Personal Banking Coordinator

The Personal Banking Coordinator provides critical engagement, operational, and administrative support to Personal Banking leadership, including event coordination, employee recognition, and internal communications.

This role supports a wide range of activities that require strong organizational skills, attention to detail, discretion, and the ability to manage competing priorities in a fast-paced environment. The coordinator collaborates with internal partners to ensure initiatives are executed accurately, professionally, and on schedule.

Occasional travel is required.

Principal Duties and Responsibilities

I. Event Coordination & Employee Engagement

• Coordinate employee recognition programs, leadership meetings, departmental events, and related initiatives. 


• Manage customer event logistics, including scheduling, materials, communications, vendor coordination, and post-event follow-up.


• Partner with internal teams to ensure events and engagement initiatives align with organizational standards and objectives.

II. Administrative & Operational Support

• Coordinate surveys and information-gathering efforts across banking centers and employee groups.


• Draft and format presentations, reports, summaries, and internal communications as requested by leadership.


• Maintain organized records, documentation, and trackers for departmental activities and initiatives.


• Provide general administrative support to Personal Banking Administration, including calendar management, meeting coordination, travel arrangements, and expense processing.

III. Project & Internal Resource Support

• Support special projects, ad hoc reporting, and cross-functional initiatives.


• Track timelines, deliverables, and action items to support on-time execution of department initiatives.


• Serve as a point of coordination for communication and collaboration across internal teams and external partners, as needed.

Position Requirements

• 2–3 years of experience in an administrative, coordination, or program support role.


• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, and Outlook).


• Bachelor’s degree and/or banking or financial services experience preferred.

Knowledge, Skills, and Abilities

• Strong interpersonal skills and the ability to work effectively with employees and leaders at all levels.


• Excellent organizational, planning, and time-management skills.


• Strong attention to detail and dependable follow-through.


• Ability to manage multiple priorities and adapt to changing business needs.


• Strong written and verbal communication skills.


• Demonstrated professionalism, discretion, and respect for confidentiality.


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  Sound judgment and initiative in day-to-day decision-making.
  
  


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  Reliability and accountability in supporting leadership and departmental objectives.