Client Relationship Manager
Listed on 2026-01-27
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Business
Office Administrator/ Coordinator, Business Administration
Join to apply for the Client Relationship Manager role at Security Service Federal Credit Union
1 day ago Be among the first 25 applicants
What You Will DoProvides 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.
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 HaveAble 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.
Seniority level- Mid-Senior level
- Full-time
- Sales and Business Development
Referrals increase your chances of interviewing at Security Service Federal Credit Union by 2x
Apply BELOW
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).