Business Banking Assistant

MutualOne Bank • Framingham, MA • 2h ago

The Business Banking Assistant provides administrative, operational, and
client support to the Business Banking team by delivering exceptional
service to business customers while ensuring efficient processing of
commercial banking activities. This role acts as a key point of contact
for clients, partnering closely with Business Bankers, Commercial
Lenders, Loan Operations, and Retail Banking to deliver a seamless
customer experience. Experience & Education Requirements: Minimum of 2
years of related banking experience Bachelor?s degree or equivalent
sales and service experience Extensive knowledge of financial
institution policies and procedures Good interpersonal, communication &
computer skills Experience supporting commercial lending or business
banking, strongly preferred. Knowledge of commercial loan documentation
and business deposit accounts is preferred. Experience with core banking
and loan origination systems is a plus. Essential Job Functions: Provide
administrative and operational support for Business Development. Serve
as a primary contact for business customers by responding to inquiries
and directing requests to the appropriate departments. Prepare and
process loan documentation packages, account opening documents, and
other business banking paperwork. Coordinate small business loan
closings, renewals, modifications, and documentation with internal
departments and external customers. Assist with opening business deposit
accounts and gathering required documentation in compliance with Bank
policies and regulatory requirements. Monitor pipeline reports and
ensure timely follow-up on pending documentation, renewals, and customer
requests. Prepare correspondence, reports, presentations, and customer
communications. Schedule client meetings and maintain Business Bankers\'
calendars as needed. Assist in onboarding new business clients. Maintain
customer files and ensure documentation is accurate, complete, and
compliant with internal procedures. Support portfolio management
activities, including obtaining financial statements, insurance
documentation, and other required customer information. Coordinate with
Loan Operations, Credit Administration, Compliance, and Deposit
Operations to resolve issues efficiently. Maintain confidentiality of
customer information and adhere to all Bank policies, procedures, and
regulatory requirements. Participate in customer relationship-building
activities and community events as requested. Perform additional duties
and special projects as assigned. Bank Secrecy Act responsibilities
include adhering to the Customer Identification Program (CIP) Policy and
reporting suspicious activity to the BSA Officer. Make Calls on existing
commercial relationships Follow up on referrals provided by existing
customers or bank personnel Assist in loan closings with retail products
& services Participating in ongoing training to stay current on industry
trends and new products. Qualifications Required knowledge, skills &
abilities: Strong understanding of financial products and services and
the ability to learn more Assess customer needs, provide solid
recommendations, and build customer relationships to optimize sales
opportunities with new and existing customers Exceptional verbal,
written and interpersonal communication skills, with the ability to
clearly and concisely articulate issues, carry out instructions and
instruct others to generate reports, correspondence, and procedures.
Possess a professional demeanor including business attire, courtesy,
tact and conflict management skills Ability to apply critical thinking
and problem-solving skills Responsive and flexible; ability to adapt to
changes in the work environment and modify approaches or methods to best
fit the situation. Successful completion of in-house training programs
or other approved training programs Compliance with BSA regulations as
appropriate to the position Physical Demandsand Work

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