Senior Administrative Assistant
Company: Dollar Bank
Location: Cleveland
Posted on: June 25, 2022
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Job Description:
Job Description The Private Banking Department provides the
Bank's products and services to upscale individuals in a highly
personalized, professional, and timely manner. The incumbent will
perform various administrative duties to provide consistent,
high-quality service to these individuals and will also contribute
to departmental goals and objectives by assisting officers in
managing customer relationships and achieving individual goals.
Qualifications: * High School Diploma/GED required. College Degree
preferred. * Minimum of 3 years banking/loan administrative
experience required * Private banking experience preferred. *
Ability to effectively manage workload and set priorities with
minimal supervision. * Ability to work under pressure and meet
deadlines. * Excellent oral and written communication skills. *
Excellent customer service skills. * Knowledge and understanding of
commercial loan system, Bank's products, services, policies and
procedures. * Ability to apply job knowledge and good judgment to
problem solving/decision making situations. * Good typing and
proofreading skills; attention to detail a must. * Must be
proficient in Microsoft Word and Excel (Candidate will be tested.)
Principle Activities and Duties: * Assists several senior lenders
in the preparation of credit proposals by ordering appraisals,
credit, property and flood reports, verifying deposit and loan
account balances and other financial statement information. *
Prepares loan documentation. Follows up for receipt of
requested/required information. * Prepares commercial loan system
input worksheets to establish new accounts and service existing
accounts. * Creates and maintains credit files, including scanning
and indexing all credit files into Nautilus. * Coordinates the
opening and servicing of liability product accounts with branches
and Private Banking transaction centers. * Performs servicing and
maintenance of accounts/relationships. * Interacts with other
departments, particularly Credit, Loan Operations and Private
Banking transaction centers to respond to customer inquiries and
requests. * Composes routine correspondence. * Performs other
duties, as necessary. Physical Requirements and Working Conditions:
Perform sedentary to light work (able to lift up to 20 pounds from
floor to waist, and/or a negligible amount of force constantly to
lift, carry, push, pull, grasp, or otherwise move objects). See,
hear, talk and perform tasks requiring manual dexterity and visual
acuity; sit, stand, walk, crouch, reach, pull, push and other
similar, repetitive tasks requiring physical activity. Able to
operate standard office/computer equipment such as photocopiers,
fax machines, computers, iPads, scanners, calculators, etc. Note:
Nothing in this job description restricts management's right to
assign or reassign duties and responsibilities to this job at any
time.
Keywords: Dollar Bank, Cleveland , Senior Administrative Assistant, Administration, Clerical , Cleveland, Ohio
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