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.