Missoula Market Administrative Assistant

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.

• 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.

• Strong knowledge of banking terminology
• Experience with Microsoft Word, Excel, and Outlook etc.

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.

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.