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Commercial Administrative Assistant

1 month ago

Port Lavaca, United States International Bank of Commerce Full time
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.

Time Type:
Full time

Department:
220 Commercial Lending

Job Summary:
The Commercial Administrative Assistant I position is responsible for providing services with a "we do more" attitude. Duties must be carried out accurately and efficiently in a fast-paced environment and in accordance with office procedures. This position supports a commercial officer.

Job Description:

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
  • Answers telephones, directs calls and takes messages in the commercial lending area.
  • Delivers the IBC Experience by providing prompt, efficient and friendly customer service that result in customer satisfaction.
  • Listens carefully, creates a connection and establishes relationships with prospective customers by suggesting bank products and services that will meet their needs. If necessary, refer products and services through the bank's referral program.
  • Assists customers with account-related requests such as: (i) questions about loan or deposit account transactions and inquiries about bank products and services. (ii) assist customers in loan payments and transfer of funds; (iii) contact customers to notify them of check orders, debit cards, etc.; and (iv) update customer contact information and records. This may include interacting with other bank departments.
  • Logs and updates the bank's system (Horizon) with notes regarding customer interaction.
  • Supports the commercial lending Officer with loan collection, overdrafts, clearing exceptions, certifications, and dormant accounts.
  • Assists the commercial lender with placing loans in share point in order for the loans to be prepared by bank attorneys or credit department. Assists the officer in the closing of loans as well as opening of deposit accounts; also, gathers all required documentation to comply with bank's policies and procedures.
  • Attends meetings, events and participates in the bank's outreach projects.
  • Exercises discretion - he / she will work with confidential customer information.
  • May supervise Commercial sales Representatives to ensure they are providing prompt and efficient customer service and effectively assisting their assigned lending officer
  • Assist commercial lender with the coordination of schedules, meetings and presentations.
  • Other duties as assigned.

SKILLS
  • Customer service and goal oriented.
  • Able to process transactions accurately and efficiently.
  • Proficient in computer skills and knowledgeable in Microsoft Office and its applications.
  • For the border markets, Bilingual, being fluent in both English & Spanish.
  • Basic math skills.
  • Careful attention to details.
  • Team player.
  • Problem Solving
  • Instructing and Time Management

EDUCATION
  • High school graduate or GED equivalent.