Chief of Staff

SUMMARY

We're looking for a strategic and results-driven Chief of Staff to support Sunwest Bank's Chief Technology and Strategy Officer (CTSO). This role will lead cross-functional initiatives across AI product launches, operational improvements, mergers & acquisitions, and executive portfolio management. You'll act as a key integrator-translating high-level priorities into measurable outcomes across Technology, Operations, and Corporate Development.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Partner closely with the CTSO to align strategic priorities across Technology, Operations, and Corporate Development.
• Lead and coordinate cross-functional initiatives, including AI product launches, operational efficiency programs, and M&A activities.
• Translate executive goals into actionable plans and measurable outcomes across departments.
• Manage executive portfolio projects, ensuring timely execution and stakeholder alignment.
• Facilitate decision-making by preparing briefings, synthesizing data, and driving follow-through on key initiatives.
• Serve as a liaison between the CTSO and internal teams, promoting transparency and collaboration.
• Monitor progress on strategic initiatives and provide regular updates to senior leadership.
• Identify and resolve operational bottlenecks, enabling scalable growth and innovation.
• Support hiring, onboarding, and team development efforts within the CTSO's organization.

ADDITIONAL RESPONSIBILITIES

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
• Demonstrates high level of quality work, attendance and appearance
• Adheres to all Company Policies & Procedures and Safety Regulations
• Adheres to local, state and federal laws
• Understands and complies with all company rules and regulations
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
• Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities

Required QUALIFICATIONS

• Bachelor's degree from a top 20 university required; MBA or MS in Engineering/Data preferred.
• 5-10 years of total experience
  • 2-3 years at a top-tier consulting firm (MBB) or investment bank
  • 3-5 years leading strategy or program management in tech, fintech, or SaaS
• Comfortable discussing Azure, AI/ML concepts, and data architecture. Coding not required
• Skilled in financial modeling, Agile/OKR frameworks, Jira/Azure DevOps, and Power BI.
• Strong executive presence, organizational excellence, proactive mindset, ability to influence without authority, and discretion with sensitive information.
• 20%-25% travel required

COMPETENCIES:

• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Orientated

PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.

• Standing, walking and squatting less than fifty percent of the work shift
• Required to lift, move and carry up to 40 pounds
• Ability to read, count and write to accurately complete all documentation and reports
• Must be able to see, hear and speak in order to communicate with employees and other customers
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms

(Check the box that applies by double clicking on the box.)

Sedentary: Limited activity, no lifting, limited walking

Moderate: Mostly standing, walking, bending, frequent lifting

x Light: Office work, some lifting, bending, stooping or kneeling, walking

Arduous: Heavy lifting, bending, crawling, climbing

WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.

• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
• Noise levels are considered moderate

Sunwest Bank Is an Equal Opportunity Employer

Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's "Code of Ethics and Conduct." Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.