OFFICE MANAGER I

JD BANK•Lafayette, LA

10d

About The Position

The Office Manager administers the operation of the financial institution’s entire branch office system. This player-coach oversees branch operations and directly manages employee performance. The role drives branch performance through individual sales efforts and ensures the team meets or exceeds sales, quality, and service goals while maintaining an efficient, compliant operation. The Office Manager manages branch operations and profitability, represents the institution in the community, and establishes and helps achieve objectives for business volume, deposits, loan portfolios, and audit quality. The role participates in lending, prepares financial and regulatory reports required by law, regulations, and the Board of Directors, and directs personnel to provide prompt, accurate, dependable customer service. It also requires maintaining confidentiality and successfully registering with the Nationwide Mortgage Licensing System (NMLS), including obtaining a unique identification number in compliance with the S.A.F.E. Act. The position supports community visibility and business development, monitors economic conditions and planned developments in the service area, evaluates and implements office security procedures, and trains personnel on procedures. It also requires adherence to applicable compliance and BSA/AML requirements. The schedule varies by location and consists of an eight-hour shift between 7:45 a.m. and 6:00 p.m., Monday through Friday. The schedule may include after-hours company representation at related functions, customer calls, or training. Regular attendance is required.

Requirements

Bachelor’s degree in business, accounting, finance, or equivalent experience; experience in a financial institution is preferred.
Three to five years of management experience.
Working knowledge of banking principles and practices.
Extensive background in financial institution operating policies and procedures, state and federal banking regulations, employee development, and public relations.
Ability to interact diplomatically with individuals at various organizational levels.
Ability to make independent decisions and solve problems within bank policy and compliance guidelines.
Successful NMLS registration and issuance of a unique identification number in compliance with the S.A.F.E. Act.
Supervisor or leadership experience is required.
Must be detail-oriented and well organized.
Ability to solve practical problems and handle varied situations using flexibility, critical thinking, and sound judgment.
Regular attendance is required.

Nice To Haves

Experience in a financial institution.
Proficiency with PC-based software, including Microsoft programs, Excel, Word, and Outlook.
Knowledge of portfolio management concepts and risk management best practices.
Ability to independently formulate and draft balanced, well-reasoned recommendations and present them persuasively to Senior Management.

Responsibilities

Manage overall branch office operations and profitability.
Represent the financial institution in the community through good customer relations.
Establish and help attain internal performance objectives for branch business volume, deposits, loan portfolios, and audit quality.
Participate directly in and encourage lending activities.
Prepare financial and regulatory reports required by law, regulations, and the Board of Directors.
Direct personnel to ensure prompt, accurate, and dependable customer service.
Maintain a high level of company and customer confidentiality.
Register successfully with the NMLS and obtain a unique identification number as required by the S.A.F.E. Act.
Promote JD Bank in community affairs to increase visibility and identify new business opportunities.
Monitor economic conditions and planned developments in the service area that could affect office profitability.
Evaluate, recommend, and ensure implementation of established office security procedures.
Train personnel on procedures.
Adhere to and support compliance and BSA/AML rules and regulations related to the job.
Perform other duties assigned by Management.
Represent the company after hours at related functions, customer calls, or training when required.