GreenState Credit Union · 15 hours ago
Manager Executive Services
North Liberty, IA, US
Full-time
Onsite
Mid, Senior Level
$91K/yr - $106K/yr
7+ years expGreenState Credit Union is dedicated to creating lasting value for its members and communities. The Manager Executive Services is responsible for leading the executive services team, supporting the Board of Directors and executive leadership, and ensuring effective collaboration and communication within the organization.
BankingFinanceFinancial Services
Responsibilities
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision
Demonstrates a positive member service (internal and external) focus at all times
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities
Ensures confidentiality of member information
Supports a diverse and inclusive work environment
Provide day to day management and leadership of the executive services team, including scheduling, hiring, onboarding, performance, retention and engagement
Manage projects, staffing plans, organize projects and provide direction to the executive services team to ensure support needs are met
Oversee planning and organization of executive services activities, ensuring they align with the company's goals and objectives
Prepare and manage budgets for the executive services division, ensuring that expenditures are controlled and within budgetary limits
Develop and implement procedures and protocols for the executive services department, including training and professional development of the team
Coordinate activities with other divisions and departments, ensuring smooth operations and effective communication
Ensure consistent attendance, physical presence for team oversight and coordination, coordination of work, and ongoing feedback
Serve as the Board Liaison, managing communication, correspondence and supporting the needs of the Board of Directors
Maintain strict discretion and confidentiality in all Board-related matters
Assist the Board Chair and CEO in composing agendas, preparing meeting packets, meeting minutes, and distributing all materials for Board and Committee meetings
Manage the Board calendar and coordinate governance activities, ensuring Board compliance with regulatory policies and procedures
Coordinate Board meetings, including travel, lodging, meals, and conference arrangements, including the planning and coordination of the Annual Membership Meeting and Annual Board/Executive Leadership Retreat
Partner with the Board Chair to support Board education initiatives, including onboarding, orientation, and ongoing development
Support Committee work through optimization of materials provided, compilation of reports and resources, attendance at meetings, and taking minutes when requested by the Board
Provide administrative support to executives, including managing schedules, document preparation, filing, correspondence, and other administrative tasks
Maintain confidentiality of member and employee information
Serve as liaison for the executive team with the Board, members, and the community
Arrange travel and meeting logistics for executive education and events
Prepare and proof business correspondence and reports
Create complex reports using confidential data from multiple sources
Anticipate and manage administrative needs of the CEO and Executive Team
Support and manage the planning of executive events, such as team-building activities, and special projects
Qualification
Required
Bachelor's degree or equivalent combination of education, training, and experience
Minimum of seven years of specialized and supervisory experience, preferably within the financial industry
Demonstrated experience in administrative or executive support, board liaison functions, or comparable positions
Strict adherence to Credit Union policies, procedures, and operational standards
Consistent punctuality and ability to work scheduled hours, including overtime as needed
Ability to maintain confidentiality while supporting multifaceted responsibilities
Experience in balancing the need for discretion with the importance of transparency and open communication
High level of trust, discretion, and interpersonal skills to manage confidential information and interact effectively with Board members, employees, members, and community representatives
Strong organizational, project management, and problem-solving skills with exceptional attention to detail
Ability to analyze data and make informed decisions on complex issues
Excellent time management skills to handle multiple priorities simultaneously
Ability to follow detailed instructions and adapt in a fast-paced environment
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint) and familiarity with calendar and scheduling software
Skilled in clerical tasks such as accurate meeting note-taking, file management, and safeguarding confidential information
Ability to work independently with minimal supervision
Positive attitude and professional image
Reliable transportation, valid driver's license, good driving record, and adequate auto insurance
Ability to travel within the GreenState's territory and work non-traditional hours as needed
Participation in CUES Board Liaison Community networking and training programs
Must be bondable
Benefits
Progressive benefit package
Company
GreenState Credit Union
GreenState Credit Union is a financial services company that specializes in online banking.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$100M2023-02-15Debt Financing· $100M
Leadership Team
Vikram Israni
CEO
Jenn Bleil
Chief People Officer
Recent News
Corridor Business Journal
2025-11-25
Corridor Business Journal
2025-11-20
Corridor Business Journal
2025-10-04
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