Personal Banking Coordinator, Corporate Headquarters, South Bend, IN

1st Source•South Bend, IN

About The Position

POSITION SUMMARY Responsible for providing administrative support; with a focus on data preparation and analysis for key bank analytics along with the delivery and execution of Personal Banking key initiatives. ESSENTIAL REQUIREMENTS Prepares and provides data insights for activities related to achieving Personal Banking growth initiatives. Develops, coordinates and administers execution of key initiatives (i.e. text to client, online scheduling) to assist the Personal Banking team. Maintains appropriate files and records which may be confidential in nature and orders supplies when necessary. Assists with scheduling events, training, and preparation of Personal Banking training initiatives. Develops and maintains healthy working relationships with retail banking regions, and marketing team. Communicates expectations, responds promptly to needs and ensures projects progress to an on-time completion. Maintains proper knowledge and insights of Personal Banking products and processes. May assist with special projects and reports as requested by the Group Head. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training and compliance requirement responsibilities related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Five (5) to eight (8) years of administrative experience preferred. Strong computer skills including Microsoft Word and Excel and Outlook. Good organizational skills. Detail oriented. Ability to meet deadlines. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Good written and verbal communication skills. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand, and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone, and standard office equipment.

Requirements

Five (5) to eight (8) years of administrative experience preferred.
Strong computer skills including Microsoft Word and Excel and Outlook.
Good organizational skills.
Detail oriented.
Ability to meet deadlines.
Ability to handle multiple tasks in a fast-paced environment.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
Good written and verbal communication skills.
High School Diploma/GED required.
Minimal or occasional travel for meetings, projects or training as needed.

Responsibilities

Prepares and provides data insights for activities related to achieving Personal Banking growth initiatives.
Develops, coordinates and administers execution of key initiatives (i.e. text to client, online scheduling) to assist the Personal Banking team.
Maintains appropriate files and records which may be confidential in nature and orders supplies when necessary.
Assists with scheduling events, training, and preparation of Personal Banking training initiatives.
Develops and maintains healthy working relationships with retail banking regions, and marketing team.
Communicates expectations, responds promptly to needs and ensures projects progress to an on-time completion.
Maintains proper knowledge and insights of Personal Banking products and processes.
May assist with special projects and reports as requested by the Group Head.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training and compliance requirement responsibilities related to the position.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Performs all other duties as assigned.