Portfolio Assistant
Portfolio Assistant - Bozeman
First Montana Bank is seeking an ambitious and detail-oriented applicant who is looking for a professional career opportunity as a Portfolio Assistant. This position is responsible for providing senior sales, servicing and administrative support to business development and loan officers in preparation of prospecting, sales and loan documentation, maintenance of loan, deposit and prospect files. In addition, this position provides assistance to customers with bank account, product or service inquiries, problem resolution and the cross-selling of bank products and services, all within the policies, objectives and guidelines established by the bank.
To perform this job successfully, an individual must have:
• A High School Diploma or GED; Bachelor’s Degree preferred
• a minimum of one (1) to five (5) years’ experience in commercial as a loan assistant is preferred
• or an equivalent combination of education and experience
First Montana Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, First Montana Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.