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.