AVP Chief of Staff Finance

Overview

Proactive, strategic, and detail‑oriented trusted partner to the Chief Financial Officer (CFO), serving as Chief of Staff while also providing support to the Chief Executive Officer (CEO) and 4 Executive Leadership Team (ELT) members in the Wilmington office. This role is an extension of the CFO and helps drive coordination and execution across the Finance division, including investor relations administration, Board interactions and materials preparation, and initiatives that elevate team performance and cultural engagement.

• Serves as an extension of the CFO by managing and optimizing time, focus, and decision‑making; ensuring preparation, follow‑ups, and accountability for key meetings and initiatives; and helping the Finance division operate with maximum coordination and effectiveness.
• Coordinates investor relations activities, including inbound inquiries, meeting logistics, earnings call preparation and administration, and maintaining an accurate investor meeting database.
• Administers Board and committee materials, including managing distribution through Diligent, coordinating responses to Board member inquiries, and supporting quarterly compensation letter distribution.
• Manages creation and distribution of stock award agreements.
• Drafts, proofreads, and finalizes internal and external correspondence and memos for assigned executives; independently prepares standard responses; ensures accuracy, tone, and timely delivery in alignment with service level expectations.
• Provides comprehensive executive support by managing complex calendars and communications; screening and routing calls and messages; coordinating travel with real‑time issue resolution; preparing schedules and meeting logistics across time zones; handling vendor and external outreach; ensuring unwanted contacts are redirected; organizing itineraries, expenses, and reimbursements. May accompany executives on local site visits to provide hands‑on support as needed.
• Supports planning and execution of meetings, events, and receptions, including venue recommendations, room setup, menus/catering, attendee logistics, and ensuring required materials and technical access are in place. Travels onsite, as needed to address issues in real time.
• Builds and maintains strong working relationships with senior leaders, peers, and key partners to coordinate deliverables, relay information and requests, and drive timely issue resolution and status updates.
• Coordinates sensitive reports, analyses, and presentations for executive review (e.g., budgets, business).
• Performs other duties as assigned.

• Bachelor’s degree preferred (or an equivalent combination of education, training, and experience).
• 7+ years of Executive Assistant and/or Chief of Staff experience supporting senior executives.
• Strong working knowledge of organizational structure, business operations, and cross‑functional ways of working.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent organizational and time‑management skills.
• Collaborative team player able to work effectively in a fast‑paced, multi‑tasking environment.
• Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook.
• Position regularly handles confidential and highly sensitive business information. Discretion is essential.

• Occasional travel, including periodic onsite support for meetings/events and local site visits as needed.

• CFO and ELT time is protected and prioritized; meetings are well‑prepared with clear agendas, materials, and outcomes.
• Board and investor relations workflows run smoothly, with accurate tracking and on‑time delivery of materials.
• Finance‑wide initiatives progress with clear ownership, follow‑through, and proactive issue escalation.
• Stakeholders experience responsive, high‑quality communication and a consistently professional executive office.

This role increases the CFO’s capacity and effectiveness by improving operating rhythm, communication flow, and execution across Finance while ensuring high‑touch, reliable support for the Wilmington‑based Executive Leadership Team. It enables timely, accurate delivery of sensitive materials and helps reinforce a culture of accountability and engagement.

The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.

Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.