Commercial Banking Representative I

First Interstate Bank • Casper, WY

282d

About The Position

The Commercial Banking Representative I functions as a primary contact for commercial banking clients with basic loan portfolios and assists Commercial Relationship Managers with servicing those clients. Responsible for maintaining and expanding the relationship with clients by providing overall client support services. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard procedures. Essential duties are performed individually or with direct supervision, based on the individual's experience level.

Requirements

• High School Diploma or equivalent required.
• 1-3 years banking experience or equivalent combination of education and experience required.
• Basic understanding of credit products, bank systems and commercial lending.
• Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures.
• Ability to work effectively in a fast-paced production environment.
• Strong organizational skills, time management skills and strong attention to detail.
• Strong interpersonal skills including oral and written communication.
• Problem solving skills.
• Proficiency with personal computers and related software packages.

Responsibilities

• Handles day-to-day client calls, client transactions, and client problem resolution.
• Responds to client account inquiries, performs account maintenance and researches/resolves client problems.
• Executes client transactions within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager any requests outside specified norms.
• Prepares and/or reviews client account documents for meetings between the RM and the client.
• Assists in obtaining necessary information to submit loan applications, such as financial statements, tax returns and business documentation.
• Specializes in loan documentation and ensures accuracy in loan documents and legal loan files.
• Submits complete and accurate requests for documentation in accordance with loan approval.
• Provides complete packages to Loan Servicing for Boarding/Funding.
• Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements.
• Supports commercial relationship managers and group managers with review and certification of legal entity validation.
• Generates or obtains daily, weekly, monthly, and quarterly reports as assigned.
• Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED