Business Banking Specialist

Essential Job Functions

• Greets customers over the phone and in-person and directs them to the appropriate Business Banking Relationship Manager or Portfolio Manager.
• Provides administrative support to the Business Banking Relationship Managers, including, but not limited to, creating new loan files, maintain existing loan files; ordering preliminary title reports, appraisals, environmental reports, insurance information, and various other items. Responsible for efficiently coordinating all elements of business banking workflow through loan documentation and closing.

• Works with loan operations and deposit operations to provide support for business banking customers, including but not limited to processing loan payments.
• May review title documents and insurance information during the application process.
• May provide support to Treasury Management with day-to-day functions including customer issues.
• Ability to deal effectively with time pressures and stress that can change hourly depending on level of activity; and ability to multi-task and prioritize requests.
• Updates knowledge and develops professionally on a continuing basis including regulatory and documentation requirements. Participates in internal and external training and development opportunities as required.
• Other job-related duties may be necessary to carry out the responsibilities of this position.

Equipment Used

Working Conditions

Minimum Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• One to three years banking or related industry experience is highly desirable.
• Knowledge of commercial loan documentation and compliance is highly desirable.

• Must possess courteous and professional customer service attitude and communication skill.

• Must possess effective problem-solving skills, attention to detail and proven organizational skills.
• Must possess basic mathematical skills.
• Must possess strong computer skills and technical ability to input and retrieve computerized information.
• Ability to maintain the integrity of highly confidential customer and Bank information.