Commercial Banking Sales Assistant
Company: Adams Bank and Trust
Location: Colorado Springs
Posted on: May 12, 2022
Job DescriptionWe're looking for a team centric, detail and goal
oriented individual to add to our Commercial Banking
team!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
- 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
- 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
Commercial Senior Banker with administrative/clerical
Keywords: Adams Bank and Trust, Colorado Springs , Commercial Banking Sales Assistant, Accounting, Auditing , Colorado Springs, Colorado
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