Commercial Banking Sales Associate – Client Growth

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

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