Office Manager
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
The Office Manager is responsible for the day-to-day retail operations and management of the office, along with leading a high-quality performance from the team that reports directly to them. The Office Manager also meets the needs of our customers by providing unmatched customer service, which may involve being cross-trained in multiple positions.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
- Efficiently identify all of the customer’s needs by building relationships and maintaining knowledge of both personal and business products.
- Answer incoming calls, whether externally or internally
- Professionally, courteously, and promptly greet and acknowledge all customers that walk into the Office
- Maintain relationships with customers brought in by Relationship Managers
- Responsible for training, scheduling, and assigning work of subordinates
- Resolve customer complaints in a professional and courteous manner
- Market and publicize new and existing products and services introduced by the bank
- May represent the Bank in various community functions with a high level of integrity and professionalism
- Responsible for daily payment decisions
- Responsible for accuracy and completion of certain audits to include: weekly, monthly, quarterly and surprise audits as needed
- Review and approve weekly time attendance reports for subordinates
- Follow policy and procedures, and support Management’s decisions and goals in a positive, professional manner.
- Be familiar with, promote, and refer all other lines of business within the bank to include but not limited to: River Mortgage Services, River Cash Management, River Financial Services, and all other products offered related to merchant services, credit cards, and electronic banking.
- Must be able to perform the duties of a Customer Service Representative to include, but not limited to:
o Open and close all account types, while preparing the proper documentation
o Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes
o Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes
o Maintain confidentiality of all customer records, accounts and transactions
- Dependent upon experience, the following duties of a Relationship Manager to include, but not limited to:
o Meet and communicate with applicants to determine their needs
o Take loan applications & review creditworthiness
o Review, authorize, and recommend personal and commercial loans
- Branch Security Officer duties to include ensuring safety and security of customers, employees and branch assets *this role can be assigned to another officer within the office*
- Prepare necessary reports, perform various clerical duties and/or miscellaneous projects as assigned by Management
- Occasionally may be required to assist the teller line
Minimum Qualifications:
- High School diploma or equivalent with additional business-related training
- At least three (3) years of experience within a financial institution
Skills, Abilities & Expectations:
- Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
- Ability to apply general accounting knowledge processes (debits, credits, balancing)
- Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
- Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
- Detail oriented and organized
- Excellent interpersonal and communication skills
- Integrity, discretion, and respect for confidential information are absolutely essential
- Willingness to adapt to change
- Work within a variety of different software and web applications
- Able to prioritize duties and effectively manage time
- Analytical and problem-solving skills
- Attend work on a regular basis, on time, and withstand varying degrees of stress
- Excellent interpersonal and communication skills
- Maintaining a professional, business-like appearance and demeanor
- Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.