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.
• Specializes in loan documentation and ensures accuracy in loan documents and legal loan files.

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.