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First Community Bank · 2 months ago

Office Manager/CSR

Blythewood, SC

Full-time

Onsite

Senior Level

5+ years exp

First Community Bank is seeking an Office Manager/CSR to provide management support to the Retail Banker while supervising Tellers and Teller Supervisors. The role involves greeting customers, assessing their needs, achieving operational and sales goals, and building customer relationships through effective service and communication.

BankingCommunitiesFinancial ServicesFinTech

Responsibilities

Achieve all established operational and sales goals for the banking office, included but not limited to the Quarterly Audit Checklist, unscheduled teller audits, onboarding, DEL Report exceptions, and monitoring cash limits

Handle customer service issues by conducting research, assuming ownership of customer problems, and providing follow-up status to customers

Build customer relationships by using bank developed techniques and processes to better serve customers and the banking office team. Be proactive in daily customer and prospective customer contact, either by phone or in person to identify financial needs and initiate and/or strengthen relationships

Follow bank policies and procedures, security guidelines, and comply with all federal, state, and local regulations

Manage risk in every customer interaction and detect fraudulent transactions to prevent losses

Monitor office needs in the areas of supplies, equipment/facilities maintenance, courier runs, and shipments and respond in a timely manner

Attend CSR and Retail Banker meetings. Use information from those meetings to prepare and lead monthly branch meeting

Schedule and conduct individual meetings with each staff member. Discuss performance, progress toward accomplishing goals, setting new goals, training, or other needs they may have

Conduct monthly office security checks including audit logs, bank inventory and keys/combos held in safe deposit box, disaster recovery materials, and updating the all-clear signal

Maintain disaster recovery supplies and materials. Demonstrate proficiency working offline and retaining online and working in total disaster recovery mode

Review/reconcile bills, assign appropriate general ledger account to them and promptly forward to appropriate person

Consistently achieve individual sales goals

Ensure adequate office coverage including peak traffic times by scheduling staff including making adjustments for PTO, training, emergencies, and out-of-office absences. Also communicate coverage needs with Branch Administration in a timely manner

Create a team atmosphere and nurture staff in areas of cooperation, accountability, resourcefulness, efficiency, customer service, productivity, compliance, and security

Prepare and deliver staff performance reviews by established deadlines including submitting all supporting documentation (e.g., yearly goals, training records, etc.)

Motivate staff to embrace cross-training and sales efforts

May be required to perform other duties as assigned

Qualification

Customer service experienceManagerial experienceBanking experienceExcelEffective communicationProblem-solving skillsMulti-taskingBasic math skillsInterpersonal skillsTeamworkAdaptability