Commercial Relationship Assistant - Float

Kennebunk Savings Bank; Dover (NH); On-site; USD 42,000 - 64,000; Full time

Job summary

Kennebunk Savings seeks an organized administrative associate to support Commercial Relationship Managers. You will maintain accurate customer records, assist in loan documentation, and ensure high-quality service for a portfolio of commercial loans.

The role emphasizes attention to detail, confidentiality, and teamwork within a banking environment. Candidates should be comfortable with CRM systems and loan origination tools.

Qualifications

• Trust and confidentiality are essential.
• Proficient in Microsoft Office products.
• Strong written and verbal communication.
• Excellent organization and multi-tasking.
• High accuracy and attention to detail.
• Analytical problem-solving abilities.
• Knowledge of financial services regulations preferred.
• Ability to adapt to change.

Responsibilities

• Assists Commercial Relationship Managers with daily tasks and servicing.
• Maintains accuracy of customer records in CRM and loan systems.
• Prepares loan related documents and assists in closings as needed.
• Provides prompt customer service and resolves inquiries for designated loan portfolios.
• Monitors loan pipeline and supports reporting activities.

Skills

Microsoft Office

Communication skills

Organization

Attention to detail

Analytical skills

Regulatory knowledge

Education

High school diploma

Job description

Kennebunk Savings operates on the shared belief that Helping One Another Is the Right Thing To Do. Our Core Values - Trust, Integrity, Proactive and Empathy provide the guide posts for how we support that belief. They guide our day to day actions - from the way we build relationships, to how we make decisions and problem solve, to how we interact with one another. Our Core Values form the foundation of our culture. Embodying them forms the basis of what makes for a successful employee at Kennebunk Savings.

Scope of Work

Under the direct guidance of their assigned supervisor and in accordance with established policies and procedures, the incumbent is responsible for providing assistance to a team of Commercial Relationship Managers. Primary responsibilities include maintaining integrity of designated commercial loan portfolios, performing loan maintenance activities and providing superior customer service.

Essential Functions (3)

Administrative Support

• Prepares commitment letters, file memos and customer correspondence as needed
• Assists in various research projects and reconciles documentation questions for servicing
• Responsible for input and maintenance of customer records in the Customer Relationship Management and Loan Origination systems

Loan Pipeline and Report Management

• Monitors and prepares various commercial lending reports
• Assists in processing/closing of loans
• Reviews loan documentation for accuracy and facilitates clearing of deficiencies

Customer support for designated loan portfolio(s)

• Provides prompt and courteous service to all customers
• Answers inquiries, performs research and account maintenance
• Acts as a customer liaison for Commercial Relationship Managers

Other Duties & Responsibilities

• Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
• Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
• Consistently emphasizes the importance of teamwork in the department and company at large
• Responsible for keeping abreast of company news and information
• Responsible for completing required training and policy review
• May serve on various committees
• Willingness to take on additional tasks and duties

Desired Certifications & Licenses

Not applicable

Desired Knowledge, Skills & Abilities

• Displays high level of regard for trust and confidentiality
• Proficient in Microsoft Office Products
• Displays strong written and verbal communication skills
• Displays strong organization skills and the ability to multi-task to meet established deadlines
• Demonstrates a high level of accuracy and attention to detail
• Effectively uses analytical skills to solve technical, as well as, non-technical problems
• Prior knowledge of regulations within the financial services industry is preferred
• Ability to adapt to change

Desired Job Experience

• Experience in a commercial banking environment.
• Experience in a professional, service focused and fast-paced environment

Desired Education

High school or General Education Diploma

Working Conditions & Minimum Physical Requirements

• Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
• Dexterity of hands and fingers to operate a computer and other office equipment
• Lifting and moving of moderately heavy objects on occasion
• Normally seated for extended periods of time

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

Last Updated 2/20/2025