GENERAL PURPOSE SUMMARY
Performs a wide range of intermediate administrative and support functions within the operating unit, section or department by performing the following essential duties and responsibilities:
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Performs a wide range of more complex administrative and support functions; composes correspondence, updates and maintains records; maintains and may develop spreadsheets; creates forms and templates, and prepares and formats documents using multiple software programs.
- Performs work-area specific duties and assists work area personnel with special projects as assigned by supervisor. Generates reports, compiles statistics, and summarizes data for supervisor's approval; may perform basic review of documents for accuracy and conformity to established standards.
- Answers, routes and places telephone calls, receives and relays messages to work area personnel, and distributes and sends mail. Greets and directs visitors to appropriate individuals, and schedules appointments.
- Responds to internal and external customer requests for information and maintains awareness of subject matter experts within the work area and the bank for effective referral.
- May schedule and coordinate meeting facilities and equipment, take minutes, and generate and distribute reviewed and approved minutes to appropriate personnel.
- Performs other work-related duties as assigned supervisor.
COMPLIANCE EXPECTATIONS
- Stay up to date on relevant laws and regulations and complete all compliance training on time.
- Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job.
- Maintain customer confidence and protect the bank's operations by identifying and protecting confidential information.