Client-Focused Commercial Banking Specialist II

First Interstate Bank; Red Oak (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Child Care Assistance Program

Exercise reimbursement

Job summary

First Interstate Bank in Red Oak, IA, seeks a Commercial Banking Representative II to act as the primary contact for commercial clients and assist Relationship Managers with servicing loan portfolios.

Responsibilities include handling client inquiries, preparing loan documents, gathering financial information, and ensuring regulatory compliance. The role emphasizes proactive client service and accurate documentation.

Qualifications

• Advanced understanding of credit products and banking.
• Knowledge of bank policies and federal regulations.
• Ability to work in a fast-paced environment.

Responsibilities

• Handle day-to-day client calls and transactions with accuracy.
• Prepare and review loan documentation for compliance and close.
• Submit loan applications with financial statements and docs.
• Generate reports and monitor client accounts for anomalies.
• Coordinate with RM and external parties for loan requests.

Skills

Credit products

Bank systems

Commercial lending

Regulatory knowledge

Organization

Interpersonal skills

Problem solving

PC skills

Education

High School Diploma or GED

4-6 years banking experience

Job description

First Interstate Bank in Red Oak, IA, seeks a Commercial Banking Representative II to act as the primary contact for commercial clients and assist Relationship Managers with servicing loan portfolios.

Responsibilities include handling client inquiries, preparing loan documents, gathering financial information, and ensuring regulatory compliance. The role emphasizes proactive client service and accurate documentation.