Executive Assistant to CEO

FLSA Classification: Exempt

This is a full-time in-person position.

Position Summary

The primary function of this position is to ensure consistent and effective management of daily operations of the office of the President & CEO by managing complex processes, logistics, and communications — including proactive preparation for client, Executive Team, Committee, Board, and Corporator meetings. The role demands exceptional judgment, discretion, and the ability to anticipate needs across a fast-moving executive environment.

Position Responsibilities

Executive Support & Team Dynamics

- Manage and advocate on behalf of the President & CEO and the Leadership Team through strategic time management, streamlined communications, and action accountability to ensure the highest-functioning executive team dynamics and facilitate the success of the Bank.

- Provide non-routine, project-based and administrative support to the President & CEO that requires professional discernment on appropriate urgency and prioritization.

- Provide calendar support requiring prioritization of commitments to ensure that both daily and long-term strategic objectives are met.

Board, Committee & Leadership Meetings

- Attend Board meetings, Board-level Committee meetings, and Senior Leadership Team meetings; produce detailed documentation of those meetings; and track action items to completion.

- Communicate with Board members to ensure effective preparation and timely delivery of materials for Board and Committee meetings.

- Independently write communications (e.g., documentation of Board, Committee, and Leadership Team meetings) on behalf of the President & CEO, while also reviewing and editing documents for accuracy, grammar, style, and formatting.

- Oversee preparation of briefing materials on specific issues and projects.

Research & Data Analysis

- Conduct research on industry trends, peer institutions, regulatory developments, and emerging issues to inform executive decision-making and Board discussions.

- Compile, organize, and synthesize information from multiple sources into clear, concise briefing documents, summaries, and talking points for the President & CEO.

- Gather and analyze operational, financial, and performance data to support the preparation of Board and Committee materials, identifying key trends and highlighting items requiring executive attention.

- Build and maintain dashboards, tracking reports, and summary analyses that monitor progress against strategic initiatives and action items.

- Prepare charts, tables, and visual summaries that translate complex data into accessible formats for executive and Board audiences.

Planning & Coordination

- Independently coordinate ongoing conferences and off-site meetings and events, including (but not limited to) ad-hoc Board events, Senior Leadership meetings, Executive Strategy offsites, and meetings of the Corporators.

- Coordinate other departmental projects as assigned.

Process & Administration

- Initiate and continuously improve administrative processes and procedures.

- Process detail-oriented expense reports with accuracy and timeliness.

Employee Responsibilities

Recognize and demonstrate the Bank’s Core Values:

- We value and respect the contribution of each member of the team.

- We work together to support our mutual goals.

- We foster an inclusive, non-hierarchical environment.

- We gain a sense of fulfillment through our contribution to the whole.

- We manage client and company resources responsibly.

- We are passionate about our craft.

- Each day our effort is focused on doing better than the day before.

- Be curious.

- Expect the highest quality work from ourselves.

- Enable our creativity with continuous self-improvement.

- We go out of our way to do the right thing.

- Going the distance to do right by our customers and colleagues.

- Protect the confidentiality and privacy of our customers – no matter what.

- Embody the gold standard of professional ethics.

- Avoid even the appearance of impropriety.

- We are candid and kind.

- Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.

- Have the courage to be honest.

- Trust and empower individuals.

- Hold each other accountable to uphold our values.

Professional Responsibilities

- Maintain high-level knowledge of services in areas of responsibility.

- Maintain functional knowledge of related state and federal banking compliance regulations.

- Demonstrate understanding and adherence to Bank Security procedures.

- Work within procedural limits of position.

- Any other tasks or projects assigned by supervisor.

Physical & Environmental Aspects

- Must be able to stand or sit for long periods of time.

- Work is normally performed in an office environment

- May operate office equipment necessary to perform job function.