Office Manager

Wilson Bank & Trust • Brentwood, TN

3h

About The Position

Office Manager Location: Brentwood, TN JOB SUMMARY: The Office Manager is responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office. This position develops new customer relationships and deepens existing relationships through outside calling and other business development efforts. The Office Manager originates loans and manages a loan portfolio. This position reports to the Retail & Operations Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office Provide an extraordinary customer experience and hold team accountable for same Utilize sales and service strategies to develop new customer relationships and deepen existing relationships, including outside sales calling and active participation in follow-up strategies Originate loans and manage a loan portfolio Perform duties of both Customer Service Representative and Personal Banker based on staffing and customer demand within the office Responsible for resolution of deposit and loan exceptions for the bank office Supervise, train, and mentor staff. Identify professional development opportunities and provide performance feedback on an ongoing basis. Assist team members with complex or escalated customer issues or concerns Confirm office is compliant with regulations, policies and procedures to include annual and quarterly audits and security of premises Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional associations, and attending bank-sponsored or required training Participate in outside community activities, as required Perform other duties, as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 3 years of retail banking experience, previous lending experience preferred 1 year of supervisory or leadership experience Possess knowledge, skills, and abilities necessary to perform all job duties and responsibilities Proficient with Microsoft Office Suite and other standard software applications Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic, with a desire to exceed expectations and ability to lead a team Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others to achieve business objectives Ability to work Saturdays on a rotating basis Participation in community events and in school banking program are required, as are public speaking, and working extended hours, as needed Willing to grow and be challenged

Requirements

• High School diploma or GED
• 3 years of retail banking experience, previous lending experience preferred
• 1 year of supervisory or leadership experience
• Possess knowledge, skills, and abilities necessary to perform all job duties and responsibilities
• Proficient with Microsoft Office Suite and other standard software applications
• Effective verbal and written communication skills
• Excellent interpersonal, critical thinking and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-starter, positive and enthusiastic, with a desire to exceed expectations and ability to lead a team
• Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
• Ability to effectively work in collaboration with others to achieve business objectives
• Ability to work Saturdays on a rotating basis
• Participation in community events and in school banking program are required, as are public speaking, and working extended hours, as needed
• Willing to grow and be challenged

Nice To Haves

• previous lending experience preferred

Responsibilities

• Responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office
• Provide an extraordinary customer experience and hold team accountable for same
• Utilize sales and service strategies to develop new customer relationships and deepen existing relationships, including outside sales calling and active participation in follow-up strategies
• Originate loans and manage a loan portfolio
• Perform duties of both Customer Service Representative and Personal Banker based on staffing and customer demand within the office
• Responsible for resolution of deposit and loan exceptions for the bank office
• Supervise, train, and mentor staff.
• Identify professional development opportunities and provide performance feedback on an ongoing basis.
• Assist team members with complex or escalated customer issues or concerns
• Confirm office is compliant with regulations, policies and procedures to include annual and quarterly audits and security of premises
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional associations, and attending bank-sponsored or required training
• Participate in outside community activities, as required
• Perform other duties, as assigned

What This Job Offers

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