Business Banking Specialist I

NBH Bank•Orem, UT

About The Position

The focus of this job is on producing high quality, detailed work based on established standards, guidelines, and procedures. Precise and consistent work output is essential. This position requires patience and a willingness to handle and complete one task at a time, but in a timely manner. The job environment is stable, based on known relationships with people and well-defined processes. Job knowledge and competency is built through structured step-by-step training and positive, supportive coaching from management and peers. Communication with others, both internal and external, is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. The job environment promotes steady, methodical work output so that job routines can be completed on time and error-free. This position is designed to develop a valued technical expert, who, recognized and supported by management and a stable work environment, can deliver quality work on a consistent basis. As a Business Banking Specialist I, you will manage daily, weekly, and monthly Specialty Banking trend compliance reports, team financials, pipeline reports and portfolio management reports. You will be responsible for a variety of tasks including accurately inputting data, monitoring, and processing loan data in Capital Stream, and assist Managing Directors, Relationship Managers, Portfolio Managers and Credit Analyst in monitoring maturing loans, past dues and covenant reports. You will assist Managing Directors, Relationship Managers and Portfolio Managers in all aspects of processing and booking loans, review of loan documents to insure they are accurate. You will also be asked to partner with internal groups including accounting, risk management and marketing in order to manage internal processes related to our clients and reporting. Specific duties will be provided related to regulatory exams, daily accounting, accounts payable and marketing for the assigned Specialty group. Additionally, Business Banking Specialist I are expected to oversee the processes for: changes and updates to risk reports (including risk rating policy), operation procedures, management of client deposit operations, oversee treasury management implementations including new account set-up and ongoing administration, and to prepare and arrange weekly portfolio management meetings (including creating agendas and preparing meeting minutes, etc.). You will handle administrative details and duties and take responsibility for completing those duties on time and with a high degree of quality. Additionally, you will need to proactively develop relationships with key internal partners and external clients, gaining recognition as a team resource, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Requirements

Associates degree or equivalent combination of education and related work experience.
2+ years of experience providing specialty or commercial banking loan and deposit support.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.

Nice To Haves

Bachelor’s degree.
3+ years of experience in specialty or commercial banking loan and deposit operations support.
Prior work experience in the assigned Specialty industry.
Exceptional verbal, written and interpersonal communication skills with the ability to clearly and concisely articulate issues, to carry out instructions and instruct others, to generate reports, correspondence, and procedures.
Ability to work with minimal supervision while performing duties.
Effective organizational and time management skills.
Absolute discretion when dealing with confidential matters.
Self-directed and motivated to accomplish tasks, meet objectives and commit to timelines.
Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
Proficient in salesforce.com, MS Office applications which include Outlook, Word, Excel, and PowerPoint.

Responsibilities

Manage daily, weekly, and monthly Specialty Banking trend compliance reports, team financials, pipeline reports and portfolio management reports.
Accurately input data, monitoring, and processing loan data in Capital Stream
Assist Managing Directors, Relationship Managers, Portfolio Managers and Credit Analyst in monitoring maturing loans, past dues and covenant reports.
Assist Managing Directors, Relationship Managers and Portfolio Managers in all aspects of processing and booking loans, review of loan documents to insure they are accurate.
Partner with internal groups including accounting, risk management and marketing in order to manage internal processes related to our clients and reporting.
Oversee the processes for: changes and updates to risk reports (including risk rating policy), operation procedures, management of client deposit operations, oversee treasury management implementations including new account set-up and ongoing administration, and to prepare and arrange weekly portfolio management meetings (including creating agendas and preparing meeting minutes, etc.).
Handle administrative details and duties and take responsibility for completing those duties on time and with a high degree of quality.
Proactively develop relationships with key internal partners and external clients, gaining recognition as a team resource, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.