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First Interstate · 2 weeks ago

Banking Administrative Assistant - Central Montana

Great Falls, MT

Full-time

Onsite

Mid Level

4+ years exp

First Interstate BancSystem is seeking a Banking Administrative Assistant to provide administrative support for State Presidents and their teams. The role involves coordinating community initiatives, managing office operations, and ensuring compliance with regulatory requirements.

BankingCredit CardsFinancial ServicesWealth Management

Responsibilities

Serves as a point of contact for customers and clients, providing professional and courteous service in person, by phone, and through electronic communication

Fosters a positive customer experience by demonstrating a welcoming attitude and maintaining a professional appearance

Performs a variety of administrative tasks including handling correspondence, processing mail, scanning documents, and supporting general office operations

Assists with the preparation and organization of documents to support departmental and business activities

Coordinates meetings, conferences, presentations, and travel arrangements; generates and manages related documentation

Organizes and supports departmental functions and events as needed

Develops and maintains an efficient central filing system, ensuring proper records management and compliance with retention policies

Manages office supply inventory, including ordering and restocking as necessary

Creates, edits, and enhances PowerPoint presentations to support internal and external communications

Processes invoices and ensures timely payment in accordance with company procedures

Collaborates with the state leader to develop and manage the Commitment to Community (C2C) plan and budget

Builds and maintains relationships with key stakeholders across markets to support community initiatives

Reviews, qualifies, and processes donations, grants, and sponsorships; ensures accurate tracking and timely distribution

Partners with Community Responsibility and Marketing teams to align C2C goals with budgetary and strategic objectives

Collects, analyzes, and maintains data related to C2C activities; prepares regular reports for internal stakeholders and regulatory agencies

Monitors PR and promotional spending to ensure proper coding of donations and sponsorships

Leads and manages Community Reinvestment Act (CRA) programs and initiatives, ensuring compliance with regulatory requirements

Develops state-level strategies and action plans to meet community development goals and track progress

Plans, coordinates, and executes community events, workshops, and activities that promote financial inclusion, homeownership, and community development; monitor and report CRA-related outcomes

Analyzes data related to lending activities and community development projects

Supports the Community Development Officer in conducting Community Needs Assessments and collaborates with market leaders to address identified needs

Works cross-functionally with Compliance, Community Responsibility, and Marketing to ensure CRA goals are achieved

Prepares and delivers regular CRA monitoring and reporting (monthly, quarterly, annually) to state leadership

Qualification

Microsoft Office SuiteCustomer service skillsCommunity Reinvestment Act (CRA)Organizational skillsInterpersonal skillsTime managementAttention to detailVerbal communicationWritten communicationCollaboration

Required

Exceptional interpersonal and customer service skills, with the ability to communicate effectively in person, over the phone, and through written correspondence

Strong organizational and time management abilities, with demonstrated capacity to prioritize tasks, manage multiple projects, and meet deadlines independently

Adaptability and flexibility to respond to shifting priorities and evolving business needs in a fast-paced environment

High attention to detail and accuracy, especially in handling confidential information and preparing documents

Effective verbal and written communication skills, with the ability to convey information clearly and professionally

Collaborative mindset, with the ability to build productive relationships and work effectively across teams and departments

Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, as well as internet-based research and tools

High School Diploma or General Education Degree (GED) equivalent required

4-6 years Administrative Assistant experience required