An Overview of the Retail Banking Administrator Role
The Retail Banking Administrator plays a critical support role in the Retail Sales and Development Department. This position is instrumental in ensuring the smooth running of daily operations and achieving the department’s objectives and goals. The Retail Banking Administrator is involved in a myriad of tasks, from reporting and data collection to project leadership and administrative responsibilities. This role is crucial in maintaining the organized flow of daily business in the department.
Key Responsibilities of a Retail Banking Administrator
The Retail Banking Administrator is responsible for a wide array of tasks. These include the review and completion of various reports on a daily, weekly, monthly, and quarterly basis for the Retail Sales and Development Department. This department includes Private Client and Treasury Management Sales.
One notable responsibility is the weekly completion of a rate survey, which entails gathering and comparing current rates from all competitor institutions. The results of these surveys are then reported to other departments across the Bank. This task helps the bank stay competitive and informed about the market trends.
The Retail Banking Administrator also assists with developing and maintaining data spreadsheets on both an ad-hoc and regular basis. This includes collecting data from branch teams on items such as iPad usage, balance fluctuations, and business pipeline. These data collection efforts are vital in making informed decisions and strategizing for the bank’s growth and development.
Beyond data-oriented tasks, the Retail Banking Administrator also aids in developing presentations, performing spreadsheet analysis, and delivering general communication from the Department. They may also lead certain projects involving new sales processes, products, documentation, and written sales procedures.
In addition, this role involves conducting research and compiling statistical reports as needed. Lastly, they are responsible for ordering and maintaining office supplies, and coordinating equipment maintenance for the Retail Sales and Development Department.
Qualifications for the Retail Banking Administrator Role
The qualifications for the Retail Banking Administrator role include a high school diploma or equivalent and a minimum of 1 year of experience. Proficiency in MS Office (Word, PowerPoint, Excel) is also required. The role demands excellent written and verbal communication skills and acute attention to detail.
Working Conditions
The physical demands for this role are typical of an office environment. The employee is expected to perform routine tasks such as typing, taking notes, reading, reviewing, computer work, filing, copying, and answering phones. This might require the employee to view, stand, stoop, kneel, or crouch and lift. Regular attendance and punctuality are essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
It is important to note that the successful candidate must prove on the first day of work that they are legally authorized to work in the U.S. The Bank will not sponsor a candidate for a visa or for work authorization.
The compensation for this role ranges from $21,00 to $25.00 per hour, reflecting the importance and responsibility of the position.
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