Cornerstone Capital Bank · 16 hours ago
Project Manager, PT
Ellensburg, Washington, United States
Full-time
Onsite
Mid Level
3+ years expCornerstone Capital Bank is seeking a Project Manager to assist loan officers with business development activities to sustain and increase production. The role involves managing client communications, coordinating reports, and assisting with marketing responsibilities.
Financial Services
Responsibilities
Answer all incoming calls and be a first point of contact for all clients both in person and over the phone
Coordinate and prepare reports, analyze data, and identify opportunities
Provide information to clients, realtors, and team members by researching and answering questions and concerns
Assist with marketing responsibilities such as social media, direct mailings, and special projects
Salesforce Data Management, including milestones and special events, email campaigns, and mailing lists
Qualification
Required
strong time management skills
positive attitude
organization
good work ethic
ability to be flexible with duties
Answer all incoming calls and be a first point of contact for all clients both in person and over the phone
Coordinate and prepare reports, analyze data, and identify opportunities
Provide information to clients, realtors, and team members by researching and answering questions and concerns
Assist with marketing responsibilities such as social media, direct mailings, and special projects
Salesforce Data Management, including milestones and special events, email campaigns, and mailing lists
Microsoft Office Suite and data entry skills are a must
Must demonstrate outstanding customer service at all times
Must have excellent written and verbal communication skills
Must be reliable and proactive
Preferred
3 years of recent administrative assistant or business development experience preferred
Benefits
Competitive salary
Full benefits package
Potential for a performance-based bonus dependent upon position
Company
Cornerstone Capital Bank
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Almy
President and Chief Executive Officer
Dana Bustos - National Talent Matchmaker
Talent Acquisition Manager and Business Line Partner, VP
Company data provided by crunchbase