Administrative Skills, Banking Operations, Banking Services, Check Processing, Coaching, Communication Skills, Community Banking, Computer Skills, Consultative Sales, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Disciplinary Action, Keyboards, Loan Closing, Loan Processing, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Word, Multitasking, Office Equipment, Office Management, Operations Processes, Organizational Skills, People Management, Performance Reviews, Philosophy, Policy Development, Presentation/Verbal Skills, Procedure Development, Regulatory Compliance, Retail Banking, Staff Development, Stock Purchase Plans, Team Building, Training Program, Writing Skills
Management Associate
Assists customers with a wide variety of retail banking needs. Provides back-up and support to Office Manager.
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies.
- Retain and expand current customer relationships
- Open new accounts, perform account maintenance, process and close loans
- Consultative Selling - Engage existing clients and prospects to uncover needs and offer solutions
- Perform Service Associate duties including, but not limited to, processing deposits, withdrawals, cashing checks, balancing a cash drawer and processing teller work through image capture
- Assist with team building & motivation – Track results vs. goals, conduct weekly team meetings and coach employees
- Supervise staff on a limited basis to support Office Manager – Assist with interviews, performance appraisals, employee development, disciplinary actions and scheduling
- Lead, exemplify and coach to 212º commitment to service
- Responsible for customer relations including complaints and inquiries
- Responsible for office operational processes
- Maintain up to date with changes in bank operational policies and procedures while making recommendations to improve efficiency
- Represent the bank at community functions
- Other functions as required
May work in an office, at a desk in the lobby, and/or at a teller station when needed
Education: High School Diploma or GED Equivalent required – BS/BA business related field preferred
Experience: Graduate of Management Training Program or 2+ years of banking experience
- Banking knowledge beneficial, computer skills (Microsoft Office, Excel, Word)
- Organizational skills
- Ability to adapt to a changing environment.
- Excellent communication skills, both written and verbal
- Ability to function independently in a multi-task environment, as well as part of a team
- Professional appearance and demeanor
Primarily sedentary work performed in an office environment. Ability to sit for extended periods of time while working at a computer. Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment. Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person. Visual acuity sufficient to read computer screens, printed documents, and financial data. Occasional standing, walking, bending, or reaching. Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program