Assistant Controller

ROLE 
The Assistant Controller is responsible for providing support to the bank’s Controller with any projects, reports, or administrative duties related to bookkeeping for the bank. This position is also responsible for assisting the Bookkeeping Department with various tasks including answering branch phone calls, scanning and filing documents and records, as well as other administrative services required to maintain customer accounts. This position is also responsible for balancing the bond portfolio and pledging securities to customers. 

ESSENTIAL FUNCTIONS 
This position is responsible for the following functions: 

Assistant Functions  
• Assist the Bookkeeping Department with deposit verifications, NSF items, stop payments, and returns 
• Assist Controller with various projects including preparing regular financial reports for the bank  
• Balance bond portfolio  
• Pledge securities to customers 
• Post security interest payments 
• Keep files updated for pledged customers 
• Monitor repurchase agreements and make rate changes 

Reporting Functions  
• Complete verifications of deposit accounts 
• Complete statement of conditions, income statement, and branch summary reports for board meetings 

Customer Service  
• Answer and direct bank phone calls  
• Demonstrate a commitment to PBT’s customer service philosophy 
• Deliver excellent customer service through in-person, phone, and email interactions  

Various other duties as assigned 

QUALIFICATIONS 
EDUCATION/CERTIFICATION: High School Diploma or equivalent required

REQUIRED KNOWLEDGE: Full knowledge of customer database systems utilized by Peoples Bank and Trust, understanding of all PBT policies and procedures related to nonsufficient funds, stop check services, and prenotes, general knowledge of legal requirements related to bookkeeping practices 
EXPERIENCE REQUIRED: 2+ years banking experience preferred
SKILLS/ABILITIES: Attention to detail, strong written and verbal communication skills, self-motivation, self-management, ability to consistently follow through on tasks, problem-solving, organized, analytical, interpersonal, time management, computer literacy, and strong ability to multi-task
 
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION 
TALKING: Ability to speak effectively and communicate clearly   
AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel 
REPETITIVE MOTION: The employee is regularly required to type throughout the day 
FINGER DEXTERITY: The employee is regularly required to use their hands to type and maneuver a mouse 
AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts) 
PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 25 pounds (unassisted) as well as stand, walk, bend, kneel, squat, and sit for long periods of time 

WORKING CONDITIONS 
General professional office environment with climate control. Adequate lighting. Occasional additional hours outside of regular bank service hours to complete tasks. 

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION 
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. 
MATHEMATICS ABILITY: Strong numeric capabilities; ability to add, subtract, multiply and divide in all units of measure using whole numbers and common fractions. 
LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly. 

INTENT AND FUNCTION OF JOB DESCRIPTIONS 
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified 
employees are selected.  They are also essential to an effective appraisal system and related promotion, transfer, 
layoff, and termination decisions.  Well-constructed job descriptions are an integral part of any effective 
compensation system.   

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.  
Peripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities 
included have been determined to be the minimal standards required to successfully perform the positions.  In no 
instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.  
Additional functions and requirements may be assigned by supervisors as deemed appropriate.   

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to 
reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose 
serious health or safety risks to the employee or others or which impose undue hardships on the organization. 

Job descriptions are not intended as and do not create employment contracts.  The organization maintains its 
status as an at-will employer.  Employees can be terminated for any reason not prohibited by law.