Executive Associate to CEO at Interra Credit Union in GOSHEN, Indiana

Job Description:

As the Executive Associate to the CEO, you will be responsible for providing high-level, professional, and confidential administrative support to the CEO, Board of Directors as directed, Supervisory Committee, staff ALCO, HR Committee, and the Interra Cares Foundation Board.  Act as the point of  contact among executives, employees, clients and other external partners.  Manage information flow in a timely and accurate manner as well as manage the CEO's calendar and set up meetings.  Assists with preparing for meetings, creating agendas, identifying follow up action items, and coordination between departments and across the organization.  Proactively manage and assess the day-to-day needs of the CEO to ensure the CEO is prepared and organized for all internal and external meetings and events.  Accountable for the timeliness and accuracy of all functions performed and highest level of professionalism while representing the organization as well as the CEO, both in person and on the telephone.  

Direct Reports: None

HOW YOU WILL MAKE AN IMPACT

-                   Provide high-level executive administrative support to ensure efficient operations through a variety of tasks being completed accurately and delivered with high quality and in a timely manner for the CEO, Board of Directors, Supervisory Committee, staff ALCO, HR Committee, and Interra Cares Foundation Board.

-                   Screen and direct phone calls, distribute and maintain filing of all correspondence. Manage email coordination, calendar scheduling, travel, expense reporting for the CEO, and a wide variety of priorities.  Organize, assemble, and distribute correspondence for the CEO, Board of Directors, Supervisory Committee, and Interra Cares Foundation Board.

-                   Resolve conflicting time demands to ensure a seamless schedule based on business priorities.  Act as a gatekeeper for the CEO to ensure time-spend aligns to priorities.  Anticipate the CEO's needs and proactively assemble the appropriate people and resources to solve problems.  Manage a variety of professional and personal initiatives through self-motivation, clear communication, and complete follow through.

-                   Handles all details for all Board meetings including the Board Retreat. Responsible for Board Committees: ALCO, Nominating, Human Resources and Governance. Accountable for the details for the Board meetings of the Interra Cares Foundation and the Supervisory Committee meetings.

-                   Acts as a culture ambassador and a liaison for strategic initiatives on behalf of the CEO, Board of Directors, Supervisory Committee, and Interra Cares Foundation Board.

-                   Must comply with all company policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the USA PATRIOT Act, and the Office of Foreign Assets Control.

 

WHAT YOU WILL NEED TO SUCCEED

Experience

5+ years' administrative support experience, preferably to senior or executive level management.

 

Education / Certifications / Licenses

This level of knowledge is acquired through completion of a required Associate’s degree in Business Management, Business Administration, or related degree required. Must have and maintain a valid driver's license.

 

PREFERRED SKILLS

• Professional level of verbal and written communication skills are essential to the position.


• Enthusiastic, helpful attitude with a willingness to learn.


• Demonstrated integrity, trustworthiness, and respect for confidentiality.


• Able to prioritize tasks and work under internal and external client deadline pressure.


• Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).


• Extremely detail oriented and organized.


• Ability to work both independently and collaboratively with frequent interruptions and time constraints.


• Ability to deal with complex problems involving multiple facets, variables, and situations.


• Ability to provide world class member service while executing Interra’s vision, mission, and delivery of Core Values.

 

INTERPERSONAL SKILLS

• A significant level of trust and diplomacy is required to be an effective subject matter expert in the position.


• In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience.


• Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

 

COMPETENCIES

• 
  Adaptable - Maintains effectiveness in reaching goals by adapting to changing circumstances, tasks, responsibilities, and people. Adjusts effectively to new work structures, processes, or requirements.


• 
  Balance Stakeholders – Understands the needs of diverse stakeholders and the underlying motivations driving those needs, including cultural and ethical factors. Acts fairly in the decision-making process when faced with conflicting demands of stakeholders.


• 
  Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one, small, and large groups, or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.


• 
  Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.


• 
  Integrity & Trust - Is widely trusted; is seen as a direct, truthful individual; has credibility within their areas of expertise; keeps confidences; doesn’t misrepresent themselves for personal gain.


• 
  Self-Motivated - Demonstrates initiative to address challenges, accomplish tasks, and seize opportunities, even when challenged. Demonstrates appropriate urgency and positive attitude while doing so.

 

ADA REQUIREMENTS

Physical Requirements

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs.


• Must be capable of climbing/descending stairs in emergency situation.


• Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.


• Must be able to routinely perform work on computer for an average of 6-8 hours per day.


• Must be able to work extended hours whenever required or requested by management.


• Must by capable of regular, reliable and timely attendance.

 

Working Conditions

• Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

 

Mental and/or Emotional Requirements

• Must be able to perform job functions with supervision and work effectively either on own or as part of a team.


• Must be able to read and carry out various instructions and follow oral instructions.


• Must be able to speak clearly and deliver information in a logical and understandable sequence.


• Must be able to perform basic mathematical calculations with extreme accuracy.


• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.


• Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace.


• Must be able to effectively handle multiple, simultaneous, and changing priorities.


• Must be capable of exercising highest level of discretion on confidential matters.

 

ACKNOWLEDGEMENT

Nothing in the position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time.  Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

Why JoinIN

• Culture: We believe that a positive work environment is key to success. Staying engaged, informed, and keeping it fun, is how we achieve this.


• Professional Growth: Our Learning and Development Team not only provide day 1 training but continuous improvement and career development for all levels.


• Competitive Salary: Attractive compensation package with performance-based incentives and bonuses.


• Benefits: Comprehensive health insurance, 401(k) matching, tuition reimbursement, company holidays, and generous PTO.


• Community Involvement: Being an active member in communities that we are a part of is important to us. We live here, work here and stay involved here!


• Visit our Opportunities page for more information.

For more information about the role or the application process, please reach out to Ali Barden, AVP Talent Acquisition and Retention Lead at alib@interacu.com or 574-534-2506 ext. 7448

Executives

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