Credit Administrative Assistant III

Position Title:

Credit Administrative Assistant III

FLSA Status:

Non-Exempt

Reports to:

Chief Credit Officer

Location:

University Center

Benefits:

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

Job Summary: Provide high-level administrative support to executive or senior level management and other committees as directed by preparing committee agendas, minutes, statistical reports, handling information requests, facilitating workflow when needed and performing clerical functions such as correspondence, receiving visitors, arranging conference calls, and scheduling meetings.

Essential Functions:

• Perform regular administrative duties as needed, including providing telephone support, screening calls and visitors, and arranging and scheduling meetings and appointments and conference calls.
• Manages and maintains executives' schedules.
• Files and retrieves corporate documents, records, and reports.
• Greets visitors and determines whether they should be given access to specific individuals.
• Prepares responses to correspondence containing routine inquiries.
• Performs other functions in the financial services area as assigned by management.
• Included serving as Secretary of meetings as directed by management.
• Obtains additional information as needed to complete reports on sensitive or special management communications.
• Assists in the maintenance of good customer relations on a continual basis.
• Reviews memos, correspondence, reports and other material prepared by others for the executive or senior manager signature to confirm format, typographical accuracy, compliance with procedures, and to ensure that necessary background material is attached.
• Opens, sorts, and distributes incoming correspondence, including faxes and email.
• Provides leadership to others through example and sharing of knowledge/skill.
• Continues professional development through training, seminars, membership in professional associations, as applicable.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program.
• Must comply with all applicable laws and regulations.

Additional Functions:

• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Required Education/Experience:

• High school diploma.
• Prefer Bachelor's degree (B.A.) in business, finance or related area.
• Reports to an EVP with five or more years of experience in a similar position or reports to a Chief Executive.
• 5+ years Banking experience; lending / credit experience preferred.

Necessary Skills:

• Excellent public relations and communication skills.
• Intermediate to advanced Excel skills required.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to define problems: collect data, establish facts and draw valid conclusions.
• Ability to interpret an extensive variety of technical and deal with several abstract and concrete variables.
• Proficient personal computer skills including Microsoft Office applications and Outlook e-mail.
• Must have extensive ability to prioritize, organize, and handle multiple projects simultaneously.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

• Monday through Friday; 8:00am - 5:00pm.

• Available for overtime, as needed.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)