Department Representative - Wealth Management & Trust

First National Bank Alaska•Anchorage, AK

10d•Onsite

About The Position

Start a career with First National Bank Alaska, the Best Place to Work in Alaska as recognized 11 years in a row by Alaska Business magazine readers. Consider a career in Wealth Management & Trust! Department Representatives perform intermediate administrative and support functions to the unit in which they are working.

Requirements

Two years office, administrative, or related experience; or equivalent combination of education/training and experience.
Demonstrated word processing and spreadsheet software skills required, as well as Internet research abilities and good communication skills.
Ability to keyboard 35 wpm required.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to effectively write routine reports and business correspondence.
Ability to speak effectively with customers or employees of the organization, clearly articulate ideas and facts.
Ability to accurately calculate figures and amounts, such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Nice To Haves

Specific business unit area related experience.

Responsibilities

Performs a wide range of more complex administrative and support functions; composes correspondence, updates and maintains records; maintains and may develop spreadsheets; creates forms and templates, and prepares and formats documents using multiple software programs.
Performs work-area specific duties and assists work area personnel with special projects as assigned by supervisor.
Generates reports, compiles statistics, and summarizes data for supervisor’s approval; may perform basic review of documents for accuracy and conformity to established standards.
Answers, routes and places telephone calls, receives and relays messages to work area personnel, and distributes and sends mail.
Greets and directs visitors to appropriate individuals, and schedules appointments.
Responds to internal and external customer requests for information and maintains awareness of subject matter experts within the work area and the bank for effective referral.
May schedule and coordinate meeting facilities and equipment, take minutes, and generate and distribute reviewed and approved minutes to appropriate personnel.
Performs other work-related duties as assigned supervisor.
Stay up to date on relevant laws and regulations and complete all compliance training on time.
Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job.
Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.