Retail Banking Group Administrative Assistant

About the role

The Retail Banking Group Administrative Assistant supports Treasury Management and Retail Banking Operations. Key responsibilities include coordinating client onboarding, preparing onboarding materials, reviewing client documentation, tracking progress, and providing administrative support.

Responsibilities

• Coordinate client onboarding, including training schedules, system setup, and follow-ups
• Prepare onboarding materials and implementation documents (RDC, ACH, wires, online banking)
• Review client documentation for completeness and accuracy before submission
• Track onboarding progress, milestones, and follow-up timelines (30/60/90-day touchpoints)
• Communicate with clients and partner with Treasury Management team to ensure timely, organized implementation
• Maintain shared inboxes and route or respond to requests
• Provide administrative and reporting support across Retail Banking functions
• Respond to internal and customer inquiries, escalating as needed
• Maintain calendars, trackers, and workflow tools
• Aid with audits, documentation, compliance tasks, and special projects

Requirements

• 1-3 years of administrative, banking, or operations support experience
• High school diploma or equivalent
• Proficient in Microsoft Office
• Strong organization, time management, and attention to detail
• Clear, professional communication skills and customer focus

Qualifications

• Proficiency in relevant software and systems
• Ability to manage multiple tasks and prioritize effectively
• Excellent written and verbal communication skills
• Experience with data entry and record-keeping

Skills

• Microsoft Office Suite
• Administrative support experience
• Customer service orientation
• Attention to detail

Benefits

• Comprehensive benefits package including medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits
• Annual performance-based salary increases

Pay

$22.12 – $27.88 per hour (good-faith estimate upon hire)

Schedule

Full-time position