Retail Banking Admin Assistant I - II Full Time

Sierra Central Credit UnionYuba City, CA
$21 - $31Onsite

About The Position

The primary focus of the Retail Banking Admin Assistant I - II is to provide support to the Senior Vice-President of Retail Banking and the entire Retail Banking Administration Department. The Retail Banking Admin Assistant I - II is responsible for providing specialized confidential administrative support in a positive, efficient, effective manner, including scheduling internal and external meetings and appointments, screening correspondence and safekeeping of vital credit union records. The Retail Banking Admin Assistant I- II is a highly collaborative position that partners with all levels of credit union employees.

Requirements

  • Excellent verbal and written communication skills as well as good telephone etiquette necessary.
  • Excellent organizational skills and attention to detail.
  • Ability to complete complex assignments using Microsoft Word and Excel and other software programs.
  • Ability to operate the following equipment: computer, printer, telephone, calculator, fax machine, copier, and other general office equipment.
  • Ability to read and comprehend instructions, correspondence, and memos.
  • Ability to apply common sense understanding to carry out detailed written or oral instructions.
  • Must be proactive and adaptable, able to assess situations independently and take initiative when needed.
  • Must demonstrate and maintain a high level of confidentiality.
  • Ability to effectively present information in one-on-one and small group situations to members, and other employees of the organization.
  • Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
  • Must at all times demonstrate cooperative behavior with colleagues and supervisors.
  • High school diploma or General Education Degree (GED).
  • Proficient with Microsoft Word, Excel, and other software programs.
  • Must have a strong foundation in all aspects of member service and be able to deal calmly and effectively with both members and branch staff.

Nice To Haves

  • Minimum of one-year financial institution experience preferred.

Responsibilities

  • Assist the SVP Retail Banking and the Retail Banking RVPs/ROCs with ongoing high-level branch administration.
  • Prepare and develop reports accurately and efficiently for the Chief Retail Officer, Retail Banking RVPs or as requested by management.
  • Monitor and track incoming/outgoing branch reports.
  • Assist with scheduling of branch meetings and training sessions.
  • Schedule appointments, plan conferences, board meetings, annual meetings, yearly planning sessions and special events.
  • Create PowerPoint presentations as directed.
  • Schedule meetings and branch visits for the Chief Retail Officer and the Retail Banking RVPs.
  • Prepare and/or outline information for assigned projects.
  • Provide support to Retail Administration and other departments as assigned.
  • Additional duties as assigned.

Benefits

  • Medical, Dental & Vision Insurance options
  • Voluntary Lines including hospital indemnity, accident, and critical illness policies
  • Company Paid HRA (with enrollment in certain health plans)
  • Company Paid Basic Term Life Insurance
  • Company Paid Long-Term Disability Insurance for Full-Time Employees
  • Company Paid Telehealth Services Membership (Teladoc)
  • Company Paid Employee Assistance Program (EAP)
  • 401(k) Retirement Plan
  • Flexible Spending Accounts
  • HSA
  • Medical FSA
  • Dependent Care FSA
  • Limited Purpose FSA
  • Paid Time Off
  • Vacation accruals based on status and tenure within company
  • 12 sick days accrued annually for full-time employees
  • 1 hour for every 30 hours worked for part-time employees
  • 11 paid holidays (eligible after 90 days of employment)
  • Travel Expense Reimbursement
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