Divisional Associate

The Divisional Associate is responsible for providing support to an area including researching client activity and gathering data. Responds to requests, communicates information to appropriate parties. Researches and prepares materials for presentations using personal computer. In addition but not limited to the following: responsible for client gifting, mail and delivery, cash movements and processing expenses. Participates in special projects for the area.
REQUIREMENTS
Experience Required: 2-4 years of experience in the functional area supported. Attention to detail, time management skills and excellent communication skills required. Must have ability to prioritize work and work in a team environment. Working knowledge of PowerPoint and Excel a plus.

Major Duties:
• Provides support to an area, including processing client transactions, responding to requests, answering phones, and compiling reports.
• Researches information requests for the area including; client inquiries, partner inquiries, vendor pricing etc. Communicates to appropriate parties.
• Coordinates the preparation and distribution of material for meetings. Assists in preparing reports and compiling data.
• Frequently interacts with partners from all areas of the bank when researching inquiries, gathering data or requesting services.
• Utilizes a personal computer (PC), terminal, or the mainframe to compile data and create reports, maintain accounts, record requests, and to monitor activities.
• Reviews reports, updates databases, and initiates transactions in response to request received in the area.
• Maintains the area's records and files ensuring that the information is organized, available for retrieval, and confidentiality is maintained.
• Processes bills for approval and payment; researches and reconciles differences and provides status updates on account activity.
• Performs special projects, conducting research, recommending and implementing procedures or process improvements, creating special reports and other activities as requested.

Knowledge/Skills:
• Knowledge of the functional or a related area usually acquired through previous experience or related work experience is required to provide support
• Personal computer skills are required to input data and create reports
• Basic accounting skills are needed to monitor accounts and process bills for payment
• Analytical and organizational skills are needed to prepare materials and maintain files