Assistant Office Manager

About the role

Be the Face of Our Legacy
Imagine starting your day in one of our 32 office locations, greeting neighbors who soon become more than customers—they become part of your story. In a Retail role, you’re the trusted face of Wilson Bank & Trust, building relationships that last for generations. You’ll know the “regulars” by name, and they’ll know you as “their banker”, the person they turn to for life’s most important financial decisions. Over time, your career grows alongside theirs—you’ll teach the next generation of bankers while still cheering on the families you’ve served for years.

Position Summary

The Assistant Office Manager I works closely with the Office Manager on overall operations and management of the bank office. This position develops team members to deliver an exceptional customer experience while complying with regulations, policies, and procedures. The Assistant Office Manager I assists in attaining internal performance objectives for office volume, sales and service goals and internal audit rating. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships. The Assistant Office Manager I reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Position Duties & Responsibilities

• Work with the Office Manager on overall operations and management of the bank office
• Assume responsibility for the bank office in the absence of the Office Manager
• Responsible for maintaining deposit operations and compliance with regulations, policies and procedures
• Serve as point of contact for team members regarding deposit products, deposit software, regulations, policies and procedures for consumer and business deposit accounts
• Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels
• Aid in achieving internal performance objectives for office volume, sales and service goals and internal audit rating
• Create and lead office sales and service efforts in order to reach performance goals
• Coach and counsel sales efforts of team members
• Develop team members to deliver an exceptional customer experience while complying with regulations, policies, and procedures
• Conduct performance appraisals for deposit team members providing feedback and coaching as needed
• Facilitate resolution of deposit, including red flag, exceptions for the bank office
• Aid team members with complex or escalated customer issues or concerns
• Utilize sales and service strategies to retain existing relationships and enable growth of new relationships
• Actively participate in follow-up strategies
• Collaborate with Office Manager to conduct retention and business development calls on existing and potential new clients
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection 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

Required Qualifications

• High School diploma or GED
• 1 year of retail banking experience
• 1 year of management or supervisory experience preferred
• Proficiency in Microsoft Office Suite and other standard software applications
• Ability to serve a heavy workflow of customers in a courteous and professional manner
• Ability to build relationships with customers and internal teammates
• Basic organization and time management skills
• Maintain a professional demeanor at all times
• Ability to develop and maintain knowledge of Bank products, services, policies, procedures, and systems
• Maintain a professional demeanor at all times
• Effective verbal and written communication skills
• Excellent interpersonal skills
• Critical thinking and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Able to work on multiple projects simultaneously while accomplishing daily tasks
• Ability to prioritize workload
• Self-motivated, positive, and enthusiastic
• Willing to grow and be challenged
• Ability to work Saturdays on a rotating basis
• Participation in community events and in school banking program are required, as are public speaking, working extended hours as needed
• Willingness to be challenged and invested in your own growth

Comprehensive Benefits & Recognition

We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.