Community Banking Assistant I/II Position Available In Bay, Florida

Community Banking Assistant I/II
Location
US-FL-Panama City
Posted Date
24 hours ago
(5/16/2025 1:00 PM)
Job

ID 2025-18512

Category Administrative/Clerical Type Regular Full-Time Job Grade 7 FLSA Status Non-Exempt Working Hours 40 hours weekly | Monday – Friday 8-5

Job Location:

Company
17210, Business Banking Bay Bank
Overview
The purpose of this job is to provide day to day technical support for two or more Community Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products. Support should be provided in all aspects of the business banking process to include successful loan closings, and portfolio management subsequent to loan closings.

Level II Additional Position Summary:

The purpose of this job is to utilize advanced knowledge and experience of acceptable commercial lending practices to provide day to day assistance to two or more Community Relationship Managers II or III with (all of the duties of Community Banking Assistant I, plus) complicated portfolio management, perfection of loan documentation, and technical assistance, as needed, to ensure timely and accurate coordination of reviews, loan renewals, loan modifications, exceptions and compliance resolution, and all other aspects of the commercial lending and portfolio management processes.
This position may be filled at a Level I or II. Additional responsibilities and qualifications apply
Responsibilities
Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports.
Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts.
Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department.
Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.
Provide excellent customer service to all clients, internally and externally.
Perform additional duties as assigned.
Qualifications
High school diploma
Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience
Accounting and mathematical aptitude
Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
Excellent interpersonal skills
Good organizational skills with demonstrable ability to multitask
Good communication skills (verbal and written) while demonstrating ability to use lending terminology
Good time management skills
Intermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)
MUST be able to exercise confidentiality with sensitive information
2-year degree with business administration emphasis preferred
Knowledge of general banking and business banking procedures and practices preferred

Level II Additional Qualifications:

Minimum of five (5) years of experience as a Community Banking Assistant I or proven equivalent
Knowledge of advanced banking and commercial lending procedures and practices
Familiarity with legal concepts involving commercial lending and knowledge of when and whom to forward escalated concerns.
Functional understanding of UCCs, Deeds of Trust, Borrowing Base Certificates, Letters of Credit, and Sweep Accounts
Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
Excellent interpersonal skills
Excellent organizational skills with demonstrable ability to effectively multitask.
Excellent communication skills (verbal and written) while demonstrating ability to effectively use lending terminology.
Excellent time management skills
Advanced computer skills, including proficiency in Word, Excel, PowerPoint, and other bank systems (such as nCino, OnDemand, Outlook,) necessary to perform tasks.
MUST be able to exercise confidentiality with sensitive information.
College degree preferred

Physical Requirements/Working Conditions:

Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note:

This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.