Executive Assistant to the COO

BankFund Credit Union•Washington, DC

2d•$79,000 - $99,000•Hybrid

About The Position

About BankFund: BankFund Credit Union is a full-service financial cooperative that was organized and chartered in 1947 as a convenient place for employees of the World Bank Group and International Monetary Fund and their families to save and to obtain credit. Located in Washington, DC, BankFund maintains three full-service branches downtown with our headquarters located near Farragut West metro station. This position is classified as a hybrid role which means that on-site work will be expected. After completion of training for the role, staff generally work on site 40% of the time but this is subject to change based on health and safety standards and operational need. Summary: Serve as a liaison between the executive leadership team, members and team members to deliver support and quality service. Oversees the executive inbox and ensures resolution of member concerns. Creates memos, presentations and other deliverables for a wide range of stakeholders. Coordinates meetings and conferences, member functions, and staff functions. Reporting directly to the COO, will also provide administrative support to the Managing Director/CEO and the CEO’s direct reports.

Requirements

B.S. degree or equivalent combination of education and experience, required
Two years of experience directly supporting senior level executives (C-Suite preferred)
Four years of administrative experience, required
Intermediate knowledge of Microsoft Office products with an emphasis on Advanced Excel
Ability to work beyond normal business hours as needed
Ability to prioritize and to meet deadlines
Excellent verbal and written communications skills at all levels of the organization, Board and membership
Draws on organizational knowledge, organizational skills, and memory to rapidly access records
Thrive in an environment with complex activities, including involvement with high level contacts, and exposure to confidential, sensitive or proprietary information or situations necessitating considerable use of tact, diplomacy, discretion, professionalism and independent judgment
Must be self-directed and able to plan and coordinate many projects simultaneously, often working with ambiguous guidelines
Produces work products that exhibit a high degree of accuracy
Strong desire to continually learn and grow in the role to maximize contribution to the organization

Nice To Haves

Experience with Banking Systems and/or Loan Origination Systems highly preferred
Experience with SharePoint, preferred
Thorough knowledge of the Credit Union Industry, preferred
Comprehensive knowledge of BFSFCU products and services, preferred

Responsibilities

Plans, organizes and completes tasks in an efficient manner necessary for successful staff and BFSFCU-related functions, including but not limited to Board Meetings, MS&T Committee, IT &S Committee, Hospitality Task Force, Sales Task Force and other meetings as appropriate.
Maintains and distributes the Board/Committee member contact list and serves as the administrator to the secure information sharing portal (Directors Desk)
Administer the annual election process for the Board of Directors election including liaising with the election vendor, preparing election materials, and working with Business Development to communicate with the membership about the election process
Serves as the Secretary of the Annual Meeting, ensuring accuracy of records, and timely reporting to governing bodies (eg NCUA).
Supports the Board of Directors, and acts as a liaison, to ensure effective communication and operations, including, but not limited to, new Board Member orientation; Board Member travel; training and development; Board Member access to corporate policies; and working order of Board Members' remote electronic connectivity, mail, and technical support
Serve as the primary point of contact for monitoring the Executive Offices email inbox and coordinating and tracking timely responses to member inquiries
Proactively ensures matters are brought to satisfactory conclusion and member, employee and community relations maintained
Attends various committee and board meetings as appropriate; may be asked to coordinate technology or be responsible for drafting meeting minutes
Provides administrative and clerical support, including but not limited to word processing, strong working knowledge of spreadsheets, and scanning and maintaining the Credit Union’s executive files for the COO and other members of executive leadership as appropriate.
Performs in-depth research and analysis, independently or in collaboration with the Executive Department, Board or functional areas to develop, proof and review internal and external communications as well as processes and procedures, ensuring adherence to policy and recommending change or improvement as appropriate
Partners with leaders to draft and develop deliverables including but not limited to internal emails or postings, presentations, deliverables, charts, etc.
Serves as the SharePoint administrator supporting the leadership team with maintaining iStaff
Oversees the work flow of the executive team, effectively filtering and coordinating internal and external requests; monitoring project and activity status and following up as needed
Provides backup administrative support to the Executive Assistant of the CEO
Acts and communicates in a manner that creates and maintains a positive work atmosphere with members, vendors, co-workers and management
Maintains technical and professional knowledge (including regulatory compliance) by attending educational workshops, reviewing professional publications and establishing personal and professional networks. Keeps up to date on the Credit Union’s products, services, policies, procedures and priorities