Banking Assistant - Commercial & Private Banking

Position Summary

The Banking Assistant supports the Regional President in managing client relationships and is focused on three primary areas:
Loans, Deposits, Treasury and General Client Service. This position works closely with clients, closing attorneys and other internal CSB team members to deliver an overall exceptional client experience.

Position Focus Areas

• Leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit.
• Initiate new loan opportunities and renewals in nCino.
• Review closing documents (pre-closing) for accuracy associated with the loan approvals.
• Execute funding for closings, initiate wires.
• Review and process loan draw requests.
• Review closed loan package (post-closing); prepare and process for booking.
• Order real estate and equipment appraisals.
• Maintain weekly and monthly reports as required by management.
• Manage (clear) financial statement and collateral exceptions to exceed bank expectations.

• Initiates new deposit account openings for clients.
• Stays informed of Treasury services used by clients and is expected to recommend new services to the assigned Banker.
• Initiate and complete all required documentation for new deposit accounts – with Banker approval.
• Daily inspection of client Overdrafts and NSF activity – pay or return with Banker approval.
• Accurately execute wire transfers – with Banker approval.
• Initiate new deposit and treasury opportunities in Salesforce.

• Responsible for providing general day to day servicing to exceed the client’s expectations.
• Partners with the assigned Banker to perform as a key point of contact for clients.
• Provide overall exceptional service to both internal and external clients.
• Act as a primary resource to resolve complex and simple client matters.
• Clearly and proactively communicates with clients as directed by the assigned Banker and on an as needed basis.

• Deep understanding of banking regulations.
• Self-Motivated and Team Player
• Responsiveness with the ability to effectively prioritize work and deadlines.
• Provides Exceptional Customer Service
• High Attention to Detail
• Organizational Skills
• Strong Ethics
• Strong analytical and problem-solving skills
• Excellent Written and Oral Communication Skills