Business Banking Assistant

Are you passionate about delivering exceptional service and supporting business banking operations? In this role, you will be the go-to partner for our Business Banking team, helping to ensure smooth loan processing, accurate documentation, and top-tier client service.

In this Role You Will

• Support Loan Operations: You'll assist business lenders throughout the loan lifecycle--from gathering business documentation and preparing documents/files to reviewing, closing, and booking loans.
• Ensure Compliance & Accuracy: You'll help track financial reports and covenants, maintain accurate credit/legal files, and verify documentation to meet regulatory standards. In addition, you will be responsible for all business banking loan renewals.
• Deliver Client-Focused Service: You'll open and manage operating accounts, ensuring proper documentation and data entry into the appropriate system. In addition, you'll process loan payments, fees, disbursements, and advances, and follow up with clients to ensure timely setup of services or other questions.
• Handle Other Administrative Tasks: You'll perform notary duties and take on other responsibilities that keep the department running efficiently.

Qualifications, Competencies and Skills

• 3+ years of experience in a Business Banking environment, with a solid understanding of compliance and regulatory requirements.
• A client-first mindset--you're professional, personable, and always focused on delivering excellent service.
• Strong Microsoft Office skills, especially Excel--you know your way around spreadsheets and data.