Front Office Assistant - Full Time

Front Office Assistant
Status: Full Time
Location: Greenfield, WI

Come join our team of Banking Professionals in Southeastern Wisconsin, and see the difference in working for a local, community Bank!

Job Duties Include:

• Answer the telephone, forward telephone calls to specific individuals, take written messages when necessary and relay accurate information to proper persons. Assist when needed to clarify clients' questions and determine who would best handle their inquiry.
• Greet incoming visitors. Inform staff members of arrival of appointment. Sign for deliveries from vendors. Inform recipient of delivery.
• Each morning responsibilities include sorting mail for Corporate staff; including interoffice mail. Each evening interoffice mail is sorted by location and placed in a secure area.
• Perform secretarial duties, such as typing, any type of clerical work, and special projects for Human Resources, Training, and any other area as requested.
• Solicit staff for weekly schedule. Create and update weekly staff calendar.
• Schedule conference rooms and maintain appointment calendar.
• Understand and promote Bank products and services.
• Process client transactions accurately and efficiently according to Bank Policy and Procedures.
• Have the ability to perform all operational duties in the absence of a Supervisor.
• Conduct all client and account verification requirements as stated to ensure the safety of the Bank and the client.
• Provide support to Financial Advisor through clerical work, appointment confirmations, marketing and other tasks as assigned.

What we are looking for:

• High School Diploma or equivalent.
• Previous telephone experience helpful.
• Knowledge of Microsoft Word and Excel.
• Good attendance record.
• Excellent oral and written communication skills.
• Interpersonal skills necessary to conduct relationships to enhance the professional image of the Bank.

The PyraMax Bank difference:

• Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve!
• We have a dedicated Training Department that will prepare you and help further your Banking Career!
• We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up!
• Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there!

As a Full-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes:

• Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 144 hours each January 1^st. This increases 40 hours after each 5^th year of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you!
• PTO Purchase Program - you may purchase an additional 40 hours of PTO
• Birthday PTO - 8 hours of Birthday PTO for your Birthday
• Invest in Yourself PTO - 8 hours of PTO to use to take time to unplug
• Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back
• 401(k) with 6% dollar-for-dollar Employer Match
• Employee Stock Ownership Plan (ESOP)
• Bank paid Life Insurance at 1.5 times your annual salary
• Bank paid Long-Term Disability Insurance
• Health Insurance - Five plans available
• Dental and Vision Insurance
• Optional Life and Short-Term Disability Insurances
• Flex Spending Account with TASC
• Local Employee Assistance Program FREE to you
• Discount on your Mortgage Loan with us
• Ability to request Corporate Milwaukee Zoo Pass for admission up to 8 individuals (includes parking)
• Free Employee Checking Account
• Fun and Exciting Wellness Program
• Annual Reviews and potential salary increases