JOB DETAILS
MISSOULA MARKET ADMINISTRATIVE ASSISTANT
CompanyStockman Bank of Montana
LocationMissoula
Work ModeOn Site
PostedAugust 31, 2026

About The Company
Founded in Miles City in 1953 by William Nefsy, Stockman is a Montana-born company committed to enriching the lives of Montanans and helping our communities succeed. Like Montana, Stockman is distinct in blending traditional, western values with modern conveniences and state of the art technology.
We are proud to be your full-service financial partner, serving all your banking, insurance, and wealth management needs. Our people, products, and services are uniquely focused to meet the financial needs of Montanans. Important in our focus is safety and security. We are proactive in taking every precaution to protect you and your family’s hard-earned assets and valuable information.
For 70+ years, we've had the honor of serving the people, businesses, and communities of this great state. We’ve remained focused on creating long-standing relationships, and our clients experience the same commitment to service, excellence, and customer satisfaction at all our locations. We look forward to continuing that tradition. On behalf of the Coffee family and all Stockman employees, thank you Montana.
About the Role
Position General Responsibilities:
This position provides administrative support to the Missoula Market President. This position will include other operational duties and responsibilities as required and directed.
Education, Experience and Certification Requirements
Basic Qualifications:
- High School diploma or equivalency
- Three or more years of financial institution experience or training; or equivalent combination of education and experience.
- Strong commitment to providing exceptional customer service.
- Strong communication and organizational skills.
- Must be able to work independently and to prioritize multiple tasks.
- Good interpersonal/team skills with ability to develop effective working relationships.
- Previous personal/computer experience.
Preferred Qualifications:
- Strong knowledge of banking terminology
- Experience with Microsoft Word, Excel, and Outlook etc.
Position Specific Responsibilities, Duties and Competencies
Administrative Support Functions:
- Prepare correspondence, memos, documents and reports utilizing Word, Excel spreadsheets and databases.
- Photocopy and fax documents as needed.
- Responsible for administration, communication and tracking of donation and sponsorship programs.
- Put together manuals, materials for meetings, etc.
- Schedule appointments and meetings.
- Manage travel accommodations.
- Handle confidential and non-routine information.
- Maintain filing of key documents.
- Responsible for the fax machine, including distribution of incoming info, assistance in sending and operation of equipment.
- Answer phones and take messages or field questions as possible.
- Manage the supplies and requisition system as necessary.
- Maintenance and distribution of certain departmental and company periodicals.
- Other miscellaneous support as deemed necessary.
Research and Reports:
- Research and look-up items and documents as requested.
- Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
- Responsible for preparing spreadsheets, reports and summaries and related information.
- Perform special projects that may involve preparation of financial and statistical tables, preparation of reports, applications and associated exhibits.
Loan Assistance:
- Prepare and organize loan files (make copies of customer’s documents as needed).
- Follow up with customers to obtain missing disclosures or supporting loan documents.
- Maintain a tickler file.
- Handle correspondence needed for the processing of the loan.
Public Relations:
- Promote the improvement of Stockman Bank through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.
- Greet all customers pleasantly and make them feel welcome and comfortable.
- Effectively handle customer questions and problems.
For full description, which includes physical mental demands please see attachment.
Key Skills
Administrative supportCustomer serviceMicrosoft WordMicrosoft ExcelMicrosoft OutlookCommunication skillsOrganizational skillsBanking terminologyData entryReport preparationLoan file managementTime managementInterpersonal skillsConfidentialityScheduling
Categories
AdministrativeFinance & AccountingCustomer Service & Support
Job Information
📋Core Responsibilities
This position provides administrative support to the Missoula Market President, including managing correspondence, scheduling, and office operations. The role also involves assisting with loan file preparation, research, and public relations duties to support bank operations.
📋Job Type
regular full time
📊Experience Level
2-5
💼Company Size
312
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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