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Sunflower Bank NA
Posted today
Executive Assistant
Sunflower Bank NA · Houston, Texas, United States
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In short
The Executive Assistant provides diverse administrative support to senior management, including complex calendar management and travel coordination. They also handle client communication, prepare sales reports, and ensure compliance with internal banking policies.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates should have 4+ years of administrative experience, preferably in a banking or corporate environment. Proficiency in Microsoft Office Suite and strong organizational and interpersonal skills are required.
About the employer
Sunflower Bank, N.A.
Creating Possibility · hiring as Sunflower Bank NA
Operating as Sunflower Bank and First National 1870, Sunflower Bank, N.A. provides relationship-focused services and financial solutions to meet your personal, business, and wealth management financial objectives.
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Whether you know us as Sunflower Bank or First National 1870, our philosophy is simple: we offer a full range of financial products that create possibility in the lives we touch and the communities we serve. We value the needs of each customer and partner with them to help achieve their goals through innovative solutions and locally informed decision-making. We are proud of our longevity and the long-term relationships it represents. Founded in 1892, for generations, we’ve helped valued customers across our expanding footprint realize their dreams through our financial solutions. We operate as First National 1870 in Albuquerque, Los Alamos, and Santa Fe, NM, to honor its founding in 1870 as the first bank in the Southwestern US.
- INDUSTRY
- Banking
- COMPANY
- Public Company
- FOUNDED
- 1892
- HEADQUARTERS
- Dallas, TX
- SIZE
- 1,001-5,000
- OFFICES
- 1 on LinkedIn
KNOWN FOR
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Questions about this role
- Is this Sunflower Bank NA role remote?
- Tagged on site.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
Description At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.
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Description
At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Executive Assistant in Houston, TX.
Description
The Executive Assistant is responsible for providing diverse and confidential administrative support to senior management and teams within their line of business including extensive calendar management.
Key responsibilities include supporting management with administrative tasks, managing the needs of the office, coordinating travel arrangements, processing expenses, and gathering and reporting information relevant to/for the executive.
Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
The successful individual requires organizational skills, attention to detail, and the ability to manage both individual tasks and joint team responsibilities effectively.
Responsibilities:
Calendar & Schedule Management
- Maintain rigorous, dynamic calendars for multiple senior sales directors or vice presidents, resolving priority conflicts proactively.
- Coordinate high-stakes internal strategy sessions and external client pitches or earnings calls.
- Manage meeting logistics, including booking conference rooms, setting up Teams, and preparing dial-in data.
- Coordinating with clients and the distribution of materials for events held outside of the office.
Client & Stakeholder Communication
- Act as a professional initial point of contact for high-net-worth clients, corporate partners, and internal stakeholders.
- Handle incoming inquiries, route client requests to appropriate account executives, and draft professional correspondence.
- Track client follow-up items and assist with CRM (Customer Relationship Management) database updates and pipeline tracking.
Sales Reporting & Document Preparation
- Compile, format, and proofread sales reports, pitch decks, and financial presentation materials using PowerPoint and Excel.
- Gather analytics and generate weekly or monthly sales metrics reports for executive review.
- Process complex travel itineraries, corporate travel arrangements, and monthly expense reports with high accuracy.
Compliance & Discretion
- Maintain absolute discretion regarding sensitive client financial data, account metrics, and internal banking strategies.
- Adhere to corporate compliance, risk management frameworks, and internal security policies.
- Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Education / Experience Preferred
- Experience: 4+ years of administrative experience, preferably supporting a sales, commercial banking, or fast-paced corporate environment.
- Technical Skills: Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and familiarity with virtual meeting platforms.
- Soft Skills: Exceptional time management, stellar interpersonal communication and interaction, and acute attention to detail.
- Education: Post-secondary degree or equivalent practical experience in business administration or a related field.
- Work hours will vary.
- Must be able to work flexible hours.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
- Rooted in Strength
- Propelled by Growth
- Individuals in a Great Whole
- Creating Possibility
- Community Focused
Associates enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more associate perks & incentives!
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.
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