Chief of Staff to President & CEO
hace 8 días
Tulsa
Job Description 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 Essential Job Functions and Responsibilities 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., • Coordinate CEO travel arrangements., • 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 • Supervise the Executive Assistant & Board Liaison: manage productivity, coach and counsel, oversight of Board expenses and travel, appraise performance. 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, LinkedIn/social media posts, • Assist CEO in reinforcing organizational culture and leadership expectations across the credit union. Minimum Qualifications 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. Position Competencies Decision Making: Applies critical thinking and problem-solving skills to make good decisions in a timely manner. Systems Perspective: Utilizes systems thinking habits, concepts and tools to develop an understanding of TTCU as an organization and interdependent system. Self-Motivated: Proactively takes the initiative to accomplish necessary tasks and seize new opportunities. Interpersonal Savvy: Relates well to all kinds of people at all levels, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high- tension situations comfortably. Plan and Organize: Determine tasks, resources and schedules; leverages resources and prioritizes work in order to complete work efficiently. Organizational Savvy: Understands the culture of TTCU as an organization; knows how to get things done both through formal channels and the informal network. Integrity and Trust: Is widely trusted; has credibility within their areas of expertise; keeps confidences; doesn’t misrepresent themselves for personal gain. Additional Requirements Job Knowledge -Demonstrated financial and business acumen -Strategic and innovative thinking with the ability to translate vision into actionable plans -Strong written and verbal communication skills, including proficiency in writing and presentations -High level of organizational skills, with expertise in prioritization and time management -Ability to coordinate internal and external communications on behalf of the CEO, including email management, intranet, and social media posts -Experience supporting and reinforcing organizational culture and leadership expectations -Intermediate knowledge with Microsoft Office Systems (Word, Excel, PowerPoint, SharePoint, and Outlook). Interpersonal Skills -Ability to work independently and collaboratively with all levels of staff and management. -Strong problem solver and decision maker; advanced conflict resolution skills. -Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity, and tact at all times. -Ability to interact effectively with senior leaders, both independently and on behalf of the CEO. -Ability to effectively learn and support the President & CEO’s leadership style, enabling the CEO to focus on strategic, long-term goals. Working Conditions Work Environment • Private work area, i.e., office Physical Demands • Must be able to remain in a stationary position (e.g., sitting at a desk) for extended periods., • Occasional movement around the office to attend meetings or collaborate with team members., • Ability to operate a computer and other office equipment as needed.  Travel • Occasional travel for meetings, conferences, and industry related events.