OFFICE MANAGER I

Job Description

Job Description

General Summary:

The Office Manager administers the operation of the entire branch office system of the financial institution. This position acts as a player and coach, oversees branch operations, and directly manages employee’s performance. The Office Manager is expected to drive branch performance results through strong individual sales performance in addition to ensuring the team meets and exceeds branch sales, quality, and service goals while maintaining an operationally efficient and compliant branch.

Essential Duties and Responsibilities:

1. Manages overall branch office operation and profitability. 
2. Represents the financial institution to the community through good customer relations. 
3. Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports.
4. Participates in and encourages lending activities directly.
5. Prepares financial and regulatory reports required by law, regulations and the Board of directors. 
6. Directs financial institution personnel in activities to ensure prompt, accurate and dependable customer service. 
7. Maintain a high level of company and customer confidentiality.
8. Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E Act).

Other Duties and Responsibilities:

1. Promotes JD Bank in the community by participating in community affairs to increase bank’s visibility for new business opportunities.
2. Maintains an awareness of economic conditions and planned developments within the service area that could affect the overall profitability of the office.
3. Assumes responsibility to evaluate, recommend and insures the implementation of established security procedures throughout the Office. 
4. Implements training of personnel in regard to procedures.
5. Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function. 
6. Performs other duties that may be assigned by Management.

Education and Experience:

1. Bachelor’s degree in business, Accounting, Finance or equivalent experience, preferably in a financial institution.
2. Three to five years of management experience; a working knowledge of banking principles and practice. 
3. Extensive background in financial institution operating policies and procedures, banking regulations (state and federal), employee development and public relations.
4. Ability to interact diplomatically with a variety of individuals at various organizational levels. 
5. Must be able to make independent decisions and solve problems within the bank policy and compliance guidelines.

Preferred Skills:

1. Proficiency with PC-based software i.e. Microsoft programs, Excel, Word and Outlook.
2. Supervisor or leadership experience required.
3. Must be detailed oriented and well organized.
4. Must have ability to solve practical problems and deal with a variety of situations exercising flexibility, critical thinking skills and sound judgement.
5. Knowledge of portfolio management concepts and the “best practices” in risk management methods.
6. Ability to independently formulate and draft balanced, well-reasoned recommendations and to present such recommendations persuasively to Senior Management. 

 

Scheduling:

Work schedule will vary depending upon location but will consist of an 8-hour shift between the hours of 7:45 a.m. – 6:00 p.m., Monday through Friday. Schedule may require representing the company after hours at related functions, customer calls or training. Regular attendance is required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms; and talk and hear. The employee is occasionally required to climb or balance and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.