Chief of Staff to the Chief Banking Officer
2 months ago
New York
Job Description The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor, integrator, and operational leader supporting all aspects of the Bank’s commercial, retail, and institutional investment functions. This role acts as a force multiplier for the CBO—driving 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 CBO’s 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, • Bachelor’s degree required; MBA or advanced degree in finance, business, or related discipline preferred., • 5–7+ 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.