Business Banking Assistant

Location: Watertown, SD
Shift: M-F 8am - 5pm
Job Schedule: Full-Time
Company: First PREMIER Bank

About the Role
Assist and support the Business Banking function.  Enhance relationships through customer service, product knowledge and financial analysis.

Job Duties and Responsibilities 


* Obtain essential pre-closing documents needed for lender to make necessary lending decisions.

Request/coordinate proper documentation needed from customers.


* Responsible for preparing/updating loan files to ensure the bank has timely and accurate financial and collateral information.


* Input customer information in bank systems to facilitate credit requests.


* Develop and prepare individualized loan packages.


* Prepare documents for offsite storage and record retention within guidelines.


* Communicate with Risk Management pre and post close to verify that bank security standards are met.


* Attend all compliance training, assist in training lenders as needed.


* Assist in preparing documents requested for all internal audits, external audits and fed exams.


* Responsible for processing customer transfers including deposit account and loan transactions.


* Open deposit accounts and cross sell ancillary products.


* Expected to be well versed on all bank products to ensure customer satisfaction.


* Act as a point of contact for employees and management.


* Review customer’s current relationship with FPB to help determine appropriate ancillary product recommendations.


* Answer incoming customer calls and forward to appropriate staff members.


* Assist and support bank administration with operational issues and document revisions.


* Assist in the completion of special projects and attend task force meetings as scheduled.


* Attend continuing education to keep current on changing regulations.


* Schedule meetings, appointments, on and off site.


* Coordinate activities and events including customer appreciation events.

Skills and Qualifications 


* Must possess basic understanding banking. 


* Combination of education/experience that would enable incumbent to meet essential functions and required competencies of the position.


* Basic PC skills and proficiency of the English language. 


* Exceptional verbal and written communication skills.


* Ability to exercise independent judgment and exercise discretion regarding confidential matters. 


* Adapt and prioritize within a constantly changing environment. 


* Ability to concentrate and work independently. 


* Attention to detail, analytical and problem-solving skills. 


* Capacity to learn, adapt to change, and become proficient quickly. 


* Ability to handle stress, exercise self-control, adheres to company policies and procedures and upholds the PREMIER Way.

Competitive Benefits Package


* Full medical benefits when working 20+ hours per week


* Traditional and High De...