Commercial Banking Associate / Assistant

HireQuestNWSan Diego County, California
$60,000 - $80,000Onsite

About The Position

A well-established regional bank in San Diego County is seeking a Commercial Banking Associate / Assistant to support a team of Relationship Managers while serving as a key point of contact for commercial clients. This is an excellent opportunity for someone who enjoys client interaction, thrives in a fast-paced environment, and wants exposure to commercial lending, treasury management, and relationship management. For the right individual, this role offers strong visibility within the organization and potential opportunities for future growth and advancement.

Requirements

  • Highly organized
  • Detail-oriented
  • Passionate about delivering exceptional client service
  • Strong communication and relationship-building skills
  • Ability to manage multiple priorities while maintaining accuracy
  • Professional presence and commitment to client service
  • Strong organizational and problem-solving abilities

Nice To Haves

  • Experience supporting commercial banking clients
  • Knowledge of commercial account opening and maintenance
  • Treasury management experience or exposure
  • Familiarity with loan documentation and loan operations

Responsibilities

  • Supporting Commercial Relationship Managers with day-to-day client needs
  • Opening new business accounts and processing account maintenance requests
  • Coordinating client onboarding and documentation
  • Assisting with treasury management products and service implementation
  • Preparing and coordinating loan documentation and loan boarding activities
  • Processing wire requests and other client service transactions
  • Serving as a primary point of contact for client inquiries and issue resolution
  • Coordinating with operations, lending, compliance, and back-office teams
  • Maintaining accurate records and compliance documentation
  • Supporting overall branch and department operations

Benefits

  • Career Growth Opportunity
  • Exposure to commercial lending, treasury management, and relationship management
  • Opportunity to work closely with experienced banking professionals
  • Collaborative and supportive community banking culture
  • Visibility and growth potential within a growing organization
  • Meaningful client interaction and relationship-building opportunities
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