Executive Support Specialist

GENERAL FUNCTION:

The Bank Executive Support Specialist (ESS) with AI technology responsibilities is an AI-enabled role that combines advanced executive administrative support with the effective use of generative AI tools to maximize executive productivity, drive operational efficiency, and influence company‑wide AI strategy, engineering productivity, and technology enablement in partnership with business, technology, security, and risk leaders that aligns with the bank’s AI policy.

MAJOR DUTIES AND RESPONSIBILITIES:

Assist in developing the progression of generative AI tools to enhance executive productivity through workflow automation, meeting support, and information synthesis. Utilize approved AI platforms for meeting transcription, summarization, calendar optimization, scheduling, and administrative task automation. Provide executive support for Windows 11, Microsoft 365, AV systems, and virtual collaboration platforms. Serve as the primary point of contact for executive AV, mobile device, and virtual meeting issues. Manage executive calendars, correspondence, and scheduling with a high degree of accuracy and discretion. Coordinate complex domestic and international travel arrangements. Prepare, edit, and maintain executive-level presentations, reports, and briefing materials. Maintain project trackers and administrative records. Analyze operational gaps using AI-enabled tools and recommend process improvements. Ensure compliance with bank data privacy, security, and regulatory requirements. Partner with technology, security, risk, and business leaders to support secure, scalable AI adoption. Influence AI strategy and engineering productivity initiatives beyond the direct organization.

ADDITIONAL RESPONSIBILITIES:

Facilitate committee and executive meetings, including agenda preparation, meeting minutes, and materials compilation. Handle highly sensitive financial, legal, and personnel information with strict confidentiality. Support change management and adoption of new AI-enabled productivity tools. Provide thought leadership on responsible and compliant AI usage in executive environments. All other duties as assigned by supervisor.

JOB QUALIFICATIONS:

2–5+ years of executive administrative support experience and bachelor's degree preferably in banking, economics, data analytics, finance, or technology. Hands‑on experience with developer-focused AI tooling authorized within a regulated enterprise environment. Familiarity with AI platforms such as ChatGPT, Gemini, Claude, GitHub, Copilot, Cursor, or similar approved tools. Demonstrated understanding of enterprise AI considerations, including security, governance, access controls, auditability, and responsible AI practices. Strong executive presence with excellent verbal and written communication skills. Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Strong organizational skills with the ability to manage multiple priorities in a fast‑paced environment. Proven ability to handle highly sensitive and confidential information with discretion.

STANDARDS OF PERFORMANCE:

Consistently enhances executive efficiency and productivity through secure and compliant AI adoption. Delivers accurate, timely, and high‑quality administrative and executive support. Demonstrates sound judgment, professionalism, and confidentiality always. Successfully implements AI-enabled workflows that improve operational efficiency. Ensures strict compliance with banking regulations, data privacy, and security standards. Builds effective partnerships across technology, security, risk, and business teams. Anticipates executive needs and proactively recommends solutions. Knowledge of the regulations as they pertain to banking. Ability to communicate effectively both orally and in writing. Ability to work on multiple assignments concurrently in a fast‑paced environment. Master all computer applications pertaining to efficient processing of duties. Perform all areas of responsibilities so they are completed in a timely, accurate, and thorough manner. Acceptable attendance and reporting to work in a timely manner. Must follow all company policies and procedures. Ability to maintain matters of a highly confidential nature. Position continually requires demonstrated poise, tact and diplomacy. Honesty must be an essential ingredient in all matters. Promptly return all phone calls the same day as they are received. #J-18808-Ljbffr Cb&S Bank