Chief of Staff to the CEO

Jefferson Bank•San Antonio, TX

12d

About The Position

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.

Requirements

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.
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.
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams).
Strong Excel skills for data analysis, dashboards, and performance tracking.
Strategic mindset with the ability to translate vision into actionable plans.
Strong leadership and influence skills without formal authority.
High level of discretion, professionalism, and sound judgment.
Proactive problem-solving and decision-making abilities.
Ability to build trust and foster collaboration across departments.
Commitment to continuous improvement and organizational excellence.
Must be able to reach, bend, and lift files weighing up to 30 pounds.
Must be able to sit for extended periods while working at a computer.
Must be proficient in typing on a keyboard.
Able to read and interpret information on a laptop or computer monitor.
Ability to move around comfortably in an office environment.

Nice To Haves

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.
Experience managing cross-functional teams or leading matrixed initiatives is preferred.
Experience with project management tools (e.g., Asana, Trello, or Microsoft Planner) is a plus.
Valid driver’s license and reliable transportation preferred.

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.