145 - Boonsboro - Community Office Manager

First United Bank & Trust•Boonsboro, MD

1d•$17 - $37•Onsite

About The Position

This position is responsible for managing the Community Office to meet the financial services needs of customers in the assigned community market area. This includes 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, providing periodic reports, and performing all duties of a Relationship Advisor. The manager works with management to establish growth, sales, and profit objectives, ensuring the office is properly staffed and trained for customer service and sales. They ensure all office operations adhere to bank policies and procedures, including balancing and vault cash control. The role involves providing for the security, maintenance, and cleanliness of the office, supervising opening and closing procedures, and securing negotiable papers. The manager establishes specific sales and customer service goals for sales representatives, ensures adequate training in product knowledge and selling techniques for customer service personnel, and provides timely sales and customer service reporting. Regular (at least monthly) sales and customer service meetings are conducted. The manager serves as an active member of the office customer service team, performing Relationship Advisor duties and being accountable for sales performance. This includes making 'outside' sales and customer service calls on present and prospective customers within the market area and actively participating in the community to reflect favorably on the Bank. The manager also assists in developing the annual budget and adheres to its parameters. Compliance with laws and organizational policies promoting a harassment-free and non-discriminatory workplace is required. The role involves cooperating with and supporting adherence to all internal policies and regulatory requirements such as CRA, BSA, and Equal Credit Opportunity Act. Direct supervision of personnel includes assisting in selection, providing orientation and training, reviewing performance, organizing and distributing work, informing personnel of policies, and administering personnel policies. Communication with the Community Success Manager and other office managers is essential for integrating goals. Periodic reports are provided to the Community Success Manager and other bank groups. The manager participates in monthly Team Sales group meetings and proactively identifies fee income opportunities by referring across all lines of business (Trust, Brokerage, Mortgage, Commercial) to meet assigned fee production goals. Ancillary tasks supportive to essential functions may also be performed.

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 normally required.

Nice To Haves

College degree preferred

Responsibilities

Manage the Community Office to meet the financial services needs of customers in the assigned community market area.
Implement strategies to achieve goals developed for the office as part of the Retail Banking Division's annual operating plan.
Ensure the office's compliance with operating policies and procedures and outside regulatory requirements.
Directly supervise assigned personnel (Relationship Advisor, Customer Service Representative).
Communicate with appropriate management and staff personnel.
Provide periodic reports.
Perform all of the duties of a Relationship Advisor.
Work with management in establishing growth, sales, and profit objectives for the office.
Provide input to growth, sales, and profit objectives and to the manner in which performance will be measured and controlled.
Ensure that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
Make certain that all office operations are performed in accordance with established bank policies and procedures (e.g., office balancing, control of vault cash).
Provide for the proper security, maintenance, and cleanliness of the office.
Supervise the opening and closing of the building and vault.
Make necessary provisions for the securing and accounting of negotiable papers.
In consultation with the sales staff, establish specific sales and customer service goals for each sales representative.
Make certain that all customer service personnel are adequately trained both with respect to product knowledge and selling techniques.
Ensure that all sales and customer service reporting information is provided on a timely basis.
Conduct regularly scheduled (at least monthly) sales and customer service meetings.
Serve as an active member of the office customer service team and be accountable for sales performance.
Make "outside" sales and customer service calls on present and prospective customers within the office's market area.
Actively participate in the community in a manner that reflects favorably on the Bank.
Become actively involved in targeted community activities and organizations.
Assist in the development of the annual budget for the office and adhere to budget parameters.
Abide 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.
Cooperate with, participate in, and support 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).
Ensure that the office and all personnel adhere to internal policies and regulatory requirements.
Assist in the selection of new personnel as appropriate.
Make provisions for the proper orientation and training of new personnel.
Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
Organize, schedule, and distribute work among assigned personnel.
Keep personnel informed of pertinent policies and procedures affecting the office and/or their jobs.
Create an atmosphere in which upward communication from employees is encouraged.
Administer personnel policies and procedures as established by bank policy.
Communicate with the Community Success Manager, other office managers, and appropriate staff personnel in order to integrate goals and activities.
Participate as an active member of Team Sales group by attending and participating in the monthly sales meetings.
Proactively identify fee income opportunities by referring across all lines of business such as Trust, Brokerage, Mortgage, Commercial, in order to meet assigned fee production goals.
Perform 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 90-days of employment.
Unused PTO at the end of the first year converts to the employee’s sick time accrual.
Sick time accrual begins effective on the employees first year anniversary up to 120 days.
Annual vacation benefit after one year of service.
12 paid holidays.
2 Personal days.
2 Family Sick days.
2 Volunteer Days after completion of 90 days of employment.
Health Care, Dental and Vision (single and family) eligible 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.
Salary increase amount given based on individual performance.