Commercial/Ag Banking Coordinator I (41887)

SECURITY FINANCIAL BANK•Eau Claire, WI

11d•Onsite

About The Position

Security Financial Bank (SFB) is seeking a Full-Time Commercial & Ag Banking Coordinator to join our Eau Claire team. This position is ideal for someone who is detail-oriented, supportive, enjoys problem-solving, and thrives in a role where accuracy and customer service make a meaningful impact. At SFB, we don’t just talk about relationship banking — we live it. We pride ourselves on delivering exceptional service and building lasting partnerships with our clients and teammates. When you join SFB, you become part of a team that offers 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, a comprehensive benefit package, paid volunteer time off & more! 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.

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 Relationship Manager/Portfolio Manager clients
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