Commercial Banking Sales Assistant

Adams Bank and Trust; Firestone (CO); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Signing bonus

Competitive benefits package

401(k)

Health insurance

Life insurance

Paid time off

Job summary

Adams Bank & Trust seeks an experienced Sales Assistant to support our Commercial Lending team. This full-time role can be based at Fort Collins, Greeley or Firestone, Colorado, with opportunities across Northern Colorado.

You will assist lead bankers with requests for yearly financials, build knowledge of client files, and help strengthen relationships with borrowers while ensuring compliance with bank policy.

Qualifications

• Experience assisting a lending team and supporting bankers in managing client relationships.
• Knowledge of personal and commercial financial statements and credit documents.
• Strong customer service orientation with ability to communicate effectively with borrowers.
• Understanding of bank policies and regulatory requirements.

Responsibilities

• Assist lead bankers with requests for yearly financials from borrowers and prep financial input.
• Build knowledge of client files and accounts to deliver strong service and expand relationships.
• Participate in the credit approval process by gathering and organizing required documentation.
• Prepare loan packets and credit presentation materials for review by Credit Analysts.
• Support business development by engaging with existing and prospective clients.

Skills

Client relationships

Credit process

Financial statements

Customer service

Job description

We're looking for an experienced Sales Assistant to support our Commercial Lending team.

Individuals can be located in Fort Collins, Greeley or Firestone.

Signing Bonus may apply.

Adams Bank & Trust is a family owned regional bank with 23 locations in Nebraska, Colorado, Kansas, and Arizona. We provide Commercial, Agriculture, Retail, Trust, and Financial Advising services, as well as online and app capabilities.

This is a full time position that can be based out of several branches in Northern Colorado. Additionally, the bank provides a comprehensive and competitive benefit package, including 401(k), health insurance, life insurance and paid time off.

Job Summary

Responsible for assistinga team of bankersin management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.

• 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 Region President with administrative/clerical functions.

See job description for full details.