Executive Assistant to the President & CEO

Position Summary: The primary function of this position is to ensure consistent and effective management of daily operations of the office of the President & CEO by managing complex processes, logistics, and communications — including proactive preparation for client, Executive Team, Committee, Board, and Corporator meetings. The role demands exceptional judgment, discretion, and the ability to anticipate needs across a fast-moving executive environment. Position Responsibilities Executive Support & Team Dynamics

• Manage and advocate on behalf of the President & CEO and the Leadership Team through strategic time management, streamlined communications, and action accountability to ensure the highest-functioning executive team dynamics and facilitate the success of the Bank.
• Provide non-routine, project-based and administrative support to the President & CEO that requires professional discernment on appropriate urgency and prioritization.
• Provide calendar support requiring prioritization of commitments to ensure that both daily and long-term strategic objectives are met. Board, Committee & Leadership Meetings
• Attend Board meetings, Board-level Committee meetings, and Senior Leadership Team meetings; produce detailed documentation of those meetings; and track action items to completion.
• Communicate with Board members to ensure effective preparation and timely delivery of materials for Board and Committee meetings.
• Independently write communications (e.g., documentation of Board, Committee, and Leadership Team meetings) on behalf of the President & CEO, while also reviewing and editing documents for accuracy, grammar, style, and formatting.
• Oversee preparation of briefing materials on specific issues and projects. Research & Data Analysis
• Conduct research on industry trends, peer institutions, regulatory developments, and emerging issues to inform executive decision-making and Board discussions.
• Compile, organize, and synthesize information from multiple sources into clear, concise briefing documents, summaries, and talking points for the President & CEO.
• Gather and analyze operational, financial, and performance data to support the preparation of Board and Committee materials, identifying key trends and highlighting items requiring executive attention.
• Build and maintain dashboards, tracking reports, and summary analyses that monitor progress against strategic initiatives and action items.
• Prepare charts, tables, and visual summaries that translate complex data into accessible formats for executive and Board audiences. Planning & Coordination
• Independently coordinate ongoing conferences and off-site meetings and events, including (but not limited to) ad-hoc Board events, Senior Leadership meetings, Executive Strategy offsites, and meetings of the Corporators.
• Coordinate other departmental projects as assigned. Process & Administration
• Initiate and continuously improve administrative processes and procedures.
• Process detail-oriented expense reports with accuracy and timeliness. Employee Responsibilities Recognize and demonstrate the Bank’s Core Values:
• We value and respect the contribution of each member of the team.
• We work together to support our mutual goals.
• We foster an inclusive, non-hierarchical environment.
• We gain a sense of fulfillment through our contribution to the whole.
• We manage client and company resources responsibly.
• We are passionate about our craft.
• Each day our effort is focused on doing better than the day before.
• Be curious.
• Expect the highest quality work from ourselves.
• Enable our creativity with continuous self-improvement.
• We go out of our way to do the right thing.
• Going the distance to do right by our customers and colleagues.
• Protect the confidentiality and privacy of our customers – no matter what.
• Embody the gold standard of professional ethics.
• Avoid even the appearance of impropriety.
• We are candid and kind.
• Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.
• Have the courage to be honest.
• Trust and empower individuals.
• Hold each other accountable to uphold our values. Professional Responsibilities
• Maintain high-level knowledge of services in areas of responsibility.
• Maintain functional knowledge of related state and federal banking compliance regulations.
• Demonstrate understanding and adherence to Bank Security procedures.
• Work within procedural limits of position.
• Any other tasks or projects assigned by supervisor.