Office Manager

Wilson Bank & Trust•Nashville, TN

3d•Onsite

About The Position

The Office Manager is responsible for achieving budgeted loan, deposit, and income goals and managing the financials of a bank office. The role develops new customer relationships and strengthens existing ones through outside calling and other business development efforts, originates loans, and manages a loan portfolio. Reporting to the Retail & Operations Manager, the Office Manager provides excellent service and support to team members and customers while demonstrating the company’s values and supporting its mission. The position combines office leadership and customer-facing banking responsibilities. Depending on staffing and customer demand, the Office Manager performs Customer Service Representative and Personal Banker duties. The role supervises, trains, and mentors staff; supports resolution of complex customer issues; and ensures the office follows applicable regulations, policies, procedures, and security requirements. The role is based at a Wilson Bank & Trust office in Nashville, Tennessee. It 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.
Three years of retail banking experience; previous lending experience is preferred.
One year of supervisory or leadership experience.
Knowledge, skills, and abilities necessary to perform the job duties and responsibilities.
Proficiency 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 of integrity, honesty, professionalism, and work ethic.
Commitment to service excellence.
Flexible and efficient time management, with the ability to prioritize workload.
Ability and willingness to work with purpose and a strong sense of urgency.
Self-starter with a positive, enthusiastic attitude, a desire to exceed expectations, and the ability to lead a team.
Professional demeanor, using appropriate confidentiality and discretion.
Ability to collaborate effectively with others to achieve business objectives.
Ability to work Saturdays on a rotating basis.
Participation in community events and the school banking program, public speaking, and extended hours as needed.
Willingness to grow and be challenged.

Nice To Haves

Previous lending experience.

Responsibilities

Achieve budgeted loan, deposit, and income goals and manage the bank office’s financials.
Provide an extraordinary customer experience and hold the team accountable for delivering the same.
Develop new customer relationships and deepen existing relationships through sales and service strategies, outside sales calling, and follow-up.
Originate loans and manage a loan portfolio.
Perform Customer Service Representative and Personal Banker duties based on office staffing and customer demand.
Resolve deposit and loan exceptions for the bank office.
Supervise, train, and mentor staff; identify professional development opportunities and provide ongoing performance feedback.
Assist team members with complex or escalated customer issues and concerns.
Ensure the office complies with regulations, policies, and procedures, including annual and quarterly audits and premises security.
Comply with federal banking regulations and laws, including consumer protection requirements and the Bank Secrecy Act/Anti-Money Laundering Program.
Maintain professional and technical knowledge through educational workshops, professional publications, networks, associations, and bank-sponsored or required training.
Participate in outside community activities as required.
Participate in community events and the school banking program, give public presentations, and work extended hours as needed.
Perform other duties as assigned.