Business Banking Assistant I/II

This position may be filled as a Level I or II.  Additional responsibilities and qualifications apply.

The purpose of this job is to provide day-to-day technical support for two or more Business Banking Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products.  Support should be provided in all aspects of the business banking process to include successful loan closings and portfolio management subsequent to loan closings.

• →Minimum of five (5) years of experience as a Business Banking Assistant I or proven equivalent
• →Knowledge of advanced banking and commercial lending procedures and practices
• →Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns
• →Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts
• →Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
• →Excellent interpersonal skills
• →Excellent organizational skills with demonstrable ability to effectively multitask
• →Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology
• →Excellent time management skills
• →Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook) necessary to perform tasks
• →MUST be able to exercise confidentiality with sensitive information
• →College degree preferred

Physical Requirements & Working Conditions:  Must be able to sit for long periods of time and use a computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete, or modify the responsibilities and qualifications of the position at any time.

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