Teams at Jefferson Bank

Educates commercial customers and internal banking partners on treasury management products, including payment, fraud prevention, reporting, and cash management services. Conducts sales calls, customer demonstrations, training, site visits, and market analysis. Coordinates implementations, maintains CRM and boarding records, researches online banking technologies, prepares reports, resolves customer issues, and supports treasury management projects. Requires regional travel, strong communication, organization, customer service, and banking systems knowledge.

Develop commercial loan and deposit business through client calls, networking, referrals, and community involvement. Underwrite credit, analyze financial statements, prepare credit memos, coordinate loan documentation and closing, ensure regulatory compliance, and manage an existing loan and deposit portfolio. Present loan information to senior management and the board while cross-selling banking products and maintaining strong commercial relationships.