JEFF BANK
Community Office Manager/Branch Manager
JEFF BANK, Port Jervis, New York, United States, 12771
GENERAL RESPONSIBILITIES
The Community Office Manager I is responsible for the administration and efficient daily operation of a full service branch including operations, lending, product sales, customer service and security and safety in accordance with the Bank’s policies and procedures. Develops new deposit and loan business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training, supervision; ensures the branch is adequately staffed with employees committed to the bank and branch goals; delegates day to day operations to other branch personnel. Responsible for attaining established bank and branch goals through active participation in management and officer call programs. Participates in community affairs to increase the Bank’s visibility and to enhance new and existing business opportunities.
ESSENTIAL DUTIES
1. Demonstrates core values and guiding principles as outlined in the Bank's Mission, Vision and Value Statements of which the following are illustrative:
a. Gives exceptional customer service to both internal and external customers by providing prompt, polite and effective communication.
b. Participates as a member of the team.
c. Positively and proactively contributes to the Bank's Strategic Plan.
d. Demonstrates support of Management.
2. Ensures that all activities and work functions adhere to compliance requirements as are defined in company policies and procedures as well as state/federal laws and regulations.
3. Manages the Community Office in order to meet the financial service needs of customers in the assigned community market area as follows:
a. Provides exceptional customer service, following up on resolving inquiries in a timely and complete manner to ensure customer satisfaction and retention.
b. Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled.
c. Insures that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
d. Makes certain that all office operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
e. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.
f. Establishes specific sales and customer service goals for each staff member.
g. Makes certain that all staff members are adequately trained both with respect to product knowledge and selling techniques.
h. Insures that all sales and customer service reporting information is provided on a timely basis.
i. Conducts regularly scheduled (at least monthly) sales and customer service meetings.
j. As Community Office Manager, is held accountable for the sales performance of the branch office.
k. Makes "outside" sales and customer service calls on present and prospective customers within the office's market area.
l. Actively participates in the community in a manner that reflects favorably on the bank.
m. Follows a professional businesslike environment attire and manner and ensures all personnel adhere to the same.
4. Implements strategies to achieve goals assigned to the office.
5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc., including but not limited to BSA and AML (awareness when processing cash deposits, sale of monetary instruments, structured deposits, and incoming and outgoing wires) Insures that the department and all personnel adhere to the same.
6. Organizes the work and activities of the Community Office in order to achieve established goals; monitors the efficiency and performance of the office versus established standards.
7. Directly supervises assigned personnel as follows:
a. Assists in the selection of new personnel as appropriate.
b. Makes provisions for the proper onboarding of new personnel.
c. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
d. Organizes, schedules, and distributes work among assigned personnel.
e. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs;creates an atmosphere in which upward communication from employees is encouraged.
f. Positively administers personnel policies and procedures as established by the Bank.
g. Provides ongoing coaching to staff members using specific and appropriate feedback.
h. Maintains a positive work atmosphere by acting and communicating in a manner that is positive and respectful.
8. Communicates with the Branch Coordinator, other office managers, and appropriate staff in order to integrate goals and activities.
9. Provides regular and periodic reports to the Retail Branch Administrator and other groups as required throughout the bank.
10. Provides consumer loan services to customers of the Credit Services as follows:
a. Obtains, reviews and analyzes applications and financial information.
b. Makes recommendations on loans and approves credit within their specified lending authority.
11. Obtains and maintains annually registration with the National Mortgage and Licensing System and Registry as required under the provisions of the SAFE Act.
ANCILLARY DUTIES
1. Performs other related duties as assigned or directed.
PI4f00898ae1e4-35216-35971128
The Community Office Manager I is responsible for the administration and efficient daily operation of a full service branch including operations, lending, product sales, customer service and security and safety in accordance with the Bank’s policies and procedures. Develops new deposit and loan business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training, supervision; ensures the branch is adequately staffed with employees committed to the bank and branch goals; delegates day to day operations to other branch personnel. Responsible for attaining established bank and branch goals through active participation in management and officer call programs. Participates in community affairs to increase the Bank’s visibility and to enhance new and existing business opportunities.
ESSENTIAL DUTIES
1. Demonstrates core values and guiding principles as outlined in the Bank's Mission, Vision and Value Statements of which the following are illustrative:
a. Gives exceptional customer service to both internal and external customers by providing prompt, polite and effective communication.
b. Participates as a member of the team.
c. Positively and proactively contributes to the Bank's Strategic Plan.
d. Demonstrates support of Management.
2. Ensures that all activities and work functions adhere to compliance requirements as are defined in company policies and procedures as well as state/federal laws and regulations.
3. Manages the Community Office in order to meet the financial service needs of customers in the assigned community market area as follows:
a. Provides exceptional customer service, following up on resolving inquiries in a timely and complete manner to ensure customer satisfaction and retention.
b. Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled.
c. Insures that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
d. Makes certain that all office operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
e. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.
f. Establishes specific sales and customer service goals for each staff member.
g. Makes certain that all staff members are adequately trained both with respect to product knowledge and selling techniques.
h. Insures that all sales and customer service reporting information is provided on a timely basis.
i. Conducts regularly scheduled (at least monthly) sales and customer service meetings.
j. As Community Office Manager, is held accountable for the sales performance of the branch office.
k. Makes "outside" sales and customer service calls on present and prospective customers within the office's market area.
l. Actively participates in the community in a manner that reflects favorably on the bank.
m. Follows a professional businesslike environment attire and manner and ensures all personnel adhere to the same.
4. Implements strategies to achieve goals assigned to the office.
5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc., including but not limited to BSA and AML (awareness when processing cash deposits, sale of monetary instruments, structured deposits, and incoming and outgoing wires) Insures that the department and all personnel adhere to the same.
6. Organizes the work and activities of the Community Office in order to achieve established goals; monitors the efficiency and performance of the office versus established standards.
7. Directly supervises assigned personnel as follows:
a. Assists in the selection of new personnel as appropriate.
b. Makes provisions for the proper onboarding of new personnel.
c. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter.
d. Organizes, schedules, and distributes work among assigned personnel.
e. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs;creates an atmosphere in which upward communication from employees is encouraged.
f. Positively administers personnel policies and procedures as established by the Bank.
g. Provides ongoing coaching to staff members using specific and appropriate feedback.
h. Maintains a positive work atmosphere by acting and communicating in a manner that is positive and respectful.
8. Communicates with the Branch Coordinator, other office managers, and appropriate staff in order to integrate goals and activities.
9. Provides regular and periodic reports to the Retail Branch Administrator and other groups as required throughout the bank.
10. Provides consumer loan services to customers of the Credit Services as follows:
a. Obtains, reviews and analyzes applications and financial information.
b. Makes recommendations on loans and approves credit within their specified lending authority.
11. Obtains and maintains annually registration with the National Mortgage and Licensing System and Registry as required under the provisions of the SAFE Act.
ANCILLARY DUTIES
1. Performs other related duties as assigned or directed.
PI4f00898ae1e4-35216-35971128