Job Description

•    Assist in preparation of annual budget; generate and monitor daily and monthly reports; monitor and analyze financial reports for CA region.   •    Keep track of CA Cost Centers and Relationship Manager KPIs. •    Prepare other managerial reports (ALCO, forecast, pipeline, new business, etc.) as needed. •    Provide daily EA support to EVP as needed. •    Assist as needed and act as backup person in the areas of Branch Operations and CSR related responsibilities such as KYC/New Accounts opening, and ODDs as needed. •    Assist with special projects as needed.  

Qualifications

•    3 or more years of experience in banking (Lending/ Private Banking/Operations). •    Experience in preparing and analyzing budgets and reports. •    Highly proficient in Microsoft Word, Excel & Power Point, Fiserv, Sales Force, and other bank systems.  •    Ability to multitask, prioritize workflow, and be a team player. •    Strong verbal & written communication and analytical skills. •    Education: BA in Economics/Statistics/Business or Accounting preferred.  

Additional Information

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

DUE TO COVID-19, WE ARE NOW OPERATING ON A HYBRID SCHEDULE. WE VALUE THE SAFETY OF OUR EMPLOYEES BECAUSE WE’RE ALL IN THIS TOGETHER.

NO AGENCIES PLEASE.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.