Administrative Assistant I Retail Bank

Overview

The purpose of this job is providing administrative support to a Regional Retail Director or a Market Leader.

Responsibilities

• Perform administrative support by performing, organizing, coordinating critical tasks, initiatives, and special projects.
• Prepare correspondence, memos, spreadsheets, letters, reports, and other documents.
• Prepare expense reports, submit invoices, and purchase requisitions.
• Assist in the preparation of presentations and meeting materials.
• Respond to phone calls, handle messages, and daily mail.
• Schedule team events and help with logistics.
• Gather and prepare loan documents and work exception reports if needed.
• Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), and Compliance when needed.
• Assisting customers with general banking functions as needed.
• Provide excellent customer service to all clients, internally and externally.
• Perform additional duties as assigned.

Qualifications

• Minimum five (5) years of previous administrative or clerical support experienceOR
• Minimum three (3) years of previous administrative or clerical support experience and two (2) years of Retail Banking experience
• Knowledge of retail products and services offered to customers
• Excellent verbal and written communication skills
• Detail oriented but flexible to handle concurrent tasks/projects and fluctuating requirements
• Excellent time management and organizational skills to meet tight deadlines
• Intermediate computer skills, including function ability with Microsoft Office skills Word, Excel, PowerPoint, and preferably (typing skills- test 30 wpm)
• Ability to create engaging and informative presentations
• MUST be able to exercise confidentiality with sensitive information
• 2-year degree with business administration emphasis or equivalent work experience preferred
• Previous Trustmark platform systems experience preferred
• Other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks preferred
• Knowledge of general banking and business banking procedures and practices preferred
• Loan documentation knowledge preferred

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. 

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

 

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