Role:
To control and manage administrative and other assigned functions for the CEO, making it possible for the CEO to focus on other matters associated with directing the Credit Union.
Essential Functions & Responsibilities:
40% Provides confidential administrative support to the CEO. Composes letters and other correspondence from guidance provided and knowledge of organization policy or procedures; edits written communications from word processing documents.
5% Prepares or assists in the preparation of assigned reports and spreadsheets.
5% Collects and prepares information for the CEO's use in discussions and meetings with other credit union managers, employees and outside individuals.
11% Coordinates Board of Directors meetings, committee meetings, and board orientation, and manages logistics of the Board of Directors meetings, including confirmation of meetings, distribution of materials in advance, agenda preparation, etc.
5% Maintains CEO’s calendar and schedule, including internal meetings with staff, members and outside 3rd parties including community organizations and vendors.
5% Coordinates and manages meetings including confirming those attending, preparing agendas, printing documents, taking notes, distributing action items, arranging any hospitality details such as food and beverage
2% Communicates on behalf of the CEO both internally and externally through Email, Teams and other communication tools as directed
2% Manages incoming and outgoing email on behalf of the CEO as directed
15% Interact positively with a wide range of staff members, Board members and external parties such as members, executives, vendors and community leaders
5% Manages digital filing systems for policies, procedures, contracts, correspondence and a variety of other documents
5% Performs Project Management tasks and other duties as assigned.
Performance Measurements:
1. Provide informed, professional and personal assistance to all members, Board and Committee members, Credit Union employees and business partners.
2. Maintain the confidentiality of sensitive information as directed in cred union policies, procedures, and other sources.
3. Meet all required time deadlines for mail and other correspondence for CEO and Board material.
4. Maintain and keep current the Credit Union official policies, procedures, and Board minutes and actions.
5. Organize and maintain digital and other files/records with completeness and accuracy.
6. Maintain excellent communication with Directors, employees and 3rd parties on behalf of the CEO.
7. Prepare and distribute promptly monthly minutes and other reports ensuring on-time delivery. Update information and provide it to appropriate parties with zero errors.
8. Demonstrate excellent proficiency with office technology tools for communication, document preparation and data summarization.
Knowledge and Skills:
Experience/Education:
One year to three years of similar or related experience.
(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills:
Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
Other Skills:
Excellent organization and editing skills; Excellent proficiency in all Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint. Good written and verbal communication skills, ability to prioritize and manage projects. Good organizational, time management and problem-solving skills. Ability to work independently with minimal supervision and good attention to detail.
Read LessWhat’s the OPPORTUNITY? – Teller
As a Teller you will help our members succeed in their financial goals through providing exceptional member service, processing transactions, doing your best to manage risk and protect the member, while completing daily operational tasks within the credit union. This position is an opportunity for you to build a successful career with a team while acquiring skills and knowledge of the banking world and helping our members succeed financially. One of the things that makes this job great is working with your fellow team members and watching them grow in their roles.
The Teller position is part of a career ladder and reports to the Teller Supervisor. This position floats between Member Service (branch Teller) and Call Center departments as needed.
In addition to our generous benefit package the base pay for the Teller position is $16.84.
Why Intrepid Credit Union?
There are many jobs in the market right now and you want to find the right position for you. One that is rewarding and makes each day feel like you are making a difference for people and our community. You want to work with a company that provides you with opportunities to balance your work and your life; provide for yourself and your family; volunteer for causes that mean something to you; and you want to spend your day with people who have the same passion for helping others live their life wide open.
Intrepid Credit Union is that company and our jobs, people, passion and values are those things that make every day a great day to live Life Wide Open.
Commitment to Community: At Intrepid Credit Union we have a meaningful commitment to our community. That is why we offer a paid volunteer program that gives our employees 20 hours paid time each year to work on causes that energize them within our community. We want our employees to be able to spend their time making a difference in the community we live in, and we sponsor multiple events within our community.
Growth and Development: Growth and development for our employees is very important to us. We provide many training opportunities for all our staff, and we offer a career ladder system for those who want to control the progression of their career. Imagine being able to control your advancement!
Inclusive and Open Culture: Our executive leadership, managers and supervisors are open and available to conversations with everyone in our organization. Dialogue among all departments and at every level is highly encouraged. So, if you have a question for our CEO, go ahead and ask him! In our working relationships with each other and our members, we focus on our Core Values called our “R.I.T.E.S.” which are:
Respect – We will respect other’s and their differences. We are all separate individuals with expertise, experience, opinions, responsibilities, and time.Integrity – We will act and behave with high character and do what is right, not what is easiest even when no one is looking.Trust – We will enrich ourselves with transparency, accountability, & trustworthiness and live a great life by deeds, not words.Empathy – We will listen with an open mind before speaking. Every individual will be given respect, safety, and the opportunity to grow personally.Service – We will empower your success and provide you with the inspiration, help, and tools you will need to succeed.What Can you Bring?
The minimum qualifications for the Teller position are:
Excellent public relations and customer service skills.Professionalism, timeliness, efficiency and accuracy.Financial industry experience preferred.How to Apply?
We have told you a little about who we are, now we want to learn about you. If you think you would be a valuable member of our team, please go to the career center on our website at: https://www.intrepidcu.org/about-us/careers.html.
If you would like to see a full job description or have any questions, please feel free to contact Intrepid Credit Union Human Resources at 406-603-4283.
Intrepid Credit Union is an Equal Opportunity Employer. Intrepid Credit Union will not refuse employment to a person or bar a person from employment or discriminate against a person in a term, condition, or privilege of employment because of race, creed, religion, color, national origin, sexual orientation, or gender identity or because of age, physical or mental disability, marital status, or sex except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction.
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
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