Parts Exchange identifies, inspects, coordinates, and processes parts to be exchanged. Dispatches material and parts in accordance with production schedules and commitments. Being a Parts Exchange monitors all backorders and communicates and provides technical assistance to parts sales, customers, and branches. Updates and monitors the parts inventory database and places orders as needed. Additionally, Parts Exchange generates progress reports on schedule status, parts usage, and inventory and keeps records of completed orders. Requires a high school diploma. Typically reports to a supervisor. The Parts Exchange works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Parts Exchange typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Job Details
Description
Provide account maintenance and administrative assistance to assigned Trust Officers in managing all accounts, including more complex Irrevocable Trusts and Qualified Retirement Plans, and personally administer a basic account load of Personal Trust, Agency, Qualified Retirement Plan and IRA accounts.
The individual in this position will be supporting Trust Officers in the Los Altos and Marin offices and will be expected to commute to both offices as needed.
Essential Functions
Account Management : 30%
Account Maintenance : 30%
Account Administration : 30%
Non-Essential Functions : 10%
Perform other duties as assigned.
Competencies
Analytical Thinking : Divides an object or issue into its component parts in order to understand how they interrelate; recognizes cause and effect relationships;
considers several explanations / plans and makes logical conclusions.
Attention to Detail : Accomplishes tasks through concern for all areas involved; shows concern for all aspects of the job;
accurately checks for processes and tasks and follows up in a timely manner with appropriate persons.
Customer Service : Provides internal and external customers with the products and services that match their needs in a timely, efficient manner;
follows up on customer complaints, questions, and requests.
Dependability : Makes self available for work on a consistent and timely basis with infrequent unplanned absences; completes work in a timely manner;
meets commitments with minimal oversight.
Flexibility / Adaptability : Understands that the work environment is constantly changing and adjusts own approach and behavior accordingly;
adapts to new ideas and initiatives across a wide variety of issues and situations; recognizes and responds quickly to shifting opportunities.
Verbal Communication : Expresses ideas effectively in individual and group situations adjusting style and methods to meet the specific needs of the audience;
attentively listens to others to gather data and paraphrase meaning to verify understanding.
Written Communication : Uses correct English grammar, punctuation, and spelling; communicates information (for example facts, ideas, or messages) in a succinct and organized manner;
produces written information, which may include technical material that is appropriate for the intended audience.
Accuracy / Quality : Achieves a high standard with work processes and outcomes; completes tasks with a concern for all the details involved;
monitors and checks work for precision, clarity, and completeness; produces quality results.
Continuous Learning : Takes responsibility for own learning and development by acquiring and refining of technical and professional skills needed in job related areas;
proactively seeks performance feedback and identifies approaches to improve own performance.
Prioritization / Time Management : Assesses multiple tasks or issues which are competing for a limited amount of time or resources and determines the order in which each will be addressed;
sets priorities, goals, and timetables to achieve maximum productivity; tracks both completed and incomplete activities.
Product Knowledge : Demonstrates a working knowledge of the features and benefits of the products and services offered, and understands how those features benefit customers.
Relationship Building / Networking : Gains trust and confidence through interactions with prospective and existing clients, and personnel;
focuses on cultivating relationships that are long-term and professional; builds relationships with a variety of people within the banking industry for the purpose of sharing information and / or resources.
Minimum
Last updated : 2024-04-28
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