Executive Assistant - Patelco Credit Union

About Patelco Credit Union:

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

 

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

 

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

The Executive Assistant is responsible for providing executive support to the highest levels within the organization. This role is responsible for understanding the structure and operation of the company to manage the executive’s meeting cadence, prioritize & respond to inquiries, and resolve issues proactively and with minimal supervision. The Executive Assistant interfaces with and supports communications and initiatives across the organization.

 

The incumbent welcomes and thrives in a fast-paced, dynamic environment and is a diplomatic, composed, and creative problem solver. They are exceptionally well-organized, have previous project management experience, and proven ability to manage internal and external communications for executives. This person applies thoughtful judgment to complex situations and finds the most optimal solutions or alternatives that move the organization and leader toward business-focused outcomes.

Responsibilities:

• Manage the executive’s calendar, including making appointments and prioritizing the most sensitive matters
• Organize meetings, including scheduling, sending reminders, and organizing catering when necessary
• Create and edit internal and external presentations, reports, collateral, and other written communications
• Interact with internal team members responding timely and appropriately to meeting and/or information requests
• Coordinate and prepare Board meeting packages, meetings, and bi-annual planning sessions.
• Gather appropriate materials from department heads in preparation for meetings and preparations
• Manage ad hoc projects and analysis for the department as needed
• Book and arrange travel, including prioritizing itineraries, for executives and board members.
• Handle conference room set-up including telepresence meeting set-up for virtual and hybrid team members
• Prepare reports, collect and analyze information; prepare presentations using software applications (e.g. Excel, Power Point, etc.)
• Manage and maintain expense reports in a timely and accurate manner

Qualifications:

Functional Competencies

• Intermediate to advanced Microsoft Word, Excel, SharePoint, and Power Point skills
• Advanced experience with Outlook email and calendaring program
• Excellent oral and written communication skills
• Exceptional interpersonal skills with positive, can-do attitude
• Demonstrated ability to handle confidential information with discretion
• Ability to handle complex assignments using considerable judgement, initiative, and critical thinking
• Proactive, with detail and results orientation
• Follow through on projects and commitments with speed and efficiency
• Forward thinking, plan effectively against future needs with a process-minded orientation
• Demonstrated ability to achieve results and meet deadlines with minimal direction
• Effective time management and ability to multitask

Competencies

Managing Self -

Personal Effectiveness & Expertise

Demonstrates in-depth knowledge and expertise related to individual’s role.  Knows when and how to find and use sources to achieve optimal results.  Develops and builds functional expertise.  Understands and executes core activities of function.  Takes ownership for competency development of team members. Demonstrates professionalism in all interactions.

Work Ethics, Values & Integrity

Demonstrates and supports the organization's ethics and values.  Plays a key role in shaping organizational ethics and values by communicating and consistently exemplifying them.  Demonstrates commitment to member, membership and organization.   Acts as an organizational ambassador by professionally representing Patelco within and outside of the credit union.

Working with Others -

Communication

Demonstrates ability to present with impact and communicate effectively.  Listens to others, communicates articulately, and fosters open and honest communication. Is concise and persuasive orally and in writing.  Listens to what is said and is appropriately sensitive to the reaction of others.

Teamwork & Collaboration

Effectively collaborates with others to achieve organizational goals.  Works across departments to provide high quality member service and escalates issues to solve problems.  Communicates accurate and timely information to key stakeholders, and models professionalism, openness and respect.  Breaks down barriers (structural, functional, cultural) between teams, facilitating the sharing of expertise and resources.  Works in the best interest of the credit union. 

Achievement of Results

Organizes resources to accomplish objectives in the most effective and efficient way.  Delivers results consistent with strategic and tactical plans and organizational culture.  Delivers results on time and according to the agreed upon standards.  Demonstrates strong inspection and follow through skills.  Leverages resources and influence to achieve outcomes.  Ensures that others prioritize and organize their work to achieve set objectives.  Encourages feedback on individual performance and makes improvement accordingly.

Supporting the Business –

Planning & Organizing

Sets goals and targets for self.  Develops, implements, evaluates and adjust plans to reach goals, while ensuring the optimal use of resources.  Prioritizes the delivery of work.  Produces realistic and achievable work plans.  Develops back-up plans to handle potential obstacles.  Breaks activities into smaller components to facilitate completion.  Negotiates commitments or deadlines as circumstances dictate, ensuring “no surprises” at the expected completion.  Evaluates the extent to which objectives have been achieved.  Delivers own workload in an organized and time efficient manner.

Service Excellence

Delivers exceptional service to team members and members.  Models and acts with a sense of urgency and seizes opportunities to improve the overall experience for the membership. Empowers members and/or team members with the tools, products, and services they need to pursue opportunities and get them on the path to financial freedom. Advocates for others and aligns with the credit union philosophy.

Problem Solving & Decision Making

Identifies problems, involves others in seeking solutions to enhance operations, conducts appropriate analysis, and searches for best solutions.  Responds quickly to new challenges.   Acts with integrity in all decision making.  Distinguishes relevant from irrelevant information and makes timely sound decisions.  Aligns decisions with the member in mind to create value for the membership.  

Creativity & Innovation

Creates opportunities for creative thinking and sharing of best practices among team members.  Generates new ideas, solutions or approaches to ongoing challenges.  Solves complex problems consistent with the things that are integral to member centricity.  Evaluates and simplifies, where able, processes and workflows.  Is always focusing on continuous improvement.

 

Minimum Qualifications

• 5+ years administrative assistant experience supporting c-suite level executives
• Bachelor’s degree or equivalent experience is preferred

Target Base Pay:

$81,391 - $95,745

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits

We Offer:

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Onsite fitness center at HQ and rewards for completing wellness related activities 

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Flexible work arrangements available for specific positions

 

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

 

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