Banking Administrative Assistant

This position is located at our Medford, OR Biddle Rd. branch.

What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.
• The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY
The Banking Administrative Assistant provides administrative support for State Presidents, their team, department, or group. This position coordinates Commitment to Community (C2C), Community Reinvestment Act (CRA), volunteerism, and recognition through reporting, communication, and collaboration of activities/processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serves as a point of contact for customers and clients, providing professional and courteous service in person, by phone, and through electronic communication.
• Fosters a positive customer experience by demonstrating a welcoming attitude and maintaining a professional appearance.
• Performs a variety of administrative tasks including handling correspondence, processing mail, scanning documents, and supporting general office operations.
• Assists with the preparation and organization of documents to support departmental and business activities.
• Coordinates meetings, conferences, presentations, and travel arrangements; generates and manages related documentation.
• Organizes and supports departmental functions and events as needed.
• Develops and maintains an efficient central filing system, ensuring proper records management and compliance with retention policies.
• Manages office supply inventory, including ordering and restocking as necessary.
• Creates, edits, and enhances PowerPoint presentations to support internal and external communications.
• Processes invoices and ensures timely payment in accordance with company procedures.
• Collaborates with the state leader to develop and manage the Commitment to Community (C2C) plan and budget.
• Builds and maintains relationships with key stakeholders across markets to support community initiatives.
• Reviews, qualifies, and processes donations, grants, and sponsorships; ensures accurate tracking and timely distribution.
• Partners with Community Responsibility and Marketing teams to align C2C goals with budgetary and strategic objectives.
• Collects, analyzes, and maintains data related to C2C activities; prepares regular reports for internal stakeholders and regulatory agencies.
• Monitors PR and promotional spending to ensure proper coding of donations and sponsorships.
• Leads and manages Community Reinvestment Act (CRA) programs and initiatives, ensuring compliance with regulatory requirements.
• Develops state-level strategies and action plans to meet community development goals and track progress.
• Plans, coordinates, and executes community events, workshops, and activities that promote financial inclusion, homeownership, and community development; monitor and report CRA-related outcomes.
• Analyzes data related to lending activities and community development projects.
• Supports the Community Development Officer in conducting Community Needs Assessments and collaborates with market leaders to address identified needs.
• Works cross-functionally with Compliance, Community Responsibility, and Marketing to ensure CRA goals are achieved.
• Prepares and delivers regular CRA monitoring and reporting (monthly, quarterly, annually) to state leadership.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

• Exceptional interpersonal and customer service skills, with the ability to communicate effectively in person, over the phone, and through written correspondence.
• Strong organizational and time management abilities, with demonstrated capacity to prioritize tasks, manage multiple projects, and meet deadlines independently.
• Adaptability and flexibility to respond to shifting priorities and evolving business needs in a fast-paced environment.
• High attention to detail and accuracy, especially in handling confidential information and preparing documents.
• Effective verbal and written communication skills, with the ability to convey information clearly and professionally.
• Collaborative mindset, with the ability to build productive relationships and work effectively across teams and departments.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, as well as internet-based research and tools.
• Knowledge of banking operations and administrative procedures is preferred.

EDUCATION AND/OR EXPERIENCE

• High School Diploma or General Education Degree (GED) equivalent required
• Bachelor's Degree Business or related field preferred
• 4-6 years Administrative Assistant experience required
• 1-3 years Community Reinvestment Act (CRA) experience preferred

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Lifting - Occasionally (up to 10 lbs)
• Sitting - Frequently
• Overtime - Subject to business need
• Noise Level - Moderate
• Typical Work Hours - M-F (8-5)
• Regular and Predictable Attendance - Required