Commercial Services Administrative Assistant

Suncoast Credit Union•Tampa, FL

32d•Hybrid

About The Position

The Commercial Services Administrative Assistant provides administrative support to the Commercial Services division and the VP of Commercial Services. This individual is responsible for preparing correspondence, reports, presentations, contracts, and legal documents, while also responding to phone calls and letters from members, and assisting in preparations for commercial meetings, community events, and other credit union events.

Requirements

High school diploma or equivalent
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Experience with CRM platforms (Monday.com preferred)
Familiarity with document management systems
Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
Accurate, detail-oriented, and organized with task management
Ability to independently resolve problems or situations with varying complexities
Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Ability to explain practices, procedures, and policies to reach agreement with others
Proficient knowledge and understanding of credit union products, services, policies, and procedures
Proficient knowledge and understanding of regulatory compliance
Proficient knowledge and understanding of credit union computer systems and software applications required to perform job duties

Nice To Haves

Bachelor’s degree in business administration, communications, or a related field preferred
Minimum of 3 years of administrative or executive assistant experience, preferably within a financial institution or commercial services environment

Responsibilities

Provide comprehensive administrative support to the Commercial Services division and VP Commercial Services, including the preparation of correspondence, reports, contracts, and other legal documents
Respond to email, phone, and mail inquiries from credit union members
Draft and write responses to general reference questions
Research issues and ensure corrections are made; escalate issues to appropriate management staff when necessary
Provide administrative assistance to the Vice President regarding community involvement across the division
Prepare meeting notices, maintain member biographies, meeting minutes, and other records
Develop a deep understanding of the Monday.com CRM
Establish a standard regime of report review and dissemination, and establish a cadence for the VP with staff on report discussions
Work with the Commercial Services division and the VP to maintain the vendor list and files
Assist in preparing materials for the Board of Directors, Compliance, ERM & Audit meetings
Assist in the preparation, setup, and hosting responsibilities for in-house and off-site business development functions
Maintain credit union records confidentially and securely
Attend educational events to increase professional knowledge
Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs