What are the responsibilities and job description for the Executive - Corporate Travel Advisor & Board Liaison position at Mission Federal Credit Union?
Corporate Travel Advisor & Board Liaison
DEPARTMENT : Executive DATE : February 2025
REPORTS TO : President / CEO JOB GRADE : 12E
DIRECT REPORTS : None
SUMMARY : The Corporate Travel Advisor and Board Liaison is responsible for managing simple to complex travel arrangements for MFCU Board Members, CUSO Board Members, Supervisory Committee Members, executives, and Team Members. This includes booking flights, hotels, ground transportation, conferences and other services, while prioritizing personalized needs, experiences, and seamless travel. Must possess in-depth knowledge of travel coordination including destinations, airlines, loyalty programs, and exhibit exceptional customer service skills to ensure smooth and tailored travel experiences. Additionally, provides administrative support to the Board of Directors for both Mission Federal Credit Union and the CUSO as well as the Supervisory Committee which includes scheduling and arranging meetings, preparing meeting packets, ordering supplies, taking meeting minutes and facilitating various events.
KEY RESPONSIBILITIES :
BOARD LIAISON
- Communication Facilitation : Regularly attending Mission Fed Board, Supervisory Committee and CUSO Board meetings, taking minutes and ensuring meetings run smoothly. Attends and schedules telephone calls, Teams meetings, and Board meetings, as required or requested, and records and approves official minutes, items discussed, and decisions made. Oversees logistics and materials, prescreens and relays incoming calls and messages.
- Agenda Management : Ensures the timely preparation, publishing and distribution of materials (e.g. requests, agenda, schedules, grant docket, notices, resolutions, etc.) for the Board, Supervisory Committee and Board Committee meetings, utilizing OnBoard. Coordinates with other departments to provide approved content.
- Reporting : Preparing and presenting minutes of meetings in a timely fashion, using AI-assist technology.
- Relationship Building : Fostering positive working relationships between board members, executives and Board member guests.
- Issue Resolution : Helping to address any issues raised by any of the Board, Supervisory Committee or CUSO Board members.
- General Support : Providing support to Board and committee members, answering questions regarding board policies and procedures, ordering office supplies and facilitating communication.
- Logistics Coordination : Organizes, maintains, tracks and safeguards all files related to the Mission Fed and CUSO Board's governance, including, but not limited to, Board meeting and Committee minutes, litigation, resolutions, ordinances, agenda, historical board information, approved policies and activities, in accordance with bylaws, procedures and record retention policies. Ensures these materials are available internally and externally as appropriate.
- Professional Communication : Communicates professionally both verbally and in written form with Board members, guests, meeting planners, Mission Fed's internal leadership team, and others involved in meeting the Board's requests and needs.
- Board Member Onboarding : Actively manages the orientation of new Board Members and Committee Chairs.
TRAVEL ADVISOR
OTHER
QUALIFICATIONS :
Education : Bachelor's Degree or equivalent is required. Five years of equivalent experience may substitute for every one year of education. Certificate in Advanced Clerical and Microsoft applications is desirable.
Experience : A minimum of 5 years of experience providing high-level administrative support to a President / Chief Executive Officer is required. More than 3 additional years of administrative support experience is required. Must have experience with business letter composition and report writing skills. At least 5 years of experience with global travel reservations, preferably with large group / conference travel responsibility.
COMPETENCIES : Skills & Abilities :
Software : Microsoft Office Suite (including : PowerPoint, Project and Publisher), Internet, Adobe Acrobat.
PHYSICAL DEMANDS / WORKING CONDITIONS :
Critical features of this job are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Base Salary : $85,000- $95,000 per year
Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act ("CCPA") / California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA / CPRA notice provides the disclosures required by the CCPA / CPRA and applies only to applicants who are subject to the CCPA / CPRA.
Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law. INDMF
Salary : $85,000 - $95,000
