110 - Customer Service Center - Administrative Assistant

For more than a century, First United has served the financial needs of our personal and business
customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities,
seek to understand what drives our customers and create customized solutions to meet their needs.
Our mission is to enrich the lives of our customers, coworkers and shareholders through an
unparalleled commitment to the client experience and passionate involvement in the community.

110 - Customer Service Center - Administrative Assistant 

Job Title:    Administrative Assistant

Division:    Operations/Retail

Department:    Special Assets & Customer Service Center 

Job Reporting Relationships

    Supervised by:    Special Assets Manager/Director of Consumer Services 

    Supervises:    None
                                                    

Basic Qualifications

    Education/Training:  A high school diploma or equivalent; obtain and maintain appropriate Bank Product Knowledge Certification.

Skill(s): Proficient reading, writing, and grammar skills; proficient mathematics skills; moderate interpersonal relations and communicative skills; proficient typing skills; working knowledge of Microsoft Office Product Suites; Adobe; DocuSign; visual and auditory skills; valid driver’s license.

Experience:  Prior bank related experience preferred.

General Responsibilities

Responsible for performing a variety of duties to support the Special Assets Department and Customer Service Center; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.  
 
Essential Duties

1.    Performs a variety of duties to support the Special Assets Department & Customer Service Center, of which the following are illustrative:

a. Special Asset Department: Provides administrative support (i.e., answer the Hot-Line, letter creation and mailing, filing, scanning documents, process phone pay etc.,)

b. Special Asset Department: Files and/or follows up on all Accident & Health claims, Death claims, and title preparations.

c. Special Asset Department: Reviews various sites for all Death Notices 

d. Customer Service Center: Communicates address changes.

e. Customer Service Center: Processes faxed payoff requests and all payoff requests requiring a mailed or faxed letter.

f. Customer Service Center: Processes faxed payoff requests and all payoff requests requiring a mailed or faxed letter.

g. Customer Service Center: Assists in the preparation of loan closing documents, lien release letters, printout letters, etc.

h. Customer Service Center: Obtains and mails check or deposit offset copies.

i. Customer Service Center: Assists customer with Bill Payment and Telephone Banking set-up.

j. Customer Service Center: Responds to emails/cases from Deposit Services and Loan Servicing.

k. Customer Service Center: Responds to all customer inquiries; provides appropriate information relating to all bank products.

l. Provides clerical/administrative support to Special Asset Department/Collectors and Customer Service Staff as requested.

m. Delivers quality service to customers within designated authority levels.

n. Provides accurate record and information of finisher duties performed.

o. Communicates with departments, as well as branch network, when necessary.

p. Ensures proper transportation of customer work to Main Office by 2:00 daily; ensures proper transportation of proof work bag to courier pick-up destination.

q. Performs other related duties as assigned.

2. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.

3. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

4. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.

5. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.

6. Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.

Ancillary Duties

1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Job Locations 

 Operations Center Hours 8-12am daily & Oakland (Main) Office 1-5pm daily   
         12892 Garrett Hwy                  19 South Second Street
         Oakland, MD 21550                  Oakland, MD 21550

Equipment/Machines

1.    Telephone
2.    PC/Computer keyboard
3.    Printer
4.    Calculator
5.    Fax machine
6.    Copy machine.

First United Bank & Trust is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. First United Bank & Trust is a drug-free workplace.