Commercial Banking Sales Assistant
Adams Bank and Trust
Job Description
Job Description
We're looking for an experienced Sales Assistant to support our Commercial Lending team.
Individuals can be located in Fort Collins, Greeley or Firestone.
Signing Bonus may apply.
Adams Bank & Trust is a family owned regional bank with 23 locations in Nebraska, Colorado, Kansas, and Arizona. We provide Commercial, Agriculture, Retail, Trust, and Financial Advising services, as well as online and app capabilities.
This is a full time position that can be based out of several branches in Northern Colorado. Additionally, the bank provides a comprehensive and competitive benefit package, including 401(k), health insurance, life insurance and paid time off.
Job Summary
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 Region President with administrative/clerical functions.
See job description for full details.
Vacancy posted 13 days ago
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