Retail Administration Coordinator 1-2

Description

Summary

The Retail Administration Coordinator role provides operational, reporting, and administrative support to the Retail Administration Department. This position serves as a key resource for the Retail Administration Department by preparing and maintaining reports, analyzing data, coordinating projects, and supporting department operations. The ideal candidate possesses strong Microsoft Excel skills, exceptional attention to detail, and the ability to work independently with minimal supervision. This role requires a proactive, organized professional who can manage multiple priorities, maintain confidentiality, and deliver accurate and timely information to support business decisions. 

Essential Functions

1. Prepare, compile, analyze, and distribute recurring and ad hoc reports for Retail Administration Department.
2. Compile monthly commission reports utilizing multiple systems to obtain data and ensure accuracy. 
3. Utilize Microsoft Excel to create, maintain, and update spreadsheets, dashboards, tracking tools, and operational reports.
4. Monitor, track, and ensure the accuracy of branch reporting, performance metrics, audits, and other retail banking data.
5. Research, gather, and validate data from various sources to support departmental reporting and decision-making.
6. Identify reporting discrepancies and proactively resolve issues to ensure data accuracy and integrity.
7. Assist Retail Banking leadership with ongoing administrative and operational support.
8. Coordinate branch meetings, training sessions, leadership meetings, and special events.
9. Prepare PowerPoint presentations, correspondence, and meeting materials as requested.
10. Support department projects by gathering information, maintaining timelines, and tracking deliverables.
11. Maintain confidential records, reports, and department documentation.
12. Work independently to prioritize assignments, meet deadlines, and identify opportunities to improve processes and efficiencies.
13. Collaborate with branch staff and other departments to support Retail Banking initiatives.
14. Perform additional duties as assigned.

Requirements

Required Skills and Abilities

1. Strong proficiency in Microsoft Excel, including formulas, data validation, filtering, sorting, pivot tables, and report preparation.
2. Strong analytical skills with the ability to review, interpret, and organize data accurately.
3. Exceptional attention to detail and commitment to producing accurate, high-quality work.
4. Ability to work independently with minimal supervision while exercising sound judgment and initiative.
5. Proactive, self-motivated, and adaptable with the ability to anticipate needs and resolve issues effectively.
6. Excellent organizational, time management, and problem-solving skills.
7. Strong verbal and written communication skills.
8. Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
9. Ability to maintain a high level of confidentiality and professionalism.
10. Proficiency in other Microsoft Office applications, including Word, PowerPoint, and Outlook. 
11. Ability to learn new systems, software, and reporting tools quickly.
12. Demonstrated ability to work collaboratively with employees at all levels of the organization.

Education and Experience

1. High school diploma or General Education Degree (GED) required; Associate degree in Business, Finance, Accounting, or a related field preferred.
2. Minimum of one year of administrative, reporting, analytical, banking, or related experience required.
3. Strong Microsoft Excel skills required, including experience creating and maintaining reports and spreadsheets.
4. Experience gathering, organizing, and reviewing data with a high degree of accuracy preferred.
5. Financial institution or credit union experience preferred.
6. Strong member service skills and the ability to work effectively with both employees and members.  

Physical Requirements and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

1. Prolonged periods of sitting at a desk and working on a computer – 7 to 8 hours per day.
2. Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
3. Intermittent walking and bending.
4. General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.  

Work Location

This is an on-site position at our Corporate Headquarters in Yuba City, CA. 

Compensation Range

The company anticipates offering  an hourly range between $21.23 and $31.22 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.

Annual Merit Increase

Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.

Comprehensive Benefits Package:

We provide a robust benefits package designed to support your health, financial security, and work-life balance including:

• Medical, Dental & Vision Insurance options
• Voluntary Lines including hospital indemnity, accident, and critical illness policies
• Company Paid HRA (with enrollment in certain health plans)
• Company Paid Basic Term Life Insurance
  • Coverage at 2× annual base salary, up to a maximum of $500,000 for full-time employees
  • $25,000 for part-time employees
• Company Paid Long-Term Disability Insurance for Full-Time Employees
• Company Paid Telehealth Services Membership (Teladoc)
• Company Paid Employee Assistance Program (EAP)
• 401(k) Retirement Plan
  • Employer-funded safe harbor contribution of 3% of employee's eligible earnings
  • Discretionary employer match on employee contributions 
• Flexible Spending Accounts
  • HSA
  • Medical FSA
  • Dependent Care FSA
  • Limited Purpose FSA
• Paid Time Off
  • Vacation accruals based on status and tenure within company
  • 12 sick days accrued annually for full-time employees
  • 1 hour for every 30 hours worked for part-time employees
  • 11 paid holidays
• Travel Expense Reimbursement
  • All necessary and work-related travel expenses will be reimbursed in accordance with company policy

The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.