Chief of Staff to President & CEO

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.