Banking Secretary Job Description
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
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- 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
Related: Banking Secretary Resume Example
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