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Amalgamated Bank · 15 hours ago

Chief of Staff to the Chief Banking Officer

New York, NY

Full-time

Hybrid

Senior Level

5+ years exp

Amalgamated Bank is seeking a Chief of Staff to the Chief Banking Officer to serve as a strategic advisor and operational leader. This role involves supporting the Bank's commercial, retail, and institutional investment functions, overseeing strategic planning processes, and ensuring alignment across Banking leadership.

Banking

Responsibilities

Serve as a trusted advisor and thought partner to the Chief Banking Officer on strategy, operations, and organizational planning

Facilitate execution of the CBO’s priorities by managing workflows, ensuring follow-through on action items, and driving accountability with Banking leadership

Prepare briefing materials, presentations, analysis, and recommendations for the CBO for executive meetings, Board meetings and committees, regulators, and external stakeholders

Support development and execution of the annual strategic plan, budget, and performance goals and measurement for the revenue generating teams of the Bank

Coordinate and manage enterprise-wide and banking-specific initiatives, ensuring timely delivery and cross-functional collaboration (e.g., deposit growth, credit portfolio strategy, human capital optimization, digital banking and innovation initiatives)

Track performance against KRIs, OKRs, and regulatory commitments; ensure risks and issues are surfaced promptly

Review operational reports, financial results, and dashboards to identify trends, insights, and opportunities for improvement

Serve as a liaison between the CBO, Banking leadership, and cross-functional partners (Operations, Risk, Compliance, Finance, HR, Digital, Legal)

Draft executive communications, leadership updates, talking points, and Board materials

Promote transparency and alignment by managing communication flows across the Banking division

Lead preparation for Banking leadership team meetings, ensuring agendas, materials, metrics, and decisions are clear and well-organized

Manage special projects as assigned by the CBO, often involving complex requirements and competing resource priorities

Oversee post-meeting follow-up, ensuring decisions translate into actionable plans

Support organizational design, succession planning, and leadership development initiatives within the Banking division

Help drive a high-performance culture by ensuring teams are aligned, accountable, and supported in achieving strategic outcomes

Serve as an internal sounding board to Banking leaders, helping diagnose challenges and facilitate resolution

Qualification

Banking experienceStrategic planningProject managementExecutive communicationAnalytical skillsOrganizational capabilitiesDiscretionProblem-solvingRelationship buildingAdaptability

Required

Bachelor's degree required; MBA or advanced degree in finance, business, or related discipline preferred

5–7+ years of experience in banking, financial services, strategic planning, management consulting, or executive-level support roles

Experience working closely with senior executives; prior CoS experience preferred

Strong understanding of bank operations, credit/lending, retail/commercial banking, and regulatory expectations a plus

Exceptional analytical, problem-solving, and critical-thinking skills

Strong executive presence with excellent written and verbal communication abilities

Demonstrated project management and organizational capabilities

High level of discretion and ability to handle confidential information

Ability to influence without authority and build trusted relationships across the organization

Comfortable operating in a fast-paced and evolving environment with multiple priorities

Ability to sit, stand, and work at a computer for long periods

Occasional travel to various bank locations (Boston, NY, DC, SF), meetings, or conferences

Hybrid work environment depending on organizational needs

Preferred

MBA or advanced degree in finance, business, or related discipline

Prior CoS experience

Strong understanding of bank operations, credit/lending, retail/commercial banking, and regulatory expectations

Company

Amalgamated Bank

For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.

Founded in 1923

New York, New York, USA

201-500 employees