Chief of Staff

unibank•Whitinsville, MA

5h•Onsite

About The Position

The Chief of Staff serves as a senior, trusted partner within the Office of the CEO, exercising a high degree of independent judgment, discretion, and organizational awareness. This role is responsible for managing executive priorities and information flow. Operating with enterprise-wide visibility, the Chief of Staff ensures executive, Board, and stakeholder engagements are executed with precision, professionalism, and alignment to strategic priorities. The role requires executive presence, advanced business acumen, and the ability to anticipate needs and act decisively in a dynamic, highly confidential environment. UniBank is a mutual bank, owned by its customers, dedicated to local service, and a technology leader. They are committed to fair, competitive, and market-informed pay for their employees.

Requirements

Bachelor’s degree.
Minimum of 7 years of experience supporting senior executive leadership.
Exceptional executive presence, judgment, and discretion.
Advanced organizational, project management, and prioritization skills.
Strong business acumen with the ability to understand organizational dynamics and executive decision making.
Governance, compliance, and risk awareness appropriate to a financial institution.
Ability to anticipate executive needs and proactively address issues.
Emotional intelligence, diplomacy, and the ability to navigate complex interpersonal situations with tact.
High degree of independence and accountability.
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint), Teams, SharePoint, and Board portal technologies.
Ability to quickly learn and leverage new systems and tools to improve efficiency and effectiveness.

Nice To Haves

Experience in banking, financial services, or a regulated environment strongly preferred.
Demonstrated experience supporting Board or governance related activities highly desirable.

Responsibilities

Serve as a key decision gatekeeper for the CEO by independently assessing urgency, risk, and alignment of incoming requests, communications, and issues; determine appropriate action, escalation, or delegation.
Own and optimize day to day operations of the CEO’s office, including executive prioritization, time management, workflow coordination, and information management.
Manage a highly complex executive calendar, exercise discretion to resolve conflicts, protect executive focus, and align commitments with strategic and governance priorities.
Act as a primary liaison between the CEO and internal/external stakeholders, ensuring clear, timely, and appropriate information flow.
Engage regularly with senior leaders and department heads to coordinate information, resolve issues requiring executive attention, and ensure follow-through on CEO directed initiatives.
Lead and manage complex, cross functional projects on behalf of the CEO or Bank President, from concept through execution, including tracking deliverables and outcomes.
Prepare, synthesize, and analyze reports, presentations, and briefing materials for executive leadership and the Board.
Screen and manage executive communications, including email, correspondence, and inquiries, ensuring appropriate prioritization and response.
Coordinate executive communications and support interactions with visitors, external partners, regulators, and community stakeholders.
Arrange and manage executive level meetings and corporate events, including off site leadership meetings, fundraising events, and organization wide functions.
Uphold the highest standards of confidentiality, professionalism, and ethical conduct in all matters.
Maintain highly organized and secure electronic and physical filing systems for executive records.
Serve as a key governance partner to the CEO by ensuring Board of Directors, committee, and executive meeting processes meet institutional, fiduciary, and regulatory expectations (in the event the primary Board Executive Assistant is unavailable).
Coordinate and oversee preparation, review, and timely distribution of Board and committee materials via the Board portal, ensuring completeness, accuracy, confidentiality, and compliance (in the event the primary Board Executive Assistant is unavailable).
Support preparation and maintenance of Board minutes, records, attendance tracking, compensation documentation, and related regulatory or reporting requirements (in the event the primary Board Executive Assistant is unavailable).
Assist with onboarding and offboarding of Directors, Corporators, and Officers, including correspondence, documentation, and required filings (in the event the primary Board Executive Assistant is unavailable).
Other duties as assigned.
May be responsible for certain aspects of our Incident Response Program, including, but not limited to, administrative, consultative or active engagement in activities around the Incident Response Program policy and processes (as a member of the IT team).