Security Service Federal Credit Union · 18 hours ago
Client Relationship Manager
Colorado Springs, CO
Full-time
Onsite
Entry Level
3+ years expSecurity Service Federal Credit Union is seeking a Client Relationship Manager to provide administrative support and manage various departmental tasks. The role involves maintaining records, composing correspondence, and assisting with vendor due diligence activities while ensuring prompt payment of invoices.
Financial Services
Responsibilities
Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities
Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs
Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports
Arranges appointments, schedules meetings, and maintains departmental calendars
Assists in updating procedural manuals and business continuity planning materials
Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment
Orders supplies, subscriptions and maintains office equipment
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values
Qualification
Required
High school diploma or equivalent
Minimum of three (3) years of administrative experience preferably in a financial institution
Strong understanding of financial / lending terminology
Excellent written/verbal business communication skills, advanced knowledge of grammar with a strong attention to detail
Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access)
Preferred
Able to work flexible hours in a high volume, fast-paced environment handling a wide variety of multiple tasks with multiple interruptions
Excellent organizational skills, critical deadline monitoring, and able to prioritize and expedite requests
Demonstrated self-motivation by managing own work schedule while keeping pace with priorities of Investment Services
Company
Security Service Federal Credit Union
Security Service Federal Credit Union gives financial products and services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Leek
Executive Vice President / Chief Operating Officer
Recent News
Seattle TechFlash
2025-06-10
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2024-04-08
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