Retail Administration Coordinator I-II

Sierra Central Credit Union•Yuba City, CA

6d•$21 - $31•Onsite

About The Position

The Retail Administration Coordinator provides operational, reporting, and administrative support to the Retail Administration Department. The role prepares and maintains reports, analyzes data, coordinates projects, and supports department operations. The position calls for strong Microsoft Excel skills, careful attention to detail, independent work with minimal supervision, and the ability to manage multiple priorities, maintain confidentiality, and provide accurate and timely information for business decisions. This is an on-site position at the company’s Corporate Headquarters in Yuba City, California. The work is generally performed at a desk in a well-lit, air-conditioned cubicle or office with moderate noise levels. The anticipated hourly pay range at the time of hire is $21.23 to $31.22. Employees are eligible for a discretionary annual merit-based salary adjustment based on individual performance and company results.

Requirements

High school diploma or General Education Degree (GED) required.
At least one year of administrative, reporting, analytical, banking, or related experience required.
Strong proficiency in Microsoft Excel, including formulas, data validation, filtering, sorting, pivot tables, and report preparation.
Experience creating and maintaining reports and spreadsheets using Microsoft Excel.
Strong analytical skills and the ability to review, interpret, and organize data accurately.
Exceptional attention to detail and commitment to accurate, high-quality work.
Ability to work independently with minimal supervision and exercise sound judgment and initiative.
Proactive, self-motivated, and adaptable approach, with the ability to anticipate needs and resolve issues effectively.
Excellent organizational, time-management, and problem-solving skills.
Strong verbal and written communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Ability to maintain confidentiality and professionalism.
Proficiency in Microsoft Word, PowerPoint, and Outlook.
Ability to learn new systems, software, and reporting tools quickly.
Demonstrated ability to collaborate with employees at all organizational levels.
Strong member service skills and ability to work effectively with employees and members.

Nice To Haves

Associate degree in Business, Finance, Accounting, or a related field.
Experience gathering, organizing, and reviewing data with a high degree of accuracy.
Experience in a financial institution or credit union.

Responsibilities

Prepare, compile, analyze, and distribute recurring and ad hoc reports for the Retail Administration Department.
Compile monthly commission reports using multiple systems and ensure the accuracy of the data.
Use Microsoft Excel to create, maintain, and update spreadsheets, dashboards, tracking tools, and operational reports.
Monitor and track branch reporting, performance metrics, audits, and other retail banking data, ensuring accuracy.
Research, gather, and validate data from various sources to support departmental reporting and decision-making.
Identify reporting discrepancies and proactively resolve issues to maintain data accuracy and integrity.
Provide ongoing administrative and operational support to Retail Banking leadership.
Coordinate branch meetings, training sessions, leadership meetings, and special events.
Prepare PowerPoint presentations, correspondence, and meeting materials as requested.
Support department projects by gathering information, maintaining timelines, and tracking deliverables.
Maintain confidential records, reports, and department documentation.
Prioritize assignments, meet deadlines, and identify opportunities to improve processes and efficiencies.
Collaborate with branch staff and other departments to support Retail Banking initiatives.
Perform additional duties as assigned.

Benefits

Medical, dental, and vision insurance options.
Voluntary hospital indemnity, accident, and critical illness policies.
Company-paid HRA with enrollment in certain health plans.
Company-paid basic term life insurance: coverage of two times annual base salary up to $500,000 for full-time employees; $25,000 for part-time employees.
Company-paid long-term disability insurance for full-time employees.
Company-paid Teladoc telehealth services membership.
Company-paid Employee Assistance Program (EAP).
401(k) retirement plan with an employer-funded safe harbor contribution of 3% of eligible earnings and a discretionary employer match on employee contributions.
Flexible Spending Accounts, including Medical FSA, Dependent Care FSA, and Limited Purpose FSA.
Health Savings Account (HSA).
Paid time off, with vacation accrual based on employment status and tenure.
Twelve sick days accrued annually for full-time employees; part-time employees accrue one hour for every 30 hours worked.
Eleven paid holidays.
Reimbursement of necessary, work-related travel expenses in accordance with company policy.
Eligibility for a discretionary yearly merit-based salary adjustment based on individual performance and company results.