Commercial Administrative Assistant
3 days ago
The Commercial Administrative Assistant I position is responsible for providing exceptional support services with a customer-centric 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 in the Commercial Lending Department.
Key Responsibilities:- Customer Service: Deliver the IBC Experience by providing prompt, efficient, and friendly customer service that results in customer satisfaction.
- Account Management: Assist customers with account-related requests, including questions about loan or deposit account transactions, inquiries about bank products and services, and updating customer contact information and records.
- Loan Support: Support the commercial lending Officer with loan collection, overdrafts, clearing exceptions, certifications, and dormant accounts.
- Documentation: Assist the commercial lender with gathering all required documentation to comply with bank policies and procedures.
- Meetings and Events: Attend meetings, events, and participate in the bank's outreach projects.
- Confidentiality: Exercise discretion when working with confidential customer information.
- Supervision: May supervise Commercial Sales Representatives to ensure they are providing prompt and efficient customer service and effectively assisting their assigned lending officer.
- Education: High school graduate or GED equivalent.
- 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, bilingual (English and Spanish) for border markets, basic math skills, careful attention to details, team player, problem-solving, instructing, and time management.
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