Administrative Assistant
Wilson Bank & Trust
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Imagine sitting across from a family ready to buy their first home or a business owner planning to expand. In a Lending role at Wilson Bank & Trust, you're more than a banker-you're a trusted friend who helps turn dreams into reality. Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business. You'll build relationships that go beyond transactions, becoming the person customers rely on for clarity and confidence in complex financial decisions. Over time, you'll see those dreams come to life-homes filled with laughter, businesses thriving in your community-and know you played a part in it. It's about being a cornerstone in your community, offering expertise and empathy while partnering with teams across the bank to deliver solutions that matter. Your career grows alongside the people you serve, and together, you'll write stories of progress and possibility that last for generations. Position Summary The Administrative Assistant II provides administrative and operational support for the management team within the North Region. This position manages appointment schedules for the management team and represents the region in cross-departmental and community initiatives. The Administrative Assistant II assists customers with the loan application process and prepares documents and disclosures to facilitate the closing process. This position reports to the Regional President and provides excellent customer service to employees while demonstrating the Company values and supporting the mission. Position Duties & Responsibilities
- Provide administrative and operational support for the management team within the North Region
- Manage appointment schedules for the management team and assist in coordinating meetings and loan closings
- Serve as regional representative for cross-departmental and community initiatives as requested
- Coordinate specific events to include Community Council meetings, regional staff meetings, community initiatives, etc.
- Assist loan customers with the application process
- Organize and maintain loan documentation, verifying files are complete, current, and compliant with regulatory requirements, internal policies and industry best practices
- Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams, maintaining effective communication throughout the loan process
- Assist customers with issues or concerns, recognizing when escalation is needed to improve the customer experience
- Prepare and maintain reports such as performance objectives for office volume, sales and service goals and internal audit rating
- Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
- Attend training as requested
- Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
- Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
- Perform other duties as assigned
- High School diploma or GED
- 3 years of previous banking experience
- Knowledge of banking regulations, compliance and industry best practices
- Proficient with Microsoft Office to include Excel
- Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
- Effective verbal and written communication skills
- Excellent interpersonal skills
- Analytical ability
- Critical thinking and problem-solving skills
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrate flexible and efficient time management and ability to prioritize workload
- Ability and willingness to work with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self-starter with a strong desire to exceed expectations and capable of supporting a team
- Maintain confidentiality discretion
- Ability to effectively work in collaboration with others to achieve business objectives
- Willing to grow and be challenged
We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. GROW WITH US "Grow With Us" is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
Vacancy posted 4 hours ago
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