PT Events Coordinator

Orange Bank & Trust CompanyChester, NY
Hybrid

About The Position

The Part-Time Events Coordinator is a vital member of the Marketing team, responsible for the logistical planning, coordination, and execution of Orange Bank & Trust Company's community, client, and internal events. This role directly supports the bank's marketing and business development strategies by ensuring all events are professionally managed, align with the brand, and create a positive, memorable experience for attendees. Conduct routine "Events Committee" meetings with appointed senior staff to ensure all VIP clients are being "touched" on the prescribed cadence based on their level of profit/influence on the Bank's business.

Requirements

  • Degree in Marketing, Communications, Hospitality, or a related field, or equivalent experience.
  • 2-5 years of proven experience in event planning, coordination, or a related administrative support role, preferably within a corporate or financial setting.
  • Exceptional organizational and project management abilities, with a meticulous attention to detail and the capacity to manage multiple deadlines simultaneously.
  • Excellent written and verbal communication skills, with a professional and engaging demeanor for interacting with clients, community leaders, and bank executives.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Must be able to work a flexible schedule, including occasional evenings and weekends, as required by the event calendar.
  • Valid driver's license and reliable transportation are required for travel between branch locations and event sites across the bank's operating region.
  • Ability to address multi-task work assignments.
  • Ability to communicate in a professional manner and be positive and effective.
  • Operate in a continuously changing/fast paced environment.
  • High attention to detail.
  • Experience in MS Office products (Word, PowerPoint, Excel) required.
  • Adobe Product Suite experience required.
  • Knowledge of the local community, vendors, and venues within the Hudson Valley, Westchester, Rockland, and/or Bronx areas.
  • Familiarity with financial services terminology or industry regulations.
  • Travel between all locations of the bank.
  • Travel outside of work locations to attend events, meetings and training programs.

Nice To Haves

  • Experience with event management software or CRM platforms (e.g., Constant Contact, Salesforce) is a plus.

Responsibilities

  • Coordinate all logistical aspects of 50-70 events annually (e.g., branch grand openings, community sponsorships, client appreciation dinners, business networking events, internal team meetings).
  • Manage the event calendar and coordinate across various departments (e.g., Lending, Wealth Management, Branch Operations) to support their event needs.
  • Source and manage relationships with vendors (e.g., catering, venues, décor, A/V) and negotiate contracts to ensure cost-effectiveness and high quality.
  • Handle all on-site event setup, teardown, and day-of coordination, acting as the primary point of contact for staff, vendors, and attendees.
  • Manage registration, check-in, and guest experience to ensure seamless flow.
  • Coordinate event-related collateral (e.g., signage, brochures, giveaways, name badges).
  • Track and manage event budgets, ensuring all expenditures are recorded accurately and processed promptly.
  • Maintain an organized inventory of event supplies and promotional materials.
  • Conduct post-event reconciliation and prepare summary reports, including attendee feedback and ROI metrics.
  • Assist the Marketing team with event-related communications, including drafting invitation copy, managing RSVP lists, and coordinating with digital media channels.
  • Ensure all event activities adhere to banking compliance and regulatory guidelines.
  • Perform all duties and projects as assigned by management.
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