• Job Description

  Req#: 32472133678

  Position Description

  This position is responsible for managing smaller commercial and wholesale relationships without regard to geography, handling inbound smaller referrals from other areas of the bank, and providing construction consulting for non-CRE construction loans. Profile relationships will generally have less than $10MM in projected total borrower exposure. Develops and facilitates the client's engagement through managing customer relationships, customer service interaction, credit and deposit services processes, and other client/internal support responsibilities.

  Position Accountabilities

  1. Portfolio maintenance and management, including new originations, renewals, modifications, risk rating review, problem loan management, etc.
  2. Coordinate client sales and service execution.
  3. Support the Commercial Loan Specialist (CLS) group with construction consulting.
  4. Support other areas of the bank involved in construction loans with construction consulting.
  5. Ensure that incoming customer requests, inquiries, and escalated issues are resolved professionally and consistently.
  6. Handle inbound referrals from Wholesale, Commercial, and other bank areas.
  7. Occasionally serve as backup to other Wholesale and Commercial bankers as needed.
  8. Adhere to all applicable laws and regulations, as well as bank policies.
  9. Facilitate new account deposit openings and manage cross-sell product implementations. Actively manage overdrafts and loan payment issues.
  10. Participate in projects, initiatives, and committees to improve work processes.
  11. Facilitate cross-sales with other products and bank areas.
  12. Process loan advances, account maintenance, research client accounts, and clear exceptions.
  13. Work with Centralized Doc Prep on loan closing requirements.
  14. Coordinate with outside counsel on loan closings.
  15. Collaborate with Centralized Commercial Credit (CCC) for approvals.
  16. Perform other duties as assigned.

  Organizational Relationship

  This position reports to the relevant Group or Team Leader as determined by the Group President.

  Position Qualifications

  Education & Experience

  • College degree or relevant industry training (e.g., credit program, CCIM certification, RMA/ABA training).
  • Five+ years in wholesale/commercial banking.

  Knowledge & Skills

  • Familiarity with AUB platforms such as Horizon XE, nCino, Precision Lender, etc.
  • Superior customer service skills.
  • Strong computer skills, especially in Microsoft Office Suites.
  • Excellent communication skills.
  • Well organized with attention to detail.
  • Ability to prioritize and manage multiple tasks and large customer loads.
  • Flexible and adaptable to change.
  • Strong time management and problem-solving skills.
  • Ability to work independently and as part of a team.
  • Analytical skills.

  Salary will be based on education, experience, certifications, etc. The position is eligible for incentive compensation or discretionary profit sharing. Benefits information can be found at the provided link.

  We are an Equal Employment Opportunity employer and maintain a drug-free workplace.

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• About the company

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