152 - Falling Waters - Community Office Manager

First United Bank & Trust•Falling Waters, WV

1d•Onsite

About The Position

Responsible for managing the Community Office in order to meet the financial services needs of customers in the assigned community market area; implementing strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports; performing all of the duties of a Relationship Advisor. Manages the Community Office in order to meet the financial services needs of customers in the assigned community market area by working with management in establishing growth, sales, and profit objectives, ensuring proper staffing and training, making certain all office operations comply with bank policies and procedures, providing for security, maintenance, and cleanliness, supervising opening and closing of the building and vault, establishing sales and customer service goals, ensuring customer service personnel are trained in product knowledge and selling techniques, ensuring timely sales and customer service reporting, conducting regular sales and customer service meetings, serving as an active member of the office customer service team and performing Relationship Advisor duties, making "outside" sales and customer service calls, and actively participating in the community. Implements strategies to achieve goals assigned to the office as established in the Retail Banking Division's annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters. Abides by current laws and organizational policies and procedures designed to promote an environment free of harassment and discrimination. Cooperates with, participates in, and supports 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, ensuring the office and all personnel adhere to the same. Directly supervises assigned personnel by assisting in selection, providing orientation and training, reviewing performance, organizing, scheduling, and distributing work, keeping personnel informed of policies and procedures, and administering personnel policies. Communicates with the Community Success Manager, other office managers, and appropriate staff personnel to integrate goals and activities. Provides periodic reports to the Community Success Manager and other groups. Participates as an active member of Team Sales group by attending and participating in monthly sales meetings. Proactively identifies fee income opportunities by referring across all lines of business such as Trust, Brokerage, Mortgage, Commercial, to meet assigned fee production goals.

Requirements

A high school diploma or equivalent with an emphasis in accounting or business curriculum.
Successful completion of First United Bank & Trust Community Office Manager Certification Program.
Obtain and maintain appropriate Bank Product Knowledge Certification.
Obtain and maintain active Nationwide Mortgage Licensing Registry (NMLS) and complete appropriate SAFE Act training.
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
Demonstrated management and supervisory skills sufficient to manage a staff of up to eight (8) employees and/or branch asset size of $16 million to $40 million.
Moderate consumer lending authority and small business banking skills.
A thorough knowledge of the features and benefits of all bank products and services.
A working knowledge of bank operating policies and procedures.
Visual and auditory skills.
Valid driver's license.
A minimum of three (3) to five (5) years' related experience.

Nice To Haves

College degree

Responsibilities

Managing the Community Office in order to meet the financial services needs of customers in the assigned community market area.
Implementing strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan.
Ensuring the office's compliance with operating policies and procedures and outside regulatory requirements.
Directly supervising assigned personnel.
Communicating with appropriate management and staff personnel.
Providing periodic reports.
Performing all of the duties of a Relationship Advisor.
Working with management in establishing growth, sales, and profit objectives for the office; providing input to these objectives and to the manner in which performance will be measured and controlled.
Ensuring that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
Making certain that all office operations are performed in accordance with established bank policies and procedures, e.g., office balancing, control of vault cash, etc.
Providing for the proper security, maintenance, and cleanliness of the office; supervising the opening and closing of the building and vault; making necessary provisions for the securing and accounting of negotiable papers.
In consultation with the sales staff, establishing specific sales and customer service goals for each sales representative.
Making certain that all customer service personnel are adequately trained both with respect to product knowledge and selling techniques.
Ensuring that all sales and customer service reporting information is provided on a timely basis.
Conducting regularly scheduled (at least monthly) sales and customer service meetings.
Serving as an active member of the office customer service team by performing all of the duties of a Relationship Advisor and, as such, is held accountable for sales performance.
Making "outside" sales and customer service calls on present and prospective customers within the office's market area.
Actively participating in the community in a manner that reflects favorably on the Bank.
Becoming actively involved in targeted community activities and organizations.
Assisting in the development of the annual budget for the office and adhering to budget parameters.
Abiding by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperating with, participating in, and supporting 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), Bank Secrecy Act (BSA); Equal Credit Opportunity Act, etc.; ensuring that the office and all personnel adhere to the same.
Assisting in the selection of new personnel as appropriate.
Making provisions for the proper orientation and training of new personnel.
Reviewing employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
Organizing, scheduling, and distributing work among assigned personnel.
Keeping personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creating an atmosphere in which upward communication from employees is encouraged.
Administering personnel policies and procedures as established by bank policy.
Communicating with the Community Success Manager, other office managers, and appropriate staff personnel in order to integrate goals and activities.
Participating as an active member of Team Sales group by attending and participating in the monthly sales meetings.
Proactively identifying fee income opportunities by referring across all lines of business such as Trust, Brokerage, Mortgage, Commercial, and in order to meet assigned fee production goals.
Performing tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Benefits

12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked.
Accrued PTO can be used for any purpose including being paid for absences or vacation time after the completion of 90-days of employment.
At the end of the first year of employment, any unused PTO will be converted to the employee’s sick time accrual.
Sick time will begin accruing effective on the employees first year anniversary up to 120 days.
After one year of service the employee is eligible for their annual vacation benefit.
12 paid holidays.
2 Personal days.
2 Family Sick days.
2 Volunteer Days after completion of 90 days of employment.
Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment.
401(k) eligible on the first day of the month following 30 days of employment with employer match available.
Company Wellness Program.
Company Stock program available after 1 year of employment.
Annual Performance Reviews completed, and salary increase amount given based on individual performance.