Executive Operations & Board Relations Specialist

Illinois Credit Union League•Naperville, IL

About The Position

Serve as critical partner to the President/CEO, providing high-level support, facilitating efficient decision-making, and ensuring alignment across the organization. Foster effective collaboration and communication between the Illinois Credit Union League and Envisant boards of directors and the executive leadership team. Manage projects and activities for the executive team.

Requirements

Exceptional organizational and time-management skills
Strong analytical and problem-solving abilities
Excellent written and verbal communication skills
Sound judgment and discretion in handling confidential and sensitive information
Ability to work independently and handle multiple tasks simultaneously
Proactive and results-oriented
Willingness to travel occasionally for meetings, conferences, or other events
Bachelor's degree required
Five to ten years of experience supporting C-Level Executives

Nice To Haves

Proven experience in board relations, corporate governance, or executive support roles preferred
Proficiency in Microsoft Office Suite and other relevant software

Responsibilities

Plan and schedule all meetings of the Board of Directors and assigned Committees (including any "special" meetings); coordinate meeting logistics, develop agendas, and Board packet preparation (including compilation and/or generation of required reports from team members).
Work with President/CEO to develop/review/approve all presentations and materials and portal administration. Ensure all necessary materials are prepared and distributed in a timely manner.
Serve as recording secretary for all Board of Director and assigned Committee meetings.
Cultivate positive relationships with individual board members, fostering an environment of trust, transparency, and collaboration. Maintain discretion and confidentiality in all relationships.
Maintain accurate and up-to-date records of board activities, decisions, and discussions. Ensure that board members have access to relevant information and resources as needed.
Create and maintain all documents (committee charters, job descriptions) related to the ICUS Governance Packet.
Oversee and coordinate League Annual Delegates Breakfast Meeting in conjunction with State Legislative Summit in Springfield. Develop agenda, League Delegates packet, PowerPoint presentation, and scripts for all participants.
Oversee and coordinate League organizational meeting, Envisant Annual meeting, and Envisant organizational meeting. Create agendas and scripts for participants.
Oversee yearly Illinois Credit Union League Director Election process (November – January).
Oversee and coordinate special recognition of Board members, including holiday gifts, board retirements, and departing Chair gifts.
Assist in coordinating and facilitating new board member onboarding and orientation, providing new Directors with necessary information and resources to fulfill their roles effectively.
Act as custodian of records and ensure records of the Board are maintained and filed (Bylaws, Articles of Incorporation, Board members lists, other official records).
Develop and implement process to monitor the performance of the board. Summarize results and provide feedback to President and Board Chair.
Support Directors with Board related events for travel, lodging, and meeting registration.
With Board Chair & Vice-Chair, develop and implement performance review process to evaluate President/CEO. Ensure the League and Envisant Boards comply with all relevant governance best practices and keep the boards informed about any changes or updates.
Maintain electronic Board portal management system and maintain quality control over materials published in the system.
Provide direct support to the President/CEO and work closely with Executive Leadership Team. Build and develop relationships with all employees for increased efficiency.
Interface regularly and communicate directly, and on behalf of the President/CEO, with Board members, credit union members, and staff.
Assist in the management and execution of strategic projects and initiatives as directed by the President/CEO. Monitor progress, gather updates, and report on outcomes.
Assist the Executive Leadership Team with presentations to the Board of Directors and staff.
Coordinate monthly President/CEO-Chair virtual meetings to review strategic topics and preview Board meeting agendas.
Assist the President/CEO in developing meeting materials for Board and Management strategic planning sessions; oversee all meeting logistics.
Travel with CEO and/or Board of Directors to provide onsite support and assistance.
Responsible for producing, maintaining, storing, and retrieving all documents for the President/CEO's office.
Accurately track President/CEO expenses and process monthly cash expense reports.
Prepare and edit correspondence, communications, presentations, and other documents as directed by the President/CEO.
Coordinate travel and lodging arrangements for President/CEO as requested.
Manage and oversee various in-person and hybrid special events and meetings (ex: CEO Roundtable; Illinois Credit Union League Town Halls) in conjunction with the Events team