Heritage Financial Credit Union · 3 months ago
Chief of Staff - Middletown, NY
Headquarters, KY
Full-time
Onsite
Director/Executive
$115K/yr - $135K/yr
8+ years expHeritage Financial Credit Union is a member-owned financial institution dedicated to helping members achieve their financial goals. They are seeking an experienced Chief of Staff to partner with the CEO and Executive Team, drive strategic initiatives, and ensure effective execution of organizational priorities.
BankingFinanceFinancial Services
Responsibilities
Partner with the CEO to define, track, and drive execution of the credit union’s strategic priorities
Ensure organizational alignment by coordinating with executives and department leaders to translate strategy into actionable goals
Monitor and report on progress toward strategic objectives, providing analysis and recommendations for adjustments
Serve as a thought partner to the CEO on key decisions, initiatives, and communications
Manage CEO’s priorities by filtering and triaging requests, ensuring focus on high-impact areas
Represent the CEO in meetings or external engagements when needed
Lead high-visibility, cross-functional projects and ensure timely, effective execution
Identify and address gaps in processes, communication, and accountability across departments
Establish systems for tracking initiatives, ensuring transparency and accountability
Assist the CEO in preparing for Board and Supervisory Committee meetings, including agenda setting, briefing materials, and follow-up
Ensure Board & Supervisory communication is clear, timely, and aligned with governance requirements
Champion a strong, member-centric culture by fostering collaboration and transparency across teams
Lead internal communications and organizational updates on behalf of the CEO
Partner with HR and executives on leadership development and succession planning initiatives
Qualification
Required
Bachelor's degree in Business, Finance, or related field required
Eight plus years of progressive leadership experience in financial services and operations
Proven track record of managing strategic initiatives and executive level projects
Knowledge of computer and telecommunication equipment with an understanding of regulated financial institutions' operations and information needs
Extensive knowledge of information technology and security protocols
Experience using P.C. based software including Microsoft Office, project management software and practices
Ability to project a professional appearance and positive attitude at all times
Exceptional strategic thinking with the ability to connect vision to execution
Strong financial and business acumen
Outstanding communication and relationship building skills
Highly organized with the ability to manage multiple priorities in a fast-paced environment
Discretion and judgment in handling confidential or sensitive information
Collaborative leadership style with focus on results
Preferred
MBA or advanced degree preferred
Prior credit union or banking industry experience strongly preferred
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work
Benefits
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
Company
Heritage Financial Credit Union
Heritage Financial Credit Union provides Auto Loans, Retirement Services, Investment Services, Personal Loans & Credit Cards services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michael Ciriello
President/CEO
Jonathan Shakelton
Chief Operating Officer
Recent News
The Pike County Courier
2024-05-23
Mid Hudson News
2024-05-23
Company data provided by crunchbase