Executive Assistant - Commercial Lending

SUMMARY: The Executive Assistant provides administrative support involving complex duties and responsibilities to senior-level management with little direction or guidance.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Prepares documents, reports and correspondence using a variety of software packages.
• Schedules appointments and maintains event and meeting calendars on a non-conflict basis.
• Answers, directs, and refers calls to the appropriate area.
• Addresses issues/requests and resolves as appropriate.
• Categorizes and prioritizes daily mail.
• Updates and maintains a variety of databases and filing structures.
• Establishes and maintains files for records management.
• Coordinates follow-up activity.
• Coordinates travel arrangements.
• Audits expenditures; investigates and resolves discrepancies.
• Orders and maintains office supplies.
• Researches data and assists in preparation of presentations/speeches.
• Functions as a resource to internal and external customers.
• Assists with special projects.
• Generates special reports.
• Maintains confidentiality of sensitive information.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

EDUCATION

Associate's Degree required and

EXPERIENCE

• 4 - 6 years of related experience required.
• Equivalent combination of education and/or experience required.