Executive Assistant/CSR - Wabash - Crossroads Bank

    Crossroads Bank
    Crossroads Bank Wabash

    6 hours ago

    Description
    Support the President/CEO with discretion while upholding and exceeding Crossroads Bank's service standards. Build executive relationships and enhance organizational efficiency.
    Major Duties:
    • Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive's behalf
    • Maintaining comprehensive and accurate records
    • Performing minor accounting duties (processing ACH Returns Daily)
    • Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
    • Answering phone calls in a polite and professional manner
    • Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department
    • Managing the executive's calendar, including making appointments and prioritizing the most sensitive matters
    • Learn and understand digital banking operations and auxiliary services to promote efficient customer support and ensure smooth transactions
    • Compose Board Minutes and maintain the Board Portal
    • Maintain a sufficient understanding of and adhere to regulatory compliance requirements as applicable, including BSA/OFAC
    • Other duties as assigned
    Requirements
    Skills & Qualifications
    • Bachelor's degree preferred
    • Superb verbal and written communication skills
    • Experience managing complex schedules and maintaining high-level business relationships
    • Ability to report to multiple people
    • Proactivity and self-direction
    • Problem-solving and decision making
    Physical Qualifications
    • Be able to lift &/or carry up to 30 lbs.
    • Be able to sit or stand for extended periods of time

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