Job Title: Administrative Principal
Supervision Received: Will vary based on area of assignment however the supervision will be provided primarily by a member of the executive or leadership team to include Executive Vice President, Senior Vice President, Vice President, or Assistant Vice President.
Supervision Exercised: None
FSLA Status: Full-time, Non-Exempt
An Administrative Principal provides work of considerable difficulty to an assigned, specific functional area of the bank through research and analysis and the performance of varied supportive tasks. Employees in this position provide technical support to members of the executive or leadership team or provide this same technical support to the daily operations of the assigned area. Areas of assignment could include (but may not be limited to) audit and compliance; human resources; accounting; special assets; trust; and/or credit.
Essential Duties & Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. (The specific duties and responsibilities will vary based on the area of assignment for this position.)
Research and Data Analysis:
- Assists with the review and analysis of complex problems involving technical and area of assignment systems and processes, manpower utilization and operation procedures; makes recommendations for their solution.
- Assists with research and follow up reviews of problem areas to assess the risk and appropriateness of the corrective actions taken, including more effective methods of organization, scheduling and proper implementation of work.
- Composes complex correspondence and reports independently and under the name of his/her manager.
- Prepares, maintains and monitors various financial records utilizing accepted accounting principles; ensures effective utilization of available resources in accordance with the area of assignment goals and objectives.
- Prepares organized and professional management reports and presentations to document information relative to the area of assignment to be reviewed by members of the executive or leadership team; board of directors; outside agencies or vendors; etc.
- Conducts research, surveys and analyses; compiles statistics; prepares cost estimates and cost analyses; prepares reports and makes recommendations for various projects.
Program Development and Monitoring:
- Assists with the preparation, coordination and maintenance of training programs provided by the area of assignment to other bank employees and outside entities if necessary.
- Assists with the review and revision of policies and procedures related to the area of assignment and ensures compliance with the appropriate regulatory agency and/or governing state or federal laws.
- Participates in presenting alternative solutions or designing new systems relative to policy changes, office automation or similar systems, by making recommendations, to the manager and/or by implementation of new systems.
- Reviews, analyzes and makes recommendations to develop organizational methods to ensure the work flow of the area of assignment is executed in a timely and effective manner.
- Maintains computerized systems or databases to input information, compile reports, and/or maintain accurate records applicable to the area of assignment.
Public or Employee Contact:
- Communicates with members of the executive and leadership team as well as all employees of the bank for the purpose of disseminating information, promoting programs, and gathering work products for review and audit.
- Communicates with outside vendors, committee members, or board members concerning information relative to the area of assignment in the manager’s absence.
- Receives and responds to written correspondence at the manager’s request.
- Performs file maintenance and archiving as needed for the area of assignment.
- Performs other related duties as required.
The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Proficient in the use of all Microsoft Office products and familiarity and basic working knowledge of bank information systems that are applicable to the area of assignment to include; BancPac, Teller Elite, Accountfolio, Intercept, Fedline Advantage, HarlandClarke, Platform, Image Center, and ADP.
- Extensive background in the bank’s operating policies and procedures and banking regulations, including a thorough understanding of the bank’s products and services.
- Ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (i.e., patterns of numbers, letters, words, pictures, mathematical operations).
- Ability to work with a team and members of other departments.
- Ability to follow prescribed and detailed procedures to solve moderately complex problems and collect data, establish facts and draw valid conclusions.
- Ability to give full attention to what other people are saying; taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Ability to communicate orally to others to convey information effectively.
- Ability to concentrate on a task over a period of time without being distracted.
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.
- Ability to manage time and be efficient and effective in the completion of assignments.
- Knowledge of arithmetic and their applications specific to the position.
Required Education and/or Experience
- High School Diploma required. Additional years of education in a field related to the area of assignment are preferred.
- Minimum of two (2) years of experience in the area of assignment.
- Proficient in the use of the Microsoft Office Systems.
Physical Demands and Abilities
The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions.
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
- The ability to communicate information and ideas in speaking and writing so others will understand.
- The ability to see details at close range and at a distance.
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
- The ability to sit for long periods.
- The ability to bend and lift up to 20 pounds.
- The ability to operate standard business equipment such as fax, computer, printer or copier.
- The ability to look at a computer screen for long periods of time.
- The ability to regularly travel to other locations if needed.
- Must be able to work on a flexible schedule that at times may include late working hours or weekend hours.
- The noise level in the work environment is usually moderate.
- May be required to attend activities outside the bank to stay abreast of new developments, best practices, and statutory and regulatory changes.
- Pursuant to the Drug Free Workplace Act of 1988, all employees must remain drug free and alcohol free when reporting to work, while at work and while engaged in any work related activities.
- Comply with all Bank Secrecy Act rules and regulations and any related laws and regulations.
Note: This document and the statements contained within it are intended to describe the general nature and level of work being performed by the employee assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.