Client Relationship Manager

Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities. Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs. Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports. Arranges appointments, schedules meetings, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment. Orders supplies, subscriptions and maintains office equipment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values. What We Require: High school diploma or equivalent. Minimum of three (3) years of administrative experience preferably in a financial institution. Strong understanding of financial / lending terminology. Excellent written/verbal business communication skills, advanced knowledge of grammar with a strong attention to detail. Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access). Ideal Candidate Will Have: Able to work flexible hours in a high volume, fast-paced environment handling a wide variety of multiple tasks with multiple interruptions. Excellent organizational skills, critical deadline monitoring, and able to prioritize and expedite requests. Demonstrated self-motivation by managing own work schedule while keeping pace with priorities of Investment Services. Equal Employment Opportunity: We are an equal opportunity employer and are committed to an inclusive, diverse work environment. #J-18808-Ljbffr