The Manager Executive Services is responsible for leading the executive services team and providing support to the Board of Directors, Board Committees, the President/CEO, and the Executive Team helping to promote their effectiveness and to ensure the efficient use of their time at GreenState Credit Union. In addition to leading the Executive Services team, this role facilitates coordination of activities and meetings for the Board, the CEO and the executive team. By providing and guiding administrative support, this position ensures effective collaboration, timely communication, and smooth operations between the Board and executive leadership as well as supporting the board in all communications. Other key responsibilities include coordinating governance activities, managing board and committee processes, facilitating continuing education for board members, coordinating travel and delivering high-level administrative services to the Board, CEO, and executive team.

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.  

Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. 

1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
2. Demonstrates a positive member service (internal and external) focus at all times.
3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment.
6. Team Responsibilities
   • Provide day to day management and leadership of the executive services team, including scheduling, hiring, onboarding, performance, retention and engagement
   • Manage projects, staffing plans, organize projects and provide direction to the executive services team to ensure support needs are met
   • Oversee planning and organization of executive services activities, ensuring they align with the company's goals and objectives
   • Prepare and manage budgets for the executive services division, ensuring that expenditures are controlled and within budgetary limits.
   • Develop and implement procedures and protocols for the executive services department, including training and professional development of the team.
   • Coordinate activities with other divisions and departments, ensuring smooth operations and effective communication.
   • Ensure consistent attendance, physical presence for team oversight and coordination, coordination of work, and ongoing feedback.
7. Board Support Responsibilities
   • Serve as the Board Liaison, managing communication, correspondence and supporting the needs of the Board of Directors.
   • Maintain strict discretion and confidentiality in all Board-related matters.
   • Assist the Board Chair and CEO in composing agendas, preparing meeting packets, meeting minutes, and distributing all materials for Board and Committee meetings
   • Manage the Board calendar and coordinate governance activities, ensuring Board compliance with regulatory policies and procedures.
   • Coordinate Board meetings, including travel, lodging, meals, and conference arrangements, including the planning and coordination of the Annual Membership Meeting and Annual Board/Executive Leadership Retreat.
   • Partner with the Board Chair to support Board education initiatives, including onboarding, orientation, and ongoing development.
   • Support Committee work through optimization of materials provided, compilation of reports and resources, attendance at meetings, and taking minutes when requested by the Board.
8. Executive Support Responsibilities
   • Provide administrative support to executives, including managing schedules, document preparation, filing, correspondence, and other administrative tasks.
   • Maintain confidentiality of member and employee information.
   • Serve as liaison for the executive team with the Board, members, and the community.
   • Arrange travel and meeting logistics for executive education and events.
   • Prepare and proof business correspondence and reports.
   • Create complex reports using confidential data from multiple sources.
   • Anticipate and manage administrative needs of the CEO and Executive Team.
   • Support and manage the planning of executive events, such as team-building activities, and special projects.

• Education & Experience
  • Bachelor’s degree or equivalent combination of education, training, and experience.
  • Minimum of seven years of specialized and supervisory experience, preferably within the financial industry.
  • Demonstrated experience in administrative or executive support, board liaison functions, or comparable positions.
• Professional Standards
  • Strict adherence to Credit Union policies, procedures, and operational standards.
  • Consistent punctuality and ability to work scheduled hours, including overtime as needed.
  • Ability to maintain confidentiality while supporting multifaceted responsibilities.
  • Experience in balancing the need for discretion with the importance of transparency and open communication.
  • High level of trust, discretion, and interpersonal skills to manage confidential information and interact effectively with Board members, employees, members, and community representatives.
• Skills & Competencies
  • Strong organizational, project management, and problem-solving skills with exceptional attention to detail.
  • Ability to analyze data and make informed decisions on complex issues.
  • Excellent time management skills to handle multiple priorities simultaneously.
  • Ability to follow detailed instructions and adapt in a fast-paced environment.
  • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint) and familiarity with calendar and scheduling software.
  • Skilled in clerical tasks such as accurate meeting note-taking, file management, and safeguarding confidential information.
  • Ability to work independently with minimal supervision.
• Other Requirements
  • Positive attitude and professional image.
  • Reliable transportation, valid driver’s license, good driving record, and adequate auto insurance.
  • Ability to travel within the GreenState’s territory and work non-traditional hours as needed.
  • Participation in CUES Board Liaison Community networking and training programs.
  • Must be bondable.