Board Liaison & Executive Assistant at KEMBA Financial Credit Union – Columbus, Ohio

Title: Board Liaison & Executive Assistant

Reports to: President / Chief Executive Officer

Supervises: None

Status: Exempt

Objective

The Board Liaison is responsible for coordinating all organizational activities that relate to KEMBA Financial Credit Union’s Board of Directors. The Board Liaison provides vital governance, and administrative guidance and support to the President/CEO, Board of Directors, Board Committees, Associate Directors, and the Executive Team. The Board Liaison administratively supports these teams in their governance and leadership responsibilities, constructive partnerships and collaborations, exchange of communications and information, and tracks their continuing education and development initiatives.

The Board Liaison also serves as the recording secretary for the Board of Directors and Board Committee meetings.

Duties and Responsibilities

• Facilitates strong relationships among Board Chair, President/CEO, Board of Directors, Committees, Associate Directors, and Executive Team
• Ensures Board Committee work aligns with charters, duties, and responsibilities
• Attends Board and Committee meetings; drafts and maintains meeting minutes
• Coordinates and tracks continuing education credits for Board Members, Associate Directors, and Executive Team; supports leadership development goals
• Assists with onboarding new Board Members and Associate Directors; prepares orientation materials and coordinates educational sessions
• Maintains relationships with third-party education providers; promotes courses and events
• Supports governance assessments, board surveys, and succession planning
• Prepares and distributes agendas and meeting materials; manages calendars and logistics for on-site and remote meetings, strategic planning sessions, and annual membership meetings
• Tracks and reports progress on annual and periodic governance tasks
• Compiles Committee reports; ensures compliance with Committee charters
• Manages electronic record storage and board portal content; maintains user credentials
• Coordinates educational events, conference registrations, travel, lodging, and meals for Board Members
• Provides administrative support to Board Chair, President/CEO, and Board Officials, including guidance on Articles, Code of Regulations, and Board Policies; ensures compliance with laws
• Acts as Recording Secretary for closed sessions; maintains confidential records per retention schedules
• Serves as liaison to Committees; provides resources, supports strategic goals, and aligns efforts with Board objectives
• Builds and maintains relationships with external advisors; manages special projects for Board Chair and President/CEO
• Prioritizes competing needs; handles matters proactively and ensures timely completion of projects
• Maintains discretion and confidentiality in all Board and Executive interactions
• Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs

• Relates to others beyond giving and receiving instructions:
  • Communicates with coworkers or peers without exhibiting behavioral extremes

Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others

Responds appropriately to criticism from a supervisor

• Performs other duties as required by management

Qualifications

• Associates degree in Business Administration or related field or equivalent work experience
• At least 7-year experience in board governance or executive level administrative role
• Advanced knowledge of Microsoft Office software, including Word, Excel, Power Point and Outlook
• Ability to work well independently, or as part of a team
• Expert-level written and verbal communication skills
• Strong decision-making capability and proactive problem-solving approach
• Exceptional organizational skills with ability to prioritize multiple tasks and maintain attention to detail
• Highly resourceful team player with ability to work independently
• Strong interpersonal skills and ability to build relationships with stakeholders at all levels
• Emotional maturity and adaptability to competing demands
• Proven ability to handle confidential information with discretion
• Ability to achieve high performance goals and meet deadlines in a fast-paced environment
• Forward-thinking mindset with ability to identify opportunities and propose solutions

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

Eligibility

Laptop: Yes

Remote/Hybrid Work: Yes

Cell Phone Reimbursement: No

Vehicle Reimbursement: No

Incentives: Yes

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