Adams Bank & Trust · 1 week ago
Commercial Banking Sales Assistant
Ogallala, NE
Full-time
Onsite
New Grad, Entry Level
$16.65/hr - $25/hrAdams Bank & Trust is looking for a team-centric individual to join their Commercial Banking support team. The role involves assisting bankers in managing client relationships and ensuring compliance with bank policies and regulations.
BankingFinancial Services
Responsibilities
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 Commercial Senior Banker with administrative/clerical functions
Qualification
Required
Team centric
Detail oriented
Goal oriented
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
Provides effective customer service with the lead banker
Assists in strengthening, maintaining and expanding client relationships
Takes active role in full Credit Approval Process
Gathers, compiles, and submits all documentation required by Credit Analyst Department
Possesses a full understanding of loan packet preparation
Completes Credit Presentation Checklist
Completes Loan Officer Comments
Compiles full loan packet
Calls on existing and prospective clients
Conducts collateral inspection on selected clients under direction and supervision of lead banker
Assists the Commercial Senior Banker with administrative/clerical functions
Company
Adams Bank & Trust
Adams Bank & Trust is a banking firm in Fort Collins and Colorado Springs.
Founded in 1916
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Adams
CEO
Amanda Adams Hoover
CFO
Company data provided by crunchbase