Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient typing skills; moderate composition skills; ability to operate word processing equipment and/or sufficient knowledge to use word processing software; knowledge of various office machines; a working knowledge of financial services products, along with the operational policies and procedures that impact these products; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. Types letters, correspondence, reports, memos, and other relevant papers; utilizes word processing to prepare documents as appropriate; transcribes minutes from various meetings, as assigned.