Job Description
First Bank and Trust is seeking an Office Manager for its Loan Production Office in Roanoke, Virginia. This individual will assist in customer service, provide administrative support to our commercial loan officers, manage office needs, and promote First Bank & Trust in the community. This individual will be versatile and learn of the various products and services offered by our bank. The ideal candidate must have prior banking experience.
POSITION SUMMARY: This position is responsible for providing high-level customer service and operational support for the Loan Production Office. The individual will also provide administrative support to the VP Regional Credit Officer or other officers as needed. This position requires a variety of experience and abilities to implement, manage, and monitor all necessary procedures and other tasks assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The go to person if the designated Commercial Loan Officer is out of the office or unavailable.
Answers the phone to assist customers and provide support for bank products and services.
Learn and understand commercial deposit services and online banking to be able to address customer questions, process loan payments and assist with other financial transactions.
Directly supports the Commercial Loan Officer in the LPO or other officers as needed.
Supports and insures the operations and customer service for the LPO.
Maintains confidentiality in all aspects of customer and company information.
Performs general clerical duties, including but not limited to mailing, filings, copying and faxing.
Provides dependability to support particular loan officer responsibilities.
Composition of correspondence and organization and maintenance of commercial file system.
Interact with customers including providing ongoing communication to client to ensure that the loan process runs smoothly.
File and distribute organization and loan correspondence, records and reports to proper file location.
Scan files and documents to synergy
Prepare responses to correspondence containing routine inquiries and payoffs.
Provide check cashing approvals and cashier’s check signings to a specified limit as needed.
Prepare correspondence and handle customer inquiries and provide information including resolving loan payment/billing questions and payoffs.
Assists in special events or projects and represents the bank at community events as needed.
Refer customers to other areas of the bank for information regarding other bank products.
Other duties as required by commercial lender or SVP.
MINIMUM EDUCATION AND EXPERIENCE:
Associate Degree - Accounting, Business, Finance, Communications and/or Marketing
Work Experience may be considered in lieu of an Associate Degree (additional ABA classes may be required)
Three or more years of customer service experience preferred.
MINIMUM SKILLS AND ABILITIES:
Excellent listening, written and verbal communication skills.
Leadership and interpersonal skills
Microsoft Word and Excel.
Excellent networking skills
Detail oriented and organized.
Math and analytical skills.
BENEFITS:
Medical, Dental and Vision Insurance
401K/ESOP Plan
Life Insurance
Flexible Spending Accounts
Long Term Disability Insurance
AFLAC Group Policies (Accident, Hospital & Critical Illness)
AFLAC Individual Policies (Short Term Disability & Cancer)
Leave - Vacation, Sick, Marriage and Bereavement
COMPLIANCE: The employee has the responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies and those regulations and policies inherent to position requirements.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this Job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT: Typical office environment
CONFIDENTIALITY: Confidential information concerning a customer, system, design, program or product unique to First Bank & Trust Company shall not be used for personal gain. Such information shall not be revealed to any person outside the Bank without the consent of the individual or organization involved or as otherwise permitted by law.
The statements on this job description are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. Employees may perform other duties as assigned. In addition, all First Bank and Trust employees are expected to:
Promote teamwork and cooperative effort.
Help train and give guidance to other employees.
Maintain a clean, safe, and unobstructed work area.
Provide customers with the highest quality of products and service.
Understand and apply appropriate quality improvement processes.
Comply with corporate policies and procedures.
First Bank and Trust is an Equal Opportunity Employer EOE/AA/M/F/Disabled/Veteran