Assistant Office Manager

Posted 2 Days Ago
Be an Early Applicant
Fort Walton Beach, FL, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
Assists with managing daily bank branch operations, supervising and coaching tellers, overseeing vault and cash procedures, opening customer accounts, conducting transactions, resolving customer issues, cross-selling financial products, maintaining compliance, and preparing reports. The role also supports branch staffing, supplies, security procedures, and customer service while requiring occasional travel between branches and periodic evening or weekend work.
Summary Generated by Built In

It's fun to work at a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.


Job Summary:


The Assistant Office Manager will be responsible for providing service to bank customers by conducting appropriate transactions accurately and efficiently and meeting the needs of customers. Monitors branch activities and open all types of accounts. Performs functions such as cross-selling products and resolving customer problems; provides branch support in operations, procedures, and compliance issues. Manage the daily operations of the branch.


Essential Job Functions include, but are not limited to:


  • Manage the daily operations of the branch.
  • Supervise branch personnel; ensure bank policies and procedures are followed.
  • Open and close the branch; maintain security policies and procedures.
  • Performs teller duties on an as needed basis.
  • Provides on-the-job training and coaching for tellers.
  • Provides supervisor override when necessary.
  • Assists tellers in locating cash discrepancies, assists with unusual window transactions and answers difficult customer questions.
  • Verifies money received or sent for deposit in the financial institution vault at designated times.
  • Balances vault/branch daily and maintain cash limits set for the branch.
  • Performs a variety of customer service transactions, such as account holds, file maintenance of accounts, name and address change requests and check reorders.
  • Opens new accounts including checking, savings, CD’s, IR’s, and HSA’s.
  • Cross-sells other financial institution services such as other deposit accounts, consumer and mortgage loans, IRS’s, HSA’s, and safe deposit boxes.
  • Address customer problems and complaints; counsels’ customers with problems or disagreements with the bank’s policies and procedures.
  • Prepares and distributes end-of-the-month branch loan report.
  • Supervises vault operations and procedures. Audits vault on a quarterly basis and works with the Vault Teller on weekly cash orders.
  • Ensures that the branch is properly stocked with forms, supplies, etc.
  • Perform all duties in relation to the Bank Secrecy Act under the guidance of the BSA Officer.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


Skills and Abilities Required to Perform Essential Job Functions:


  • Must demonstrate strong analytical skills and the ability to use sound judgement.
  • Advanced organizational and time management skills.
  • Proficiency in Microsoft Office suite of products.
  • Outstanding written and verbal communication skills.
  • Excellent leadership skills with a problem-solving ability.
  • Ability to perform work accurately and thoroughly.
  • Ability to use thinking and reasoning to solve a problem.
  • Ability to demonstrate conduct conforming to a set of values and accept standards.

Education, Experience and Qualifications:


  • Associate degree (two-year college or technical school) preferred.
  • 2+ years related experience preferred.
  • Demonstrated leadership experience preferred.

Physical Requirements of Essential Job Functions:


The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Weekend and evening work will be required.


Working Conditions:


  • Typical office environment.
  • Extended viewing of computer screens.
  • 40+ hours per week.
  • Periodic travel between branches.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.


United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Skills Required

  • Associate degree from a two-year college or technical school
  • At least 2 years of related experience
  • Demonstrated leadership experience
  • Strong analytical skills and sound judgment
  • Advanced organizational and time management skills
  • Proficiency with Microsoft Office Suite
  • Outstanding written and verbal communication skills
  • Leadership and problem-solving abilities
  • Ability to perform work accurately and thoroughly
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The Company
HQ: Evansville, Indiana
178 Employees

What We Do

United Fidelity Bank is available to help with your personal, commercial and lending needs. Whether you are looking for a high yield checking account, savings account, certificate of deposit (CD), mortgage loan, or an ATM near you, United Fidelity Bank is ready to meet your financial needs! Business Banking Personal Banking Mortgage Lending Health Savings Account Commercial Lending Consumer Lending Access Anytime Ultimate Deposit Direct Ultimate Access Enjoy FREE, convenient banking. Your United Fidelity Bank account information is available 24 hours a day. Online Banking and Bill Pay Notifi Alerts Mobile Banking Surcharge-Free access to over 93,000 ATMs Allpoint Network® Money Pass® Alliance One™ Visit www.unitedfidelity.com or one of our local banking centers below: Evansville, IN Mount Vernon, IN Newburgh, IN Fort Branch, IN Fort Myers, FL Fort Walton Beach, FL Destin, FL Chicago, IL Denver, CO Aurora, CO Carmel, IN Shelbyville, IL St. Elmo, IL Herrick, IL Cowden, IL

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