Chief of Staff​/Executive Assistant

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.

None

• Partner with the CEO to advance strategic initiatives, enterprise priorities, and long-term organizational goals.
• Track and monitor the execution of key projects and initiatives, ensuring accountability, timelines, and outcomes, providing regular updates to the CEO and the senior leadership team.
• Monitor progress on strategic plans, key metrics, and board-directed initiatives; identify risks and recommend corrective actions in collaboration with the CEO and the senior leadership team.

• Act as a thought partner and sounding board to the CEO on strategy, operations, organizational effectiveness, and emerging issues. Ensure that the senior leadership team is informed of key 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.

• In collaboration with senior leaders, 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 bi-annual Board strategic planning retreats. When appropriate, actively participate in discussions and 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.

• 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.

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

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, leading…