Commercial Banking Specialist

AppleOne Employment Services; Carthage (NC); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

401k

Job summary

AppleOne Employment Services is seeking a Commercial Banking Specialist to provide high-level support to commercial lenders and serve as a trusted relationship contact for commercial banking clients. This direct hire opportunity aligns with professionals in Relationship Banking, Universal Banking, or branch banking who want a more client-focused commercial banking support role.

This position emphasizes white-glove service, timely loan activity support, and proactive relationship management to

Qualifications

• Support loan-related activities and client follow-up.
• Manage commercial client relationships and ongoing account service.
• Ensure accuracy in loan docs, approvals, and compliance reviews.
• 3–5 years of banking or commercial banking support experience preferred.

Responsibilities

• Support commercial lenders with daily client service and loan support.
• Act as primary relationship contact for commercial clients with white-glove service.
• Assist with loan documentation, data collection, approvals, signatures, and account maintenance.
• Handle wires, transfers, overdraft monitoring, and general banking support.
• Coordinate with clients, lenders, and internal departments for a smooth process.
• Identify cross-sell opportunities while maintaining a client-first approach.

Skills

Relationship banking

Client service

Wires & transfers

Loan documentation

Compliance awareness

Job description

Job Summary

A growing banking team is seeking a Commercial Banking Specialist to provide high-level support to commercial lenders and serve as a trusted relationship contact for commercial banking clients. This direct hire opportunity is ideal for a banking professional who enjoys client service, commercial banking operations, and relationship management. The Commercial Banking Specialist will play a key role in delivering white-glove customer service, supporting loan and account activity, and helping commercial clients receive a smooth, responsive banking experience.

This is a strong fit for a Relationship Banker, Universal Banker, or branch banking professional who wants to move into a more client-focused commercial banking support role with meaningful, relationship-driven work.

Key Responsibilities

• Support commercial lenders with daily client service, loan support, account servicing, and operational banking needs.
• Serve as a primary relationship contact for commercial banking clients, delivering professional and responsive white-glove service.
• Assist with loan documentation, financial data collection, approvals, signatures, account maintenance, and compliance-related accuracy reviews.
• Handle wires, transfers, overdraft monitoring, past due reports, and general commercial banking support activities.
• Coordinate with clients, lenders, and internal departments to ensure a smooth and efficient banking experience.
• Identify appropriate opportunities to cross-sell banking products and services while maintaining a client-first approach.

Compensation and Benefits

• Salary range: $50,000 to $60,000 per year.
• Direct hire opportunity.

Required Qualifications and Skills

• Support commercial lenders with loan-related activities, documentation, and client follow-up.
• Manage commercial banking client relationships and provide ongoing account service.
• Handle wires, transfers, overdraft monitoring, account maintenance, and commercial banking operations.
• Coordinate client requests and internal banking processes with accuracy, urgency, and professionalism.
• Previous banking experience is required.
• 3 to 5 years of relevant banking, branch banking, relationship banking, or commercial banking support experience preferred.
• Strong understanding of banking operations, lending processes, general security procedures, and compliance expectations.
• Experience in relationship banking, universal banking, commercial banking support, or branch banking is highly relevant.
• Excellent communication skills with a professional, client-focused, and service-driven approach.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
• Self-starter who can work independently in a low-micromanagement environment.
• Adaptable team player who enjoys helping customers, solving problems, and building long-term relationships.

Preferred Qualifications

• Experience supporting commercial lenders or commercial banking clients.
• Background as a Relationship Banker, Universal Banker, Commercial Banking Assistant, or Branch Banker.
• Experience working in a larger bank environment with interest in transitioning to a more relationship-focused and less sales-pressure role.
• Familiarity with loan documentation review, account servicing, past due reporting, and commercial client support processes.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.