What are the responsibilities and job description for the Ag Banking Sales Assistant position at Adams Bank & Trust?
We're looking for a team centric, detail, and goal oriented individual to add to our Ag Banking team!
Adams Bank & Trust is a family-owned regional bank with branches in Nebraska, Colorado, and Kansas. We're looking for individuals that value community and customer service while being able to work both independently and within a team.
Sales Assistants are responsible for assisting a team of bankers in management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.
Adams Bank & Trust is a family-owned regional bank with branches in Nebraska, Colorado, and Kansas. We're looking for individuals that value community and customer service while being able to work both independently and within a team.
Sales Assistants are responsible for assisting a team of bankers in management of client relationships and maintaining files/relationships in conformity with bank policy and regulatory requirements.
- Assists lead officers with request for yearly financials from borrowers, completes all financial input prep assigned by banker.
- Builds a thorough knowledge of client files and accounts in order to provide effective customer service with the lead banker. Assists in strengthening, maintaining and expanding client relationships through professional support for Region President and Commercial Bankers.
- Takes active role in full Credit Approval Process including gathering, compiling, and submitting all documentation required by Credit Analyst Department to process initial loan application/spread financial information.
- Possesses a full understanding of loan packet preparation to include completing Credit Presentation Checklist, Loan Officer Comments, and compiling full loan packet.
- Calls on existing and prospective clients as part of on-going business development. Conducts collateral inspection on selected clients under direction and supervision of lead banker. Assists the Commercial Senior Banker with administrative/clerical functions.