Executive Assistant

The primary purpose of this position is to assist TBACU to live out its mission, “To serve our community and build trusted relationships.” A key component of this service is to identify members’ needs and provide appropriate TBACU product solutions which ultimately helps grow the credit union. To adequately and effectively serve members and TBACU’s team members by providing prompt and accurate financial data and maintaining financial security.

Responsible for providing confidential and professional administrative support to the Executive Team. Be a key asset to the team by anticipating needs at an exceptionally high level. Provide excellent member service by effectively communicating with internal and external members in accordance with the credit union’s service standards. Perform routine administrative tasks and support the Executive Team as needed.

• Onsite. Not a remote position.
• This role is not eligible for immigration sponsorship.
• Salary Range: $24.00 - $33.00 hour, based on experience

Ensuring outstanding service to internal and external members is delivered in alignment with our Service Standards which state.

• I will provide an immediate and friendly greeting.
• I will service you with a smile.
• I will address you by name.
• I will give you my full attention.
• I will make recommendations to improve your financial well-being.
• I will treat you with courtesy and respect.
• I will thank you for your business.
• I will respond to messages before the end of the day.

To perform this job successfully, an individual must satisfactorily perform each essential duty.

• Promote and model the credit union’s mission, core values, culture, and service expectations through every interaction.
• Provide confidential, professional, and proactive administrative support to the Executive Team, helping protect their time, focus, and effectiveness.
• Anticipate leadership needs, manage details, and coordinate priorities with accuracy, discretion, flexibility, and sound judgment.
• Support Executive Team initiatives, routine responsibilities, and special projects by preparing materials, gathering information, tracking details, and coordinating follow-up.
• Manage and coordinate Executive calendars, schedules, appointments, and meeting priorities to support effective use of leadership time.
• Coordinate meetings and events for the Board, Executive Team, and other leadership groups, including agendas, materials, presentations, food, supplies, and related logistics.
• Record Executive, Board, and other meeting minutes.
• Track meeting follow-up items, deadlines, and commitments to help ensure timely completion and clear communication of next steps.
• Maintain organized Executive and Board records, documents, resources, and reference materials in accordance with confidentiality and retention expectations.
• Prepare reports, recaps, charts, graphs, presentations, and other leadership materials for meetings, projects, and decision-making.
• Communicate professionally with internal and external members, leaders, vendors, and guests in alignment with the credit union’s service standards.
• Maintain comprehensive knowledge of credit union products and services.
• Ability to be bonded.
• Ability to clear credit and criminal history check.
• Comply with the U.S Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
• Comply with the Gramm-Leach-Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, systems, and locations.

The following statements are intended to describe the general nature and level of work being performed by the position. It is not intended to be exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

• Serve as a point of contact for general Executive Team inquiries, visitors, vendors, and meeting guests.
• Coordinate Executive travel arrangements for credit union trips.
• Run errands and coordinate services as needed for Executives and Directors.
• Support internal communication needs by helping coordinate updates, reminders, and announcements.
• Process invoices, purchase…