Management Associate - Madeira

General Job Summary

Assists customers with a wide variety of retail banking needs. Provides back-up and support to Office Manager. Organizes and supports various functions to maintain compliance with regulatory agencies.

Essential Duties and Responsibilities

• Serves as a liaison between customers and management, retaining and expanding current customer relationships.
• Opens new accounts, performs account maintenance, processes and closes loans.
• Engages existing clients and prospects to uncover needs and offer solutions.
• Performs Service Associate duties including, but not limited to, processing deposits, withdrawals, cashing checks, balancing a cash drawer, and processing teller work through image capture.
• Affords assistance with team building & motivation – tracks results vs. goals, conducts weekly team meetings, and coaches employees.
• Supervises staff on a limited basis to support Office Manager – assists with interviews, performance appraisals, employee development, disciplinary actions, and scheduling.
• Assists with office operational processes.
• Maintains up-to-date with changes in bank operational policies and procedures while making recommendations to improve efficiency.
• Represents the bank at community functions.
• Performs other functions as required.

Working Conditions

• May work in an office, at a desk in the lobby, and/or at a teller station when needed.

Minimum Job Requirements

• Education: High School Diploma or GED Equivalent required – BS/BA business related field preferred.
• Experience: Graduate of Management Training Program or 2+ years of banking experience.
• Specific Skills: Banking knowledge beneficial, computer skills (Microsoft Office, Excel, Word), organizational skills, ability to adapt to a changing environment, excellent communication skills (both written and verbal), ability to function independently in a multi-task environment, as well as part of a team, professional appearance and demeanor.
• Supervisory Responsibility: Limited as supporting Office Manager.

Physical Requirements

• Primarily sedentary work performed in an office environment.
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment.
• Speaks clearly and hears well enough to communicate with clients, team members, and vendors via phone, video, and in person.
• Visual acuity sufficient to read computer screens, printed documents, and financial data.
• Occasional standing, walking, bending, or reaching.
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies).

Benefits

• 401(K) with a company match of up to 6%.
• ESOP employer match.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Cancer/Disease insurance.
• Accident insurance.
• Flexible Spending Accounts.
• Flexible Savings Accounts.
• Health Savings Accounts.
• Bank paid Life/AD&D insurance.
• Voluntary Life/AD&D insurance.
• Bank paid Short-Term and Long-Term Disability insurance.
• Employee Stock Purchase Plan.
• Employee Assistance Program.