Administrative Assistant I/II - Retail Bank

Overview:

The purpose of this job is providing administrative support to a Regional Retail Director or a Market Leader.

Additional Position Summary for Level II: 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.

**This position may be filled as a level I or II based on additional experience and qualifications required**

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.

Qualifications:

• Minimum five (5) years of previous administrative or clerical support experience

• 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
• 2-year degree with business administration emphasis 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 general banking and business banking procedures and practices preferred
• Loan documentation knowledge preferred

Administrative Assistant II – Retail Banking Additional Qualifications:

• Minimum five (5) years as an Administrative Assistant I – Retail Bank or equivalent experience
• Knowledge of advanced banking and lending procedures and practices
• College degree or equivalent work experience preferred