Staff Assistant, Treasury Services, South Bend, IN
1st Source
POSITION SUMMARY
Provides receptionist duties, customer support and reporting to management to contribute to the overall efficient operation of the department.
Greets guests and answers multiple departmental phone lines, taking timely, clear and concise messages and/or routing calls to the appropriate team member.
Supports various departments by helping to coordinate meetings in specific, multi-floor conference rooms and other tasks, as needed.
Performs maintenance and distribution of various other reports as requested.
Ensures that Treasury Service Support calls and emails are answered in a prompt, efficient and accurate manner.
Responds to both external and internal customer inquiries ensuring that all needs are met and handled appropriately during their initial contact.
Processes business officer changes as requested for Incentive Compensation purposes.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
One (1) to three (3) years of related experience preferred.
- Prior general office experience helpful; including experience in filing, data entry and answering phones.
- Strong proficiency in Microsoft Excel and Word is essential.
- Professional and courteous demeanor.
- Adaptable to new computer software.
- Ability to navigate through various software and systems.
- Good accuracy skills.
- Ability to handle multiple tasks and frequent interruptions in a fast-paced environment.
- Dependable, detailed-oriented and a team player.
- Ability to meet deadlines.
- Strong verbal communication and ability to communicate effectively in writing.
EDUCATION
High School Diploma/GED required. One (1) – three (3) years college preferred.
Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT
MS Office PC, fax, phone and standard office equipment .
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