ASSISTANT OFFICE MANAGER SUMMARY: Responsible for assisting in 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 Training area in developing training programs to assure that Personal Bankers and Universal Bankers have complete product and services knowledge and professional sales skills. Works to develop methods of monitoring staff sales performance. Encourages staff to develop personal banking relationships with customers and must ensure good customer relations. Directly supervises the Personal Bankers and Universal Bankers and works with them to develop new programs and procedures to improve productivity. Directs the Office’s personnel administration activities: Works with employees to coach and mentor in sales, professionalism, and employee development. Conducts staff performance evaluations and compensation reviews for the Personal Bankers and Relationship Bankers. Determines job assignments for subordinates. Is alert to spotting morale problems and acts quickly to solve them. Works with office manager to prepare and conduct weekly office staff meetings. 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. Fully knowledgeable and assists with the security procedures, cash vault management, opening and closing procedures, etc. including assisting in the Bank Secrecy Act duties. Assists with facility management of the office. Participates in professional bank organizations and civic groups to enhance the banks visibility. Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act. Other duties as assigned. JOB SPECIFICATIONS: Education: High School diploma. Skills: Excellent customer relations, sales and supervisory skills. Experience: Previous banking required and supervisory experience preferred.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED