Executive Assistant

Primary Purpose:

This position is primarily responsible for providing administrative support to the Regional President (RP) and acts on behalf of the Regional President and Bank in a manner that reflects the Bank's mission, goals and values.

Essential Responsibilities:

• Supporting the RP in such a manner that they are able to more effectively perform their job.
• Manages day-to-day operations of the office.
• Prepares analysis reports for banker performance.
• Prepares regional reporting as requested by RP
• Manages time records and vacation scheduling for all bankers.
• Prepare routine correspondence, reports and forms in support of the RP.
• Anticipates problems, critical issues and opportunities as they arise and advises the RP accordingly.
• Coordinates non-profit outreach and sponsorship contributions for the Region.
• Prepares reports that are presented to the Regional Board of Directors.
• Liaison for Regional Board Members for all inquiries.
• Reviews bills for payment and prepares the monthly reconciliation of the RP's expense card.
• Assist with on-and-off-site meeting preparations and execution.
• Maintain and order office supplies.
• Compile and distribute reports and other documents, file correspondence and other records.
• Assist with special events as requested.
• Handles sensitive issues that require confidentiality.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.

Minimum Required Skills & Competencies:

• Proven ability to independently perform duties with confidentiality and accuracy
• Demonstrated ability to evaluate situations, exercise independent judgment and make recommendations/ decisions as necessary
• Excellent time-management, prioritization and organizational skills
• Ability to use Microsoft Word, Excel, and Power Point
• Flexible as demands and priorities change
• Ability to exercise discretion, confidentiality and judgment in dealing with sensitive issues
• Ability to interpret and apply policies and guidelines effectively and accurately
• Strong oral and written communication skills
• Excellent customer service skills and telephone manners

Desired Skills & Competencies:

• Strong computer skills in Word, Excel and PowerPoint
• Experience in banking

• Two years of Administrative/Executive Assistant experience

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.