Chief of Staff to President & CEO

CORPORATE OFFICE
9815 E 81ST ST
TULSA, OK 74133, USA

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.

• Strategic Leadership and Execution
  • 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.
• Executive Support and Advisory
  • 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.
  • Lead the preparation of the Executive department budget and oversee expense reporting.
• Cross-Functional Coordination
  • 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.
• Board and Governance Support
  • 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.
• Operational and Organizational Effectiveness
  • 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.
• Leadership
• Communications and Culture
  • 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.
• Experience
  • 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, leading cross-functional teams or managing staff within a professional environment.
  • Other core competencies:
    Decision Making, Systems Perspective, Self-Motivation, Interpersonal Savvy, Plan and Organize, Organizational Savvy,…