CLIENT RELATIONSHIP SPECIALIST - MANKATO, MN

The Client Relationship Specialist is responsible for developing and maintaining strong client relationships by opening new accounts, expanding existing ones, and providing exceptional service. This role serves as the first point of contact for clients, handling daily banking needs, advising on products and services, and identifying opportunities to deepen relationships. Responsibilities include cross-selling bank products, processing transactions, assisting with business account onboarding, and ensuring client satisfaction through proactive communication and follow-up. A thorough understanding of consumer and business banking products is essential for success in this position.

Primary Responsibilities

• Daily responsibilities include cross-selling bank products, responding to client requests, processing stop payments, wire transfer, telephone transfers, placing check orders and processing special instructions on accounts.
• Open consumer deposit account products to include Checking & Savings Accounts, Certificate of Deposits, IRA & HSA Plans and Safe Deposit Boxes.
• Assist Treasury Management Officers with onboarding business client accounts including Checking & Savings Accounts, Certificate of Deposits, debit cards, etc.
• Advise clients on bank services for their needs by asking open-ended questions. Make recommendations on bank products and services that best meet their individual needs.
• Perform daily office responsibilities and tasks such as account transactions, account maintenance and client correspondence.
• Perform follow-up calls with current clients for service check-in and future needs.
• Maintain public relations contact with local community.

Pay: $20.00 - $26.00 per hour

Essential Qualifications and Requirements:

• Minimum of two (2) years of experience in retail & business banking required,
• Experience with treasury management products and/or consumer lending is preferred.
• Candidate must demonstrate a consistent track record of delivering exceptional client service.
• Experience with Fiserv Premier preferred.

COMMERCIAL LOAN SPECIALIST- SARTELL, MN   
 

The Commercial Loan Specialist plays a critical role in supporting the bank’s commercial lending operations by ensuring accurate processing, closing, and ongoing servicing of Commercial and SBA loans. This position partners closely with Commercial Loan Officers and the SBA Closing Officer to deliver exceptional administrative support throughout the loan lifecycle. Key responsibilities include preparing and reviewing commercial loan documentation, maintaining compliance with regulatory and internal standards, and managing the integrity of commercial and SBA loan files. The Specialist ensures timely and precise execution of loan transactions, contributing to a seamless client experience and the overall success of the lending team.

Primary Job Responsibilities

• Prepare accurate and complete documentation for Commercial and SBA loans, ensuring compliance with credit presentations and SBA Terms and Conditions. Disburse loan proceeds in accordance with approved terms.

• Serve as a primary point of contact for clients in person and by phone, addressing inquiries related to Commercial and SBA loans. Proactively gather required documentation and coordinate all aspects of loan closings for a seamless client experience.

• Prepare and submit SBA applications through Etran, ensuring timely and accurate processing.

• Order and review third-party vendor items—including title work, flood determinations, tax transcripts, UCC lien searches, and character searches—to confirm alignment with credit presentations, bank policies, and SBA guidelines.

• Examine purchase agreements, leases, organizational documents, and insurance policies for completeness and compliance with internal and SBA standards.

• Maintain organized and compliant loan files by scanning documentation into M-Files, updating ticklers, and verifying file integrity.

• Assist with Commercial and SBA loan servicing requests, including subordinations, collateral releases/substitutions, loan increases, renewals, and payoff processing.

• Notify and obtain SBA approvals for servicing requests in accordance with SBA Standard Operating Procedures.

Essential Qualifications and Requirements: 

• Associate’s degree in business, finance, or related field required; Bachelor’s degree preferred.

• 2+ years of experience in commercial loan processing or servicing; SBA experience strongly preferred.

• Knowledge of commercial loan documentation, regulatory compliance, and banking policies.

• Proficiency in Microsoft Office Suite; experience with LaserPro and M-Files preferred.