What are the responsibilities and job description for the MISSOULA MARKET ADMINISTRATIVE ASSISTANT position at Stockman Bank of Montana?
Position General Responsibilities:
This position provides administrative support to the Missoula Market President. This position will include other operational duties and responsibilities as required and directed.
Education, Experience and Certification Requirements
Basic Qualifications:
- High School diploma or equivalency
- Three or more years of financial institution experience or training; or equivalent combination of education and experience.
- Strong commitment to providing exceptional customer service.
- Strong communication and organizational skills.
- Must be able to work independently and to prioritize multiple tasks.
- Good interpersonal/team skills with ability to develop effective working relationships.
- Previous personal/computer experience.
Preferred Qualifications:
- Strong knowledge of banking terminology
- Experience with Microsoft Word, Excel, and Outlook etc.
Position Specific Responsibilities, Duties and Competencies
Administrative Support Functions:
- Prepare correspondence, memos, documents and reports utilizing Word, Excel spreadsheets and databases.
- Photocopy and fax documents as needed.
- Responsible for administration, communication and tracking of donation and sponsorship programs.
- Put together manuals, materials for meetings, etc.
- Schedule appointments and meetings.
- Manage travel accommodations.
- Handle confidential and non-routine information.
- Maintain filing of key documents.
- Responsible for the fax machine, including distribution of incoming info, assistance in sending and operation of equipment.
- Answer phones and take messages or field questions as possible.
- Manage the supplies and requisition system as necessary.
- Maintenance and distribution of certain departmental and company periodicals.
- Other miscellaneous support as deemed necessary.
Research and Reports:
- Research and look-up items and documents as requested.
- Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
- Responsible for preparing spreadsheets, reports and summaries and related information.
- Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
Loan Assistance:
- Prepare and organize loan files (make copies of customer’s documents as needed).
- Follow up with customers to obtain missing disclosures or supporting loan documents.
- Maintain a tickler file.
- Handle correspondence needed for the processing of the loan.
Public Relations:
- Promote the improvement of Stockman Bank through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.
- Greet all customers pleasantly and make them feel welcome and comfortable.
- Effectively handle customer questions and problems.
For full description, which includes physical mental demands please see attachment.