Commercial Banking Sales & Support SpecialistTitle: Commercial Banking Sales & Support Specialist
Location: Wisconsin-Madison
Other Locations:
Equal Opportunity Employer
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
JOB SUMMARY
Associated Bank is a diversified financial institution headquartered in Green Bay, Wisconsin, with 269 banking offices in more than 150 communities across Wisconsin, Illinois, and Minnesota. Its corporate parent, Associated Banc-Corp, is one of the top 50 bank/financial services holding companies operating in the United States. Associated is known for its strong relationships with the customers and communities it serves. The company offers a full range of traditional banking services and a variety of other financial products and services to small and mid-sized businesses, private banking clients, and retail banking customers.
We are currently recruiting for aCommercial Banking Sales & Support Specialist. In this role, you will provide support to multiple relationship managers, lead supervisors and other Commercial Banking team members. This support includes preparing and reviewing loan and deposit documentation while working with relationship managers to ensure adherence to standards and regulatory requirements and working directly with business customers and associates to solve problems and provide superior customer service.
The ideal candidate will possess:
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The ability to multi-task and prioritize in a dynamic environment with exceptional attention to detail, organization and time management
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Experience providing high level administrative support in a commercial or retail banking environment
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Experience with banking systems such as Sales Pro and Lending Pro
KEY RESULT AREAS
. Loan Preparation/Review/Documentation
. Deposit Support
. Administrative Support
. Customer/Sales Support
. Problem Resolution
JOB ACCOUNTABILITIES
The following are essential job accountabilities:
1. Performs all duties in accordance with the Vision and Values of Associated Banc-Corp.
2. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
3. Coordinate all aspects of required loan documentation including but not limited to documentation requests, reviewing, closing, and working with Commercial Loan Services to ensure proper documentation and maintenance while adhering to compliance guidelines. This may include complex documentation required for loan participation and SBA lending.
4. Provide general administrative support to the relationship manager to include scheduling, correspondence, and weekly/monthly reporting.
5. Provide customer/sales support to the Commercial Banking team, to include monitoring/updating the Achieving Excellence and eRefer systems and assist with preparing sales presentation materials as necessary. In addition, this may include opening customer accounts, issuing debit cards, opening CDs, and identifying cross-sales opportunities by discussing with customers as appropriate.
6. Support business and retail customers and affiliates by solving problems and complex questions to ensure superior customer service. Act as central resource area for Commercial Banking issues.
7. Correspond regularly with title insurance companies to coordinate disbursement of construction draws, final title insurance policies, letter reports, lien waivers, and satisfaction preparation.
8. Approve account overdrafts, waive fees, and close loans for business and personal accounts.
9. Use online deposit and loan systems to obtain vital customer information, open business and personal accounts, update customer profiles, issue stop payments, and process check orders.
10. Provide customer service and process daily transactions for Commercial Banking/Treasury Management customers to include deposit accounts, loan transactions, and wires.
11. Support customers, relationship managers, credit analysts, and other Commercial Banking assistants by providing a team approach to all functions of the department.
JOB QUALIFICATIONS
Education and Experience:
A. High school diploma or equivalent. Preferred education includes an Associate Degree or business coursework.
Special Requirements:
A. 1-3 years banking or office experience. Knowledge of commercial banking procedures and practices.
B. Preferred experience includes loan documentation knowledge.
C. Excellent communication and customer service skills.
D. A thorough knowledge of bank products and services.
E. Ability to accurately type 50 WPM.
F. Based upon both job expectations and level of knowledge and experience, may be asked to complete additional educational training. This training may include in-house or outside seminars, correspondence courses, or college and technical school classes.
G. A valid driver's license and access to a vehicle in good operating condition for travel to meetings or other work sites.
H. Proficient use of computers, spreadsheets, word processing, and various database systems. Microsoft Word, PowerPoint, and Excel knowledge.
I. Proven analytical and customer service skills required.
Attributes: Organizational skills, Adaptability, Flexibility, Strong communication skills (written and verbal), Basic analytical skills, Time management, Good judgment, Sales, Business development, Problem-Solving. Composed, Genuine, Thorough, Focused, Attentive Listener, Approachable, Consistent, Attention to Detail, Follows Procedures, and Team Player
Problem Solving: Evaluating data and using judgment to identify potential solutions from several solutions. Identify and select the best solution from various alternatives. Problems are apparent after a focused and analytical review is completed.
Decision Making: Limited scope decisions are necessary for the attainment of desired or the proper application of established work methods and procedures. Such decisions are typically related to the correct selection of work methods from established procedures.
Skills: Machine: Ability to operate equipment necessary to complete the duties listed above, including computer terminals, personal computer, fax, copier, adding machine, etc.
Physical Demands: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Associates are regularly required to stand, walk, and sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel objects, reach with hands and arms; The employee is occasionally required to stoop, kneel, or reach. Sedentary Work: lifting a max of 20 lbs.
Vision: Accommodation: ability to adjust vision to bring objects into focus.
Analyze: Ability to apply commonsense understanding to carry out instruction furnished in written, oral or diagram form. Ability to deal with problems involving a few concrete variables in standardized situations.
Communication and Language:
Ability to communicate effectively with customers and others within the work environment. Ability to read and comprehend instructions, correspondence and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to outside contacts, customers and other employees of the organization. Ability to represent the organization in a professional and positive manner.
Mathematical skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Compliance: Uphold the bank's philosophy and all policies by maintaining appropriate controls to assure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of our organization. Complies with banking authority and consistently adheres to credit policy and procedures.
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