Commercial Banking Sales Assistant

Adams Bank and Trust; Fort Collins (CO); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Signing bonus

401(k)

Health insurance

Life insurance

Paid time off

Job summary

Adams Bank & Trust is seeking an experienced Sales Assistant to support our Commercial Lending team in Northern Colorado (Longmont, Fort Collins, or Firestone). This full-time role offers a signing bonus may apply and a comprehensive benefits package including 401(k), health insurance, life insurance and paid time off.

The Sales Assistant will help bankers manage client relationships, prepare financials, and support the loan process while contributing to business development across the branch

Qualifications

• Experience supporting a commercial lending team or bankers.
• Strong customer service and communication skills.
• Ability to maintain client files in bank policy and regulatory compliance.

Responsibilities

• Assists lead officers with request for yearly financials from borrowers, completes all financial input prep assigned by banker.
• Builds knowledge of client files to provide effective customer service with the lead banker and supports Region President and Commercial Bankers.
• Participates in full Credit Approval Process by gathering and submitting documentation to Credit Analyst Department for loan applications.
• Prepares loan packets including Credit Presentation Checklist and Loan Officer Comments.
• Calls on existing and prospective clients as part of ongoing business development and assists in admin/clerical tasks for Region President.

Skills

Customer service

Relationship management

Financial data entry

Job description

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

Individuals can be located in Longmont, Fort Collins, 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 assisting a team of bankers in 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.