Hybrid Executive Administrative Asst-Commercial Bank na WestStar

Summary

Provides administrative support to the Chief Commercial Banking Officer, the Chief Credit Officer and the Deputy Chief Credit Officer.

Essential Functions

• Performs daily administrative support for the Chief Commercial Banking Officer
• Provides daily administrative support for the Chief Credit Officer and Deputy Chief Credit Officer as needed.
• Manages CCBO’s calendar to include keeping CCBO on track for appointments and notifying all parties when delays or changes are needed.
• Answers phone, route calls, and take messages for CCBO, CCO and DCCO
• Manages routine, new, and impromptu meeting setups to include:
  • Set up Agendas, handouts, and provide necessary material.
  • Evaluating availability, scheduling meetings and coordinating scheduling conflicts
  • Booking conference rooms and set up virtual meetings in advance.
  • Set up the room to include audio visual components. Troubleshoot with IT when required.
  • Providing food, drinks or other refreshments (when appropriate)
  • Clear room when meeting concludes.
• Coordinates Department-wide meetings to include Bi-monthly team morning meeting, CBM weekly meeting, Monthly trainings, etc.
• Completion, preliminary review and maintenance of pipeline, leads, overdrafts, exceptions, projected fundings, and additional statistical or other reports as requested.
• Performs basic client service tasks (i.e. transfers, wires, advances, etc.)
• Coordinate Client Appreciation Lunches to include client communication, venue coordination, presentation, calendars, etc.
• Assists in the management of personnel matters for CCBO to include annual evaluations, intake paperwork, timecard reviews, etc.
• Maintains Meeting records to include files, minutes, and report archives for CCBO.
• Manages CCBO’s travel calendar and expense report.
• Provide lunchtime coverage for reception desk occasionally.
• Type, print and word process documents, meeting packages and letters as needed.
• Maintain supplies as needed for CCBO, CCO and DCCO
• Maintain appropriate interpersonal relationships with team members and clients.
• Assist with various lending operations as requested.
• Other duties as assigned.

Required Education, Experience, Skills

• Five or more years background in administrative area; experience in a financial institution preferred.
• Excellent Computer Skills to include Microsoft Outlook, Word, Excel, PowerPoint, Adobe, Microsoft Teams. Ability to navigate “Google Chrome” based applications (i.e. Salesforce, nCino, ADP, etc), Silverlake, etc.
• Strong communication skills and ability to interact with all levels of team members, board members, and clients.
• Demonstrated written and oral communication skills.
• Demonstrated organizational and detailed oriented skills.
• High degree of discretion dealing with confidential information
• Ability to start at 7:30 am daily and willingness to work some evenings and/or weekend days.
• Demonstrated ability to work independently and as a team.
• Minimum two years clerical or administrative experience.
• Knowledge of general office machines and telephone system.

Equipment Used

• Standard office equipment such as computers, phones and photocopiers.

Supervisory Responsibility

• N/A

Working Conditions/Physical Requirements

• Office setting.

WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.