The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor integrator and operational leader supporting all aspects of the Banks commercial retail and institutional investment functions. This role acts as a force multiplier for the CBOdriving execution on priorities ensuring alignment across Banking leadership managing cross-functional initiatives and enabling the CBO to operate at maximum effectiveness. The CoS oversees strategic planning processes monitors key initiatives prepares executive-level communication and partners closely with internal stakeholders to ensure accurate timely decision-making.
This position requires exceptional business judgment discretion organizational agility and the ability to anticipate needs in a fast-paced highly regulated financial environment.
Key Responsibilities:
Strategic & Executive Support
- Serve as a trusted advisor and thought partner to the Chief Banking Officer on strategy operations and organizational planning.
- Facilitate execution of the CBOs priorities by managing workflows ensuring follow-through on action items and driving accountability with Banking leadership.
- Prepare briefing materials presentations analysis and recommendations for the CBO for executive meetings Board meetings and committees regulators and external stakeholders.
- Support development and execution of the annual strategic plan budget and performance goals and measurement for the revenue generating teams of the Bank.
Operational Leadership
- Coordinate and manage enterprise-wide and banking-specific initiatives ensuring timely delivery and cross-functional collaboration (e.g. deposit growth credit portfolio strategy human capital optimization digital banking and innovation initiatives).
- Track performance against KRIs OKRs and regulatory commitments; ensure risks and issues are surfaced promptly.
- Review operational reports financial results and dashboards to identify trends insights and opportunities for improvement.
Communication & Stakeholder Management
- Serve as a liaison between the CBO Banking leadership and cross-functional partners (Operations Risk Compliance Finance HR Digital Legal).
- Draft executive communications leadership updates talking points and Board materials.
- Promote transparency and alignment by managing communication flows across the Banking division.
Project & Meeting Management
- Lead preparation for Banking leadership team meetings ensuring agendas materials metrics and decisions are clear and well-organized.
- Manage special projects as assigned by the CBO often involving complex requirements and competing resource priorities.
- Oversee post-meeting follow-up ensuring decisions translate into actionable plans.
People & Culture Enablement
- Support organizational design succession planning and leadership development initiatives within the Banking division.
- Help drive a high-performance culture by ensuring teams are aligned accountable and supported in achieving strategic outcomes.
- Serve as an internal sounding board to Banking leaders helping diagnose challenges and facilitate resolution.
Qualifications:
Education & Experience
- Bachelors degree required; MBA or advanced degree in finance business or related discipline preferred.
- 57 years of experience in banking financial services strategic planning management consulting or executive-level support roles.
- Experience working closely with senior executives; prior CoS experience preferred.
- Strong understanding of bank operations credit/lending retail/commercial banking and regulatory expectations a plus.
Skills & Competencies
- Exceptional analytical problem-solving and critical-thinking skills.
- Strong executive presence with excellent written and verbal communication abilities.
- Demonstrated project management and organizational capabilities.
- High level of discretion and ability to handle confidential information.
- Ability to influence without authority and build trusted relationships across the organization.
- Comfortable operating in a fast-paced and evolving environment with multiple priorities.
Physical & Work Requirements:
- Ability to sit stand and work at a computer for long periods.
- Occasional travel to various bank locations (Boston NY DC SF) meetings or conferences.
- Hybrid work environment depending on organizational needs.
Required Experience:
Senior IC
The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor integrator and operational leader supporting all aspects of the Banks commercial retail and institutional investment functions. This role acts as a force multiplier for the CBOdriving execution on priorities ensuring...
The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor integrator and operational leader supporting all aspects of the Banks commercial retail and institutional investment functions. This role acts as a force multiplier for the CBOdriving execution on priorities ensuring alignment across Banking leadership managing cross-functional initiatives and enabling the CBO to operate at maximum effectiveness. The CoS oversees strategic planning processes monitors key initiatives prepares executive-level communication and partners closely with internal stakeholders to ensure accurate timely decision-making.
This position requires exceptional business judgment discretion organizational agility and the ability to anticipate needs in a fast-paced highly regulated financial environment.
Key Responsibilities:
Strategic & Executive Support
- Serve as a trusted advisor and thought partner to the Chief Banking Officer on strategy operations and organizational planning.
- Facilitate execution of the CBOs priorities by managing workflows ensuring follow-through on action items and driving accountability with Banking leadership.
- Prepare briefing materials presentations analysis and recommendations for the CBO for executive meetings Board meetings and committees regulators and external stakeholders.
- Support development and execution of the annual strategic plan budget and performance goals and measurement for the revenue generating teams of the Bank.
Operational Leadership
- Coordinate and manage enterprise-wide and banking-specific initiatives ensuring timely delivery and cross-functional collaboration (e.g. deposit growth credit portfolio strategy human capital optimization digital banking and innovation initiatives).
- Track performance against KRIs OKRs and regulatory commitments; ensure risks and issues are surfaced promptly.
- Review operational reports financial results and dashboards to identify trends insights and opportunities for improvement.
Communication & Stakeholder Management
- Serve as a liaison between the CBO Banking leadership and cross-functional partners (Operations Risk Compliance Finance HR Digital Legal).
- Draft executive communications leadership updates talking points and Board materials.
- Promote transparency and alignment by managing communication flows across the Banking division.
Project & Meeting Management
- Lead preparation for Banking leadership team meetings ensuring agendas materials metrics and decisions are clear and well-organized.
- Manage special projects as assigned by the CBO often involving complex requirements and competing resource priorities.
- Oversee post-meeting follow-up ensuring decisions translate into actionable plans.
People & Culture Enablement
- Support organizational design succession planning and leadership development initiatives within the Banking division.
- Help drive a high-performance culture by ensuring teams are aligned accountable and supported in achieving strategic outcomes.
- Serve as an internal sounding board to Banking leaders helping diagnose challenges and facilitate resolution.
Qualifications:
Education & Experience
- Bachelors degree required; MBA or advanced degree in finance business or related discipline preferred.
- 57 years of experience in banking financial services strategic planning management consulting or executive-level support roles.
- Experience working closely with senior executives; prior CoS experience preferred.
- Strong understanding of bank operations credit/lending retail/commercial banking and regulatory expectations a plus.
Skills & Competencies
- Exceptional analytical problem-solving and critical-thinking skills.
- Strong executive presence with excellent written and verbal communication abilities.
- Demonstrated project management and organizational capabilities.
- High level of discretion and ability to handle confidential information.
- Ability to influence without authority and build trusted relationships across the organization.
- Comfortable operating in a fast-paced and evolving environment with multiple priorities.
Physical & Work Requirements:
- Ability to sit stand and work at a computer for long periods.
- Occasional travel to various bank locations (Boston NY DC SF) meetings or conferences.
- Hybrid work environment depending on organizational needs.
Required Experience:
Senior IC
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