Office Manager

River Bank & Trust
Birmingham, AL Full Time
POSTED ON 6/26/2024 CLOSED ON 7/21/2024

What are the responsibilities and job description for the Office Manager position at River Bank & Trust?

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.
  • Must be able to perform the duties of a Customer Service Representative to include, but not limited to:
    • Open and close all account types, while preparing the proper documentation
    • Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes
    • Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes
    • 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:
    • Meet and communicate with applicants to determine their needs
    • Take loan applications & review creditworthiness
    • 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 five (5) years of experience within a financial institution

Skills, Abilities & Expectations

  • Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
  • 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.

Disclaimer

The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. This job description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects. In addition, the duties and responsibilities of this position may vary dependent on the size and needs of the office.

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.
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