Hybrid Commercial Relationship Assistant I at None

We’re looking for a proactive and detail-oriented Commercial Relationship Assistant I to join our team supporting the Mifflin and Juniata region. In this key support role, you’ll assist Commercial Relationship Managers with a wide range of administrative and portfolio management duties. From preparing loan documentation to handling customer inquiries, your strong communication skills, attention to detail, and problem-solving mindset will help ensure a seamless banking experience for our clients.

Portfolio and Loan Administration

• Support Commercial Relationship Managers with day-to-day portfolio management, including loan documentation, customer inquiries, and account maintenance.
• Coordinate the preparation, review, and processing of commercial loan documents and supporting materials such as credit reports, flood certifications, and UCC filings.
• Monitor and track loan activity, including financial reporting, covenant compliance, and expiring credit lines.
• Assist with risk rating assessments and pipeline updates.
• Maintain accurate loan records by organizing, scanning, and reviewing post-settlement documentation.

Client Service and Relationship Management

• Serve as a primary point of contact for business clients, responding to inquiries and providing appropriate product recommendations.
• Participate in customer service and sales activities, including joint client calls and cross-selling of bank products and services.
• Collaborate across departments to ensure timely issue resolution and a high-quality client experience.

Transaction Processing

• Handle customer transactions such as wire transfers, disbursements, account transfers, and loan payments.

Compliance and Operational Support

• Ensure compliance with all internal policies, procedures, and applicable banking regulations.
• Perform other duties as assigned to support department goals and operations.

Qualifications:

• Minimum 2 years of experience in a lending-related role, such as banking, credit, or legal documentation.
• Associate’s degree preferred.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Excellent time management, organizational, and follow-up abilities.
• Demonstrated problem-solving skills and attention to detail.
• Ability to thrive in a collaborative team environment.
• May be required to obtain a Notary Public commission.

Physical Requirements:

• Primarily office-based with moderate standing, walking, bending, and lifting (10–20 lbs occasionally).
• Reasonable accommodations can be provided to support individuals with disabilities.

Qualifications

• Minimum 2 years' prior experience in a lending-related role, documentation capacity preferred (such as banking, legal, or credit functions); Associate degree preferred
• Excellent oral & written communications and mathematics skills
• Excellent time management skills allowing for efficient handling of multiple demands and completing priorities
• Superior follow-up and problem-solving skills
• Ability to work well under pressure to achieve results and to work effectively in a team environment
• Proficient in Microsoft Office Suite applications

Benefits 

• Competitive Compensation 
• Competitive Medical, Dental, & Vision Coverage 
• 401(k) with Company Match 
• Company-Paid Life Insurance 
• Employee Discounts on Loans, Insurance, & other Kish Services 
• Generous Paid Time Off (PTO) 
• Volunteer Time Off (VTO) 
• Paid Holidays 
• Telemedicine 
• Wellness Rewards Programs 
• Education Assistance Programs 
• Tuition Reimbursement 
• New Hire Training 
• Career Development 

Kish is an Equal Opportunity Employer/Affirmative Action Employer Minorities/Females/Disabled/Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.