Commercial Banking Representative II

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 4-6 yearsEducation: high_schoolSkills: ["Interpersonal communication","Organizational skills","Time management","Attention to detail","Problem solving"]

Serve as the primary liaison between commercial banking clients and the bank, handling day-to-day calls, transactions, and issue resolution for loan accounts. Assist Commercial Relationship Managers with servicing clients across loan types by preparing and validating documentation, supporting loan application intake, and ensuring compliance with regulatory and credit policy requirements. Maintain accurate records in loan operating systems, create reporting ticklers, coordinate onboarding/funding packages, and support treasury/deposit product referrals.

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First Interstate BancSystem
First Interstate BancSystem
2 days ago

Commercial Banking Representative II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as the primary liaison between commercial banking clients and the bank, handling day-to-day calls, transactions, and issue resolution for loan accounts. Assist Commercial Relationship Managers with servicing clients across loan types by preparing and validating documentation, supporting loan application intake, and ensuring compliance with regulatory and credit policy requirements. Maintain accurate records in loan operating systems, create reporting ticklers, coordinate onboarding/funding packages, and support treasury/deposit product referrals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Handle day-to-day client calls, transactions, and client problem resolution; respond to inquiries and perform account maintenance and research.
  • •Execute client transactions within delegated authority and escalate requests requiring Relationship Manager signature/approval.
  • •Assist with loan applications by gathering financial statements, tax returns, and business documentation; coordinate with vendors (e.g., attorneys/title companies) as needed.
  • •Specialize in loan documentation accuracy by reviewing, organizing, and ensuring correct digital records and regulatory/compliance completion.
  • •Submit complete documentation requests for loan approvals, upload/imaging in Director/Unity Client, create ticklers in Credit Track, and support boarding/funding packages for Loan Servicing.

Pay and Benefits

Perks:Paid LeaveChildcareWellness Stipend

Key Requirements

  • •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/procedures.
  • •Strong attention to detail with strong organizational/time-management skills and effective interpersonal communication.
Experience:4-6 yearsBankingCommercial lending
Education:High School
Skills:Interpersonal communicationOrganizational skillsTime managementAttention to detailProblem solving
Tech Stack:Director/Unity ClientCredit TrackUCCOFAC

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn