Chief of Staff to President & CEO

Position Summary

The Chief of Staff (CoS) serves as a trusted advisor, strategic partner, and operational extension of the President & CEO. This role is responsible for enhancing executive effectiveness, driving strategic priorities, coordinating cross‑functional initiatives, and ensuring alignment between the CEO, Executive Strategy Council, the Board of Directors, and the broader organization. The Chief of Staff plays a critical role in translating strategy into execution while maintaining the credit union’s mission, values, and member‑focused culture.

Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.

Supervises:
Executive Assistant & Board Liaison.

• Partner with the CEO to advance strategic initiatives, enterprise priorities, and long‑term organizational goals.
• Drive execution of key projects and initiatives, ensuring accountability, timelines, and outcomes.
• Monitor progress on strategic plans, key metrics, and board‑directed initiatives; identify risks and recommend corrective actions.

• Act as a thought partner and sounding board to the CEO on strategy, operations, organizational effectiveness, and emerging issues.
• Prepare briefing materials, talking points, and presentations for internal and external meetings, including board meetings.
• Support decision‑making by conducting research, analysis, and scenario planning.
• Coordinate CEO travel arrangements.
• Lead the preparation of the Executive department budget and oversee expense reporting.

• Facilitate collaboration and alignment across departments to break down silos and accelerate results.
• Help the CEO prepare for weekly ESC team and one‑on‑one meetings. Track follow‑ups and action items to ensure clarity and accountability.
• Assist the CEO in preparing for quarterly ESC planning retreats. Document key takeaways and action items from the meetings.
• Coordinate and schedule consistent, productive branch and corporate office visits with staff.
• Serve as a liaison between the CEO and senior leaders, staff, board members, and external stakeholders as appropriate.

• Help CEO prepare for monthly Board and Committee meetings.
• Assist CEO in preparing for semi‑annual Board strategic planning retreats. When appropriate, actively participate in discussions. Document key takeaways and action items from the retreats.
• Support governance processes and ensure timely execution of board decisions.
• Assist CEO in preparing for external audits and NCUA exams.

• Identify opportunities and support efforts to improve processes, communication, and organizational effectiveness.
• Lead or support special projects, change initiatives, and enterprise‑wide efforts.
• Ensure consistent messaging and alignment with the credit union’s mission, values, and culture.

• Supervise the Executive Assistant & Board Liaison: manage productivity, coach and counsel, oversight of Board expenses and travel, appraise performance.

• Coordinate internal and external communications on behalf of the CEO, ensuring clarity, consistency, and transparency, including CEO E‑mail management, Intranet communications, Linked In/social media posts.
• Assist CEO in reinforcing organizational culture and leadership expectations across the credit union.

Educational Requirements

Bachelor’s degree in Accounting, Business, Finance, or other related discipline.

Certificates/Licenses

Must have and maintain a valid driver’s license.

Must have a clean driving record; an annual MVR may be pulled to ensure compliance.

• Extensive experience in organizational management, including at least 8 years overseeing complex business operations, budgetary processes, or integrated administrative functions at an advanced level.
• Minimum of 5 years collaborating with executive leadership, external auditors, and regulatory agencies to ensure compliance and uphold organizational standards.
• At least 5 years of advanced supervisory experience,…