Executive Assistant to CEO

About Sonata Bank

Sonata Bank is a high-growth, values-driven commercial bank headquartered in Brentwood, Tennessee. We are expanding across three key markets: the Nashville MSA, Franchise Restaurants, and Financial Technology (Fin Tech) companies.

At Sonata, we believe in a people-first culture built on ideas, innovation, and opportunities to learn, lead, and grow. If you thrive in a dynamic environment and enjoy supporting visionary leadership, we invite you to help shape the future of financial services with us.

The Executive Assistant (EA) plays a critical role in supporting the CEO and ensuring the smooth operation of the executive office. This highly trusted position focuses on calendar management, executive communications, board and governance support, and coordination with internal and external stakeholders.

The ideal candidate is proactive, detail-oriented, discreet, and experienced in supporting senior leadership within a regulated or fast-paced environment.

• Manage and prioritize the CEO’s calendar, including meetings with clients, board members, regulators, auditors, and internal teams
• Coordinate domestic travel, lodging, and detailed itineraries
• Prepare and distribute meeting agendas, briefing materials, presentations, and reports

• Serve as a primary point of contact for internal and external communications on behalf of the CEO, as needed
• Screen, prioritize, and draft professional correspondence (emails, letters, memos)
• Handle highly confidential information related to strategy, M&A, personnel, and regulatory matters with discretion

• Prepare and coordinate materials for Board of Directors and committee meetings
• Collaborate with internal teams to upload reports to the online board portal
• Coordinate logistics for board meetings and off-site events
• Track board and committee action items, deadlines, and follow-ups

• Maintain organized records related to executive decisions, board activity, and regulatory interactions
• Assist with preparation for regulatory exams, audits, and meetings
• Adhere to confidentiality, data security, and compliance requirements

• Maintain accurate digital and physical filing systems
• Process expense reports, invoices, and reimbursements
• Support special projects, strategic initiatives, and cross-department coordination
• Serve as a liaison between the CEO and senior leadership, staff, clients, shareholders, regulators, and external partners

• Bachelor’s degree in Business Administration or a related field (preferred)
• 5+ years of executive or administrative support experience
• Prior experience supporting C-suite leaders strongly preferred
• Banking or financial services experience is a plus

• Exceptional organizational, time management, and multitasking abilities
• Strong written and verbal communication skills
• High proficiency with Microsoft Office (Outlook, Word, Excel, Teams, PowerPoint)
• Ability to work independently, anticipate needs, and solve problems proactively
• Proven ability to handle confidential information with professionalism

• Polished, professional demeanor with strong interpersonal skills
• Ability to manage shifting priorities in a fast-paced environment
• Experience supporting board activities or senior leadership teams

• Office-based role with hybrid flexibility
• Occasional after-hours availability or travel support may be required
• Frequent interaction with executive leaders and key stakeholders

Sonata Bank reserves the right to modify job duties and responsibilities at any time to meet business needs.