Commercial Banking Representative II

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

Serve as a primary point of contact for commercial banking clients, handling day-to-day inquiries, transactions, and problem resolution. Support Commercial Relationship Managers by assisting with loan applications, gathering required documentation, and ensuring accurate, compliant loan documentation within delegated authority. Coordinate onboarding/funding packages with Loan Servicing, maintain compliance with AML/BSA and credit policy requirements, and support treasury/deposit products while keeping systems and reports accurate.

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First Interstate BancSystem
First Interstate BancSystem
23 hours 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: 23 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a primary point of contact for commercial banking clients, handling day-to-day inquiries, transactions, and problem resolution. Support Commercial Relationship Managers by assisting with loan applications, gathering required documentation, and ensuring accurate, compliant loan documentation within delegated authority. Coordinate onboarding/funding packages with Loan Servicing, maintain compliance with AML/BSA and credit policy requirements, and support treasury/deposit products while keeping systems and reports accurate.
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, client transactions, and client problem resolution, including account inquiries and account maintenance.
  • •Execute client transactions within delegated authority, escalating requests outside norms or requiring Relationship Manager signature/approval.
  • •Assist in obtaining information and documents needed to submit loan applications, working with outside vendors when applicable.
  • •Specialize in loan documentation, ensuring accuracy in loan documents and legal loan files, including organizing and uploading documentation to systems timely.
  • •Ensure compliance with Code of Ethics, Anti-Money Laundering/Bank Secrecy Act, information security, suspicious activity reporting, and related credit policy and regulatory requirements.

Pay and Benefits

Perks:Paid LeaveChild Care

Key Requirements

  • •High School Diploma or GED required.
  • •4-6 years of banking experience and/or equivalent education and experience.
  • •Advanced understanding of credit products, bank systems, and commercial lending.
  • •Sophisticated understanding of applicable federal regulations, credit policy, and bank policies/procedures.
  • •Strong organizational skills, time management, attention to detail, and interpersonal communication (oral and written).
Experience:4-6 years
Education:High School
Skills:Organizational skillsTime managementAttention to detailInterpersonal communicationProblem solving
Tech Stack:Director/Unity ClientCredit TrackPersonal computersDigital recordsDatabases

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