Business Banking Representative

Commerce Bancshares
United States
Workplace: OnsiteFull timeUSD 30.55 - 40.85 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Customer service","Confidentiality","Attention to detail","Organization","Communication"]

Provide support to Business Banking Relationship Managers and Portfolio Managers by contacting business customers for updated financial information and loan covenant compliance requirements. Complete financial reporting and compliance administration, submit financial statements and borrowing base certificates, evaluate compliance certificates, and maintain internal reporting tracking. Prepare annual credit reviews and credit committee presentations, assist with prospecting and cross-selling, and contribute to early loan structuring.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Business Banking Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Provide support to Business Banking Relationship Managers and Portfolio Managers by contacting business customers for updated financial information and loan covenant compliance requirements. Complete financial reporting and compliance administration, submit financial statements and borrowing base certificates, evaluate compliance certificates, and maintain internal reporting tracking. Prepare annual credit reviews and credit committee presentations, assist with prospecting and cross-selling, and contribute to early loan structuring.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Contact customers for updated financial information and loan agreement compliance requirements.
  • •Complete customer financial reporting requirements and loan covenant compliance administration.
  • •Submit company and personal financial statements, and prepare borrowing base certificate submission and evaluation.
  • •Evaluate and submit compliance certificates; maintain and enhance the internal financial reporting tracking system.
  • •Prepare annual credit reviews and new credit relationship committee presentations; support the Team Lead with prospecting, cross selling, business development, and beginning to structure loans.

Pay and Benefits

Salary: USD 30.55 - 40.85 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveEducation Assistance

Key Requirements

  • •Intermediate loan documentation knowledge.
  • •Basic credit analysis skills.
  • •Associate’s degree in Business Administration, or equivalent combination of education and experience required.
  • •1+ year banking/financial services experience required.
  • •Intermediate proficiency with Microsoft Word, Excel, and Outlook.
Experience:1+ yearsBankingFinancial services
Education:Bachelor's in Business Administration
Skills:Customer serviceConfidentialityAttention to detailOrganizationCommunication
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
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: Kansas City, United States
Founded: 1865
WebsiteLinkedIn