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Executive Assistant & Shareholder Services Representative

Citizens Bank

Corvallis, OR

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JOB DETAILS
SKILLS
Accounting, Accounting Standards and Regulations, Administrative Skills, Background Investigation, Bank Management, Banking Services, Board Meeting, Budgeting, Communication Skills, Compensation and Benefits, Conference Management, Corporate Banking, Customer Support/Service, Database Administration, Dental Insurance, Detail Oriented, Documentation, Employee Assistance Plan, English Language, Establish Priorities, Executive Assistant Skills , Finance, Financial Procedures, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Healthcare Reimbursement, Investment Services, Lift/Move 50 Pounds, Meeting Minutes, Microsoft Excel, Microsoft Office, Order Picking/Packing, Organizational Skills, Presentation/Verbal Skills, Reconciliation, Record Keeping, Regulatory Reports, Relationship Management, Sales, Sustainability, Time Management, Transaction Processing/Management, Vision Plan, Writing Skills
LOCATION
Corvallis, OR
POSTED
Today
Benefits

Citizens Bank offers competitive compensation and outstanding benefits:
  • Medical, Dental, and Vision Insurance
  • 401(k) with Employer Matching
  • Employee Assistance and Wellness Program
  • Life, Short-term and Long-term Disability
  • Up to 11 Paid Holidays
  • Health and Dependent Care Reimbursement Accounts
  • Paid Time Off; Paid Family Leave
  • Banking Privileges
Position: Executive Assistant/Shareholder Services Representative

Position Location

Citizens Bank - Finance Department

275 SW Third St Corvallis, OR 97333

Type: Exempt/Officer

Reports to: Senior Accountant

Description

As the Executive Assistant/Shareholder Services Representative, you will provide executive-level, confidential administrative support to the Executive Team and Board of Directors. You will also exemplify the Citizens Bank Corporate Culture and contribute to the continued success of the company by managing relationships with shareholders, facilitating accurate transactions (external and internal), and maintaining internal records. This is not a sales position. It does require genuine customer service, excellent communication skills in a variety of media, organizational skills, and time-management. As a member of the Finance team, you will also provide accounting and reconciliation support, including the daily reconciliation and management of the Bank's cash. Attention to detail, appetite to expand your knowledge, and sustained commitment to quality work are needed for this role. Work will be a mix of variable, daily, monthly, quarterly, and annual deadlines. Some fluctuation of workload is expected depending on the needs of shareholders.

Duties and Responsibilities
  • Prepares monthly Board books, and Committee packages using the Boardvantage software; Attends all Board and Board Committee meetings and drafts minutes, ensuring that the Bank's records are complete and accurate. Must maintain strict confidentiality at all times.
  • Assists the Board and Executive Management with conference and event registrations.
  • Interfaces regularly with the Bank's Management Team, Board of Directors, and employees, requiring initiative and considerable discretion.
  • Works regularly with shareholders to assist with stock-related transactions, deliver information in verbal and written form, and facilitate shareholder stock sales. This includes preparing paperwork, following through on inquires, and developing a complex understanding of underlying guidelines and required practices.
  • Maintains the shareholder database and adheres to document retention and audit requirements when processing shareholder transactions.
  • Collaborates with branch staff to assist shareholders.
  • Facilitates/completes annual shareholder functions and regulatory reporting. This includes paying dividends, submitting tax filings, and organizing the Annual Shareholder Meeting.
  • Owns Performs daily cash balancing reconciliation and afternoon cash settlement processes. This includes requires intermediate Excel functionality and ability to identify, monitor, and resolve discrepancies, including working with other branches and departments throughout the bank.
  • Assists the Controller in properly accounting for the Bank's and the Company's activities in accordance with Generally Accepted Accounting Principles ("GAAP") and Regulatory Accounting Principles ("RAP"). Helps in maintaining the Bank's accounting records. Reconciles general ledger accounts monthly.
  • Develops, enhances, and maintains Finance Department procedures and documentation.
  • Delivers work that is complete, timely, accurate, impartial, and confidential.
  • Other duties as assigned.
  • Bachelor's Degree in a relevant field such as English, business, finance, accounting, or communications.
  • Intermediate to Advanced skills in Microsoft Excel with willingness to expand skillset.
  • Prior experience working with or serving on a Board of Directors.
  • Prior experience working with customers in a Financial Institution setting preferred, but not required.
  • Prior experience working with account reconciliations, budgets, and general ledger entry.
  • Proficient in MS Office. Must have the ability and willingness to become proficient in other programs used in the Finance Department (Jack Henry, Transtar, other reporting tools)
  • Certified Notary Public or ability to obtain this certification.

Attributes
  • Must have strong written and verbal communication skills and work confidently and comfortably with leaders at the highest levels of the organization.
  • Works efficiently, independently, and in an organized fashion. Maintain clean physical and digital working files.
  • Able to focus on details without losing perspective as to how those details fit into the bigger picture.
  • Has the ability to handle interruptions at work and prioritize workloads. Works with constant and very specific deadlines.
  • Operate with a high degree of professionalism and courtesy when working with the Board, management, and other employees.
  • Exemplify the Corporate Culture and adheres to all Company Policies.
  • Exhibit a professional, business-like appearance and demeanor.
Working Conditions
  • Climate controlled office environment.
Physical Requirements
  • Ability to clearly speak, hear, see, and communicate with co-workers, vendors, and other stakeholders.
  • Ability to stand or sit for extended periods of time.
  • Ability to perform repetitive finger, hand, and arm movements.
  • Ability to regularly kneel, reach, bend, push, pull, carry items up to 50 pounds.


Disclaimer

Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check and criminal background check.

About the Company

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Citizens Bank