Office Manager

Position Summary

The Office Manager is a key leadership position responsible for overseeing all activities and the daily operations of their office. This role involves supervising branch staff, driving performance by attracting and retaining profitable deposit and loan growth through relationship building, ensuring operational compliance, and delivering an exceptional customer experience. The Office Manager builds and strengthens profitable customer relationships through proactive outreach, active outside business development activities, community involvement, and aligning office performance with the bank’s strategic goals. This position collaborates closely with internal teams across retail banking, lending, and operations, as well as directly engaging with customers to ensure a consistent and high-quality banking experience.

Essential Responsibilities

Leadership & Staff Management

• Recruits, hires, and retains qualified office staff including Tellers, and Customer Service Representatives.

• Conducts regular occurring team huddles focused on employee engagement, retail & operational updates, as well as progress towards office and bank goals.

• Supervises, trains, and evaluates employee performance; provides routine coaching, guidance, and recognition.

• Develops action plans to achieve office goals and communicates expectations clearly to the team.

• Manages team schedules to ensure adequate coverage, approves time off requests, monitors timekeeping records, and maintains appropriate staffing levels to support business needs.

• Takes ownership of daily operations and responsibilities with minimal supervision.

• Demonstrates leadership aligned with the bank’s mission, vision, and values.

• Develops clear branch strategies to meet or exceed defined business development goals.

Customer Relationship Management

• Builds and maintains strong customer relationships, especially with key and high-value clients.

• Identifies customer needs and provides tailored product and service solutions.

• Resolves customer concerns promptly, professionally, and effectively.

• Reviews customer relationships regularly to identify service opportunities and ensure satisfaction.

• Promote and refer appropriate bank services to deepen relationships.

• Proactive outreach to retain and grow customer relationships.

Business Development & Community Engagement

• Leads office-level business development initiatives to support bank-wide growth strategies.

• Develop and implement a calling strategy to attract new customers and retain existing ones.

• Identifies and cultivates prospective clients aligned with desired growth goals.

• Participates in community and networking events to enhance visibility and represent the bank.

• Engages in monthly marketing calls, provides input specific to the office’s market area, and participates in campaigns, events, and outreach activities.

• Maintain Deposit & Loan Opportunity pipelines for future and potential customer relationship growth.

Lending & Credit Responsibilities

• Originates consumer and small business loans (if assigned) within assigned lending authority.

• Obtains and evaluates financial information to assess creditworthiness.

• Recommends loan approvals above individual lending authority.

• Monitors loan performance and ensures documentation, terms, and collateral are current.

• Develops solutions for past due loans in coordination with customers and internal teams.

Risk Management, Compliance & Operations

• Ensures compliance with all internal controls, policies, and applicable regulations.

• Responds to and resolves audit findings, operational deficiencies, and exceptions.

• Reviews and approves deposit and account transactions exceeding frontline authority limits.

• Maintains working knowledge of BSA, AML, OFAC, CIP, Fair Lending, and other regulatory requirements.

• Upholds confidentiality and handles sensitive information appropriately.

Technology & Process Proficiency

• Demonstrates proficiency with the bank’s technology, systems, and workflow processes.

• Adapts to system or policy changes and assists in training staff accordingly.

• Promotes digital banking solutions to customers when appropriate.

Minimum Required Education, Experience, and Skills

• Bachelor’s degree in Business, Finance, or related field preferred. Equivalent work experience will be considered.

• Minimum of five years of experience in retail banking, lending, or branch management, including supervisory responsibilities.

• Proven ability to lead and motivate a team in a customer-facing financial services environment.

• Strong interpersonal, communication, and problem-solving skills.

• Ability to analyze financial and credit data and make sound decisions.

• Proficient in Microsoft Office products and financial software applications.

• Familiarity with applicable banking laws and regulatory requirements.

Other Requirements

• Must be able to work flexible hours as needed to attend events, meet customer needs, or support team members.

• Must demonstrate sound judgment and initiative in managing responsibilities and making decisions.

Job Type: Full-time

Pay: $22.58 - $27.19 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person

Salary : $23 - $27