Commercial Banking Assistant

: POSITION TITLE: Commercial Banking Assistant FLSA STATUS: Non-Exempt SUMMARY: Provide administrative support for the Commercial banking team within the region to ensure a consistent level of customer service for banking clients. Serve as a liaison between Commercial banking customers, Loan Operations, and other areas of the bank, as needed. ESSENTIAL JOB FUNCTIONS:

• Interact with customers to open accounts, completing required paperwork, and security checks; must be familiar with the different sources of primary and secondary identification, and with acceptable and unacceptable forms of identification

• Advise customers of products and services, and assist bankers in providing superior customer service

• Has the responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) to assist in the identification, detection, and determent of money laundering or other unlawful activities

• Manage customer service inquiries and determine proper path to resolution

• Work with Commercial customers to provide information, troubleshooting, collect information, and maintain an overall positive customer experience

• Manage the loan closing process for the Commercial banking team to ensure accuracy in origination of Commercial loans

• Provide analysis and reporting enabling adequate management of the Commercial banking team for the region

• Work with Commercial bankers to manage the loan approval process in presentation of prospective and customer credit request packages in accordance with Bank's policy

• Onboard, or assist in onboarding, Commercial deposit accounts and Treasury Management services

• Work to ensure all customer files are up to date and organized to adhere with loan agreements, bank policy, and regulatory compliance

• Handle customer complaints and takes appropriate action to resolve them; responds promptly to customer needs; solicits customer feedback to improve service and responds to requests for service and assistance

• Maintains educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions

• Regular attendance and punctuality are essential functions of this position

• Creates and prepares correspondence, presentation materials, spreadsheets, and reports

• Creates confidential and non-routine file systems and maintains them accurately and efficiently

• Monitors calls, correspondence, and projects to assure appropriate response in a timely manner

• Maintains confidentiality of information with discretion, diplomacy, and professionalism.

• Responds to customer questions and monitors or compiles account information as requested

• Remains knowledgeable of Bank products and services

JOB REQUIREMENTS:

• High school diploma required, Bachelor's degree (B.A.) from four-year college or university preferred, or commensurate banking experience

• Attainment of this position may be contingent upon prior experience in the financial services or legal industry

KNOWLEDGE/SKILLS REQUIRED:

• Excellent customer service and problem solving skills

• Strong verbal and written communication skills

• Outstanding organization skills and attention to detail

• Ability to perform effectively in fast-paced environment and meet deadlines

• Knowledge of Microsoft Office products, especially Word, Excel and PowerPoint

PHYSICAL AND MENTAL QUALIFICATIONS:

• Standing, walking, bending and stooping required

• Must be able to sit at a desk for long periods of time and use a computer

• Must be able to occasionally move or lift up to 10 pounds

• May be asked to work supplemental hours periodically

• Limited travel required occasionally during and after business hours

Education

• High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)