Serves as a key point person for Treasury Management & Personal Banking clients, while assisting the EVP and team with various support functions.
Business Development Administration:
Develop / maintain a business pipeline report
Develop/Maintain Business Analytics (FISERV) reports
Input/Update CRM (Client Relationship Management) system when implemented
Develop / maintain a prospect report
Develop / maintain client contact plans
Assist Executive Vice President and team in tracking relationship manager performance
Executive Support Functions include:
Trustworthy with confidential and proprietary information
Maintain and Update EVP’s calendar
Schedule / confirm internal and external meetings including with clients and prospects
Coordinate / book travel and lodging
3. Review and process e-mail daily
4. Review and process incoming US and courier mail
5. Prepare memos and correspondence as needed
6. Copy, scan and file documents as needed
7. Assist EVP and team to prepare for internal and external meetings
Assist in preparing presentations
Coordinate with clients
Coordinate with other departments of the Bank
8. Assist executive in monitoring client reporting including account analysis (Weiland pricing module) overdrafts, deposit deficits, fee waivers, etc.
Departmental Administrative Functions include:
Develop and or maintain client mailing lists
Coordinate / assist in event planning (often in cooperation with other areas of the Bank)
Schedule conference rooms
Coordinate departmental meetings and agendas
Perform multiple clerical duties including but not limited to –account opening forms (e.g. Know Your Client (KYC), etc.)
Other duties as assigned
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge and understanding of Commercial Banking, Treasury Management and Private Banking
Experienced in handling sensitive and confidential client and employee information
Positive attitude and willingness to perform added tasks as needed
Strong verbal and written communication skills
Ability to interface with clients
Highly proficient in Microsoft Word, Excel and Power Point
Experience with data analysis and report creation
Ability to thrive in a fast paced environment
Detail oriented and organized- must proofread work and make corrections before presenting to management
Ability to multi task- must adapt easily to change and be able to perform well with multiple interruptions and adjustments throughout the day
Time management- must be able to juggle several projects at the same time and meet deadlines
Ability to work independently
Tact and diplomacy in dealing with clients
Knowledge of Fiserv helpful
TRAINING & EXPERIENCE
College Degree required
Bachelor of Science in Business or related field preferred
Commercial Banking experience a plus
Previous experience as an administrative / executive support role helpful
Internal Number: 2019-22
About First Bank of Highland Park
First Bank of Highland Park is a community bank committed to our Clients and the community at large. We have worked side-by-side with our Clients since 1955 combining practicality with creativity, while always remaining a consistent and steady financial partner in good and bad economies.
Our mission is to provide our Clients with exceptional service coupled with competitive rates and products without bureaucracy. We understand that banking today is more challenging than yesterday, but as a family business, we understand the advantage of being able to remain visionary and focused on the long term picture. Additionally, being independently owned and operated, allows us the authority and flexibility to make decisions quickly. That translates to exceptional service from experienced bankers and staff.
First Bank of Highland Park offers an exceptional benefits program and a highly competitive compensation package.
First Bank of Highland Park conducts credit and background checks on all candidates.
First Bank of Highland Park is an Equal Opportunity Employer: disability/veteran.
To Apply: Send email with attached resume to email@example.com. Please reference Job Code 2019 - 03.