Retail Banking Group Administrative Assistant

Oak Valley Community Bank • Oakdale, CA

35d • $22 - $28 • Hybrid

About The Position

As the RBG Administrative Assistant, you will work in a clerical, task-oriented support role for Treasury Management and Retail Banking Operations. This position is responsible for administrative coordination, including onboarding support, shared inbox management, responding to routine inquiries, maintaining tracking systems, and assisting with reporting and documentation. The role partners across teams to support day-to-day operational efficiency.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED