Retail Banking Executive Support & Operations Associate

Beacon Bank; Boston (MA); On-site; USD 29,687 - 50,461; Full time

Job summary

Beacon Bank in Boston, MA is seeking a Retail Management Associate to support the Division Executive and Retail Leadership Team. The role focuses on calendar management, reporting, and coordinating projects and events to ensure smooth branch operations.

The position requires strong communication and organizational skills, with 3–5 years of retail banking experience and proficiency in Word, Excel, PowerPoint, and Outlook.

Qualifications

• Experience with sales, customer service, and operations of retail bank branches.
• Excellent written and oral communication skills.
• 3 to 5 years of retail banking experience.
• In-depth knowledge of personal computers, software, and ancillary components. Specific advanced knowledge of Word, Excel, PowerPoint, and Outlook.
• Must be organized and possess excellent time management skills.

Responsibilities

• Manages calendar and appointment scheduling for the Director of Retail Banking.
• Responds to telephone calls and receives visitors to the Retail Director; redirects calls to appropriate departments.
• Reporting - Prepare various daily, monthly, and quarterly reports and other reports on an ad hoc basis. Prepare Reports in Excel, design and build PowerPoint decks for presentations by the Retail Director and Team
• Projects – Coordinate teams for special projects, schedule meetings, use smart sheets to track progress, and memorialize minutes. Example: opening a new branch
• Event Planning - Main contact/liaison with Vendors. Preparing contracts with local vendors for on /off-site events. Attend and coordinate the day of events
• Scheduling - Training, track attendance, and monitor training for the Division
• Training – Provide training on special topics
• Prepare a yearly calendar of events, training, meetings, and campaigns
• Monitoring monthly branch schedules, and reacting to emergency staffing situations
• Track and verify vacation schedules, enforcing the Division’s vacation and staffing policies
• Prepare monthly expense reports for Division Executive and Division direct reports
• Assisting the Retail Leadership Team with administrative duties as needed, scheduling meetings, preparing agendas, ensuring staff reviews are completed, etc.
• Attend meetings to memorialize minutes
• Maintain confidentiality of sensitive information

Skills

Sales experience

Customer service

Retail banking operations

Communication skills

Time management

Retail banking experience (3-5 years)

Education

Associates Degree or equivalent relevant experience

Tools

Word

Excel

PowerPoint

Outlook

Job description

Beacon Bank in Boston, MA is seeking a Retail Management Associate to support the Division Executive and Retail Leadership Team. The role focuses on calendar management, reporting, and coordinating projects and events to ensure smooth branch operations.

The position requires strong communication and organizational skills, with 3–5 years of retail banking experience and proficiency in Word, Excel, PowerPoint, and Outlook.