Executive Assistant & Client Services Associate at New Horizon Bank - National Association

Description

Company Overview: New Horizon is not just another bank; we are a dynamic, forward-thinking financial institution committed to redefining the banking relationship through our relentless high-touch customer services. We have a long-term mindset focused on boundless creativity and unwavering dedication to innovation. Our entire team is comprised of passionate individuals who are constantly seeking new ways to enhance our services and create exceptional experiences for our customers. From developing groundbreaking financial products to implementing cutting-edge technologies, we are committed to finding creative solutions that address the evolving needs of our clients in today's integrated and fast-paced world. Join us on our adventure as we continue to explore new horizons, challenge conventions, and redefine the future of banking.

Position Summary

The Executive Assistant & Client Services Associate is a unique hybrid role that blends executive support, client relationship management, and organizational execution. This position ensures the CEO and senior leaders are operating at maximum effectiveness while also delivering a white-glove experience to premium clients. It’s a highly visible role at the center of the bank’s leadership, operations, and culture.

Key Responsibilities

Executive & Leadership Support:

• Manage the CEO’s calendar, schedule, travel, and commitments with precision and discretion.
• Assist in coordinating calendars for other senior leaders to align time with strategic priorities.
• Support preparation of Board, Management, and Committee meeting materials, including minutes, packets, and action tracking.
• Coordinate follow-ups from leadership meetings to keep strategic projects moving.

Client Services & Relationship Banking

• Open, maintain, and service deposit accounts for premium and high-value clients with concierge-level care.
• Partner with Treasury Management to onboard new clients, coordinate implementations, and ensure ongoing support.
• Serve as a point of contact for select client inquiries, resolving issues with urgency and professionalism.
• Help deliver “surprise & delight” touches—personal notes, gifts, or follow-ups for clients and board members.

Marketing & Event Coordination

• Coordinate and execute client events, employee functions, and community sponsorships.
• Support Marketing with event logistics and brand initiatives as needed.
• Liaise with vendors (venues, caterers, printers) to ensure seamless execution.
• Capture and route leads from events to the appropriate bankers.

Operations & Efficiency

• Answer incoming calls and ensure a polished, professional client experience.
• Streamline processes for board prep, calendar management, and client service workflows.
• Support leadership with ad hoc projects such as HR onboarding, compliance tasks, or investor communications.
• Assist with preparation of management dashboards and KPI reporting as needed.

Cultural Glue & Employee Engagement

• Help coordinate employee retreats, recognition programs, and all-hands meetings.
• Serve as a culture carrier—ensuring NHB’s values are embedded in client touchpoints, internal events, and executive support.
• Act as an informal connector, surfacing employee and client feedback to leadership.

Requirements

• 3–5 years of professional experience, ideally in executive support, banking, or client services.
• Strong organizational and time management skills; able to balance multiple priorities.
• Exceptional communication and interpersonal skills; confident interacting with executives, board members, and premium clients.
• High degree of professionalism, discretion, and judgment.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); CRM and banking systems a plus.
• Bachelor’s degree preferred, or equivalent work experience.

At New Horizon Bank, we’re building something different—a high-growth, deposit-first bank that combines concierge-level service with modern financial solutions. Our culture is fueled by hustle, care, curiosity, and momentum. We’re looking for people who want to roll up their sleeves, grow with us, and deliver an unmatched client and employee experience.