Banking Secretary Job Description New Haven CT

Job Description for administrative assistant or secretary in the banking industry.

Common Secretary Job Duties

• Maintains files and databases
• Requests and coordinates loan documentation preparation
• Performs funds transfers, draws, wires, loan advances, processes payments
• Provides general customer service to bank customers and account holders
• Schedules appointments and meetings for supported staff
• Performs data entry as needed
• Screens and routes incoming calls and messages when necessary

Common Secretary Job Skills

• Excellent oral and written communication skills
• Detail oriented, accurate and efficient
• Highly organized
• Working knowledge of email, scheduling and spreadsheets typically required.
• Must be able to multitask and prioritize duties effectively

Common Secretary Job Requirements

• Minimum 1 year prior experience working in a bank setting
• Minimum: High School Diploma
• Preferred: Associates Degree or Higher
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