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Wilson Bank & Trust

Independent bank delivering personalized financial solutions

Assistant Office Manager

Retail Store ManagementConfirmed live in the last 24 hours
Full-timeNashville, TN, USANo salary listed

About the Job

Requirements

  • A high school diploma or GED is required.
  • One year of retail banking experience is required.
  • Proficiency in Microsoft Office Suite and other standard software applications is required.
  • The ability to serve a heavy workflow of customers in a courteous and professional manner is required.
  • The ability to build relationships with customers and internal teammates is required.
  • Basic organization and time management skills are required.
  • The ability to develop and maintain knowledge of bank products, services, policies, procedures, and systems is required.
  • The ability to work on multiple projects simultaneously while accomplishing daily tasks is required.
  • Effective verbal and written communication skills are required.
  • Interpersonal skills and critical thinking and problem-solving skills are required.
  • The ability to work independently and collaboratively, with strong organization, follow-through, and prioritization, is required.
  • The ability to work Saturdays on a rotating basis is required.
  • Participation in community events and the school banking program, public speaking, and working extended hours as needed are required.
  • Maintaining confidentiality and discretion is required.

Responsibilities

  • Work with the Office Manager on the overall operations and management of the bank office.
  • Assume responsibility for the bank office in the absence of the Office Manager.
  • Maintain deposit operations and ensure compliance with regulations, policies, and procedures.
  • Serve as the point of contact for team members regarding deposit products, deposit software, regulations, policies, and procedures for consumer and business deposit accounts.
  • Perform Customer Service Representative and Personal Banker duties based on staffing and customer demand.
  • Assist customers in using online banking and mobile applications through various electronic delivery channels.
  • Assist in attaining internal performance objectives for office volume, sales and service goals, and internal audit rating.
  • Create and lead office sales and service efforts to reach performance goals, and coach and counsel team members on sales efforts.
  • Develop team members to deliver an exceptional customer experience while complying with regulations, policies, and procedures.
  • Conduct performance appraisals for deposit team members and provide feedback and coaching as needed.
  • Facilitate resolution of deposit exceptions, including red-flag exceptions, for the bank office.
  • Assist team members with complex or escalated customer issues or concerns.
  • Use sales and service strategies to retain existing relationships and grow new relationships, and participate actively in follow-up strategies.
  • Collaborate with the Office Manager on retention and business development calls with existing and potential clients.
  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations.
  • Comply with federal bank regulations and laws, including consumer protection requirements and the Bank Secrecy Act/Anti-Money Laundering Program.
  • Attend training as requested.
  • Participate in outside community activities as required.
  • Perform other duties as assigned.

Desired Qualifications

  • One year of management or supervisory experience is preferred.

About the Company

Wilson Bank & Trust

Independent bank delivering personalized financial solutions

Wilson Bank & Trust is a community-focused bank that provides personal and business banking services. It combines the resources and reliability of a larger bank with locally attentive, personalized service. Its offerings include knowledgeable business bankers who tailor financial solutions, customized banking products, and robust online and mobile banking with cash-management tools to help customers manage daily finances and optimize cash flow. The bank differentiates itself by delivering fast, local expertise and support, backed by stability and technology, while leveraging its deep understanding of the local market. It also participates in programs for military veterans through the Association of Military Banks of America and the Veterans Benefits Banking Program. The goal is to be a trusted financial partner that helps individuals and organizations manage and grow their finances and business.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Lebanon, PA
Founded
1987

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