Membership Administration (for local bank) – Hybrid schedule

For downtown Pittsburgh financial institution.  

Admin Help

• Provides primary/backup support for distributing daily advance rates, updates distribution list, monitors Marketing mailbox for additions/deletions
• Generates and distributes monthly MPF reports from the online banking system; maintains distribution list with MPF Management
• Supports the reconciliation of data entry for Diversity, Equity and Inclusion quarterly reporting to the FHFA
• Supports the maintenance of the all-in value product marketing flyers on a monthly, or more frequent basis as requested
• Supports the preparation of the Weekly Rates Summary report
• Supports the preparation of the Dividend History marketing deliverable on a quarterly basis
• Supports the monthly preparation and distribution of the Member List & Membership Status Reports
• Supports the preparation of the monthly Membership KRI reporting metrics 

Event Support

• Administers the Bank’s Continuing Professional Education (CPE) Program
• Sending CPE certificates after webinars  and educational meetings
• Filing event and CPE materials
• Supports the Events Coordinator with various tasks related to external events including invitations, RSVP collection and tracking and post-event surveys
• Prints and assembles materials for Bank events and educational meetings
• Provides backup support to MarCom for quarterly earnings calls
• Generates and distributes reports from Cvent and MICI 

Operations Support

• Supports activities related to the Bank’s customer relationship tool (MICI) including list generation and user maintenance
• Support the distribution of hard tokens to members with COR Bank Services
• Assists with the generation and delivery of member audit confirmations
• Supports the execution of the bi-annual Community Support Statement Program
• Provides quality control support to the Bank’s public website and related links (e.g. confirms member website URLs for MarCom)
• Processes sponsorships and registrations, and manages sponsorship tracker reconciliation
• Process invoices in JDE; supports AMEX reconciliation process
• Enters vendors in Process Unity; submits invoices to accounts payable as needed
• Reconciles broker invoices to CDR report
• Inputs SOX 302/906 quarterly reporting package into Metricstream System
• Supports weekly COR Townhall meetings and department catering
• Supports office supply ordering
• Assists with entry of annual budget and reforecast
• Administers collaboration tools for cross-functional teams including: issue tracking, prioritization, release management and roadmaps related to member experience initiatives
• Administers Tableau business content management processes
• Supports the distribution of physical mail at Grant Street

Skills / traits

• Proficiency with Microsoft products (e.g. Word, PowerPoint, Excel, Outlook)