Commercial Banking Sales Assistant

Adams Bank and Trust; Longmont (CO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

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. The role can be based out of multiple Northern Colorado branches in Longmont, Fort Collins, Greeley, or Firestone.

This full-time position offers a competitive benefits package, including 401(k), health insurance, life insurance and paid time off. A signing bonus may apply and the bank supports professional growth within the lending group.

Responsibilities

• Assists lead officers with request for yearly financials from borrowers, completes all financial input prep assigned by banker.
• Builds knowledge of client files and accounts to provide effective customer service with the lead banker; supports expanding client relationships.
• Participates in the full Credit Approval Process including gathering, compiling, and submitting documentation for initial loan applications and spread financial information.
• Prepares loan packets including Credit Presentation Checklist and Loan Officer Comments.
• Prospects and calls on existing and potential clients as part of business development; conducts collateral inspections under supervision.

Job description

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

Individuals can be located in Longmont, 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.