Commercial Banking Representative II

First Interstate

. Serve as a primary contact between commercial banking clients and the Bank .

Posted 10/2/2026full-timeLoveland • Colorado • United StatesMid-LevelSenior💰 $24 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, loan documentation, and compliance with banking regulations. Proficient in problem resolution and maintaining accurate financial records while supporting commercial lending processes.

Highest-signal resume keywords

Commercial Banking ExperienceClient Relationship ManagementLoan Documentation ReviewRegulatory Compliance KnowledgeProblem Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit Products UnderstandingBank Systems ProficiencyLoan Operating Systems KnowledgeFinancial Data EntryAccount Reconciliation

Soft Skills

Strong Organizational SkillsTime Management SkillsInterpersonal Communication SkillsAttention to DetailOral and Written Communication Skills

Tools & Technologies

Personal ComputersSoftware Packages

Industry Keywords

Bank Secrecy ActAnti-Money LaunderingUCC SearchesLoan PortfoliosFinancial Statements

Tech Stack

Tools & technologies

Unity

About 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 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 and problem resolution
Respond to account inquiries, perform account maintenance and research and resolve client problems
Execute client transactions within delegated authority, including transfers, withdrawals, distributions, wire transfers, payments, fee waivers or refunds and overdrafts
Escalate requests outside specified norms or requiring Relationship Manager approval
Obtain financial statements, tax returns and business documentation for loan applications
Coordinate with attorneys, title companies and other vendors on UCC searches, title work, OFAC environmental reports, appraisals and flood determinations
Review and organize loan documentation, legal loan files and digital records
Prepare and review client account documents for Relationship Manager meetings
Submit complete documentation packages for loan boarding and funding
Upload complete documentation to Director/Unity Client and maintain timely imaging
Create Credit Track ticklers and help obtain information to clear them
Support validation of legal entities, real estate collateral, UCC and titled collateral
Support treasury and deposit products and internal referral programs
Ensure compliance with ethics, anti-money laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements
Maintain knowledge of regulatory, legal and credit policy requirements
Attend training, operational and exception meetings
Generate or obtain assigned reports, review them for accuracy and compliance, and make corrections
Reconcile client accounts, enter financial data and monitor policy exceptions as needed

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 and time management skills
Strong attention to detail
Strong interpersonal, oral and written communication skills
Problem solving skills
Proficiency with personal computers and related software packages
Thorough knowledge of key software systems and other Loan Operating Systems
Regular and predictable attendance required
Ability to work typical M-F, 8-5 hours; overtime subject to business need

Benefits

Comp & perks

Paid time off accrued immediately with no waiting period
Paid federal holidays, up to 11 per year
Child Care Assistance Program for eligible dependents
Monthly wellness stipend toward a fitness club membership or exercise-related classes
Medical insurance
Dental insurance
Vision insurance
Short-term disability benefits
Long-term disability benefits
Life insurance
Flexible spending accounts
Health savings account
Employee assistance program
401(k)
Reasonable accommodations for qualified individuals with disabilities