Commercial/Ag Banking Coordinator I (40293)

SECURITY FINANCIAL BANKBloomer, WI
4dOnsite

About The Position

Security Financial Bank (SFB) is seeking a Full-Time Commercial & Ag Banking Coordinator to join our Bloomer team. This position is ideal for someone who is detail-oriented, enjoys problem-solving, and thrives in a role where accuracy and customer service make a meaningful impact. As a Commercial & Ag Banking Coordinator, you will play a key role in supporting our Commercial and Ag Relationship Managers (RMs) and ensuring that our clients receive timely, accurate, and exceptional service. In this behind-the-scenes yet customer-impacting position, you will coordinate documentation, manage workflows, facilitate communication between teams, and help ensure smooth loan processing and client experiences. SFB is an independent community bank with eight branch locations and more than 140 employees. Since opening in 1934 in Durand, WI, we’ve built our reputation on trust, relationships, and community involvement. At SFB, you’ll find a supportive, team-oriented workplace where your contributions matter and your professional growth is encouraged.

Requirements

  • Associate degree in a business-related field preferred, or equivalent experience
  • Minimum of 3–5 years of banking experience
  • Strong written and verbal communication skills
  • Excellent organizational and analytical abilities
  • Ability to work independently and take ownership of responsibilities
  • Proficiency with Microsoft Office and comfort learning new systems
  • Professionalism, tact, diplomacy, and confidentiality

Responsibilities

  • Responding promptly to inquiries and supporting RM/PM portfolios
  • Facilitating weekly meetings to promote communication and alignment
  • Collecting financial statements and required documentation for credit preparation
  • Uploading, filing, and managing loan application data and workflows in Sageworks
  • Creating tracking spreadsheets to support portfolio management
  • Reviewing daily and monthly reports and communicating action items
  • Coordinating with loan processors and following up on required documentation
  • Assisting with client maintenance matters and ensuring timely resolutions
  • Completing credit reference requests
  • Supporting SBA, FSA, and WHEDA loan processes and documentation
  • Assisting clients and RMs with various projects as needed
  • Assisting in new client onboarding and implementation of bank products
  • Verifying approvals, regulatory requirements, and credit policy compliance
  • Supporting bank-wide and community events (client appreciation, gifts, lunches, etc.)
  • Assisting with sponsorship and donation request entry
  • Serving as a notary for the bank
  • Other duties as assigned

Benefits

  • A consistent, daytime schedule
  • A supportive, inclusive culture that recognizes your contributions
  • Paid training and professional development opportunities
  • Tuition support for finance/banking courses and certifications
  • Comprehensive benefit package
  • Paid volunteer time off
  • & more!

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

101-250 employees

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