Job description
Overview:
The purpose of this job is to utilize advanced knowledge and experience in providing administrative support to a Regional Retail Director or a Market Leader.
Responsibilities:
- Perform administrative support by performing, organizing, coordinating critical tasks, initiatives, and special projects.
- Prepare correspondence, memos, spreadsheets, letters, reports, and other documents.
- Prepare expense reports, submit invoices, and purchase requisitions.
- Assist in the preparation of presentations and meeting materials.
- Respond to phone calls, handle messages, and daily mail.
- Schedule team events and help with logistics.
- Gather and prepare loan documents and work exception reports if needed.
- Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), and Compliance when needed.
- Assisting customers with general banking functions as needed.
- Provide excellent customer service to all clients, internally and externally.
- Perform additional duties as assigned.
- Minimum five (5) years of previous administrative or clerical support experience
OR - Minimum three (3) years of previous administrative or clerical support experience and two (2) years of Retail Banking experience
- Knowledge of retail products and services offered to customers
- Excellent verbal and written communication skills
- Detail oriented but flexible to handle concurrent tasks/projects and fluctuating requirements
- Excellent time management and organizational skills to meet tight deadlines
- Intermediate computer skills, including function ability with Microsoft Office skills Word, Excel, PowerPoint, and preferably (typing skills- test 30 wpm)
- Ability to create engaging and informative presentations
- MUST be able to exercise confidentiality with sensitive information
- College degree or equivalent work experience preferred
- Previous Trustmark platform systems experience preferred
- Other bank systems (such as nCino, OnDemand, Outlook, etc.) necessary to perform tasks preferred
- Knowledge of advanced banking and lending procedures and practices preferred
- Loan documentation knowledge preferred
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