Department: Client Service
Type of Position: Full-time
Location: Fitchburg, WI
Date Generated: January 31, 2020

Position Summary

The Director of First Impressions serves as the first point of contact for clients of Oak Bank in person and through telephone contact. The Director of First Impressions must be well organized, flexible and have multi-tasking ability. He or she must display a high level of professionalism and courteousness at all times to clients and associates.

Position Responsibilities:

  • Project a courteous, professional and service-oriented image to all clients, vendors, visitors, and associates
  • Operate a multi-line telephone and receptionist software to ensure calls are directed to appropriate departments in a courteous and timely manor
  • Exhibit confidence and maintain confidentiality
  • Ensure the daily functions of the lobby area run smoothly and provide administrative support to the CEO, President and other Oak Bank associates
  • Assist Executive Assistant with various projects by creating and maintaining documents using MS Office Suite and other database or web-based applications
  • Assist with board meeting preparations and conference room set up for meetings
  • Assist Executive Assistant with Oak Financial Inc. shareholder records and stock transactions
  • Issue timely communications with detail and accuracy
  • Maintain kitchen / client refreshment areas to ensure cleanliness and good order
  • Manage inventory of office, kitchen, and client refreshment supplies
  • Operate postage meter for outgoing mail and distribute incoming mail and faxes
  • Assist with and attend special bank functions as needed
  • Demonstrate reliable attendance
  • Other duties as assigned

Qualifications (Education, Work Experience, Skills):

  • High School Diploma or equivalent
  • Strong interpersonal etiquette and written communications
  • Experience as receptionist/administrative assistant preferred
  • Proficient knowledge of MS Office Suite
  • Friendly, positive attitude and sense of humor

Contact Human Resources at 608.441.6000 for information on current openings or email us at