Business Operations Manager - Office of COO

Job Summary

About the Role

The Business Operations Manager serves as a strategic operations partner to the Chief Operating Officer (COO) and is responsible for improving the execution, coordination, and operating systems of the Office of the COO.

Responsibilities

• Lead business operations and chief of staff activities for the COO, including preparing agendas, briefing materials, decision trackers, follow-up logs, and status updates.
• Actively manage cross-functional projects and special assignments on behalf of the COO, monitor progress, identify blockers, and escalate issues as appropriate.
• Provide judgment-based input into prioritization of executive time against strategic priorities (not administrative ownership).
• Exercise independent judgment in organizing, sequencing, and advancing work across competing priorities with limited direction.
• Own and continuously improve the operating rhythm of the Office of the COO, including leadership meetings, priorities, action items, recurring reviews, and coordination across departments.
• Design and implement scalable operating systems, workflows, and governance mechanisms to improve coordination, accountability, and execution across teams.
• Manage records, files, and document workflows for the Office of the COO in accordance with Bank standards and retention requirements.
• Selectively leverage automation, templates, AI, and productivity tools to improve workflow efficiency, consistency, and execution speed while protecting confidential information and adhering to Bank standards.
• Communicate effectively between the COO and executives, officers, departments, branches, and external stakeholders.
• Support preparation for internal and external meetings, speaking engagements, and events by coordinating materials, logistics, and follow-through.
• Comply with all applicable state and federal banking laws, regulations, and internal policies related to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements.

Requirements

• Bachelor’s degree or equivalent work experience preferred.
• Notary Commission preferred or ability to obtain as needed.
• 5 or more years of progressively responsible experience in executive support, chief of staff support, office operations, program management, consulting, communications, analysis, or a comparable executive office environment.

Skills and Abilities

• Ability to operate independently, exercise sound judgment, and manage sensitive and high visibility matters with discretion.
• Excellent writing, editing, proofreading, presentation design, and document development skills, including the ability to structure complex information into concise, visually effective, executive-ready presentations and written materials.
• Strong analytical, research, and synthesis skills, with the ability to frame issues clearly, identify what matters, and turn complex information into concise, decision-support materials for senior audiences.
• Strong stakeholder management, diplomacy, executive presence, and interpersonal communication skills.
• Advanced time management, prioritization, and organizational skills, including the ability to manage competing priorities and frequent interruptions without compromising quality.
• Proficiency with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
• Ability to create, run, and improve efficient office systems, including templates, trackers, workflow tools, and follow-up routines.
• Ability to selectively use automation, templates, AI, and productivity tools to improve consistency, work quality, and efficiency.
• Critical thinking, problem solving, follow-through, and attention to detail.
• Ability to communicate clearly and respectfully with supervisors, co-workers, customers, and external contacts.
• Ability to manage confidential information in accordance with Bank standards, privacy requirements, and control expectations.

Knowledge

• Understanding of banking laws, regulations, and internal policies related to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements.