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Commercial Banking Representative II
First InterstateCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and servicing complex loan portfolios while ensuring compliance with regulatory and credit policies. Proficient in executing client transactions and maintaining accurate documentation within banking systems.
Highest-signal resume keywords
Commercial Banking ExperienceCredit Products KnowledgeLoan Documentation ManagementRegulatory Compliance UnderstandingClient Relationship Management
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Serve as a primary contact between commercial banking clients and the Bank.
- Assist Commercial Relationship Managers with servicing clients across all loan types, including large and complex loan portfolios.
- Maintain and expand client relationships through overall client support services.
- Handle day-to-day client calls, transactions, account inquiries, account maintenance and problem resolution.
- Execute client transactions including transfers, withdrawals, distributions, wire transfers, payments, fee waivers/refunds, overdrafts and monitoring reports.
- Assist with loan applications by obtaining financial statements, tax returns and business documentation.
- Coordinate with attorneys, title companies, vendors and outside counsel on loan-request documentation.
- Review, organize and maintain loan documentation and legal loan files.
- Prepare and review client account documents for Relationship Manager-client meetings.
- Submit complete documentation requests and supporting materials in Director/Unity Client.
- Provide packages to Loan Servicing for boarding/funding and ensure appropriate GLs are credited for collected fees.
- Upload complete documentation to Director/Unity Client and maintain timely, complete image files.
- Create Credit Track ticklers and assist Relationship Managers with clearing required items.
- Support validation of legal entities, real estate collateral, UCC and titled collateral.
- Support treasury and deposit products and internal bank referral programs.
- Follow Code of Ethics, AML, BSA, information security and suspicious activity reporting requirements.
- Maintain knowledge of regulatory, legal and Credit Policy requirements.
- Attend training, operational and exception meetings and remain current on credit policies and changes.
- Generate or obtain reports, review accuracy and compliance, and correct systems or records.
- Reconcile client accounts, enter financial data and monitor policy exceptions as needed.
- Maintain knowledge of key software systems and Loan Operating Systems.
Requirements
What you’ll need- High School Diploma or General Education Degree (GED) required.
- 4-6 years banking experience and/or equivalent combination of education and experience required.
- Advanced understanding of credit products, bank systems and commercial lending.
- Sophisticated 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.
- Ability to work Monday-Friday, 8-5; 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 accommodation for qualified individuals with disabilities.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan ProcessingFinancial Statement AnalysisTransaction ExecutionData ReconciliationCredit Policy Knowledge
Soft Skills
Strong Organizational SkillsAttention to DetailProblem-Solving SkillsEffective CommunicationTime Management Skills
Tools & Technologies
Director/Unity ClientLoan Operating SystemsBank SystemsFinancial Software Packages
Industry Keywords
Commercial LendingAMLBSACode of EthicsClient Support Services