Client Relationship Manager

Security Service Federal Credit Union • San Antonio, TX

1d

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, investor application packages, and 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, department meetings, and 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 their accuracy and budget limitations, and ensuring prompt and timely payment
• Ordering supplies, subscriptions and maintaining office equipment
• Completing any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values

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