Client Relationship Manager
About The Position
Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities. Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs. Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports. Arranges appointments, schedules meetings, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment. Orders supplies, subscriptions and maintains office equipment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Requirements
- High school diploma or equivalent
- Minimum of three (3) years of administrative experience preferably in a financial institution
- Strong understanding of financial / lending terminology
- Excellent written/verbal business communication skills
- Advanced knowledge of grammar with a strong attention to detail
- Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access)
Responsibilities
- Answering multi-line phone system
- Maintaining department records and credit union corporate records for various audits
- Maintaining investor application packages
- Maintaining annual investor re-certifications
- Assisting with vendor due diligence activities
- Composing correspondence to internal and external recipients
- Overseeing incoming mail distribution
- Supporting outgoing courier needs
- Preparing various production reports and graphs for board presentations
- Preparing production reports and graphs for department meetings
- Preparing standard departmental month end reports
- Arranging appointments
- Scheduling meetings
- Maintaining departmental calendars
- Assisting in updating procedural manuals and business continuity planning materials
- Managing all incoming invoices
- Verifying accuracy and budget limitations of invoices
- Ensuring prompt and timely payment of invoices
- Ordering supplies and subscriptions
- Maintaining office equipment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
