Commercial Banking Relationship Specialist II

First Interstate Properties, Ltd.; Red Oak (IA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

PTO and federal holidays

Child care assistance

Exercise reimbursement

Job summary

The Commercial Banking Representative II role at First Interstate Properties, Ltd. in Red Oak, IA serves as a primary contact between commercial banking clients and the Bank.

You will support Relationship Managers, handle client calls and transactions, and help expand client relationships through proactive service. Responsibilities include obtaining loan documentation, assisting with loan applications, ensuring compliance, and maintaining accurate digital records.

Qualifications

• Advanced knowledge of credit products and banking systems.
• Strong understanding of banking regulations and credit policy.
• Ability to work in a fast-paced production environment.
• Excellent organization and attention to detail.
• Strong communication and interpersonal skills.
• Proficient with PC software and banking tools.

Responsibilities

• Handles day-to-day client calls, transactions, and issue resolution.
• Executes client transactions within delegated authority or RM guidance.
• Assists in collecting documents for loan applications with external vendors.
• Specializes in loan documentation and ensures accuracy of files.
• Prepares client meeting documents for RM/client signatures.

Skills

Credit products

Bank systems

Commercial lending

Regulations

Time management

Interpersonal skills

Problem solving

PC skills

Education

High School Diploma or GED

4-6 years banking experience

Tools

Bank software suite

Job description

The Commercial Banking Representative II role at First Interstate Properties, Ltd. in Red Oak, IA serves as a primary contact between commercial banking clients and the Bank.

You will support Relationship Managers, handle client calls and transactions, and help expand client relationships through proactive service. Responsibilities include obtaining loan documentation, assisting with loan applications, ensuring compliance, and maintaining accurate digital records.