Commercial Banking Representative

First Interstate

. Serve as a primary contact for commercial banking clients with basic loan portfolios.

Posted 9/28/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in managing commercial banking client relationships, executing loan operations, and ensuring compliance with banking regulations. Strong organizational and problem-solving skills are essential for maintaining accurate documentation and supporting financial transactions.

Highest-signal resume keywords

Commercial Banking ExperienceLoan Operations ManagementRegulatory Compliance KnowledgeClient Relationship ManagementFinancial Documentation Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ExperienceCredit Products UnderstandingLoan Documentation ReviewFinancial Data EntryAccount Reconciliation

Soft Skills

Strong Organizational SkillsTime Management SkillsAttention to DetailInterpersonal SkillsProblem Solving Skills

Tools & Technologies

Personal ComputersBank SystemsDocumentation Software

Certifications & Qualifications

High School DiplomaGeneral Education Degree (GED)

Industry Keywords

Commercial LendingAMLBSACredit PolicyRegulatory Compliance

Tech Stack

Tools & technologies

Unity

About the role

Key responsibilities & impact

Serve as a primary contact for commercial banking clients with basic loan portfolios.
Assist Commercial Relationship Managers with servicing commercial banking clients.
Handle day-to-day client calls, transactions, account inquiries, maintenance, and problem resolution.
Execute transfers, withdrawals, distributions, wire transfers, payments, fee waivers/refunds, overdrafts, monitoring reports, and other loan and account operations.
Prepare and review client account documents for Relationship Manager and client meetings.
Obtain information for loan applications, including financial statements, tax returns, and business documentation.
Coordinate with attorneys, title companies, vendors, and outside counsel on loan-request documentation.
Review, organize, and maintain accurate loan documents, legal loan files, and digital records.
Submit complete documentation requests and loan packages for boarding/funding.
Upload documentation to Director/Unity Client and maintain complete imaged files.
Create and clear Credit Track ticklers in accordance with loan agreements and guaranty requirements.
Support validation of legal entities, real estate collateral, UCC collateral, and titled collateral.
Support treasury and deposit products and internal referral programs.
Generate and review daily, weekly, monthly, and quarterly reports.
Reconcile client accounts, enter financial data, and monitor policy exceptions as needed.
Ensure compliance with ethics, AML, BSA, information security, suspicious activity reporting, regulatory, legal, and credit policy requirements.
Participate in training, operational and exception meetings, and maintain knowledge of bank products and credit policies.
Maintain positive working relationships with peers and business-unit teams.

Requirements

What you’ll need

High School Diploma or General Education Degree (GED) required
1-3 years banking experience and/or equivalent combination of education and experience required
Basic understanding of credit products, bank systems and commercial lending
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 attention to detail
Strong interpersonal skills including oral and written communication
Problem solving skills
Proficiency with personal computers and related software packages
Regular and predictable attendance required
Overtime subject to business need

Benefits

Comp & perks

Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
Reasonable accommodations for qualified individuals with disabilities.