Top Credit Executive jobs in Rhode Island

ABOUT:

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.

Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.

Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.

If you believe you'd be a great fit, and are interested in joining our team, submit an application today!

GENERAL SUMMARY

This position will perform a wide variety of administrative services in support of the day-to-day operations for multiple Senior Executives at the Credit Union. This position will require initiative, judgment, and independent decision-making. This position will serve as a proactive team member by volunteering and participating in events and committees while providing valuable input and suggestions. Additionally, this role will be required to address all tasks and concerns quickly and professionally while maintaining the confidentiality of sensitive information. This position will be required to interact warmly and enthusiastically with employees, members, guests, and Board members and will be a crucial partner in accomplishing several projects and tasks that impact the daily operations of the Executive Team.

MAJOR RESPONSIBILITIES

1. With limited supervision, performs complex and routine administrative duties to include maintaining mailing lists, processing invoices, ordering office supplies, organizing files, maintaining a structured digital and physical filing/record keeping system, coordinating mailings, mail merges and phone support.
2. Prepares reports and/or special projects, which may include data collection, coordination, final copy preparation and distribution.
3. Acts as a point of contact among executives, board and committee members, employees, clients and other external partners. Responds to inquiries based on executive preference and availability, office functions and/or credit union policies and procedures.
4. Manages calendars, meetings, travel schedules and itineraries and expense reports ensuring completeness and accuracy.
5. Provides courteous and professional service to other team/department members in alignment with the credit union's mission and core values.
6. Types correspondence, reports, memos, meeting minutes and other related materials. Supports development of presentation materials.
7. Performs all other administrative duties as assigned by the Sr. Executive Assistant or member of the executive team.

QUALIFICATIONS:

Education

High School Diploma with related coursework in word processing, secretarial skills and general office background.

Experience/Skills/Knowledge:

1. 3 years previous experience working in an executive administrative support role required, preferably in a credit union or financial institution.
2. Excellent organizational, analytical and problem-solving skills required to make administrative/procedural decisions and judgments.
3. Ability to handle multiple projects/priorities simultaneously with limited supervision, on time and with an effective outcome.
4. Ability to gather data, compile information and generate reports is required.
5. Ability to deal with and safeguard highly confidential information is required. Must possess strong service orientation skills that align with the credit union's core values.
6. Excellent verbal, written, telephone and interpersonal communication skills.
7. PC proficient, including aptitude with modern meeting software such as WebEx and Teams is required. Advanced aptitude with Microsoft Office (Word, Excel, PowerPoint, Outlook, Visio) and the Internet are also required.
8. Ability to function in a commercial office environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes

GENERAL DESCRIPTION:

In terms of physical requirements, this position requires work best described as: Sedentary ¨

PHYSICAL TASKS:

• Standing/Walking/Bending/Stooping - Frequent
• Hearing - Ability to receive information through oral communication (face to face and telephone). - Continuous
• Talking - Expressing or exchanging ideas by means of the spoken word (face to face and telephone). - Continuous
• Reading - Ability to receive information through fax, e-mail and text messages - Continuous
  

AUDIO / VISUAL:

• Requires vision to perform work dealing with data and figures and computer screens. - Continuous

PSYCHOLOGICAL/MENTAL DEMANDS:

• Responds positively and productively to stressful (internal and external) member situations - Continuous

Assists others to work harmoniously and effectively as part of a work team. - Continuous