Office Manager II

Posted 6 Days Ago
Be an Early Applicant
Evansville, IN
In-Office
Senior level
Fintech • Software • Financial Services
The Role
The Office Manager II oversees branch operations, manages performance, coaches staff, and drives customer growth and satisfaction while ensuring compliance and efficiency.
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 Branch Office Manager II is responsible for maintaining an engaged, operationally sound, and high performing team dedicated to improving the financial wellness of our customers. You are a key player and coach that builds and develops business relationships with new and existing customers. You will also be overseeing branch operations, directly managing associate performance, and providing guidance as needed. You are expected to drive branch performance results through strong sales performance in addition to coaching and leadership, ensuring the team meets and exceeds branch sales, quality, and service goals while maintaining an operationally efficient and compliant branch.

Essential Job Functions include, but are not limited to:

  • Manage the daily operations of the branch.
  • Responsible for growth of the banking center by developing new deposit and loan business as well as expanding current customer relationships.
  • Provide mentoring, coaching, support, and training for branch personnel and lower-level managers.
  • Perform a wide variety of customer service transactions and duties.
  • Manage all customer concerns promptly and professionally.
  • Be proficient with our banking products and services.
  • Open new accounts for consumers and business customers.
  • Discuss and assist business customers with Treasury Management services.
  • Originate consumer and mortgage loans.
  • Cross-sell additional UFB services/products.
  • Manage and track branch referral program.
  • Prepare and/or manage completion of various branch reports.
  • Supervise vault operations and procedures, vault audits and maintain appropriate predefined cash limits. 
  • Perform teller duties as needed.
  • Responsible for overseeing branch schedules.
  • Identify and mitigate risk including compliance, operational, financial, and reputational.
  • Be a positive representative for the organization and promote CRA efforts in the community.
  • Build relationships with business partners such as Realtors, builders, and business professionals as resources for referrals to aid in growth of deposits and loans.
  • Meeting assigned individual and branch goals – deposit & loan growth, fee income & fee income waivers, cash levels, over/short 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:

  • Business Acumen - Ability to grasp and understand business concepts and issues.
  • Change Management - Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.
  • Coaching and Development - Ability to provide guidance and feedback to help others strengthen specific knowledge/skill areas.
  • Decision Making - Ability to make critical decisions while following company procedures.
  • Financial Aptitude - Ability to understand and explain economic and accounting information.
  • Self-Confident - The trait of being comfortable in making decisions for oneself.
  • Working Under Pressure - Ability to complete assigned tasks under stressful situations.
  • Accountability - Ability to accept responsibility and account for his/her actions.
  • Communication - Ability to communicate effectively with others via all mediums.
  • Customer Focused – Possessing the desire to continually stay focused on the needs of both external and internal customers.
  • Relationship Building - Ability to build effective relationships with customers, direct reports, peers, and senior leaders.
  • Problem Solving – Ensuring decisions are made based on policies, rules, and organizational directives.
  • Risk Mitigation – Ability to take action to reduce the organization’s exposer to potential risks and reduce the likelihood that those risks will happen again.

Education, Experience and Qualifications:

  • Bachelor’s degree required preferably in business related discipline.
  • 10+ years of direct banking experience will be considered in lieu of a degree.
  • Direct supervisory experience is required.

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.

Working Conditions:

  • Typical office environment.
  • Extended viewing of computer screens.
  • 40+ hours per week, Saturday rotation required.
  • Occasional travel may be required.

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.

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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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