Assistant Office Manager

Wilson Bank & Trust • Nashville, TN

1d • Onsite

About The Position

The Assistant Office Manager works closely with the Office Manager on overall operations and management of the bank office. The role develops team members to deliver an exceptional customer experience while complying with regulations, policies, and procedures. The Assistant Office Manager assists in attaining internal performance objectives for office volume, sales and service goals, and internal audit rating. The position uses sales and service strategies to retain existing relationships and enable growth of new relationships. It reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting its mission.

The role may involve performing Customer Service Representative and Personal Banker duties based on staffing and customer demand, supporting customers with online banking and mobile applications, coaching team members, resolving complex customer concerns, and participating in client retention and business development. The position is based in Nashville, Tennessee, and requires rotating Saturday work, participation in community activities and the school banking program, public speaking, and extended hours as needed.

Requirements

• High school diploma or GED.
• One year of retail banking experience.
• Proficiency in Microsoft Office Suite and other standard software applications.
• Ability to serve a heavy workflow of customers courteously and professionally.
• Ability to build relationships with customers and internal teammates.
• Basic organization and time-management skills.
• Ability to develop and maintain knowledge of bank products, services, policies, procedures, and systems.
• Maintain a professional demeanor.
• Ability to manage multiple projects while accomplishing daily tasks.
• Effective verbal and written communication skills.
• Excellent interpersonal skills.
• Critical-thinking and problem-solving skills.
• High standards of integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Ability to work independently with strong organization and follow-through.
• Flexible and efficient time management and ability to prioritize workload.
• Ability and willingness to work with purpose and a strong sense of urgency.
• Self-motivated, positive, and enthusiastic approach.
• Self-starter with a strong desire to exceed expectations and support a team.
• Ability to maintain confidentiality and discretion.
• Ability to collaborate effectively with others to achieve business objectives.
• Ability to work Saturdays on a rotating basis.
• Willingness to participate in community events and the school banking program, speak publicly, and work extended hours as needed.
• Willingness to grow and be challenged.

Nice To Haves

• One year of management or supervisory experience is preferred.

Responsibilities

• Work with the Office Manager on the overall operations and management of the bank office.
• Assume responsibility for the bank office in the Office Manager’s absence.
• Maintain deposit operations and compliance with regulations, policies, and procedures.
• Serve as a point of contact for team members regarding deposit products, deposit software, regulations, policies, and procedures for consumer and business deposit accounts.
• Perform Customer Service Representative and Personal Banker duties based on staffing and customer demand.
• Assist customers with online banking and mobile applications through electronic delivery channels.
• Help attain internal performance objectives for office volume, sales and service goals, and internal audit rating.
• Create and lead office sales and service efforts to reach performance goals, and coach and counsel team members on sales efforts.
• Develop team members to provide an exceptional customer experience while complying with regulations, policies, and procedures.
• Conduct performance appraisals for deposit team members and provide feedback and coaching as needed.
• Facilitate resolution of deposit exceptions, including red-flag exceptions, for the bank office.
• Assist team members with complex or escalated customer issues or concerns.
• Use sales and service strategies to retain existing relationships and grow new relationships; participate in follow-up strategies.
• Collaborate with the Office Manager on retention and business development calls to existing and potential new clients.
• Maintain professional and technical knowledge through educational workshops, professional publications, personal networks, and professional associations.
• Comply with federal bank regulations and laws, including consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program.
• Attend training as requested.
• Participate in outside community activities as required, including community events and the school banking program.
• Participate in public speaking and work extended hours as needed.
• Perform other duties as assigned.

Benefits

• Generous ATO (as described in the posting).
• Personal days.
• Sick time.
• Ability to combine accrued time with short-term disability for 100% pay.
• Employee Assistance Program.
• Employee Care Fund.
• Peer-nominated award ceremonies.
• Interactive digital rewards platform.
• Employee Stock Purchase program.
• Development opportunities through mentorships, workshops, banking schools, and certifications.
• Opportunities to explore career paths through the Banker Academy Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED