Executive Administrative Assistant

Pueblo Bank & Trust; Pueblo (CO); On-site; USD 42,000 - 54,000; Full time

Job summary

Pueblo Bank & Trust is seeking an organized and proactive Administrative Assistant to support the executive management team and multiple departments. This role often extends beyond the standard 40-hour week and requires strong communication and independent judgment.

Responsibilities include preparing board documentation, minutes, calendars, data entry, and handling inquiries with discretion. A background in banking and accounting, plus an Associate degree or higher, is preferred.

Qualifications

• Associate degree or equivalent required.
• Bachelor’s degree with Business major preferred.
• 2 years of administrative experience, preferably in a multi-departmental support role.
• 2 years of Banking Experience.
• 2 years of standard accounting practices and procedures.

Responsibilities

• Provide customer service per the Signature Banking culture.
• Assist with organization and presentation of all documentation for the Board, committees, exams and audits.
• Assist with memo and minute drafting.
• Assist with bank-wide calendaring of events.
• Perform data entry, scanning and filing both paper and electronic documents.
• Answer and direct incoming calls, greet visitors, and handle general inquiries.
• Provide support to all departments as directed or where assistance is needed.
• Assist with special projects.
• Maintain confidentiality of sensitive information.
• Be forthcoming, proactive and transparent with communication across departments.
• Coordinate absences with broader impact on workflows.
• Perform other duties as assigned.

Skills

Attention to detail

Communication

Time management

Organization

Multitasking

Education

Associate degree

Bachelor’s degree preferred

Tools

Microsoft Office

Adobe

Job description

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PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service.

Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.

We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community.

General Purpose

This position is a dynamic and adaptable role responsible for providing support to the executive management team, clerical and secretarial support across multiple departments. This fast-paced role sometimes requires working beyond the standard 40-hour week, flexibility is key. Some duties are complex, require independent judgement and strong communication skills are a must.

The following are indicative of the essential functions required to perform this job successfully. This profile is not intended to be all inclusive of tasks and responsibilities required; it provides a description of the critical responsibilities associated with this position.

• Provide customer service per the “Signature Banking” culture.
• Assist with the organization and presentation of all documentation paper and electronic, for the Board of Directors, their committees, internal bank committees, exams and audits.
• Assist with memo and minute drafting.
• Assist with bank wide calendaring of events.
• Perform data entry, scanning and filing both paper and electronic documents.
• Answer and direct incoming calls, greet visitors, and handle general inquiries.
• Provides support to all departments as directed or where assistance is needed.
• Assist with special projects.
• Always maintain confidentiality of sensitive information.
• Be forthcoming, proactive and transparent with communication across multiple departments.
• Interaction regularly with multiple supervisors.
• Coordination with absences must reflect an understanding of the broader impact on departmental workflows and coverage.
• Perform other duties and responsibilities as requested or assigned .

Supervisory Duties

• None

Knowledge

• Knowledge of standard accounting or banking concepts, practices and procedures.
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, Outlook, Adobe)
• Proficient in electronic report writing and documentation.

Skills

• Exceptional attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Time management and the flexibility to shift tasks and priorities quickly as departmental needs change
• Strong organizational skills
• Electronic Filing.

Ability

• Ability to handle confidential information with integrity.
• Prioritize, problem solve, research, and meet critical deadlines
• Work well in a team environment and independently
• Ability to communicate effectively, both orally and in writing with customers, co-workers, and vendors.
• Quickly learn job specific software as needed.

Education

• Associate degree or equivalent required. Bachelor’s degree with Business major preferred .

Experience

• 2 years of administrative experience, preferably in a multi-departmental support role.
• 2 years of Banking Experience.
• 2 years of standard accounting practices and procedures.

Equipment

• Computer, 10-key, telephone, copier and various small office equipment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit or stand for long periods of time and repetitive arm/hand movements while operating a computer or equipment. This position is fast paced with frequent interruptions. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. Proper lifting techniques are required to lift, pull, push and/or move objects weighing up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

This job description does not constitute an employment agreement between the employer and the employee and is subject to change as the needs and/or requirements of the job change deemed by the employer