Executive Assistant

Position Summary

Responsible for providing administrative support for the Senior Management team and Retail Administration. Conduct research, prepare reports, handle information requests, and perform administrative functions such as creating spreadsheets and presentations, preparing correspondence, maintaining information and data files, processing paperwork, scheduling meetings and events, and interacting with people on a regular basis.

Executive Support Functions

• Direct support to the Bank's CEO, CFO, and CRO
• Prepare monthly Board and Committee meeting material including agendas, reports and minutes:
• Schedule meetings both in-person and via Microsoft Teams.
• Collaborate with Committee Chairs to finalize meeting agendas.
• Compile and upload relevant documentation to Boardvantage.
• Record meeting minutes and manage the approval process.
• Arrange catering and setup for meeting lunches when required.
• Prepare for Annual Meeting, such as Annual Reorganizational meetings
• Prepare and distribute SI-1 and SI-2 forms for completion and record keeping
• Schedule and arrange interviews and meetings for senior management
• Maintain the Boardroom: ensure cleanliness, manage bookings, and order supplies for the Executive area
• Ensure copy room is in order and has sufficient supplies, order supplies via Village when necessary
• Prepare monthly reports including:

• Travel and expense
• Advertising and sponsorships
• Invoices
• Prepare PowerPoint presentations and handouts for executive use
• Collect, tabulate, and distribute weekly/monthly executive-level reports
• Administer annual updates to the Bank's Incentive Plans, ensuring accuracy and timely completion.

Additional Functions

• Work on projects as assigned.

Job Requirements and Qualifications

• Job requires a service orientation and actively looking for ways to help people.
• Job requires a high level of coordination, organization, planning, and prioritization of work, and management of one's own time.
• Job requires strict attention to details and thoroughness in the completion of job duties.
• Job requires the use of computers for various applications, such as database management and word processing.
• Job requires developing constructive and cooperative relationships with others.
• Job requires a willingness to take on responsibility and challenges.
• Job requires travel to branches and offsite training.

Education and Experience

• Associates degree or equivalent.
• Three years administrative experience in the banking industry preferred.

Knowledge, Skills, and Abilities

• Knowledge of administrative and clerical procedures, managing data, files, and records, designing forms, and other office procedures.
• Excellent oral and written communication skills.
• Excellent computer skills in a Microsoft Windows environment including proficiency in Word and Excel.
• Effectively present information and respond to inquiries from senior management, colleagues, and the general public.
• Ability to write reports and business correspondence.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Ability to work independently with direct supervision.

Compliance

• It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.

All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.

This job description is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.

This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or job descriptions at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.

Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.

Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.