Basic Function: Provides general clerical assistance to the Association. Core Function – Registrar and Foundation Admin
1. Registrar duties includes all follow up calls, confirmations and production of meeting items including nametags, handouts, sign in sheets, and assistance in preparing boxes for meeting. Keeping updated records and entering the registrations online and in IMIS where appropriate. 2. Travels to selected programs to facilitate registration on site, introductions, evaluations, etc. 3. Prepares CPE credits for educational programs and BOI graduation certificates within two weeks of the events. 4. Assists with the coordination and publishes the school directories once a year. 5. Prepares Foundation donation thank you letters as needed and tracks donations in IMIS. 6. Cross-trained on all areas in Production to be able to fill in the event of absences, vacations, etc. with approval of supervisor. 7. Assists with receptionist’s telephone backup as needed with approval of supervisor. 8. Works with all other staff in completing high priority projects and any other “team” efforts as needed.
Excellent organizational skills. Ability to multi-task, prioritizes, and meets deadlines with minimal supervision. Ability to run work-related errands. Must be dependable and show initiative. Advanced level skills in Microsoft Word and Excel. Familiarity with databases and copying/printing equipment. Ability to lift/move up to 50-pound boxes (receiving/stocking supplies, packing for IBAT events, etc.). Team work is critical.
About Independent Bankers Assoc of Texas
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.