Office Manager

FLSA Status

• Exempt

Job Summary

Responsible for the operations of the office. Directly supervises the Personal Bankers and Universal Bankers, and coaches and mentors in sales, professionalism, and employee development. Oversees the procedures, security and workflow of the office.

Job Duties

• Ensures that staff operates as a professional sales force through the following programs:
  • Works with the Training & Development Specialist in developing training programs to assure that Personal Bankers and Universal Bankers have complete product and services knowledge and professional sales skills.
  • Monitors staff sales performance.
  • Works with staff to develop personal banking relationships with customers and must ensure good customer relations.
• Directly supervises the Personal Bankers and Universal Bankers. Directs the Office’s personnel administration activities:
  • Works with employees to coach and mentor in sales, professionalism, and employee development through the progression plan.
  • Conducts staff performance evaluations and compensation reviews for the Personal Bankers and Universal Bankers.
  • Determines job assignments for subordinates.
  • Is alert to spotting morale problems and acts quickly to solve them.
• Prepares and conducts weekly office staff meetings as well as individual meetings with employees.
• Acts as a Personal Banker, including opening accounts, account maintenance, etc. Cross-sells products and services as appropriate.
• Responsible for attaining monthly sales goals.
• Has lending authority to handle walk-in loan requests.
• Handles customer questions and complaints in the Office and follows through to resolution.
• Responsible for office security procedures.
• Responsible for results of Operational Office Audits and resolution of any issues that may come up.
• Assists the Vault Relationship/Personal Bankers with cash vault responsibilities. This includes counting and setting over cash, making cashbook entries, and preparing currency shipments to the Federal Reserve.
• Assists with facility management of the office.
• Participates in community events to enhance the banks visibility.
• Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act.
• All other duties as assigned.

Essential Functions

• To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

Qualifications

• Education
  • Associate’s Degree or experience equivalent.
• Experience
  • Previous banking required.
  • Minimum 3-5 years of supervisory experience required.
• Skills
  • Excellent customer relations, sales and supervisory skills.

Supervised By

• Regional Retail Community Bank Manager

Supervises

• Personal Bankers and Relationship Bankers

Management retains the discretion to change this job description at any time.