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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

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