Senior Executive Assistant

Position Summary

The Chief of Staff (CoS) serves as a trusted advisor, strategic partner, and operational extension of the President & CEO. This role is responsible for enhancing executive effectiveness, driving strategic priorities, coordinating cross-functional initiatives, and ensuring alignment between the CEO, Executive Strategy Council, the Board of Directors, and the broader organization. The Chief of Staff plays a critical role in translating strategy into execution while maintaining the credit union’s mission, values, and member-focused culture. Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.

Supervises: Executive Assistant & Board Liaison

Essential Job Functions And Responsibilities

Strategic Leadership and Execution

• Partner with the CEO to advance strategic initiatives, enterprise priorities, and long-term organizational goals.
• Drive execution of key projects and initiatives, ensuring accountability, timelines, and outcomes.
• Monitor progress on strategic plans, key metrics, and board-directed initiatives; identify risks and recommend corrective actions.
  
  

Executive Support and Advisory

• Act as a thought partner and sounding board to the CEO on strategy, operations, organizational effectiveness, and emerging issues.
• Prepare briefing materials, talking points, and presentations for internal and external meetings, including board meetings.
• Support decision-making by conducting research, analysis, and scenario planning.
• Coordinate CEO travel arrangements.
• Lead the preparation of the Executive department budget and oversee expense reporting.
  
  

Cross-Functional Coordination

• Facilitate collaboration and alignment across departments to break down silos and accelerate results.
• Help the CEO prepare for weekly ESC team and one-on-one meetings. Track follow-ups and action items to ensure clarity and accountability.
• Assist the CEO in preparing for quarterly ESC planning retreats. Document key takeaways and action items from the meetings.
• Coordinate and schedule consistent, productive branch and corporate office visits with staff.
• Serve as a liaison between the CEO and senior leaders, staff, board members, and external stakeholders as appropriate.
  
  

Board and Governance Support

• Help CEO prepare for monthly Board and Committee meetings.
• Assist CEO in preparing for semi-annual Board strategic planning retreats. When appropriate, actively participate in discussions. Document key takeaways and action items from the retreats.
• Support governance processes and ensure timely execution of board decisions.
• Assist CEO in preparing for external audits and NCUA exams.
  
  

Operational and Organizational Effectiveness

• Identify opportunities and support efforts to improve processes, communication, and organizational effectiveness.
• Lead or support special projects, change initiatives, and enterprise-wide efforts.
• Ensure consistent messaging and alignment with the credit union’s mission, values, and culture.
  
  

Leadership

• Supervise the Executive Assistant & Board Liaison: manage productivity, coach and counsel, oversight of Board expenses and travel, appraise performance.
  
  

Communications and Culture

• Coordinate internal and external communications on behalf of the CEO, ensuring clarity, consistency, and transparency, including CEO E-mail management, Intranet communications, LinkedIn/social media posts
• Assist CEO in reinforcing organizational culture and leadership expectations across the credit union.
  
  

Minimum Qualifications

Educational Requirements

Bachelor’s degree in Accounting, Business, Finance, or other related discipline.

Certificates/Licenses

Must have and maintain a valid driver’s license.

Must have a clean driving record; an annual MVR may be pulled to ensure compliance.

Experience

• Extensive experience in organizational management, including at least 8 years overseeing complex business operations, budgetary processes, or integrated administrative functions at an advanced level.
• Minimum of 5 years collaborating with executive leadership, external auditors, and regulatory agencies to ensure compliance and uphold organizational standards.
• At least 5 years of advanced supervisory experience, leading cross-functional teams or managing staff within a professional environment.
  
  

Position Competencies

Decision Making: Applies critical thinking and problem-solving skills to make good decisions in a timely manner.

Systems Perspective: Utilizes systems thinking habits, concepts and tools to develop an understanding of TTCU as an organization and interdependent system.

Self-Motivated: Proactively takes the initiative to accomplish necessary tasks and seize new opportunities.

Interpersonal Savvy: Relates well to all kinds of people at all levels, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high- tension situations comfortably.

Plan and Organize: Determine tasks, resources and schedules; leverages resources and prioritizes work in order to complete work efficiently.

Organizational Savvy: Understands the culture of TTCU as an organization; knows how to get things done both through formal channels and the informal network.

Integrity and Trust: Is widely trusted; has credibility within their areas of expertise; keeps confidences; doesn’t misrepresent themselves for personal gain.

Additional Requirements

Job Knowledge

• Demonstrated financial and business acumen
• Strategic and innovative thinking with the ability to translate vision into actionable plans
• Strong written and verbal communication skills, including proficiency in writing and presentations
• High level of organizational skills, with expertise in prioritization and time management
• Ability to coordinate internal and external communications on behalf of the CEO, including email management, intranet, and social media posts
• Experience supporting and reinforcing organizational culture and leadership expectations
• Intermediate knowledge with Microsoft Office Systems (Word, Excel, PowerPoint, SharePoint, and Outlook).
  
  

Interpersonal Skills

• Ability to work independently and collaboratively with all levels of staff and management.
• Strong problem solver and decision maker; advanced conflict resolution skills.
• Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity, and tact at all times.
• Ability to interact effectively with senior leaders, both independently and on behalf of the CEO.
• Ability to effectively learn and support the President & CEO’s leadership style, enabling the CEO to focus on strategic, long-term goals.
  
  

Working Conditions

Work Environment

• Private work area, i.e., office
  
  

Physical Demands

• Must be able to remain in a stationary position (e.g., sitting at a desk) for extended periods.
• Occasional movement around the office to attend meetings or collaborate with team members.
• Ability to operate a computer and other office equipment as needed. 
  
  

Travel

• Occasional travel for meetings, conferences, and industry related events.