Commercial and Consumer Banking Sales Assistant
Job Description
Job Description
Opening soon - new branch location in Dewey-Prescott Valley, AZ.
We're looking for a team centric, detail and goal oriented individual to add to our loan support team!
Role Overview: Responsible for assisting a team of bankers in management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.
This role may also be cross trained to help back up the in-branch retail team with teller transactions, deposit account maintenance, and in-branch customer traffic.
- 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.
See job description for further details.
Recommended Jobs
Asst Marketing Manager
: An Assistant Marketing Manager improves department growth through the development of new program and innovative training methods while streamlining effective tour booking processes during phone bo…
CDL A Truck Driver
Job Description Job Description Class A CDL Solo Truck Driver - RECENT GRADUATES OK! LOCAL. REGIONAL, OTR POSITIONS AVAILABLE POSITION DETAILS: ~ Average $1500.00+ Weekly ~ Monthly P…
Medical Sales Account Executive (Show Low & Payson)
Job Description Job Description Overview Join a Leader in Home Healthcare At Rotech Healthcare Inc ., we’re more than a medical equipment provider—we’re a trusted partner in patient car…
Team Lead - Pathologist Assistant - Surgical Pathology
Why Mayo Clinic Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we ar…
Product Demonstrator
Please make sure you complete all questions - including short answer questions EDS Strategy is a Tampa, FL based Demo, Merchandising and sales training organization. We execute the strongest demos…
Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance
Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career where…
Office Representative
Job Description Job Description Benefits: ~401(k) ~ Bonus based on performance ~ Competitive salary ~ Flexible schedule ~ Opportunity for advancement ~ Paid time off ~ Training & dev…
Dental Front Office/Receptionist
Job Description Job Description We are looking to welcome an upbeat personable front office / Dental receptionist, to join our friendly dental team. Candidate must have basic knowledge of d…
Sales Development Representative -- Phoenix
You don't pay us. We pay you. SV Academy is hiring Sales Development Representatives . Free sales training, a 90-day paid Residency at $2,500/month plus 100% commission, then transfer to a partn…