Client Relationship Manager

What You Will Do

• Provides administrative support, including answering a multi-line phone system and maintaining department and credit union corporate records for audits, investor application packages, and annual investor re-certifications.
• Assists with vendor due diligence activities.
• Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs.
• Prepares production reports and graphs for board presentations, department meetings, and standard monthly reports.
• Arranges appointments, schedules meetings, and maintains departmental calendars.
• Assists in updating procedural manuals and business continuity planning materials.
• Manages all incoming invoices, verifies accuracy and budget limitations, and ensures prompt payment.
• Orders supplies, subscriptions, and maintains office equipment.
• Completes other job-related duties to help drive Vision, fulfill Purpose, and abide by Organization's Values.

• High school diploma or equivalent.
• Minimum of three (3) years of administrative experience, preferably in a financial institution.
• Strong understanding of financial and lending terminology.
• Excellent written and verbal business communication skills, advanced knowledge of grammar and strong attention to detail.
• Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Access).

• Able to work flexible hours in a high-volume, fast-paced environment, handling multiple tasks with interruptions.
• Excellent organizational skills with critical deadline monitoring, and ability to prioritize and expedite requests.
• Self-motivated, managing own work schedule while keeping pace with priorities of Investment Services.