Western Alliance Bank

  • Receptionist/Administrative Specialist (Carmel Valley)

    Req No.
    Torrey Pines Bank
    Administrative Support
    Regular Full Time
    San Diego
  • Overview

    The position of the Receptionist / Administrative Specialist is responsible for providing administrative and office support to the managers and officers in an assigned department; gathers data and compiles various reports for management; photocopies materials; maintains files; issues correspondence; maintains office supplies, greets visitors and answers the telephone; receives and distributes mail and correspondence, promotes business for the Bank by maintaining good customer relations may be responsible for coordination of meetings.


    • Performs routine office duties including, but not limited to, word processing, filing, scanning, faxing, and copying.
    • Maintains office, supplies; maintains inventory; prepares documentation and orders supplies and forms; conducts follow-up to ensure receipt of items and resolve related problems.
    • Refers problems to appropriate individuals; and ensures answers or information is received by inquiring party.
    • Performs required clerical duties; attends meetings and may prepare and distribute meeting minutes; acts as a receptionist by answering and directing calls, takes and relays messages; sorts, screens, and distributes mail and reports.
    • Schedules appointments/reservations/meetings and/or tasks as necessary; assembles documents, reports or other information as required for meeting preparation; ensures meeting participants are informed of date and time; explains supervisor’s requirements and instructions to others as directed for meeting preparation.
    • Composes, prepares, and proofreads correspondence such as internal memorandums and letters to customers or internal contacts.
    • Organizes and maintains file system, and files correspondence and other records.
    • Responds to routine inquiries from internal and external customers and ensures answers or information is received by inquiring party; assists in resolving problems within given authority.
    • Gathers and calculates data to prepare a variety of monthly, quarterly and annual reports for management ensuring reports are accurate, complete and prepared on schedule.  Creates and maintains database and spreadsheet files.


    • High School or general education degree (GED) and one to three (1-3) years of related work experience and/or training; OR the equivalent combination of education and experience.
      • Work related experience should consist of administrative duties in the area assigned (such as Branch Banking, Human Resources, Legal, IT, Loan Processing, Marketing, Administration, CRA/Community Development, Real Estate, Trust etc.) with a financial institution background.
      • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
    • Basic level work experience as it relates to the specific department or branch.
    • Basic skills in personal computer operation, word processing, spreadsheet and specialty software programs (e.g., Microsoft Word, Excel, etc.).
    • Effective oral, written and interpersonal communication skills.
    • Effective organizational and time management skills.
    • Ability to work with general supervision while performing duties.






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