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River Bank & Trust · 1 day ago

Office Manager

Destin, FL

Full-time

Onsite

Mid Level

3+ years exp

River Bank & Trust is dedicated to helping neighbors and businesses achieve their financial goals. The Office Manager oversees daily operations and ensures high-quality customer service while managing a team and supporting various banking functions.

BankingFinancial Services

Responsibilities

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:

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

Qualification

Customer serviceFinancial institution experienceMicrosoft Office proficiencyGeneral accounting knowledgeAnalytical skillsInterpersonal skillsCommunication skillsDetail orientedOrganizational skillsProblem-solving skillsAdaptability

Required

High School diploma or equivalent with additional business-related training

At least three (3) years of experience within a financial institution

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