About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an entry-level Jr. Business Banker (hybrid) to develop skills in credit analysis, underwriting, treasury management and portfolio support while completing formal credit training. This role partners with client-facing and operational teams and will gain exposure across business banking functions. Responsibilities include:

• Learns and uses nCino to handle customer requests, loan renewals, portfolio reviews and portfolio-management tasks
• Assist with commercial credit analysis: review credit reports, personal/business financial statements, tax returns, appraisals, property inspections and environmental reports
• Help prepare loan presentations and packages for appropriate approval authorities
• Support underwriting and documentation review for applications submitted through the Numerated platform
• Provide timely communication and support to business banking teammates and partners to ensure customer requests and credit decisions are processed efficiently
• Research prospective clients (internet research, bank and trade references) to support business development and prospecting activities
• Work with portfolio managers to monitor covenants, controls and portfolio health
• Manage an assigned portfolio of business banking clients as experience grows; assess credit, lending and treasury needs and identify cross-sell opportunities
• Partner with Branch Managers to generate referrals, pursue new business and support sales calls
• Support community networking and prospecting to build referral sources
• Ensure compliance with bank policies, procedures and risk-management standards
• Perform other duties as assigned

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Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field preferred
• 0–2 years of relevant experience; 1+ year of credit analyst experience preferred
• Strong analytical and organizational skills; attention to detail and ability to manage multiple projects
• Effective verbal and written communication skills; comfortable networking and building relationships
• Proficiency with MS Office; familiarity with nCino or Numerated is a plus
• Self-motivated, able to work collaboratively across stakeholders and manage priorities
• Demonstrated problem-solving, change management and project implementation capabilities

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Compensation & Benefits

• Salary range: $72,000 to $80,000 per year + commission (range provided by Confidential Client; final pay is based on experience, education and other factors)
• Benefits include a competitive comprehensive benefits package, incentive/recognition programs, equity purchase plan and 401(k) contribution (subject to eligibility)
• Formal credit training and professional development opportunities to accelerate a career in business banking

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Work Environment & Physical Demands

• Hybrid work model: a mix of remote and in-office days based on business needs; specific schedule to be discussed during interview
• Typical office environment: frequent sitting, walking and standing; occasional stooping, kneeling or balancing
• Requires standard use of office equipment and interpersonal communication (phone, in-person and electronic)

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Additional Notes

• This position is posted for a Confidential Client in the Accounting & Finance industry.
• Confidential Client is an equal opportunity employer and provides reasonable accommodations for candidates with disabilities. If you require accommodations during the recruiting process, please contact the hiring organization directly.
• Visa sponsorship is not available for this role.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.