Receptionist/Admin Assistant

FitzGerald Financial Group - Division of TowneBank Mortgage • Greensboro, NC

1d

About The Position

TowneBank has a culture that:

Has a commitment to exquisite service for our members that will lead to our
ability to create a reasonable rate of return for our shareholders, a bright
future for our dedicated bankers, and a leadership role for our bank in
promoting the social, cultural, and economic well-being of our community.
Embraces our hometown banking philosophy, where our family members, directors
and employees are active volunteers, serving on numerous boards and donating
their time and talents to local organizations.

Requirements

• Excellent customer service skills
• Excellent telephone skills
• Team Player

Nice To Haves

• Computer experience
• Microsoft Office (Word, Excel, PowerPoint and Outlook)
• Insight, FIS, Teller Insight, Image Center, BPI for wires

Responsibilities

• Welcomes members to TowneBank, determines the nature of their business, and directs them to the appropriate person.
• Operates the department’s main telephone switchboard and assists callers by transferring them to the appropriate party or taking messages from the caller.
• Becomes familiar with TowneBank’s locations, hours, telephone numbers and individuals so that routine questions can be answered with ease
• Assists the branch or department team with a variety of day-to-day duties as requested
• Types memos, correspondence, reports and other documents as needed
• Prepare and submit sponsorship requests for the Greensboro Region
• Assist members, loan officers and administrative assistants with requests for financial transfers, cashier’s checks, wires, stop payment requests, statement inquiries, etc.
• Facilitate the ordering of all office supplies
• Sort and distribute incoming mail; prepare outgoing UPS shipments
• Manage board room schedule for bank and community events
• Create spreadsheets, PowerPoint presentations and other documents as needed
• Assist with monthly Board Meetings (purchasing of food and beverages, set-up/cleanup)
• Assist with special events such as Wine Festival, Christmas Party, Planning Session, etc.
• Initiate office repair requests.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed