at Intrust Bank*
Job Description
Description: Assist designated bank officer(s) in a broad range of administrative and operational duties that spans all aspects of banking. Strict standards of confidentiality must be maintained. Promotes and fosters teamwork across all areas of INTRUST and is focused on delivering a high level of customer service to all. Must maintain strict standards of confidentiality, and perform duties in a manner supporting INTRUST’s Character Qualities.
Skills: Education and Experience: High school diploma or equivalent. Required Skills and Knowledge: General secretarial and administrative skills, commercial lending support, and general banking skills as might normally be acquired through 2+ years of relevant experience are required. Personal computing skills required, specifically including but not limited to the ability to use Microsoft Word, PowerPoint, and Excel proficiently. 10-key is required. Must have a good understanding and awareness of banking fundamentals, commercial lending practices, regulatory requirements, bank policies and procedures, internal bank organization, and the ability to prioritize and accurately perform multiple and varied tasks within limited time frames. Required Licenses and/or Certifications: None required. Physical Demands: Occasional lifting up to 25 pounds; ability to stoop and bend; must be able to sit and or stand for long periods of time, as required by job duties. Working Conditions: Normal office environment. This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor. INTRUST Bank is an Equal Opportunity Employer
Duties: • Coordinates the daily administrative and clerical workflow into and out of the department to ensure that all work is accomplished promptly, efficiently, and accurately, and that all loans are in conformity with terms as approved. • Establishes and maintains good working relationships with customers and prospects. • Assists in the preparation of loan documents and loan closings, and perform advances, pay-downs, and other loan-related activities on behalf of commercial lenders within limitations of approved loan terms and credit authority of individual lenders. • Coordinates and ensures accurate and timely closings. • Serves as the primary liaison between the designated officers and Loan Documentation and Loan Operations departments, and otherwise coordinates with other departments, lines of business, and external vendors and service providers. • Helps designated officers monitor and maintain commercial banking relationships and bank’s files by providing customer service, obtaining financial data and other documentation, assisting with collection of overdrafts and past due payments, etc. • Drafts and types documents, agreements, and correspondence, establishes and maintain files and records, develop and prepare reports. • May be asked to be a “floating assistant” and perform job duties in other lending areas during vacations, personal leaves and illnesses. • Performs other duties as assigned. • Maintains a working knowledge of INTRUST Bank’s computer systems and the ability to input and retrieve data there from.
