Commercial Banking Sales Assistant

Commercial Banking Sales Assistant Fort Collins, CO Job Details Full-time $18 - $30 an hour 1 day ago Benefits 401(k) Paid time off Life insurance Qualifications Document preparation (loan closing) Commercial banking expertise Financial sales Customer relationship building Customer service Filing Executive administrative support Mid-level Business development Loan application intake Managing clients in a finance role Prospecting Business development within finance Clerical experience Outbound calling Banking business development Conducting sales calls Banking regulatory compliance Full Job Description Come join our Commercial Banking team! We're looking for an experienced Sales Assistant to add to our expanding Commercial Lending department. Individuals can be located in Fort Collins, Greeley, Firestone, Windsor, or Berthoud. Signing Bonus may apply. Adams BankTrust 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 assisting a team of bankers in 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. See job description for full details.