Executive Services Manager & Board Liaison

At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we’d love to hear from you!

The Executive Services Manager & Board Liaison works under the leadership of the President & Chief Executive Officer. Under minimal supervision and acting on own initiative, the Executive Service Manager & Board Liaison provides substantial administrative and project management support to the President &CEO, Board of Directors, Supervisory Committee and Board Development and Nominations Committee. This position requires a highly organized, technically capable, professional, discreet, and trusted individual as you will be tasked to have sensitive, confidential and proprietary matters on a routine basis with discretion.

This position is based at our corporate office and requires fully onsite work in Ventura, CA.

What You’ll Do

• Maintain President/CEO’s appointment calendar, schedules meetings/conferences, and prepare reports, presentations, and expense reports.
• Provides support with special projects of a non-routine nature as directed by the President/CEO and Executive Team.
• Budgeting for Executive Services and Official’s travel, strategic planning session and conferences, etc.
• Supervises the day-to-day activities of executive assistant. Set well defined goals and priorities and provide coaching and oversight performance and skill development.
• Perform general office duties such as faxing, filing, making copies, distributing mail and ordering supplies.
• Prepare agenda and meeting material for Senior Management and Bi-Monthly Management Meetings.
• Serve as the Board and Committee(s) Liaison and provide confidential support and assistance to the Board and Committee Chairs.
• Plan and host special dinners and events for the Board of Directors, Supervisory Committee, and Executive Team.
• Manage Board Governance Policy relevant to the Credit Union’s bylaws, National Credit Union Administration (NCUA) and Department of Financial Protection and Innovation (DFPI) regulations.
• Prepares and coordinates Strategic Planning Sessions, (i.e., secure venue and hotel accommodations, plan meals, and assist facilitator and Senior Management with preparation and distribution of meeting material, etc.).
• Responsible for preparation and sending out all agenda and minutes before each Board and Committee meeting including Supervisory and Asset Liability (ALCO) Committees.
• Attending Board, Supervisory Committee and ALCO Committee meetings to take and transcribe minutes.
• Assist the Board Development and Nominations Committee with communication, application/interview process and background checks on potential candidates. Conduct official’s orientation and disburse equipment and supplies.
• Provides support to the Supervisory Committee by acting as a liaison between accounting/auditing firms for organizational audits.
• Oversee Board Members travel. Coordinating conference registration and travel arrangements for the President/CEO, members of the Board and Supervisory Committee.