Executive Assistant II - Consumer & Marketing

About the position

The Executive Assistant II (Consumer & Marketing) provides executive level administrative support to the Chief Consumer Banking and Marketing Officer and this position's direct reports, which make up the Consumer Leadership Team and who lead Retail banking and lending (including the branch network), Private Banking, Residential Mortgage, and Financial Services, as well as the Marketing & Communications Team. Key responsibilities include calendar management, event planning, vendor management, report creation, budget oversight, and serving as the project manager for many bank-wide initiatives. This role performs a wide range of complex and confidential administrative duties, including handling sensitive company and employee information with superior judgement and integrity.

Responsibilities

• Responsible for Chief Consumer Banking and Marketing Officer's calendar management, including coordinating/scheduling of complex and large group meetings across the Consumer divisions, Marketing and bank wide.
• Serves as principal administrative contact and liaison between the Chief Consumer Banking and Marketing Officer and the Consumer Leadership Team, and the 225+ divisional employees.
• Serves as the event lead for several bank-wide events (both internal and external) and assists with community sponsorships and filling event tables.
• Schedules and organizes other complex activities for the Consumer and Marketing divisions, such as strategic planning retreats, team outings and celebrations.
• Leads the creation and distribution of various reports and matrices for these Consumer lines of business, as well as Marketing, including profitability, cross-sell and CRM reports.
• Maintains corporate records and documents as needed. Updates and distributes marketing fliers and rate sheets as needed.
• Oversees the budget creation, forecasting, and overall management for these Consumer lines of business, as well as Marketing.
• Submits invoices and prepares expense reports and tracks/assigns accurate budget allocations to internal departments.
• Assists with the creation and updating of presentations for Board of Directors, Management Committee, Strategic Planning, and other meetings.
• Schedules travel for Chief Consumer Banking and Marketing Officer, including regular trips to regional Bankers Trust offices and national conferences.
• Schedules staff meetings for Consumer Leadership Team, including the coordination of guest speakers and other presentations, and preparing and distributing agendas.
• Facilitates the onboarding of new vendors across the Consumer and Marketing divisions.
• Works with vendor management to maintain proper documentation.
• Works independently and within a team on special projects.
• Acts as a project manager for multiple high-level bank initiatives, which may include planning and coordinating presentations, disseminating information, updating materials and merchandise, logistical changes, employee rewards and recognition, and more.
• Answers important correspondence and assembles highly confidential and sensitive information.
• Responds to requests for information. Deals with a diverse group of important external callers and visitors, as well as internal contacts at all levels of the bank.
• Performs other duties as assigned and deemed appropriate.

Requirements

• Two-year/Associates Degree preferred
• Minimum of two years of executive level administrative experience preferred
• Marketing and/or banking experience preferred

Nice-to-haves

• General understanding of banking industry
• Sharepoint experience helpful

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees