Client Relationship Manager
Security Service Federal Credit Union, Colorado Springs, CO, United States
What You Will Do
Provides administrative support, including answering a multi‑line phone system, maintaining department records and credit‑union corporate records for various 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, supports outgoing courier needs, prepares production reports and graphs for board presentations, department meetings, and standard monthly end reports, arranges appointments and meeting schedules, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies accuracy and budget limitations, ensures prompt and timely payment, orders supplies, subscriptions and maintains office equipment, and completes any other job‑related duties needed to help drive our vision, fulfill our purpose, and abide by our organization’s values.
What 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 and verbal business communication skills, advanced grammar knowledge, and strong attention to detail.
Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access).
Ideal Candidate Will Have
Ability 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 ability to prioritize and expedite requests.
Demonstrated self‑motivation by managing own work schedule while keeping pace with the priorities of Investment Services.
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What 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 and verbal business communication skills, advanced grammar knowledge, and strong attention to detail.
Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access).
Ideal Candidate Will Have
Ability 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 ability to prioritize and expedite requests.
Demonstrated self‑motivation by managing own work schedule while keeping pace with the priorities of Investment Services.
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