Job Information
JEFFERSON STATE BANK Chief of Staff to the CEO in San Antonio, Texas
JOB FUNCTION
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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 and RESPONSIBILITIES
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- 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.
MINIMUM QUALIFICATIONS
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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.
Preferred Experience (Optional)
- 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..
Supervisory Experience
- No direct supervisory responsibilities required.
- Experience managing cross-functional teams or leading matrixed initiatives is preferred.
Education/Skills
- Bachelors 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, nticipate needs, and operate with discretion and integrity.
Position Includes Driving
- Occasional driving may be required for off-site meetings, community events, or stakeholder engagement.
- Valid drivers license and reliable transportation preferred.
Equipment/Machines/Software
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams).
Strong Excel skills for data anal