MISSOULA MARKET ADMINISTRATIVE ASSISTANT
Stockman Bank of Montana
Position General Responsibilities:
This position provides administrative support to the Missoula Market President. This position will include other operational duties and responsibilities as required and directed.
Education, Experience and Certification Requirements
Basic Qualifications:
+ High School diploma or equivalency
+ Three or more years of financial institution experience or training; or equivalent combination of education and experience.
+ Strong commitment to providing exceptional customer service.
+ Strong communication and organizational skills.
+ Must be able to work independently and to prioritize multiple tasks.
+ Good interpersonal/team skills with ability to develop effective working relationships.
+ Previous personal/computer experience.
Preferred Qualifications:
+ Strong knowledge of banking terminology
+ Experience with Microsoft Word, Excel, and Outlook etc.
Position Specific Responsibilities, Duties and Competencies
Administrative Support Functions:
+ Prepare correspondence, memos, documents and reports utilizing Word, Excel spreadsheets and databases.
+ Photocopy and fax documents as needed.
+ Responsible for administration, communication and tracking of donation and sponsorship programs.
+ Put together manuals, materials for meetings, etc.
+ Schedule appointments and meetings.
+ Manage travel accommodations.
+ Handle confidential and non-routine information.
+ Maintain filing of key documents.
+ Responsible for the fax machine, including distribution of incoming info, assistance in sending and operation of equipment.
+ Answer phones and take messages or field questions as possible.
+ Manage the supplies and requisition system as necessary.
+ Maintenance and distribution of certain departmental and company periodicals.
+ Other miscellaneous support as deemed necessary.
Research and Reports:
+ Research and look-up items and documents as requested.
+ Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
+ Responsible for preparing spreadsheets, reports and summaries and related information.
+ Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
Loan Assistance:
+ Prepare and organize loan files (make copies of customer’s documents as needed).
+ Follow up with customers to obtain missing disclosures or supporting loan documents.
+ Maintain a tickler file.
+ Handle correspondence needed for the processing of the loan.
For full description, which includes physical mental demands please see attachment.
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