Job description
Position Function:
Provides administrative support to the Division Manager, Region Managers, Branch Banking Administration, and Branch Managers to ensure effective workflow of the division's performance goals and objectives. Must be able to work independently, exercise discretion and use sound judgment in making decisions that support the various processes and coordinate deadlines of the Division initiatives.
Performs all duties and interacts with internal and external customers in a manner aligned with the Company's Core Values of Voyaging Spirit and Positively Ohana; Customer Experience Competencies of Customer Interaction, Empowerment and Ownership; and Basic Skills of Listening, Oral Communication, Written Communication, Action Orientated, Thoroughness, Problem Solving.
Duties:
- Effectively communicate information to internal partners for various events, initiatives, and general support.
- Direct contact with department data providers to assure timely submission of data requirements.
- Support initial goal setting process and process any monthly/quarterly maintenance required.
- Prepare and manage correspondence, reports and documents and act as central contact point.
- Provide direction and use discretion and sound judgment in problem resolution.
- Prepare weekly pipeline reports for Region Managers and Division
- Share in attainment of overall Division financial goals and objectives. Senior Specialist to effectively perform assigned responsibilities to support branch sales team efforts.
- Knowledge of data systems, e.g. EDW, Clarity Kit, Encore, Nautilus, iMemo Database, Sales Tracking, Fiserv, and other systems as added by CPB to extract data and created management and summary reports.
- Scrub and extract data from various sources and prepare call lists for branch cross-sale opportunities.
- Review monthly budget variance reports from controllers; research reported variances.
- Month-end data input and consolidation of designated product referral tracking.
- Track and distribute monthly loan tickler tracking reports and reminder/follow up letters to Branch Managers/Officers.
- Submit financial and loan documents to Info Access system; follow up to ensure documents have been properly entered into the Info Access system.
- Communicate and follow up with branches on significant balance reports, product management campaign exceptions, and other periodic reports.
- Proactively identify process improvement opportunities and assist in affecting appropriate changes.
- Provide administrative support for all branches/regions/administration team.
- Schedule and coordinate Monthly meetings; assist with planning and coordination of statewide quarterly meetings for Assistant Managers, Branch Managers, Universal Bankers, and others as assigned.
- Coordinate and prepare reports for assigned managers and assist in report design and maintenance.
- Coordinate work schedules, vacations, and related personnel administrative matters for Regional managers.
- Maintain master meeting calendar and schedule meetings for managers and branches.
- Coordinate training sessions as required.
- Manage ADP or other attendance tracking system(s).
- Prepare requests and reports of donations and sponsorships for Regions.
- Set-up work procedures and assist Branch Banking Administration Managers with special projects.
- Lead or coordinate special projects, training, and improvement initiatives.
- Monitor and order promotional and office supplies.
- Perform other responsibilities as assigned.
Minimum Qualifications:
Education:
- High school diploma required.
- Bachelor’s degree preferred.
Experience:
- 1-3+ years of experience in an executive support role or equivalent work experience and education (A bachelor’s degree can substitute for 2 years of work experience.)
Physical Requirements & Working Conditions:
- Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
- Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
- Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
- Must be able to read and understand bank-related documents.
- Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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