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Middle Market Banking - Specialist I

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NBH Bank

3mo ago

  • Job
    Full-time
    Mid-level (3-4 years)
  • Englewood

AI generated summary

  • You must possess strong analytical skills, attention to detail, and proficiency in financial analysis; customer service experience is preferred. Ability to work collaboratively is essential.
  • You will support middle market banking operations, manage client relationships, analyze financial data, assist in loan processing, and collaborate with team members to meet client needs.

Requirements

  • Minimum Requirements: To be considered for this position, you must possess the following qualifications.
  • Associates degree or equivalent combination of education and related work experience.
  • 3 years of relevant specialty or commercial banking experience.
  • Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
  • Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications.
  • Bachelor’s degree.
  • 4+ years of experience in specialty or commercial banking loan and deposit operations support.
  • Prior work experience in the assigned Specialty industry.
  • Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.
  • Exceptional verbal, written and interpersonal communication skills with the ability to clearly and concisely articulate issues, to carry out instructions and instruct others, to generate reports, correspondence, and procedures.
  • Ability to work with minimal supervision while performing duties.
  • Effective organizational and time management skills.
  • Ability to train and mentor new Specialty Banking Specialists.
  • Absolute discretion when dealing with confidential matters.
  • Self-directed and motivated to accomplish tasks, meet objectives and commit to timelines.
  • Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
  • Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
  • Proficient in salesforce.com, MS Office applications which include Outlook, Word, Excel, and PowerPoint.

Responsibilities

  • - Manage daily, weekly, and monthly Middle Market Banking trend compliance reports, team financials, pipeline reports and portfolio management reports
  • - Accurately input data, monitor and process loan data in Capital Stream
  • - Assist Managing Directors, Relationship Managers, Portfolio Managers and Credit Analyst in monitoring maturing loans, past dues and covenant reports
  • - Assist Managing Directors, Relationship Managers and Portfolio Managers in all aspects of processing and booking loans
  • - Review loan documents to ensure they are accurate
  • - Partner with internal groups including accounting, risk management and marketing to manage internal processes related to clients and reporting
  • - Maintain current knowledge and consistent compliance with regulations and bank policies and procedures
  • - Oversee changes and updates to risk reports, operation procedures, management of client deposit operations, and treasury management implementations
  • - Prepare and arrange weekly portfolio management meetings including creating agendas and preparing meeting minutes
  • - Handle administrative details and duties and complete them on time and with a high degree of quality
  • - Proactively develop relationships with key internal partners and external clients
  • - Gain recognition as a team resource and build a rapport with clients and fellow associates
  • - Treat others with respect and consideration regardless of their status or position.

FAQs

What is the primary focus of the Middle Market Banking - Specialist I position?

The position primarily focuses on producing high-quality, detailed work based on established standards and guidelines, while managing tasks such as compliance reporting, data processing, and loan management.

What kind of work environment can I expect in this position?

The work environment is stable and structured, promoting steady, methodical work output with an emphasis on strong relationships and well-defined processes.

What type of training and support will I receive in this role?

You will receive structured step-by-step training and positive, supportive coaching from management and peers to build your job knowledge and competency.

What are the key responsibilities of the Middle Market Banking - Specialist I?

Key responsibilities include managing compliance reports, processing loan data, assisting senior bankers in managing loans, reviewing loan documents, and coordinating with internal groups such as accounting and marketing.

What educational qualifications are required for this position?

An Associate's degree or an equivalent combination of education and related work experience is required.

How many years of experience are required for this role?

A minimum of 3 years of relevant specialty or commercial banking experience is required, with preference given to candidates with additional experience.

Are there any desired qualifications that can enhance my application?

Yes, a Bachelor's degree and 4+ years of experience in specialty or commercial banking loan and deposit operations support are desired qualifications.

What skills are essential for success in this role?

Essential skills include exceptional verbal and written communication, effective organizational and time management, strong client service skills, discretion with confidential matters, and proficiency in MS Office applications.

Will I have opportunities to interact with clients and other internal partners?

Yes, you are expected to proactively develop relationships with key internal partners and external clients, building rapport and treating others with respect.

What benefits are offered with this position?

The position offers a competitive benefits package that includes insurance, a 401k plan, associate stock purchase programs, paid time off, and various banking perks.

What type of office setting will I be working in?

You will be working in an office setting with traditional hours, with the possibility of additional hours outside of routine business hours as necessary.

Is there a commitment to equity, diversity, and inclusion within the company?

Yes, the company promotes equity, diversity, and inclusion and believes that these elements are essential to building a successful organization and a positive culture.

What are the requirements regarding compliance and regulations in this role?

You are expected to maintain knowledge and comply with all relevant regulations and bank policies, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

What screening process should I expect if I am selected for hire?

Selected candidates must complete a criminal history report, global screen, drug screen, employment credit report, and, if applicable, a driving record.

How can I apply for the Middle Market Banking - Specialist I position?

Interested candidates can apply by following the application process outlined in the job posting.

NBH Bank

Finance
Industry
1001-5000
Employees

Mission & Purpose

NBH Bank is a subsidiary of National Bank Holdings Corporation (NYSE: NBHC). NBH Bank provides clients with a full range of financial products and services throughout Utah, Idaho, Wyoming, Colorado, Kansas, Missouri, New Mexico and Texas. With over 1,100 associates and more than 100 convenient banking center locations and ATMs, we focus on consumer, small business and commercial banking relationships. At NBH Bank, we believe that banks have an obligation to deliver common sense banking–smart banking solutions and exceptional service that put our clients first. NBH Bank Common Sense Banking is delivered in a locally relevant way–the way banking should be provided–through our family of community banks: Bank Midwest, Community Banks of Colorado and Hillcrest Bank.