Retail Banking Group Administrative Assistant
Oak Valley Community Bank•Oakdale, CA
•$22 - $28•Hybrid
About The Position
As an RBG Administrative Assistant, you will support Treasury Management and Retail Banking Operations by coordinating onboarding, implementation, and administrative workflows. You will be responsible for ensuring a smooth client experience while improving speed, accuracy, and adopting Treasury Management services.
Requirements
- 1–3 years of administrative, banking, or operations support experience
- High school diploma or equivalent
- Proficient in Microsoft Office and able to learn new systems quickly
- Strong organization, time management, and attention to detail
- Clear, professional communication skills and customer focus
Responsibilities
- Coordinate client onboarding, including training schedules, system setup, and follow-ups
- Prepare onboarding materials and implementation documents (RDC, ACH, wires, online banking)
- Review client documentation for completeness and accuracy before submission
- Track onboarding progress, milestones, and follow-up timelines (30/60/90-day touchpoints)
- Communicate with clients and partner with Treasury Management team to ensure timely, organized implementation
- Monitor shared inboxes and route or respond to requests
- Provide administrative and reporting support across Retail Banking functions
- Respond to internal and customer inquiries, escalating as needed
- Maintain calendars, trackers, and workflow tools
- Assist with audits, documentation, compliance tasks, and special projects
Benefits
- medical
- dental
- vision
- retirement savings with employer match
- paid time off
- other voluntary benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
