Job Description
Description Summary The primary focus of the Retail Banking Admin Assistant I is to provide support to the Senior Vice-President of Retail Banking and the entire Retail Banking Administration Department. The Retail Banking Admin Assistant I is responsible for providing specialized confidential administrative support in a positive, efficient, effective manner, including scheduling internal and external meetings and appointments, screening correspondence and safekeeping of vital credit union records. The Retail Banking Admin Assistant I is a highly collaborative position that partners with all levels of credit union employees.
Essential Functions - Assist the SVP Retail Banking and the Retail Banking RVPs/ROCs with ongoing high-level branch administration.
- Prepare and develop reports accurately and efficiently for the Chief Retail Officer, Retail Banking RVPs or as requested by management.
- Monitor and track incoming/outgoing branch reports.
- Assist with scheduling of branch meetings and training sessions. Schedule appointments, plan conferences, board meetings, annual meetings, yearly planning sessions and special events.
- Create PowerPoint presentations as directed.
- Schedule meetings and branch visits for the Chief Retail Officer and the Retail Banking RVPs.
- Prepare and/or outline information for assigned projects.
- Must be able to adhere to a flexible schedule
- Provide support to Retail Administration and other departments as assigned.
- Additional duties as assigned.
Requirements Required Skills and Abilities - Excellent verbal and written communication skills as well as good telephone etiquette necessary.
- Excellent organizational skills and attention to detail.
- Ability to complete complex assignments using Microsoft Word and Excel and other software programs.
- Ability to operate the following equipment: computer, printer, telephone, calculator, fax machine, copier, and other general office equipment.
- Ability to read and comprehend instructions, correspondence, and memos.
- Ability to apply common sense understanding to carry out detailed written or oral instructions.
- Must be proactive and adaptable, able to assess situations independently and take initiative when needed
- Must demonstrate and maintain a high level of confidentiality.
- Ability to effectively present information in one-on-one and small group situations to members, and other employees of the organization.
- Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
- Must at all times demonstrate cooperative behavior with colleagues and supervisors.
Education And Experience - High school diploma or General Education Degree (GED).
- Minimum of one-year financial institution experience preferred.
- Proficient with Microsoft Word, Excel, and other software programs.
- Must have a strong foundation in all aspects of member service and be able to deal calmly and effectively with both members and branch staff.
Physical Requirements And Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prolonged periods of sitting at a desk and working on a computer – 7 to 8 hours per day.
- Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
- Intermittent walking and bending.
- General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.
The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.
Job Tags
Work at office, Flexible hours,