SUMMARY:

The Chief Banking Officer (CBO) serves as a key strategic leader, providing the vision, direction, and enterprise-wide growth strategy needed to advance the Bank’s mission of delivering an exceptional, high-touch customer experience. This role ensures the bank maintains strong operational controls, effective reporting, and a disciplined approach to growth. The CBO builds and empowers high-performing teams, ensures the right talent and systems are in place to support expansion, and balances hands-on leadership with strategic foresight. This leader is also responsible for championing a culture of compliance, ensuring adherence to all Bank policies as well as state and federal regulations. Through innovative thinking, strong execution, and a deep commitment to customer delight, the CBO plays a critical role in shaping the bank’s success.

RESPONSIBILITIES:

· Develop and execute strategic plans to drive deposit growth across all customer segments

· Collaborate with senior leadership to set annual business objectives, branch and department performance targets, and market expansion strategies

· Evaluate market trends, customer needs, and competitive positioning to identify new opportunities for growth

· Foster a relationship-driven culture rooted in delighting the customer, trust, and long-term customer partnerships

· Promote collaboration across business lines to deliver a seamless, unified experience for customers at every touchpoint

· Drive training, coaching, and recognition that reinforce a culture of exceptional service and accountability

· Lead and inspire a high-performing team, fostering a culture of creativity, accountability, and purpose-driven execution, while developing future leaders and succession plans

· Assure the marketing team’s support of all communities and product channels of the bank.

· Assist with the initiatives to enhance the bank’s reputation as a trusted, community-focused financial partner

· Partner with the commercial lending team and market leadership to grow treasury relationships and deepen existing customer engagement

· Lead and enhance the private banking/wealth service model focused on high-net-worth individuals, centers of influence and business owners

· Oversee all aspects of consumer banking, including branch operations, customer experience, sales performance, staffing, training, and electronic banking adoption

· Build and strengthen partnerships with community organizations, local business leaders, and advocacy groups to support and empower the bilingual community

SCOPE:

This position will report to the CEO/President and oversee Retail Banking, Private Banking, Electronic Banking, Customer Experience and Marketing.