Scope: Provide confidential, professional, and administrative assistance for the CEO and management staff that will support key administrative functions across various departments, ensuring smooth operations and efficient use of office resources. Interface with other managers in the credit union, with board members, with members, visitors, and vendors to the credit union. Prepare reports, correspondence, manuals, spreadsheets, and all other communications utilizing a broad range of computer applications. The ideal candidate is proactive, adaptable, and able to handle multiple priorities with ease.
Essential Duties & Responsibilities:
Provides a variety of administrative activities necessary to assist the CEO and management including research, report preparation, informational requests, and clerical support.Manage and prepare board material, record and distribute board agenda and minutes.Manage, schedule or arrange appointments, logistics, meal planning, travel, seminar arrangements, meetings, business trips, etc. for CEO, board members, or other members of the senior management team.Manage daily sorting, distribution, and handling of incoming mail, ensuring timely delivery and appropriate routing.Logistical event planning for meetings, including rental space, conference room reservations, meal orders, technology needs, reminders to attendees, etc.Act as the main point of contact for internal and external communications, including handling visitor inquiries, phone calls, and vendor visits.Monitor and manage vendor system (CUVM) for duplicate entries within the database, ensuring accurate and up-to-date records.Maintain and update office phone list, email distribution lists, and other similar systems.Oversee, restock, and maintain responsibility for general office upkeep and “look and feel.” This includes keeping kitchen and supply areas stocked, clean and functional, and office equipment working.Participate as needed in special projects and community events.Handle other tasks assigned as assigned.Knowledge and/or Skill Qualifications:
● 2-5 years of experience in an administrative role, ideally in a banking or financial setting
● Exceptional organizational and time management skills
● Strong communication skills with the ability to interact across all levels of the company
● Proficiency with Microsoft Office and Google Suite, Teams, Zoom
● Attention to detail and ability to handle multiple priorities efficiently
● Strong problem-solving skills and analytical abilities
● Georgia Notary is a plus
Education:
Minimum of two-year college degree. 2+ years successful experience working with executive-level staff; Previous experience as an Office Administrator (OA), Operations Manager (OM), Executive Assistant (EA), or Administrative Assistant preferred.
Physical Requirement: Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of up to 20 pounds.
Work Setting:
● In-Person at the Peachtree Corners, GA location - Must have reliable transportation
● Typically works a 9 AM - 5 PM schedule but may occasionally need to adjust hours to go into the office earlier or stay later to assist with business needs or events.
Company DescriptionExcel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties.Company DescriptionExcel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties. Read LessScope: To perform a variety of functions in the operations department. These functions may include but are not limited to the following: return check processing, dormant accounts, negative accounts, remote deposit capture, returned mail.
Essential Functions & Responsibilities:
Process mobile banking deposits.Process BillPay ACH file.Process Return check Deposits.Process/Verifying incoming and outgoing Wires.Communicate with members or associates concerning transactions involving accounts,overdrafts, account closings, charges and fees, transfer of funds, etc.Respond to IRS, SSA and other government agencies regarding member accounts.Manage Deceased and Dormant Accounts process.Mail out all notices related to CD maturity/Address change and Negative account balances.Manage and process return mail for Visa and Debit Cards.Process daily debit card disputes timely and efficiently.Review and process daily card holder reports.Process branch support and member credit and/or debit cards order requests.Monitor and research suspicious card activity, process card cancellations, and reissues.Cross train with ACH and Share Draft files and other daily processes to assist when needed.Performs other job or department related duties as assigned.Education/Knowledge/Skills & Abilities
Two to three years of similar experience of relevant education and experience.1+ years of Operations experience at a financial institution.Strong interpersonal skills to ensure good business relationships exist with members, associates, and third-party vendors so that problems or questions are courteously and promptly resolved.10-key proficiency; must be able to operate general office equipment, computer proficiencywith MS Office, including Word, Excel, PowerPoint, Internet, and Outlook.Detail oriented with strong organizational skills.Ability to multi-task and prioritize large volumes of work.Excellent communication skills both written/verbal and listening skills.Proficiency in identifying issues, analyzing information, and developing effective solution.Self-motivated with the ability to work independently with minimal supervision.Flexibility in adjusting to new situations and challenges, maintaining professionalism in a work environment.Maintain a professional appearance in accordance with Excel FCU's dress code.*** The ideal candidate must be available to attend and actively participate in community events, demonstrating our commitment to fostering strong local relationships
***Must have reliable transportation to the Peachtree Corners branch***
Company DescriptionExcel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties.Company DescriptionExcel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties. Read LessSummary: To direct the operations of two or more Credit Union branch facilities, ensuring the branch meets organizational, financial, operational, service, and growth goals. Has limited lending authority.
Essential Functions & Responsibilities:
• Monitors all branch activities to ensure compliance with NCUA guidelines and established Credit Union policies and procedures. Ensures appropriate steps are taken to correct errors in a timely fashion.
• Assists members and associates as needed with deposit and loan account transactions and concerns. Identifies and makes recommendations for process improvements and improved products and services.
• Monitors production to ensure branch goals and objectives are met.
• Represents the branch as appropriate in its relationships with members, non- members, and community organizations and events.
• Hires, reviews, schedules, trains, and monitors the work of branch personnel: appropriately coaches and develops department personnel, conducts performance reviews; allocates resources to meet operational needs within the department.
• Performs other job-related duties as assigned.
Knowledge and Skills Experience:
• Maintain a cohesive, productive, highly trained, motivated staff sufficient to meet daily branch demands.
• Provide informed, professional and accurate service and support to all members and associates.
• Maintain or exceed annual branch operating and growth plan while maintaining or improving the financial stability of the branch.
• Develop and maintain business partner relationships with the community and area organizations by calling on and coordinating branch participation in community activities.
• Effectively evaluate the efficiency of the branch and develop specific recommendations for improvements to personnel, facilities, products, pricing, policies, and processes.
• Meet or exceed the established branch goals each month.
• Promote a sales culture within the branch by example. Coach and develop employees to identify cross-sales opportunities.
Knowledge and Skill Qualifications:
Three years to five years of similar or related experience.
Exceptional organizational and time management skills
Strong communication skills with the ability to interact across all levels of the company
Proficiency with Microsoft Office and Google Suite, Teams, Zoom
Attention to detail and ability to handle multiple priorities efficiently
Strong problem-solving skills and analytical abilities
Georgia Notary is a plus
Bilingual a plus
Education:
A high school education or GED
Interpersonal Skills:
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
*** The ideal candidate must be available to attend and actively participate in community events, demonstrating our commitment to fostering strong local relationships. ***
Company DescriptionExcel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties.Company DescriptionExcel Federal Credit Union is in its 74th year of providing superior service to its members. We are based in Peachtree Corners, GA, and offer membership to those who live, work, worship, or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall, and Forsyth counties. Read Less