Office Manager

Office Manager

Classification: Exempt

Salary Grade: Pay Grade 3A Retail Branch Management - salary is based on experience

Reports to: Regional Retail Sales and Market Manager

Date: August 2024

JOB DESCRIPTION

Summary/Objective:

Administer the day-to-day operations and supervision of one designated branch, performing a variety of duties as required. Serve as the immediate supervisor to Control Teller, Tellers, and Customer Service Representatives (CSRs). As an Office Manager you will be the main supervisor and manager of your branch. This position carries significant responsibility towards both branch personnel and customers, demanding strong leadership qualities, effective communication skills, a highly motivated personality, and sound decision-making abilities. You will work in cooperation with other branches, departments, officers, and staff to achieve the bank's operational objectives, reporting directly to the Regional Retail Sales and Market Manager.

PERFORMANCE OBJECTIVES:

• Maintain existing client base and grow relationships through in-branch consultative interactions.
• Work the internal branch COI network by referring to business partners.
• Maintain and exceed satisfactory Compliance and Audit results.
• Treat every customer with the highest level of professionalism and provide exceptional customer service.
• Completion of all required internal training programs.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Supervise the activities of all branch employees, allocate duties and distribute workload. Ensure that all tellers and customer service representatives are properly trained and have current knowledge of applicable laws, policies and procedures.
• Train and coach any employee on products, customer service or behavior as needed.
• Advise the control teller and ensure that sufficient cash is available and assist tellers in resolving differences.
• Must exhibit excellent product knowledge for both loan and deposit products.
• Interview and take loan applications for all consumer loan products. Follow the process to closing.
• Open new accounts and IRAs and open, renew and close certificates of deposit.
• Competent in CIP requirements.
• Order checks, endorsement stamps and debit cards for new customers.
• Complete maintenance or changes to accounts. (Change of authorized signer, stop payments, holds, disputes, etc.)
• Supervise completion of additional duties such as: order branch supplies, wire transfers, answer customer inquiries, branch capture and balancing, review daily, weekly, monthly reports, surprise teller audits, ATM balancing and other periodic duties.
• Recommend bank services to selected prospects and cross-sell existing customers.
• Tactfully talks to customers to resolve account problems.

Other Duties:

• Completes performance evaluations and recommend salary adjustments, transfers and promotions within their branch.
• Aid in the development and implementation of teller training and cross training.
• Equipped to open a teller window when necessary and understand all types of transactions.
• Assist customers with their safety deposit boxes.
• Answer incoming telephone inquiries and assist or transfer customers as needed; mail correspondence and forms for existing customers.

Competencies:

Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct.

Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.

Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.

Productivity: Manages workload, works efficiently, meets goals and objectives.

Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.

Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.

Supervisory Responsibility: Supervisory responsibilities of their branch.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work:

Some flexibility in hours is necessary based on the location assignments, but the employee must be available during the "core" work hours of 8:30 a.m. to 4:30 p.m. Monday through Friday and must work 37.5 hours each week to maintain full-time status. Saturday hours are required for all retail staff, usually once every 3-4 weeks, but this schedule could be adjusted for coverage needs.

Travel:

Travel for this position is limited to travel within their assigned pod and for meetings/training or helping other locations with staffing needs.

Required Education and Experience:

High school graduate or equivalent. Five years of branch and lending experience or the equivalent.

Preferred Education and Experience:

Strong leadership, good communication skills and professional appearance are necessary for this position. Proficiency with a computer,

adding machine, copier, fax machine, and other office equipment are required. The ability to learn EzTeller, Premier and sales tracking systems.

Additional Eligibility Qualifications:

Strong clerical skills, good communication skills and professional appearance are necessary for this position. Proficiency with a computer, adding machine, copier, fax machine, and other office equipment are required. The ability to learn EzTeller, Premier and sales tracking systems.

AAP/EEO Statement:

Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Signatures

This job description has been approved by all levels of management:

Manager___

HR____

Employee signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.

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