Benefits package Available Position...

  • Commercial and Relationship Assistant

    1 week ago

    Malvern, United States Meridian Bank Full time

    Position summary: Responsible for providing direct support to the Commercial & Industrial Lending unit for the customer service and processing of loan and deposit products through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this...

  • Commercial Lending Relationship Assistant

    3 days ago

    Malvern, United States The Job Exchange, A Division of Emerson Group Full time

    Job DescriptionJob DescriptionOur financial industry client located in Malvern is looking for an admin and customer support in their commercial and industrial lending area.  This is a direct hire position and the work is in office. Schedule M-F (8-5 with an hour lunch - Flexible)Salary $60,000 to $72,000Dress Code Business Casual - ElevatedFull Benefits...

  • Evening Commercial Cleaner

    2 weeks ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    Job DescriptionJob DescriptionJ&T Commercial Cleaning Services is actively seeking reliable part-time Evening Commercial Cleaner to perform general janitorial duties AFTER 6 pm in the Chester County area. Are you excited to work for an established company that cares and appreciates you? Are you the kind of person who prefers to be on your feet moving around...

  • Evening Commercial Cleaner in Malvern

    2 weeks ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    Job DescriptionJob DescriptionJ&T Commercial Cleaning Services is actively seeking reliable part-time Evening Commercial Cleaners to perform general janitorial duties AFTER 6 pm in the Malvern area. Are you excited to work for an established company that cares and appreciates you? ? Do you have great attention to detail? Are you a team player? Are you...

  • Evening Commercial Cleaner in Malvern

    2 weeks ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    J&T Commercial Cleaning Services is actively seeking reliable part-time Evening Commercial Cleaners to perform general janitorial duties AFTER 6 pm in the Malvern area. Are you excited to work for an established company that cares and appreciates you? ? Do you have great attention to detail? Are you a team player? Are you responsible and reliable? If this...

  • Evening Commercial Cleaner in Chester County

    2 weeks ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    J&T Commercial Cleaning Services is actively seeking reliable part-time Evening Commercial Cleaner to perform general janitorial duties AFTER 6 pm in the Chester County area. Are you excited to work for an established company that cares and appreciates you? Are you the kind of person who prefers to be on your feet moving around rather than sitting at a desk...

  • Evening Commercial Cleaner in Chester County

    1 week ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    J&T Commercial Cleaning Services is actively seeking reliable part-time Evening Commercial Cleaner to perform general janitorial duties AFTER 6 pm in the Chester County area. Are you excited to work for an established company that cares and appreciates you? Are you the kind of person who prefers to be on your feet moving around rather than sitting at a desk...

  • Weeknight Evening Commercial Cleaner in Malvern with Great Pay

    3 days ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    J&T Commercial Cleaning Services is actively seeking reliable part-time Evening Commercial Cleaners to perform general janitorial duties AFTER 6 pm in the Malvern area. Are you excited to work for an established company that cares and appreciates you? ? Do you have great attention to detail? Are you a team player? Are you responsible and reliable? If this...

  • client relationship associate

    2 days ago

    Malvern, United States Randstad Full time

    client relationship associate. malvern , pennsylvania posted today job details summary $20 - $23 per hour temp to perm high school category business and financial operations occupations referenceAB_4544051 job details Start Date: 7/8/2024 Must be local to Malvern, PA for in-office training Working as a Randstad Associate answering and assisting...

  • Client Relationship Associate

    6 days ago

    Malvern, Arkansas, United States Randstad USA Full time

    Start Date: 6/24/2024 Must be local to Malvern, PA for in-office training Working as a Randstad Associate answering and assisting the client's investors with their questions about financial products and services in a call center environment. You'll be much more than a customer service professional. You'll be a technical subject matter expert (paid training...

  • client relationship associate

    19 hours ago

    Malvern, United States Randstad Full time

    client relationship associate. malvern , pennsylvania posted 2 days ago job details summary $20 - $23 per hour temp to perm high school category business and financial operations occupations referenceAB_4544051 job details Start Date: 7/8/2024 Must be local to Malvern, PA for in-office training Working as a Randstad Associate answering and...

  • Commercial Loan Officer

    6 days ago

    Malvern, United States Mid Penn Bancorp Full time

    A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Commercial Loan Officer to join our team in Montgomery County, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and...

  • Weekend Janitorial Floor Care Technician

    2 weeks ago

    Malvern, United States J&T Commercial Cleaning Services LLC Full time

    Job DescriptionJob DescriptionJ&T Commercial Cleaning Services in Malvern, PA is actively seeking reliable part-time Experienced Janitorial Floor Care Technicians to join our expanding Floor Division in Coatesville. Duties include: strip and wax, top scrub, buff/burnish floors, tile and grout cleaning as well as carpet cleaning. Are you an energetic,...

  • Senior Analyst, Commercial Data Strategy and Architecture

    6 days ago

    Malvern, United States Endo Full time

    Why Endo?We want the best and brightest people at Endo to help us achieve our mission to develop and deliver life-enhancing products through focused execution. Our nearly 3,000 global team members understand the important role we play in delivering healthcare and are dedicated to supporting each other as we work to bring the best treatments forward. Our...

  • Senior Analyst, Commercial Data Strategy and Architecture

    7 days ago

    Malvern, United States Endo Full time

    Why Endo?We want the best and brightest people at Endo to help us achieve our mission to develop and deliver life-enhancing products through focused execution. Our nearly 3,000 global team members understand the important role we play in delivering healthcare and are dedicated to supporting each other as we work to bring the best treatments forward. Our...

  • client relationship associate

    4 days ago

    Malvern, United States Randstad Full time

    client relationship associate. malvern , pennsylvania posted today job details summary $20 - $23 per hour temp to perm high school category office and administrative support occupations referenceAB_4543133 job details We are seeking a dedicated and detail-oriented Client Relationship Associate to join our team. This role involves a...

  • client relationship associate

    6 days ago

    malvern, United States Randstad US Full time

    client relationship associate - coo dept. + malvern , pennsylvania + posted may 3, 2024 **job details** summary + $20 - $23 per hour + temp to perm + high school + category business and financial operations occupations + referenceAB_4527667 job details Start Date: 6/24/2024 Must be local to Malvern, PA for in-office training Working as a...