Chief of Staff to Chief Banking Officer

The Chief of Staff (CoS) to the Chief Banking Officer serves as a strategic advisor integrator and operational leader supporting all aspects of the Banks 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.

• 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.

• 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.

• 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.

• 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.

• 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 facilitating resolution.

• Bachelor’s degree required; MBA or advanced degree in finance, business or related discipline preferred.
• 57 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.

• 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.

• Ability to sit, stand and work at a computer for long periods.
• Occasional travel to various bank locations (Boston, NY, DC, SF) for meetings or conferences.
• Hybrid work environment depending on organizational needs.