Office Manager - Versailles Main
About The Position
The Office Manager oversees the general operations of the Versailles branch to ensure quality service and supports the Branch or Regional Manager in supervising branch staff. The role provides excellent customer service, promotes and sells the bank’s products and services, opens and maintains customer accounts, and serves as a primary contact for resolving routine and complex account problems. The Office Manager also assists throughout the branch as needed and acts as the primary branch contact when the Branch Manager is absent. The position assists with coaching branch staff, supports retail loan applications and closings, works toward individual and branch production goals, develops customer relationships and referrals, and maintains knowledge of bank products, systems, policies, procedures, and the competitive environment. The employee must complete required training and comply with bank regulatory, audit, and compliance policies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- High school diploma or equivalent.
- At least 2 years of demonstrated sales and service skills.
- At least 2 years of customer service experience.
- Ability to multitask, organize, and prioritize effectively.
- Professional dress and demeanor.
- Personal computer proficiency.
- Compliance with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z, including review of financial responsibility, character, and general fitness before placement in the role.
- Compliance with NMLS registration and corresponding background check requirements within 30 days of employment.
- Excellent customer service and sales skills.
- Strong leadership skills.
- Excellent oral communication and listening skills.
- Knowledge of bank operations, policies, and procedures.
- Good judgment and problem-solving skills.
Nice To Haves
- At least 2 years of banking experience preferred.
- Previous supervisory experience preferred.
Responsibilities
- Execute the bank’s phone, platform, and customer service representative service standards.
- Promote and sell bank products and services to prospective and existing customers using the bank’s customer conversation model.
- Assist the Branch Manager in leading and coaching staff to cross-sell products and make appropriate referrals.
- Maintain current knowledge of the bank’s products and services, operating systems, policies, and procedures.
- Assist with routine account maintenance and complex service issues, following them through to completion.
- Assist customers with loan applications, recommend loan structures, gather required documents, submit loan packages, and close retail loans as needed.
- Meet minimum individual production levels for retail loans, checking accounts, and mortgage referrals, and contribute to branch goals.
- Develop and maintain customer relationships and seek referral resources from existing customers.
- Refer customers appropriately to other departments and business partners.
- Maintain an active level of community involvement.
- Serve as the primary branch contact in the Branch Manager’s absence.
- Maintain general knowledge of the competitive environment.
- Complete required training within predetermined time limits.
- Follow bank regulatory, audit, and compliance policies and procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
