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Executive Administrative Assistant
4 months ago
Objectives of this Role
To assist in the efficient and effective operation of the Office of the Regional President - Commercial Services and Senior VP, Commercial Services. This includes overall commercial services operations and ensuring that objectives are achieved in accordance with basic Bank policy and goals. Provide administrative support of the division's sales and service culture. Improve the Regional President - Commercial Services effectiveness and flexibility to deal with important issues as they arise. Manage the commercial loan approval process and interaction with the Bank Board loan committee. Duties also include preparing loan documentation, correspondence, reports, handling calls, research and responding to moderately complex customer needs.
Essential Functions
* Greet customers, suppliers, prospects, and associates.
* Schedule appointments, make reservations.
* Gather and research information to assist RP or SR VP - Commercial Services
* Prepare presentation materials.
* Handle confidential material and matters.
* Maintain the constant flow of business in the RP - Commercial Services or SR VP absence
* Prepare loan documentation.
* Provide efficient, courteous service to customers, prospects, and associates.
* Provide accurate and complete responses to customer inquiries.
* Obtain information to solve potential problems.
* Inform RP - Commercial Services or SR VP of problems that might entail loss of business to the bank, or that may be a detriment to effective implementation of the bank's operations.
* Know the proper individuals within the organization to handle issues when Assistant cannot handle it herself/himself.
* Make routine decisions to expedite problems quickly.
* 3Prepare and file correspondence, reports, etc. for Regional President - or SR VP, Commercial Services
* Prepare materials to assist the Executive Vice President - or SR VP Commercial Services in bank decisions.
* Prepare and send packets for Loan Committee to Directors.
* Prepare documentation for loans including ordering flood letters, title work, payoffs, etc.
* Prepare and update pipeline report for board meeting.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities are as required and may change at any time with or without notice.
Competencies
* Customer Centric Focus
* Diversity and Inclusion
* Act with Integrity
* Collaboration and Teamwork
* Results Oriented/Execution
* Business Acumen
Skills and Qualifications
* Strong PC facility-word processing, spreadsheets, databases, publication and presentation software.
* Strong organization and planning.
* Provide administrative support.
* Strong, effective written and verbal communication.
* Speedwriting (60 wpm)
* Work under pressure and meet deadlines.
* Adaptable to a rapidly changing work environment
* Ability to interact cordially with coworkers to accomplish common tasks.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.
AAP/EEO Statement
Equal Opportunity Employer of Minorities, Females, Protected Veterans, and individuals with Disabilities
