Banking Assistant Job Description

Banking Assistant Job Description

187 votes for Banking Assistant
Banking assistant provides training and technical support for team members as it relates to execution of work processes and procedures.

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:

Experienced in office procedures
Other administrative duties including but not limited to
Book all facets of international travel
Prepare and reconcile expense reports on a monthly basis
Answer phones, take messages and transfer to voicemail
Organize biweekly conference calls
Print, bind and photocopy presentation materials
Receive and forward mail
Correspondence and reports for internal and external clients will require high level of comfort and skill with Microsoft Excel and Word
Occasionally receive guests and provide coffee

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:

MS Office
But not limited to
Word and Excel
Systems and procedures obtained through prior work experience
BSA as it relates to the job function
Credit and solid understanding of collateral requirements
Entity documentation for various business entities

Desired experience for banking assistant includes:

5 years experience working as an administrative assistant, supporting multiple people at various levels
Experience coordinating international travel
Detail oriented and able to work well in a team environment
Displayed customer service focus
Willing to work longer hours at short notice when required
Coordinate meeting arrangements (setting up conference calls, scheduling meeting rooms, arranging reservations / catering)

Banking Assistant Examples


Banking Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of banking assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking assistant
  • 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
Qualifications for banking assistant
  • 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

Job Description Example
Our company is growing rapidly and is looking for a banking assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking assistant
  • 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
Qualifications for banking assistant
  • 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

Job Description Example
Our innovative and growing company is hiring for a banking assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for banking assistant
  • 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
Qualifications for banking assistant
  • 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

Job Description Example
Our company is hiring for a banking assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking assistant
  • 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
Qualifications for banking assistant
  • 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

Job Description Example
Our growing company is looking for a banking assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking assistant
  • 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
Qualifications for banking assistant
  • 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

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