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Commercial Banking Assistant I
Mobile, AL
Type: Regular Full-Time
Job ID: 2023-16319

The purpose of this job is to provide support for multi assigned Commercial Relationship Managers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products.ย  Support should be provided in all aspects of the commercial lending process to include successful loan closings, and portfolio management subsequent to loan closings.ย  This position will get instructions from the Commercial Banking Support Manager while supporting the assigned Commercial Relationship Managers.

  • Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports
  • Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts
  • Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department
  • Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts
  • Provide excellent customer service to all clients, internally and externally
  • Perform additional duties as assigned.
  • High school diploma
  • Minimum of two (2) years of previous experience as a business banking assistant or relevant general banking or general assistant experience
  • Accounting and mathematical aptitude
  • Due to the critical element of customer exposure, the qualified associate must demonstrate excellent customer service ability in addition to each of the following:
    • Excellent interpersonal skills
    • Good organizational skills with demonstrable ability to multitask
    • Good communication skills (verbal and written) while demonstrating ability to use lending terminology
    • Good time management skills
    • Intermediate computer skills, including function ability with Word, Excel, and preferably other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks (typing skills- test 30 wpm)
    • MUST be able to exercise confidentiality with sensitive information
  • 2-year degree with business administration emphasis preferred
  • Knowledge of general banking and business banking procedures and practices preferred
Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.ย  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.ย  Come onboard and join our team!


Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.


If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to or call 866.213.1418.


Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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