Business Banking Assistant I/II

Trustmark; Jackson (MS); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with company match

Tuition Reimbursement

Job summary

Trustmark Bank in Jackson, MS is seeking a Level II Business Banking Assistant to provide day-to-day support to Business Banking Relationship Managers with regard to loans, deposits, investments, trusts, and insurance products, including post-closing portfolio management. The role requires advanced knowledge of commercial lending practices, attention to detail, and strong teamwork.

You will coordinate loan documentation, UCCs, letters of credit, and referrals across departments to ensure smooth

Qualifications

• High school diploma required.
• Minimum of two years of experience in business banking or related support roles.
• Strong accounting and mathematical aptitude.
• Ability to maintain confidentiality with sensitive information.
• Excellent customer service and communication skills.
• Proficient with Word, Excel and bank systems (e.g., nCino, OnDemand, Outlook).
• Strong organizational and multitasking abilities.
• Typing speed 30 wpm minimum.

Responsibilities

• Provide administrative support for the department, including scheduling and correspondence.
• Assist with loan applications, disbursements, payoff quotes, and document accuracy.
• Coordinate with multiple departments for loan processing and collateral actions.
• Assist customers with post-close banking functions and balance activities.
• Deliver excellent customer service to clients and staff.
• Perform additional duties as assigned.

Skills

Customer service

Multitask

Communication skills

Confidentiality

Interpersonal skills

Organizational skills

Time management

Typing 30 wpm

Word/Office skills

Education

High school diploma

2-year degree in business administration

Tools

Word

Excel

Outlook

nCino

OnDemand

Job description

This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.

The purpose of this job is to provide day-to-day technical support for two or more Business Banking Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the business banking process to include successful loan closings and portfolio management subsequent to loan closings.

Level II Position Summary: The purpose of this job is to utilize advanced knowledge and experience of acceptable commercial lending practices to provide day to day assistance to two or more Business Banking Relationship Managers I or II with (all of the duties of Business Banking Assistant I, plus) complicated portfolio management, perfection of loan documentation, and technical assistance, as needed, to ensure timely and accurate coordination of reviews, loan renewals, loan modifications, exceptions and compliance resolution, and all other aspects of the commercial lending and portfolio management processes.

Responsibilities:

• Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports.
• Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts
• Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department.
• Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.
• Provide excellent customer service to all clients, internally and externally.
• Perform additional duties as assigned.

Qualifications

• High school diploma
• Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience
• Accounting and mathematical aptitude
• Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
  • Excellent interpersonal skills
  • Good organizational skills with demonstrable ability to multitask
  • Good communication skills (verbal and written) while demonstrating ability to use lending terminology
  • Good time management skills
  • Intermediate computer skills, including functional ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)
  • MUST be able to exercise confidentiality with sensitive information
• 2-year degree with business administration emphasis preferred
• Knowledge of general banking and business banking procedures and practices preferred

Level II Additional Qualifications:

• Minimum of five (5) years of experience as a Business Banking Assistant I or proven equivalent
• Knowledge of advanced banking and commercial lending procedures and practices
• Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns
• Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts
• Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
• Excellent interpersonal skills
• Excellent organizational skills with demonstrable ability to effectively multitask
• Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology
• Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook) necessary to perform tasks
• MUST be able to exercise confidentiality with sensitive information

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use a computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete, or modify the responsibilities and qualifications of the position at any time.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, short-term disability and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)