Summary of position: Provides administrative and secretarial support to members of the Executive Team including answering and directing calls, managing calendars, coordinating meetings, preparing correspondence and performing clerical functions in a professional, timely and confidential manner.
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Key job functions: (Includes current duties, primary objectives, and responsibilities which are critical to the successful performance of the position) - Answer and screen phone calls, determine relevancy and priority, handle routine requests, take messages, and transfer calls to the appropriate executive or department
- Maintain executive calendars; schedule appointments and meetings, send reminders, and prioritize time-sensitive matters
- Organize meetings, including scheduling, preparing agendas, gathering materials, reserving rooms, and ordering catering
- Draft, type, and distribute routine correspondence, memos, and emails on behalf of the Executive Team
- Take minutes during meetings and follow up on action items as directed
- Welcoming visitors, identifying purpose of their visit, and directing them to the appropriate person or department
- Maintain comprehensive, accurate, and confidential records and files
- Assist in gathering information and reports for monthly Board and committee meetings
- Assist in coordinating travel arrangements for executives
- Perform general clerical duties including copying, scanning, filing, mail distribution, and supply ordering
- Perform other related duties as assigned
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Competencies: - Dependable, punctual, and professional in appearance and conduct
- Attention to detail and accuracy
- Welcoming, service-oriented demeanor
- Adaptability and willingness to learn banking operations and grow within the role
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Qualifications: - Maintain a high level of confidentiality
- Strong verbal and written communication skills
- Strong organizational skills and the ability to multi-task and meet deadlines
- Understanding of computer software and programs, specifically Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Strong interpersonal skills
- Polished, professional appearance and demeanor consistent with Sovereign Bank’s dress standards, as a frequent first point of contact for executives, visitors, clients, and Board members
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Education and Experience: - High school or GED required; plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation
- Associate's or Bachelor's degree in Business Administration, Management, or related field, preferred
- 3+ years of administrative, clerical, or customer service experience preferred; banking experience a plus
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Physical Demands: These physical demands are generally representative of the position. - Hearing, speech, close vision
- Sitting, including computer use
- Driving with own transportation to other branches for meetings/workshops
- On occasions, may be required to lift and/or move up to 25 pounds
- Job responsibilities may include standing, walking, lifting, kneeling, and crouching
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