Office Manager - Bank Plaza

Summary

Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Primary supervisor of the sales, service and operations of the banking center and ensuring the proper training and development of the staff, in order to provide excellent customer service. This person may be responsible for the completion of all operational and compliance reporting for the banking center. This position will support all sales efforts in the banking center and work closely with the Banking Center Manager or District Manager to meet desired goals and expectations. This person may be assigned to more than one office.

 

Essential Functions

Excellent Customer Service

Supervises banking center to ensure proper day-to-day sales, service and operations.

Trains and develops the staff

Assists Banking Center Manager or District Manager in promoting a sales culture

 

Essential Duties and Responsibilities

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.

Contributes to individual and team goals by promoting the sales culture within the banking center.

Responsible for demonstrating strong ability to sell and cross-sell the Bank's products and services.

Must be able to directly handle the operational aspects of the banking center, including but not limited to the completion of various audits and reports, monitoring of control accounts, monitoring branch cash levels, management of cash items, and control of over/short.

Promotes a sales and service culture within the banking center and assists the Banking Center Manager or District Manager in ensuring that the retail staff receives proper coaching and training to identify referral opportunity.

Must have excellent organizational skills and be able to set priorities, direct and delegate responsibilities to the staff and follow up accordingly.

Ability to effectively and efficiently schedule the staff.

Establishes and conducts regular sales and operational team meetings.

Evaluates performance on a daily basis and assists the Banking Center Manager or District Manager during the evaluation process.

Must have the working knowledge of all roles within a retail Banking Center.

Provides continuous education of policies and procedures to the staff and ensures adherence to policies and procedures.

Demonstrates sound judgment in decision making abilities.

Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).

Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.

Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

 

Supervisory Skills

Responsible for the overall direction, coordination and evaluation of the banking center staff. Must be able to foster the team concept that includes the banking center staff as well as employees from other lines of business.

Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Responsibilities include pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.

Other responsibilities involve planning, assigning and directing work.

 

Other Skills and Abilities

Ability to successfully promote and generate all financial relationships through outbound calling, internal business development and building a loyal customer base.

Strong consumer lending skills are preferred with a solid understanding of consumer lending products.

Must have strong product knowledge for the level of selling and cross selling performance expected with position.

Must have excellent organizational skills and the ability to multi-task and to be flexible.