Assistant Office Manager
Wilson Bank & Trust
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
- Work with the Office Manager on overall operations and management of the bank office
- Assume responsibility for the bank office in the absence of the Office Manager
- Responsible for maintaining deposit operations and compliance with regulations, policies and procedures
- Serve as point of contact for team members regarding deposit products, deposit software, regulations, policies and procedures for consumer and business deposit accounts
- Perform Customer Service Representative and Personal Banker duties based on staffing and customer demand
- Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels
- Assist in attaining internal performance objectives for office volume, sales and service goals and internal audit rating
- Create and lead office sales and service efforts in order to reach performance goals. Coach and counsel sales efforts of team members.
- Develop team members to deliver an exceptional customer experience while complying with regulations, policies, and procedures
- Conduct performance appraisals for deposit team members providing feedback and coaching as needed
- Facilitate resolution of deposit, including red flag, exceptions for the bank office
- Assist team members with complex or escalated customer issues or concerns
- Utilize sales and service strategies to retain existing relationships and enable growth of new relationships. Actively participates in follow-up strategies.
- Collaborate with Office Manager to conduct retention and business development calls on existing and potential new clients
- Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations
- Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
- Attend training as requested
- Participate in outside community activities as required
- Perform other duties as assigned
- High School diploma or GED
- 1 year of retail banking experience
- 1 year of management or supervisory experience preferred
- Proficiency in Microsoft Office Suite and other standard software applications
- Ability to serve a heavy workflow of customers in a courteous and professional manner
- Ability to build relationships with customers and internal teammates
- Basic organization and time management skills
- Ability to develop and maintain knowledge of Bank products, services, policies, procedures, and systems
- Maintain a professional demeanor at all times
- Ability to work on multiple projects simultaneously while accomplishing daily tasks
- Effective verbal and written communication skills
- Excellent interpersonal skills
- Critical thinking and problem-solving skills
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrate flexible and efficient time management and ability to prioritize workload
- Ability and willingness to work with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self-starter with a strong desire to exceed expectations and capable of supporting a team
- Maintain confidentiality discretion
- Ability to effectively work in collaboration with others to achieve business objectives
- Ability to work Saturdays on a rotating basis
- Participation in community events and in school banking program are required, as are public speaking, working extended hours as needed
- Willing to grow and be challenged
We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. GROW WITH US "Grow With Us" is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
Vacancy posted 4 days ago
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