Commercial Banking Representative, II

First Interstate

Commercial banking representative supporting complex loan portfolios and client relationships at First Interstate Bank. Handling transactions, documentation, compliance and Relationship Manager support.

Posted 8/20/2026full-timeRed Oak • Iowa • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial banking client support, including loan documentation, regulatory compliance, and client relationship management. Proficient in coordinating with various stakeholders and maintaining accurate financial records while ensuring adherence to banking policies and procedures.

Highest-signal resume keywords

Commercial Banking ExperienceLoan Documentation ExpertiseRegulatory Compliance KnowledgeClient Relationship ManagementProblem Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit Products UnderstandingBank Systems ProficiencyLoan Operating Systems KnowledgeFinancial Data EntryAccount Reconciliation

Soft Skills

Strong Organizational SkillsTime Management SkillsAttention to DetailOral Communication SkillsWritten Communication Skills

Tools & Technologies

Personal ComputersSoftware PackagesDirector/Unity ClientCredit Track

Industry Keywords

AMLBSAUCCComplianceCredit Policy

Tech Stack

Tools & technologies

Unity

About the role

Key responsibilities & impact

Serve as a primary contact between commercial banking clients and the Bank
Assist Commercial Relationship Managers with servicing clients across all loan types, including large and complex loan portfolios
Maintain and expand client relationships through overall client support services
Handle day-to-day client calls, transactions and problem resolution
Respond to account inquiries, perform account maintenance, and research and resolve client problems
Execute client transactions within delegated authority and escalate exceptions to Relationship Managers
Assist with loan applications by obtaining financial statements, tax returns and business documentation
Coordinate with attorneys, title companies and other vendors on UCC searches, title work, OFAC environmental reports, appraisals and flood determinations
Specialize in loan documentation and maintain accurate legal loan files and digital records
Prepare and review client account documents for Relationship Manager meetings
Submit complete documentation requests and supporting materials in Director/Unity Client
Provide complete loan packages to Loan Servicing for boarding/funding
Upload documentation timely and create Credit Track ticklers
Support legal entity, real estate collateral, UCC and titled collateral validation
Support treasury and deposit product referrals with internal bank teams
Ensure compliance with the Code of Ethics, AML, BSA, information security and suspicious activity reporting requirements
Maintain knowledge of regulatory, legal and Credit Policy requirements
Attend training, operational and exception meetings
Generate and review assigned daily, weekly, monthly and quarterly reports
Reconcile client accounts, enter client financial data and monitor policy exceptions

Requirements

What you’ll need

High School Diploma or General Education Degree (GED) required
4-6 years banking experience and/or equivalent combination of education and experience required
Advanced understanding of credit products, bank systems and commercial lending
Sophisticated understanding of applicable federal regulations, credit policy and bank policies and procedures
Ability to work effectively in a fast-paced production environment
Strong organizational and time management skills
Strong attention to detail
Strong oral and written communication skills
Problem solving skills
Proficiency with personal computers and related software packages
Knowledge of key software systems and other Loan Operating Systems
Regular and predictable attendance required
Must pass pre-employment screenings including a background check
Must verify identity and employment eligibility through E-Verify

Benefits

Comp & perks

Generous Paid Time Off (PTO)
Paid federal holidays
Child Care Assistance Program for eligible dependent(s)
Exercise reimbursement program
Reasonable accommodations for qualified individuals with disabilities