Commercial Banking Representative I

The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients.

Requirements

• Handles day-to-day client calls, client transactions, and client problem resolution.
• Executes client transactions within delegated authority or applicable department guidelines.
• Prepares and/or reviews client account documents for meetings between the RM and the client.
• Assists in obtaining necessary information to submit loan applications.
• Submits complete and accurate requests for documentation in accordance with loan approval.
• Provides complete packages to Loan Servicing for Boarding/Funding.
• Ensures all documentation is uploaded to Director/Unity Client timely and imaged files are complete.
• Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements.
• Supports commercial relationship managers and group managers with review and certification of legal entity validation.
• Generates or obtains daily, weekly, monthly, and quarterly reports as assigned.
• Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.