Ag Banking Sales Assistant
Job Summary
Responsible for assisting a team of bankers in management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.
- Assists lead officers with request for yearly financials from borrowers, completes all financial input prep assigned by banker.
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Builds a thorough knowledge of client files and accounts in order to provide effective customer service with the lead banker. Assists in strengthening, maintaining and expanding client relationships through professional support for Region President and Commercial Bankers.
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Takes active role in full Credit Approval Process including gathering, compiling, and submitting all documentation required by Credit Analyst Department to process initial loan application/spread financial information.
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Possesses a full understanding of loan packet preparation to include completing Credit Presentation Checklist, Loan Officer Comments, and compiling full loan packet.
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Calls on existing and prospective clients as part of on-going business development. Conducts collateral inspection on selected clients under direction and supervision of lead banker. Assists the Region President with administrative/clerical functions.
- JOB TITLE: Sales Assistant II
DEPARTMENT: Various
REPORTS TO: Region President or Sr. Banker
FSLA Status: Non-Exempt
POSITION SUMMARY: Responsible for assisting the Region in management of client
relationships and maintaining files/relationships in conformity with bank policy and regulatory
requirements.
PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES: (95%)
(40%) 1. Assists lead officers with request for yearly financials from borrowers, completes all financial
input prep assigned by banker. Takes active role in full Credit Approval Process including
gathering, compiling, and submitting all documentation required by Credit Analyst
Department to process initial loan application/spread financial information. Possesses
working knowledge of both Web Equity Manager and Moody’s Programs in order to
navigate, locate and print reports and financial analysis. Possesses a full understanding of
loan packet preparation to include completing Credit Presentation Checklist, Loan Officer
Comments, and compiling full loan packet. Work closely with title companies and
appraisers in obtaining necessary supporting information. Completes Laser Pro Loan Input
Form, print and review of final loan documents. Handles loan closings for officers when
needed (Final review will always remain the responsibility of the Banker).
(35%) 2. Builds a thorough knowledge of client files and accounts in order to provide effective
customer service with the lead banker. Assists in strengthening, maintaining and expanding
client relationships through professional support for Region President and Commercial
Bankers.
(15%) 3. Takes an active role in the sales and business development efforts as directed by the Region
President. Calls on existing and prospective clients as part of on-going business
development. Conducts collateral inspection on selected clients under direction and
supervision of lead banker. Assists the Region President with administrative/clerical
functions.
(5%) 4. Provides support and assistance to the lead banker on smaller ag/commercial requests i.e.
updated financial information, analysis, approval, and loan closings within the established
lending objectives, policies, and procedures.
SECONDARY DUTIES AND RESPONSIBILITIES: (5%)
1. Maintains knowledge of business retail products. Example: Remote Capture; E-Corp;
business bill-pay.
2. Remains knowledgeable and abreast of guaranteed government loan programs and other
conventional financing mechanisms as a vehicle for customer financing needs.
3. Maintains compliance with bank policies and procedures and federal and state
laws/regulations.
4. Other duties may be assigned.
The statements contained in this job description describe the general nature and level of work being performed by the
person accepting this role. “Secondary Duties and Responsibilities” are considered incidental or secondary to the overall
purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job.
Employees holding this job will be required to perform any other job-related duties requested by management. All job
requirements are subject to possible modification to reasonably accommodate individuals with a disability.
Job No. 35A
Sales Assistant Page 2
4.2010
ROLE QUALIFICATIONS:
Education
Two (2) year Associate degree with clerical/administrative training and/or related
training experience.
Experience
3-5 years related banking/analysis experience and/or training
Or equivalent combination of education and experience
Other Skills/Characteristics
High level of organizational skills
Confidentiality
Professionalism
Ability to effectively communicate and provide customer service to internal and external
clients
Attention to detail and ability to multi task
Excellent communication skills, both verbal/written
Performance Measures
Upon receiving “complete information” from the loan officer, week to two week
turnaround time on loan closings.
Provide excellent internal and external customer service.
Accuracy on all written and verbal communications