Ag Banking Sales Assistant

ADAMS BANK & TRUST/HR
NORTH PLATTE , NE Full-time
Posted on January 5, 2020

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.
  • 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.

  • 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 a full understanding of loan packet preparation to include completing Credit Presentation Checklist, Loan Officer Comments, and compiling full loan packet.

  • 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