Executive Assistant/CSR

Crossroads Bank
Job Description
Description
Support the President/CEO with discretion while upholding and exceeding Crossroads Bank’s service standards. Build executive relationships and enhance organizational efficiency.
Major Duties:
  • Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf
  • Maintaining comprehensive and accurate records
  • Performing minor accounting duties (processing ACH Returns Daily)
  • Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
  • Answering phone calls in a polite and professional manner
  • Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department
  • Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters
  • Learn and understand digital banking operations and auxiliary services to promote efficient customer support and ensure smooth transactions
  • Compose Board Minutes and maintain the Board Portal
  • Maintain a sufficient understanding of and adhere to regulatory compliance requirements as applicable, including BSA/OFAC
  • Other duties as assigned
  • Requirements
Skills & Qualifications
  • Bachelor’s degree preferred
  • Superb verbal and written communication skills
  • Experience managing complex schedules and maintaining high-level business relationships
  • Ability to report to multiple people
  • Proactivity and self-direction
  • Problem-solving and decision making
Physical Qualifications
  • Be able to lift &/or carry up to 30 lbs.
  • Be able to sit or stand for extended periods of time
Summary
Provide high-level support to the President/CEO with the utmost professionalism and discretion. Champion the consistent delivery and enhancement of Crossroads Bank’s service standards across clients, employees, and partners. This role offers a unique opportunity to build strong relationships with executive leadership while playing a key role in driving organizational efficiency and excellence.

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Contact Information