Office Manager I

JD Bank•Lafayette, LA

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 branch sales, quality, and service goals while maintaining an operationally efficient and compliant branch. The Office Manager manages overall branch operations and profitability, represents the institution in the community, establishes and supports performance objectives, participates in lending, and prepares required financial and regulatory reports. The position directs personnel to provide prompt, accurate, dependable customer service and maintains company and customer confidentiality. Successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) is required under the S.A.F.E. Act. The role also promotes JD Bank in the community, monitors local economic conditions and developments, evaluates and implements office security procedures, and trains personnel on procedures. The Office Manager must support compliance and BSA/AML requirements and perform other duties assigned by Management. 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 functions, customer calls, or training. Regular attendance is required.

Requirements

Bachelor’s degree in business, accounting, finance, or equivalent experience; preferably in a financial institution.
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 registration with and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS), in compliance with the S.A.F.E. Act.
Supervisor or leadership experience.
Attention to detail and strong organizational skills.
Ability to solve practical problems and handle varied situations using flexibility, critical thinking, and sound judgment.
Ability to independently formulate and draft balanced, well-reasoned recommendations and present them persuasively to Senior Management.

Nice To Haves

Proficiency with PC-based software, including Microsoft programs, Excel, Word, and Outlook.
Knowledge of portfolio management concepts and best practices in risk management methods.

Responsibilities

Manage overall branch office operations and profitability.
Represent the financial institution in the community through good customer relations.
Establish and help attain branch performance objectives for business volume, deposits, loan portfolios, and audit-report quality.
Participate 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 company and customer confidentiality.
Promote JD Bank in the community and participate 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.