Associate Banking Advisor
$114,540–$194,580 year
On-site · San Diego, California, United States
Job Summary
Associate Banking Advisor role supporting Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios, attending client meetings and presentations, assisting with business development plans and client presentations, managing client servicing activities, coordinating with account managers on deposit-related transactions, ensuring documentation for credit underwriting and credit file maintenance, and developing action plans for client servicing while collaborating across disciplines to ensure execution and follow-up. Requires knowledge of banking products and services, credit underwriting experience, familiarity with loan documentation and compliance, and strong analytical, problem-solving, and organizational skills.
Required Qualifications
- Knowledge of banking products and services is required
- Credit underwriting experience is required (obtained through working in the National Credit Services Center or at another financial institution)
- Knowledge of internal banking functions
- Analytical, problem solving, and organizational skills required
- Experience: 5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background
- Formal credit training is required with a minimum of one year experience performing credit analysis and underwriting
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.