What are the responsibilities and job description for the Administrative Assistant position at Credit Union West?
Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
- Full-time employees receive 100% paid health, dental & vision insurance
- Earn incentives up to 15%, depending on position
- 401K plan with employer matching funds up to 5%
- Profit Sharing
- Tuition reimbursement
- Gym membership reimbursement
- Paid time off for holidays, vacation, and sick days
- Diverse and inclusive workplace
- Credit Union West membership and discounts
Be part of our award-winning team!
POSITION SUMMARY
Provides administrative support to President/CEO, Senior Management, Board of Directors, Supervisory Committee, and other members of management as needed. Responsible for performing a range of clerical and administrative tasks to support business operations. Serves as Corporate Center Lobby Receptionist backup. Supports a professional environment by delivering a service excellence attitude that builds trust and loyalty to inspire our members, employees, and communities to achieve their financial goals and enhance their quality of life.
Essential Functions & Additional Responsibilities
80% Administrative Support – Provides administrative support for the President/CEO, Senior Management, Board of Directors, Supervisory Committee, and other members of management as needed. Performs a range of clerical and administrative tasks to support daily operations. Duties such as but not limited to filing, typing, copying, binding, scanning, faxing, record keeping, appointment scheduling, mail distribution, event planning, booking travel, purchasing, circulation of meeting agendas, files, and reports, answering business correspondence, screening administration phone calls, greeting office guests, minute taker, etc.
10% Receptionist – Serves as Corporate Center Lobby Receptionist (backup). Receives and screens all visitors, takes appropriate action to ensure that the visitor is efficiently handled and directed to the proper party. Receives and screens all incoming deliveries, takes appropriate action to ensure that the package or packages are promptly and accurately distributed to the proper party. Receives and screens telephone calls. Answers routine questions or directs them to appropriate personnel. Records and relays messages as needed. Maintains lobby security by following procedures, monitoring logbook, and issuing visitor badges. Serves a member of the emergency action team.
5% Business Communications and Relationships – Supports a professional environment and attitude that promotes the organization’s mission statement and core values. Promotes and supports a cooperative and collaborative environment. Displays a positive professional image of the credit union. Maintains professional business relationships with members, officials, vendors, service providers and other business professionals. Ensures that all communications, either written or verbal, are well-organized and effective. Acknowledges and resolves, when possible, requests, questions, complaints, and problems received. Keeps management informed of possible concerning activities and significant problems. Attends and participates in business meetings, events, or functions as required.
5% Performs other duties as assigned.
EDUCATION: A high school diploma or G.E.D.
EXPERIENCE: 1-3 years of progressive administrative experience in a Credit Union or similar financial institution.
Skills & Competencies
Live the mission, vision, and core values of the credit union.
Thorough knowledge and understanding of organization's Employee Handbook.
Able to communicate effectively and tactfully with employees and members both orally and in writing.
Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
Thorough knowledge and understanding of organization’s Employee Handbook and policies.
Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
