Calling on potential and existing businesses that may involve scheduling meetings and travel Supports the commercial services area with customer service, correspondence, phone calls,
Requirements Summary
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.
Technical Tools
Finance & AccountingTreasury
GENERAL SUMMARY:
Assistant serves in two main areas: commercial services support and branch support. Performs various clerical duties.
RESPONSIBILITIES AND EXPECATIONS:
Calling on potential and existing businesses that may involve scheduling meetings and travel
Supports the commercial services area with customer service, correspondence, phone calls, and miscellaneous duties.
Assists with sales and service of products.
Performs administrative activities to include support, documentation, customer calls, faxes, transfers, mail, etc.
Performs other duties as assigned.
Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of bank operations, especially treasury management services.
Knowledge of Word, spreadsheet, and database software.
Skills in problem solving and decision-making.
Ability to communicate effectively with management, customers, and coworkers.
Ability to work with accuracy and attention to detail.
Ability to create an organized and efficient work environment.
Ability to meet deadlines and multi-task.
EDUCATION AND EXPERIENCE:
High School diploma or equivalent experience in banking.
Previous experience with computer software and bookkeeping preferred.
PHYSICAL REQUIREMENTS:
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
