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Commercial Banking Assistant Jobs in Appleton, WI

The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to support client needs, assist with prospecting and relationship development activities, coordinate ...

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

Initiate outgoing wire transfers for commercial clients and maintain/update Wire Transfer Agreements * Review and initiate draw requests for construction loans. * Assist in managing the bank ...

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

Initiate outgoing wire transfers for commercial clients and maintain/update Wire Transfer Agreements * Review and initiate draw requests for construction loans. * Assist in managing the bank ...

As a Commercial Loan Coordinator , the ability to communicate well, precise accuracy, and unmatched ... Bank's loan production process • Assist Business Bankers in scheduling closings • Run and ...

New

Prepare bank reconciliations for all operating, disbursement, payroll, and investment accounts ... * Assist as backup for payroll, daily invoicing, and sales updating. Provide payroll approval.

Commercial Banking Assistant information

See Appleton, WI salary details

$7

$20

$37

How much do commercial banking assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for commercial banking assistant in Appleton, WI is $20.09, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $22.07 per hour, depending on experience, location, and employer.

What is a commercial banking assistant?

Commercial Banking Assistants support relationship managers and bankers by handling administrative tasks, preparing loan documents, processing transactions, and communicating with clients. They play a key role in ensuring the smooth operation of banking services for commercial clients, including businesses and organizations. Their responsibilities often include managing client accounts, assisting with loan applications, and providing customer service. This position requires strong organizational skills, attention to detail, and knowledge of banking procedures.

What are the key skills and qualifications needed to thrive as a commercial banking assistant?

To excel as a Commercial Banking Assistant, you need strong financial acumen, attention to detail, and a background in finance or business administration. Familiarity with banking software, customer relationship management (CRM) systems, and Microsoft Office Suite is typically required. Exceptional organizational skills, professionalism, and clear communication help you efficiently support clients and internal teams. These skills are crucial for maintaining client satisfaction, ensuring compliance, and supporting smooth banking operations.

What are some common challenges faced by commercial banking assistants, and how can they be addressed?

Commercial Banking Assistants often encounter challenges such as managing high volumes of client requests, coordinating with multiple departments, and staying updated on regulatory compliance. Strong organizational skills, effective communication, and attention to detail are essential to handle these demands. Building positive relationships with both clients and internal teams can help streamline processes and ensure smooth transactions, while ongoing training and use of banking software can improve efficiency and accuracy.

What is the difference between Commercial Banking Assistant vs Loan Processor?

AspectCommercial Banking AssistantLoan Processor
CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsHigh school diploma; some roles may require mortgage or loan processing certifications
Work EnvironmentBank branches, offices, customer service settingsLoan departments, financial institutions, processing centers
Employer & Industry UsageCommercial banks, credit unions, financial servicesMortgage companies, banks, lending institutions
Common Search & ComparisonOften compared for roles supporting banking operations and customer serviceCompared for roles focused on loan documentation and approval processes

The Commercial Banking Assistant and Loan Processor roles both support banking operations but differ mainly in focus. The assistant handles customer service, account management, and administrative tasks, while the loan processor specializes in evaluating and processing loan applications. Both roles require similar credentials and work in related environments, but their core responsibilities distinguish them within the banking industry.

Is a commercial banking assistant high paying?

A commercial banking assistant's salary is typically moderate and depends on factors such as experience, location, and the size of the bank. Entry-level positions often offer lower pay, while experienced assistants or those with specialized skills can earn higher wages. Overall, it is not considered a high-paying role compared to other banking or financial positions.

Is it hard to get a job in commercial banking?

Getting a job as a commercial banking assistant can be competitive, often requiring relevant education such as a degree in finance, accounting, or business, along with strong communication and customer service skills. Entry-level positions may have less strict requirements, but advancement typically involves gaining experience and sometimes professional certifications like the CFA or CPA. Networking and internships can also improve chances of securing a role in commercial banking.

What are the most commonly searched types of Commercial Banking jobs in Appleton, WI?

The most popular types of Commercial Banking jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Commercial Banking Assistant jobs?

Cities near Appleton, WI with the most Commercial Banking Assistant job openings:

Merchant Services Associate

Nicolet National Bank

Grand Chute, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

66th of 174 rated banks


Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This role can be performed at any of our Fox Valley branches.
The Merchant Services Associate is responsible for supporting the delivery, onboarding, service, and growth of merchant services. The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to support client needs, assist with prospecting and relationship development activities, coordinate implementation, and provide a high level of client service. The Merchant Services Associate helps support growth of the Bank’s merchant card services portfolio while developing the consultative, sales, product, and relationship management skills needed to progress into a Merchant Services Consultant role.
As a Merchant Services Associate, you will:
  • Partner with Treasury Management, Commercial Banking, and Retail Banking team members to identify merchant services opportunities.
  • Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up activities, and service discussions to help recommend appropriate card processing, payment acceptance, and point-of-sale solutions to support merchant services growth, retention, and a strong client experience.
  • Support growth of the Bank’s merchant services portfolio by prospecting, client follow-up, banker referrals, and relationship development activities.
  • Partner with the Merchant Services Admin to prepare pricing, proposals, applications, and sales presentation materials.
  • Partner with the Merchant Services Admin to coordinate onboarding, installation, training, and implementation activities for credit/debit card processing, terminals, point-of-sale equipment, and related merchant solutions.
  • Provide responsive customer service by resolving merchant service issues in partnership with the Merchant Services Admin, vendors, or internal partners, and ensuring timely follow-up through resolution.
  • Support portfolio maintenance, merchant retention activities, and relationship support in partnership with the Merchant Services Admin to strengthen the client experience and deepen existing relationships.
  • Remain knowledgeable and up to date on merchant services, bankcard products, payment acceptance solutions, e-commerce, industry changes, and the overall business environment.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • Associate’s or bachelor’s degree in Business Administration, Finance, or related field preferred; or related work experience.
  • Prior experience in customer service, retail banking, commercial banking, treasury management, operations, credit, collections, or merchant services preferred.
  • Prior sales experience in merchant services, financial services, or business-to-business client support preferred.
  • Knowledge of bankcard principles, terminals, Visa/Mastercard products and services, point-of-sale solutions, or payment processing preferred.
  • Working knowledge of Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
  • Ability to maintain strict confidentiality.
  • Strong organization, attention to detail, and follow-through.
  • Good verbal and written communication skills, with the ability to interact professionally with clients, bankers, vendors, and internal partners.
  • Interpersonal and relationship-building skills with a client service mindset.
  • Ability to work independently with appropriate guidance while managing multiple priorities and meeting deadlines.
  • Collaborative team player with the ability to partner across Treasury Management, Commercial Banking, Retail Banking, branch teams, vendors, and operations partners.
  • Ability to listen, identify client needs, understand the merchant services and Treasury Management structure of commercial and retail clients, and support consultative recommendations for payment acceptance solutions.
  • Basic knowledge of retail banking, commercial banking, treasury management, payment processing, or merchant services products preferred.
  • Motivated to learn, grow, and develop toward expanded merchant services sales and consulting responsibilities.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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