Chief of Staff to CEO
Job in
San Antonio, Bexar County, Texas, 78215, USA
Listed on 2026-01-24
Listing for:
Jefferson Bank
Full Time
position Listed on 2026-01-24
Job specializations:
-
Management
Business Management, Corporate Strategy, Operations Manager, Business Analyst
Job Description & How to Apply Below
JOB FUNCTION:
The Chief of Staff serves as a strategic partner and right hand to the CEO, driving execution, alignment, and operational excellence across the organization. This role is ideal for a highly organized, proactive leader who thrives in a fast-paced environment and can translate vision into action.
DUTIES & RESPONSIBILITIES:
- Act as a strategic advisor and thought partner to the CEO, helping prioritize initiatives and manage execution across the organization.
- Attend all meetings with the CEO, prepare agendas, take detailed notes, and ensure follow-up actions are tracked and completed.
- Lead planning and coordination of executive-level communications, board materials, and strategic initiatives.
- Drive special projects and cross-functional efforts, often with limited guidance, ensuring alignment with company goals.
- Serve as a liaison between the CEO and internal/external stakeholders, facilitating clear communication and organizational alignment.
- Anticipate CEO needs and proactively manage time, priorities, and information flow to maximize impact.
- Support strategic planning cycles, including goal-setting, performance tracking, and reporting.
- Collaborate with department heads to monitor progress on key initiatives and surface risks or opportunities.
- Conduct research, analyze data, and synthesize insights to support executive decision-making.
- Coordinate internal communications and culture-building efforts on behalf of the CEO.
- Represent the CEO in meetings and communications when appropriate, maintaining a high level of professionalism and discretion.
- Prepare high-quality reports, presentations, and executive summaries using Microsoft Office Suite.
- Identify operational inefficiencies and propose solutions to improve organizational effectiveness.
- Maintain confidentiality and integrity in handling sensitive information and executive-level decisions.
- Support the CEO in managing relationships with board members, regulators, community leaders, and strategic partners.
Work Experience
- Minimum 5 years of experience in strategic operations, executive support, or project management, preferably within banking, finance, or a regulated industry.
- Acted as a trusted advisor and liaison between the CEO and internal departments, board members, external partners, and regulatory bodies.
- Led cross-functional initiatives and special projects from concept to execution, ensuring alignment with organizational goals.
- Attended executive meetings, prepared agendas, captured key decisions, and drove follow-up actions to completion.
- Synthesized complex information into executive-level reports, presentations, and strategic briefings.
- Supported strategic planning cycles, including goal-setting, performance tracking, and board reporting.
- Deep understanding of banking operations, financial terminology, and regulatory frameworks.
- Experience working with boards of directors, senior leadership teams, and external stakeholders.
- Familiarity with community banking culture and regional economic dynamics.
- Exposure to organizational development, internal communications, and change management..
- No direct supervisory responsibilities required.
- Experience managing cross-functional teams or leading matrixed initiatives is preferred.
- Bachelor's degree required; MBA or equivalent preferred.
- Strong analytical and strategic thinking skills.
- Exceptional written and verbal communication abilities, including executive-level writing and presentation skills.
- High emotional intelligence and interpersonal skills for navigating complex stakeholder relationships.
- Ability to manage multiple priorities, anticipate needs, and operate with discretion and integrity.
- Occasional driving may be required for off-site meetings, community events, or stakeholder engagement.
- Valid driver's license and reliable transportation preferred.
- Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams).
- Strong Excel skills for data analysis, dashboards, and performance tracking.
- Experience with project management tools (e.g., Asana,…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×