Retail Administration Coordinator I-II

Sierra Central Credit Union•Yuba City, CA

5d•Onsite

About The Position

The Retail Administration Coordinator provides operational, reporting, and administrative support to the Retail Administration Department. The position prepares and maintains reports, analyzes data, coordinates projects, and supports department operations. The role calls for strong Microsoft Excel skills, exceptional attention to detail, independence, organization, confidentiality, and the ability to manage multiple priorities while delivering accurate and timely information. This is an on-site position at the Corporate Headquarters in Yuba City, California. The anticipated hourly compensation range at the time of hire is $21.23–$31.22, depending on experience. Employees are eligible for a discretionary annual merit-based salary adjustment based on individual performance and company results. The work is generally performed at a desk in a well-lighted, air-conditioned cubicle or office with moderate noise levels. Physical demands include sitting and working at a computer for 7–8 hours per day, light lifting, carrying, pushing, or pulling objects up to 25 pounds, and intermittent walking and bending. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits include medical, dental, and vision insurance options; voluntary hospital indemnity, accident, and critical illness policies; a company-paid HRA with enrollment in certain health plans; company-paid basic term life insurance and long-term disability coverage for full-time employees; telehealth services and an employee assistance program; a 401(k) retirement plan with an employer-funded 3% safe harbor contribution and discretionary employer match; flexible spending and health savings accounts; paid time off, including vacation accruals based on status and tenure, 12 annual sick days for full-time employees, and 11 paid holidays; and reimbursement of necessary work-related travel expenses under company policy.

Requirements

High school diploma or General Education Degree (GED) required.
Minimum of 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 is required.
Strong analytical skills and the ability to review, interpret, and organize data accurately.
Exceptional attention to detail and commitment to producing accurate, high-quality work.
Ability to work independently with minimal supervision while exercising sound judgment and initiative.
Proactive, self-motivated, and adaptable, 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 levels of the organization.
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.
Financial institution or credit union experience.

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 their accuracy.
Use Microsoft Excel to create, maintain, and update spreadsheets, dashboards, tracking tools, and operational reports.
Monitor, track, and ensure the accuracy of branch reporting, performance metrics, audits, and other retail banking data.
Research, gather, and validate data from various sources to support departmental reporting and decision-making.
Identify reporting discrepancies and proactively resolve issues to ensure 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 independently, 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 at 2× annual base salary, up to $500,000 for full-time employees and $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.
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, and an HSA.
Paid time off, including vacation accruals based on status and tenure.
12 sick days accrued annually for full-time employees; part-time employees accrue one hour for every 30 hours worked.
11 paid holidays.
Reimbursement of necessary work-related travel expenses in accordance with company policy.
Employees are eligible for a discretionary yearly merit-based salary adjustment based on individual performance and company results.