Banking Assistant Job Description
Banking Assistant Duties & Responsibilities
To write an effective banking assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included banking assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Banking Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Banking Assistant
List any licenses or certifications required by the position: CACS, MBA, CA, CPA, CIA, CISSP, CISM, CISA, CS, HKSI
Education for Banking Assistant
Typically a job would require a certain level of education.
Employers hiring for the banking assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Financial Services, Management, Education, Communication, Accounting, Associates, MBA, Economics
Skills for Banking Assistant
Desired skills for banking assistant include:
Desired experience for banking assistant includes:
Banking Assistant Examples
Banking Assistant Job Description
- Maintain distribution list(s) and ensure they are kept up to date
- Co-ordinate with Third Parties the organization of conferences/ schedules/ itineraries
- Work closely with other executive assistants in the organization to ensure effective organization of events
- Provide administrative back-up to other executive assistants during vacation and other absences
- Review & approve Travel & Entertainment reports using the on-line Concur system
- Review of physical and network security access, quarterly review access as required by compliance
- Act as a training officer for the floor, maintaining records of all training completed
- Support specific global initiatives or regional projects as needed
- Managing new starter process for new hires- onboarding and offboarding
- Be the first point of contact for all staff in your teams, Business Management, HR, facilities, etc
- 5 years+ previous experience as an Administrative Assistant supporting executive level (Director, VP, C level)
- Minimum 6 years experience relevant experience in a role supporting a team of managers
- Highly developed analytical and interpretive reasoning, able to produce complex analysis and content in aesthetically pleasing and digestible format
- The active technical background necessary to facilitate the actual preparation of such analysis and reporting
- Strong communication and organisational skills, and ability to engage productively with senior management
- Ability to work collaboratively to tight deadlines with minimum direct supervision and the flexibility to work extended hours when required
Banking Assistant Job Description
- Continually reviews operating procedures and practices in order to identify possible deficiencies and improve efficiency
- Audit branch transactions according to branch policies and procedures
- Help to create and drive a warm team environment
- Be the first point of contact for your international administrative counterparts
- AMEX reconciliation for all card holders in your teams
- Understand and adhere to Group policies for travel and expenses
- Maintaining staff records such as org charts, mailing lists, etc
- Management and tracking CabCharge account
- Manage allocated team areas and co-ordinate individual/team relocations
- Drive completion of monthly timesheets
- Ability to work independently with a proactive approach to taking on a broad range of responsibilities
- Provide back-fill for Delivery Services Assistants when on leave
- Have a minimum of 3 years' experience in an administration role
- Be proactive with the ability to work independently and as part of a team
- Have the ability to identify and create efficiencies in existing administrative processes
- The ability to work calmly and effectively, and sometimes in a fast paced and pressurised environment
Banking Assistant Job Description
- Act as liaison with headquarters office for office procedures and policies
- Proactive Assistance of schedules using Microsoft Outlook, ensuring accuracy of details at all times and collating all relevant paperwork in a timely manner
- Maintain stationary
- Accurate monitoring of telephone lines and assistance with on-going problems/queries and taking messages
- Proactive involvement of projects on an adhoc basis
- Open post and handle correspondence where appropriate
- Processing expenses claims
- Assist with arrangement of meetings, conference calls and internal and external clients
- Be the first point of contact for all staff in your teams, Business Management, HR, facilities and administrative counterparts
- Book all facets of travel
- Excellent IT skills (including Lotus notes / Outlook, Word, Excel, and PowerPoint)
- Ability to handle confidential information and use discretion with sensitive issues
- The ability to work calmly, effectively and efficiently in a fast paced, demanding and often pressurised environment
- Aware of highly sensitive documentation / situations and act accordingly
- Strong organizational skills including demonstrated ability to organize, plan and schedule activities
- Thorough and timely with all administrative responsibilities, T&Es, Artemis and Amex reconciliation statements
Banking Assistant Job Description
- Maintain key client databases
- Meeting coordination and logistics including materials preparation
- Maintain marketing event calendar
- Prepare expense reports, supply orders and organize invoice payments
- Facilities management for Tennessee Commercial Banking office
- Supports the Branch Manager by overseeing the efficient operation of the branch ensuring all operational functions are completely and properly performed by the staff
- Monitors branch service quality levels and coaches staff to achieve appropriate levels
- Maintain calendars of several managers, coordinate and arrange large and/or recurring meetings, luncheons, conferences, and seminars
- May prepare materials for meetings
- Responds to inquiries received internally and externally by mail or email, which may involve communicating with high level management both verbally and in written form
- Must be self-motivated, detail oriented, and customer-service focused
- Proven ability to handle confidential customer correspondence, filing and other departmental documentation
- Must have working knowledge of Microsoft Outlook, Excel, Word, and PowerPoint
- Corporate experience as a Personal Assistant or Executive Assistant (financial services industry experience desired)
- Experience working for a team
- 2+ years experience in an office setting, supporting multiple individuals (banking and sales related experience, highly preferred)
Banking Assistant Job Description
- Respond to requests for compliance advice from Personal Banking Department and the retail branches on the products and services offered (including current accounts, deposit accounts, credit cards, mortgage services), provide appropriate level of support to resolve the matters being referred and liaise with Legal and Compliance Department as necessary
- Review and update Product / Project Governance Documents to ensure all regulatory matters and risks have been considered and positively assist the business to overcome any obstacles
- Assist the Personal Banking Department and the retail branches with management of regulatory risks
- Proactively manage and prioritise activities including meetings, diary, contact / distribution lists and email management on a forward looking basis to ensure business priorities are being met
- Ensure the deadlines and business deliverables are met, appropriate follow up in timely manner
- Coordination of team meetings, including agenda management, booking meeting rooms, organising equipment/refreshments
- Coordination of travel arrangements and accommodation
- Screen incoming e-mails, phone calls and correspondence in professional manner redirecting were appropriate
- Collation of documents/ pack for meetings – management of extensive travel packs and organisation of itinerary for meetings for direct reports and wider team meetings
- Manage and maintain all electronic filing processes
- Ability to coach and mentor branch staff to perform above job performance
- This position typically requires advanced personal computer skills with proficiency in word processing, spreadsheet, database, and graphic software packages
- Ability to handle varied work requirements
- Resourceful, willingness to learn new tasks
- Able to take initiative and manage and meet deadlines
- Ability to work independently and set priorities within demanding service levels and time frames