Umpqua Bank Executive Assistant in Walnut Creek, California

Position may be seated in San Francisco, Portland, Seattle, Irvine, San Diego or Walnut Creek.

In this role, you will provide professional administrative, clerical, and operational support for senior management and executive level staff within various business lines of the organization.

Functions

  • Responsible for providing administrative, clerical, and technical support, including receiving and screening incoming calls and mail, composing, editing, and typing correspondence, scheduling appointments, and managing travel arrangements.

  • Responsible for researching and assembling data for reports, projects, presentations, and committee and board assignments. Analyze, summarize, and communicate information in a professional manner for presentation to the Board of Directors, executives, and senior management.

  • Prepare calendars, agendas, and materials for various meetings, including: board, ALLL, and ALCO. Maintain corporate records, including board minute books, bylaws, and policy. Review minutes to ensure compliance with bylaws and develop appropriate resolutions for board action.

  • Coordinate activities surrounding annual and bi-annual meetings/retreats, as well as luncheon and dinner meetings. May be required to participate in management meetings and planning sessions. Coordinate meetings relating to highly confidential mergers and acquisitions.

  • Prepare and compile requested information for federal/state regulators and/or internal/external auditors. Serve as recording secretary for exit conferences as needed.

  • Maintain corporate organization charts.

  • Monitor and reconcile expenses associated with related departments. In applicable business lines participate in budget, goal creation and communication.

  • Oversee maintenance of executive office space and board room.

  • Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.

  • Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.

Qualifications

  • High School Diploma or GED.

  • Some college preferred.

  • 3-5 years of experience in an executive assistant position.

  • Possess excellent written and verbal communication skills.

  • Extensive experience and proficiency with Microsoft Office software including: Outlook, Word, Excel, and PowerPoint. Experience with Microsoft Project or Access may be required.

  • Experience with general business classes, analysis, and accounting may be required.

  • Experience in banking, respective business line, or a related area may be required.

  • Ability to maintain confidentiality and professionalism in all circumstances.

  • Ability to innovate, adapt, and use discretion in difficult or changing situations.

Physical Requirements and Working Conditions

Work involves:

  • sitting

  • walking

  • lifting up to 25 pounds.

  • occasional Travel

No relocation offered.

About Us

Financial Pacific Leasing provides commercial equipment leasing services to clients and vendors of Umpqua Bank and to prospects referred by Third Party Originators (TPOs). We are a leader in the leasing industry and we take pride in our employees. We strive to create a work environment that is rewarding, challenging and a fun experience. Umpqua Bank landed at #16 on Forbes' Best Banks list, made FORTUNE's list of Best Companies to Work for 8 years in a row, and ranked best bank in the Northwest region by J.D. Power & Associates!

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.