Our Main St. branch in Kennebunk we will be closed Monday, June 14th through Thursday, June 17th due to required sewer line maintenance outside of the building. During this time, our ATM will be accessible to foot traffic only. For Night Deposits and other lobby and Drive Up services, please visit our branch at 50 Portland Road. If you need to access your safe deposit box, please call Customer Care at 1-800-339-6573 for an appointment. We apologize for any inconvenience this may cause. We appreciate your patience!

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Commercial Relationship Assistant

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Commercial Relationship Assistant

Location: Portsmouth, New Hampshire

What does a Commercial Relationship Assistant do?

Under the direct guidance of their assigned supervisor and in accordance with established policies and procedures, the Commercial Relationship Assistant is responsible for providing assistance to a team of Commercial Relationship Managers. Primary responsibilities include maintaining integrity of designated commercial loan portfolios, performing loan maintenance activities and providing superior customer service.

Essential Functions (3)

Administrative Support

  • Prepares commitment letters, file memos and customer correspondence as needed
  • Assists in various research projects and reconciles documentation questions for servicing
  • Responsible for input and maintenance of customer records in the Customer Relationship Management and Loan Origination systems

Loan Pipeline and Report Management

  • Monitors and prepares various commercial lending reports
  • Assists in processing/closing of loans
  • Reviews loan documentation for accuracy and facilitates clearing of deficiencies

Customer support for designated loan portfolio(s)

  • Provides prompt and courteous service to all customers
  • Answers inquiries, performs research and account maintenance
  • Acts as a customer liaison for Commercial Relationship Managers

Other Duties and Responsibilities

  • Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
  • Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
  • Consistently emphasizes the importance of teamwork in the department and company at large
  • Responsible for keeping abreast of company news and information
  • Responsible for completing required training and policy review
  • May serve on various committees
  • Willingness to take on additional tasks and duties

Desired Certifications & Licenses

  • Not applicable

Desired Knowledge, Skills & Abilities

  • Displays high level of regard for trust and confidentiality
  • Proficient in Microsoft Office Products
  • Displays strong written and verbal communication skills
  • Displays strong organization skills and the ability to multi-task to meet established deadlines
  • Demonstrates a high level of accuracy and attention to detail
  • Effectively uses analytical skills to solve technical, as well as, non-technical problems
  • Prior knowledge of regulations within the financial services industry is preferred
  • Ability to adapt to change

Desired Job Experience

  • Experience in a commercial banking environment.
  • Experience in a professional, service focused and fast-paced environment

Desired Education

  • High school or General Education Diploma

Working Conditions/Minimum Physical Requirements

  • Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
  • Dexterity of hands and fingers to operate a computer and other office equipment
  • Lifting and moving of moderately heavy objects on occasion
  • Normally seated for extended periods of time

Other details

  • Job family: Banking
  • Pay Type: Hourly
  • Travel Required: No
  • Required Education: High School Diploma

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.