Position Title: Executive Assistant
Reports to: Rock Valley President
Classification: Non-Exempt
Revised: September 2024
Reports to: Rock Valley President
Classification: Non-Exempt
Revised: September 2024
Scope
Reporting to the Rock Valley President, the Executive Assistant is responsible for providing administrative and clerical support to all Executive team members as needed. May serve as liaison of Executive Team in their absence and the community at large.
Accountabilities
Administrative Support: 75%
- Provide administrative support to all Executive Team members.
- Assist in maintaining the CEO schedule; including normal business schedule and various bank events associated with the CEO (Holiday events, travel arrangements, conference registrations, customer entertainment events, etc.).
- Greet walk-in customers in a friendly, professional manner and directing them to the appropriate personnel.
- Answer all incoming calls in a friendly, professional manner and directing them to the appropriate personnel.
- Provide a high level of customer service. This includes understanding customer needs and having knowledge of the products and services offered in order to assist with their questions
Holding Company: 10%
- Support holding company functions as needed.
Communication: 10%
- Serve as liaison between staff, vendors, customers, and general public in absence of Executive Team members
Other: 5%
- As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned by the CEO
Competencies
Adaptability
Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and helps build teamwork.
Attention to Detail
Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to assure that important activities are not missed.
Customer Orientation
Recognize and respond sensitively to the overall needs and priorities of the customer, both internally and externally; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Take ownership of customer issues, placing priority on customer follow-up and striving for error free work.
Oral/Written Communication
The ability to express and to communicate thoughts and ideas in a professional, clear, and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management’s ideas to affected staff.
Professionalism
Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank’s image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach.
Time and Work Management
The capacity to manage one’s work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to assure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities.
Education and Special Requirements
- 3-5 years of related experience in a professional office environment.
- This job requires skills needed in a typical office environment. This includes communications skills, computer skills such as, but not limited to, Word and Excel as well as utilization of typical office equipment.
- Internal: BAI Courses: All Staff, Receptionist
Peoples Bank is an Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer.
