Community Office Manger II/Branch Manager

Jeff Bank

  • Wurtsboro, New York
  • 19 days ago

    Highlights

    staffed with employees committed to the bank and branch goals; delegates day to day operations to other branch personnel. transactions per month) including operations, lending, product sales, customer service and security and safety in.

    Numbers & Facts

    LocationWurtsboro, New York

    Description

    GENERAL RESPONSIBILITIES
    The Community office Manager II is responsible for the
    administration and efficient daily operation of a full
    service branch (deposits of between $25,000,000. and
    $50,000,000. and processing between 3,000 and 6,000
    transactions per month) including operations, lending,
    product sales, customer service and security and safety in
    accordance with the Bank’s policies and procedures.
    Develops new deposit and loan business; provides a superior
    level of customer relations and promotes the sales and service
    culture through coaching, guidance and staff motivation;
    achieves individual and branch sales goals through new business
    sales, referrals and retention of account relationships. Provides
    leadership, training, supervision; ensures the branch is adequately
    staffed with employees committed to the bank and branch goals;
    delegates day to day operations to other branch personnel.
    Responsible for attaining established bank and branch goals
    through active participation in management and officer call
    programs. Participates in community affairs to increase the
    Bank’s visibility and to enhance new and existing business
    opportunities.

    ESSENTIAL DUTIES

    1. Demonstrates core values and guiding principles as outlined
    in the Bank's Mission, Vision and Value Statements of which
    the following are illustrative:

    a. Gives exceptional customer service to both internal
    and external customers by providing prompt, polite and
    effective communication.

    b. Participates as a member of the team.

    c. Positively and proactively contributes to the Bank's
    Strategic Plan.

    d. Demonstrates support of Management.

    2. Ensures that all activities and work functions adhere to
    compliance requirements as are defined in company policies and
    procedures as well as state/federal laws and regulations.

    3. Manages the Community Office in order to meet the
    financial service needs of customers in the assigned
    community market area as follows:

    a. Provides exceptional customer service, following up
    on resolving inquiries in a timely and complete
    manner to ensure customer satisfaction and retention.

    b. Works with management in establishing growth, sales,
    and profit objectives for the office; provides input
    to these objectives and to the manner in which
    performance will be measured and controlled.

    c. Insures that the community office is properly staffed
    and that the staff is trained to meet customer
    service needs as well as sales objectives.

    d. Makes certain that all office operations are
    performed in accordance with established bank
    policies and procedures, either directly or through
    appropriate supervisor, e.g., office balancing,
    control of vault cash, etc.

    e. Provides for the proper security, maintenance, and
    cleanliness of the office; supervises the opening and
    closing of the building and vault; makes necessary provisions
    for the securing and accounting of negotiable papers.

    f. Establishes specific sales and customer service goals
    for each staff member.

    g. Makes certain that all staff members are adequately
    trained both with respect to product knowledge and
    selling techniques.

    h. Insures that all sales and customer service reporting
    information is provided on a timely basis.

    i. Conducts regularly scheduled (at least monthly)
    sales and customer service meetings.

    j. As Community Office Manager, is held accountable for
    sales performance.

    k. Makes "outside" sales and customer service calls on
    present and prospective customers within the
    office's market area.

    l. Actively participates in the community in a manner
    that reflects favorably on the bank.

    m. Attires himself/herself in a professional businesslike
    manner and ensures all personnel adhere to the same.

    4. Implements strategies to achieve goals assigned to the office.

    5. Cooperates with, participates in, and supports the
    adherence to all internal policies, procedures, and
    practices in support of risk management and overall
    safety and soundness and the bank's compliance with all
    regulatory requirements, e.g. Community Reinvestment Act
    (CRA), Equal Credit Opportunity Act, etc., including but
    not limited to BSA and AML (awareness when processing
    cash deposits, sale of monetary instruments, structured
    deposits, and incoming and outgoing wires). Insures
    that the department and all personnel adhere to the same.

    6. Organizes the work and activities of the Community
    Office in order to achieve established goals; monitors
    the efficiency and performance of the office versus
    established standards.

    7. Directly supervises assigned personnel as follows:

    a. Assists in the selection of new personnel as appropriate.

    b. Makes provisions for the proper orientation and
    training of new personnel.

    c. Reviews employee performance throughout the probationary
    period and on a regularly scheduled basis thereafter.

    d. Organizes, schedules, and distributes work among
    assigned personnel.

    e. Keeps personnel informed of pertinent policies and
    procedures affecting the office and/or their jobs;
    creates an atmosphere in which upward communication
    from employees is encouraged.

    f. Administers personnel policies and procedures as
    established by bank policy.

    g. Provides ongoing coaching to staff members using
    specific and appropriate feedback.

    h. Maintains a positive work atmosphere by acting and
    communicating in a manner that is positive and
    respectful.

    8. Communicates with the Branch Coordinator, other office
    managers, and appropriate staff in order to
    integrate goals and activities.

    9. Provides periodic reports to the Branch Coordinator
    and other groups as required throughout the bank.

    10. Provides consumer loan services to customers of the
    Credit Services as follows:

    a. Obtains, reviews and analyzes applications and
    financial information.
    b. Makes recommendations on loans and approves credit
    within their specified lending authority.

    11. Obtains and maintains annually registration with the
    National Mortgage and Licensing System and Registry as
    required under the provisions of the SAFE Act.

    ANCILLARY DUTIES

    1. Performs other related duties as assigned or directed.

    Salary Range
    $62,000-$78,000.

    Job Grade - 14

    JOB LOCATION

    As assigned

    Equipment/Machines

    1. Automobile
    2. Telephone
    3. PC
    4. Printer
    5. Computer keyboard
    6. Calculator

     

     

     

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