Commercial Administrative Assistant
3 weeks ago
- Banking and Cash Management divisions as to include dashboard development and maintenance
- Report development directly and by engaging IS Support
- Comparative analysis
- Interface with IS Support to obtain reports and corrections
- Dashboard development and maintenance
- Commercial & Business Banking templates development
- Call data reporting
- Maintenance of record of performance of participants under related incentive plans
- Author various documents from time to time as directed or as to communicate information otherwise provided such as, but not limited to: procedures, modifications of policy, credit guidance memoranda, and correspondence
- Compile and maintain a Commercial Banking procedures manual.
- Promotional research and coordination
- Sales collateral development
- Market demographic and other market research
- Monitor SNL CRE Research Tool for prospective leads
- Event coordination
- Loan origination software platform administration including information and trouble resolution resource to production offices
- Interface with Project Management and other departments as necessary
- Regulatory compliance activities including but not limited to Reg B - Notice of Action Taken (NAT), Community Reinvestment Act (CRA), Home Mortgage Disclosure Act (HMDA) audits and related letters
- Assist Commercial Operations as needed
- Property/lease and vendor management
- General filing and routine clerical tasks
- Other duties as assigned
All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls. All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions. Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.
All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.
Education / Experience:
- High School diploma or equivalent at minimum; college experience strongly desired
- At least three years previous experience as Administrative Assistant, Credit Analyst, or Systems Administrator
- Commercial Banking experience strongly desired
- Ability to review data, compile, generate analysis
- Excellent writing, editing, and proofreading skills.
- Strong verbal communication and presentation ability
- Working knowledge of Microsoft Word, Excel, and PowerPoint
- Data base experience
- Business math skills
- Excellent interpersonal relations skills
- Able to maintain highly confidential information
- While performing the duties of this job the employee regularly works in general office setting with a controlled climate.
- Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and frequent employee and customer contacts and interruptions during the day.
- Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed.
- The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time.
- Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
- Work may involve the constant use of computer screens.
- Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches. Work requires dexterity of hands and fingers with repetitive wrist and hand motion.
- Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes)
At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.
Our Core Values - We Care.
We consistently demonstrate this through:
Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success
For your Benefit We Offer:
- Salary range for this position is $24.00 to $29.00 per hour. The specific salary offered will depend on several factors including but not limited to applicant's knowledge, skills and experience relevant to the position.
- Eligible to participate in annual incentive plan.
- We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
- Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
- Wellness Dollars up to $500 per year.
- Weekend Wellness Hours, 4 per quarter.
- Paid Birthday and Anniversary Holiday
- 11 paid Holidays per Year
- Sick Leave Time - Earn up to 8 days each Year
- Vacation - 12 days each Year (first year adjusted based on hire)
- Vacation Purchase Plan
- Tuition Reimbursement
- Employee Banking Privileges and Special Loan Features.
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.
Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Salary Range Disclaimer:
The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.
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