Job Description

Position Purpose
Serves as a key member of the executive leadership team responsible for shaping, executing, and sustaining the bank’s long-term vision and strategic priorities. Provides oversight of Finance, Compliance, and Information Technology & Security departments to ensure that all core support functions are aligned with organizational goals, regulatory expectations, and community values.
Job Duties And Responsibilities
Partner with the CEO, Board of Directors, and Executive Team to define and advance the bank’s strategic vision, goals, and initiatives.
Lead annual and multi-year strategic planning processes, ensuring alignment across business lines and support functions.
Monitor market trends, competitive positioning, and regulatory developments to identify both organizational opportunities and potential risks.
Serve as a trusted advisor to emerging and senior leaders, offering structured feedback, thought partnership, and values-based guidance to strengthen executive presence, strategic decision-making, and alignment with the Bank’s long-term vision.
Lead the Finance and Accounting functions with strategic direction, ensuring accurate financial reporting, sound fiscal management, and alignment with the bank’s overall growth strategy.
Partner with the CFO and Finance team to develop budgets, monitor performance against financial goals, and streamline processes to enhance efficiency, improve accuracy, and support scalability.
Provide leadership for the bank’s information technology team, ensuring strategy, systems, infrastructure, and digital platforms align with business objectives.
Manage and support the information security team in developing, implementing, and maintaining policies and controls to safeguard customer data, protect systems from cyber threats, and ensure adherence to regulatory requirements.
Identify and evaluate new markets, customer segments, and partnership opportunities for geographic and service-line expansion and conduct competitive analyses, market research, and feasibility studies to support growth initiatives.
Champion innovation and transformation across the Bank’s business model and service delivery, while ensuring retention of community values.
As part of the executive team, work with the CEO and other executives to coordinate planning and establish priorities for the strategic planning process.
Ensure compliance with government regulations and bank policies.
Complete annual training as required.
Participate in bank/community activities.
Other duties as assigned.

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