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PFS Operations Development Manager

Job Description

GENERAL SUMMARY:

Responsible for overseeing all support functions including HR, technology, marketing, projects and assisting director of operations.

 
RESPONSIBILITIES AND DUTIES:

  • Assist with recruiting efforts, including job postings, candidate screening, and onboarding coordination 
  • Support employee engagement initiatives and internal communications
  • Coordinate training and development programs
  • Act as a point of contact for basic HR-related inquiries
  • Serve as the primary liaison between staff and technology vendors/platforms
  • Troubleshoot basic tech issues and escalate when necessary
  • Maintain working knowledge of company systems, CRM, and insurance-related platforms
  • Train staff on new tools, systems, and product updates
  • Act as a subject matter expert on company products and services
  • Assist in the development and execution of marketing campaigns
  • Coordinate with internal teams on branding and messaging consistency
  • Manage social media accounts and content scheduling
  • Support creation of marketing materials (flyers, emails, presentations, etc.)
  • Track and report on marketing performance metrics
  • Develop, document, and maintain company policies and standard operating procedures
  • Identify process inefficiencies and recommend improvements
  • Ensure policies align with regulatory requirements and company goals
  • Assist in implementation and training of new procedures
  • Maintain organized documentation for internal use
  • Assists director of operations with duties. 
  • Regular and reliable attendance.
  • Assists with other job-related duties as assigned by management. 
  • Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
  • Effective communication and collaboration are essential for this role. While remote work may be available, there are times when being in the office is necessary to maintain our collaborative efforts.
 
KNOWLEDGE, SKILLS, AND ABILITIES:
  • Knowledge of insurance products and services.
  • Skill in training and managing employees.
  • Ability to communicate with customers and co-workers in a courteous and professional manner.
  • Ability to multi-task.
  • Ability to work with accuracy, organization, and attention to detail.
 
EDUCATION AND EXPERIENCE:
  • High School diploma or equivalent.
  • Proper insurance licenses or ability to obtain after hire.
  • Minimum of 5 years’ experience in operations, HR, marketing or administrative support.
  • Previous management experience preferred.


PHYSICAL REQUIREMENTS:
 
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NOTE:
The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.  

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Benefits

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other Full-Time benefits include:

  • 8 paid holidays.*
  • 17 PTO days each year for the first five years of employment.  Employees must also complete the 90-day introductory period prior to accruing PTO.*
  • After five years, 22 PTO days each year.*
  • After ten years, 27 PTO days each year.*
  • Employees must also complete the 90-day introductory period prior to accruing PTO.*
  • New employees will receive 16 hours of paid sick time upon their hire date.*
  • Health, dental, prescription drug card, vision, and voluntary life insurance plans.
  • Health Savings Account with employer contributions.
  • Flexible medical and dependent care spending plans.
  • Parental Leave after one year of full time employment.
  • 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
  • Free checking account and basic printed checks.
  • Free safe deposit box.
  • $50,000 group term life insurance.
  • Long term disability insurance.
  • Employee Assistance Program.
  • Educational Assistance.

*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO KNOW YOUR RIGHTS and PAY TRANSPARENCY STATEMENT.

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Job Details

Role: PFS Operations Development Manager
Location: Colorado
Employment Type: Full Time
Wages: $65,000 - $80,000 / year
Address: 4848 Thompson Parkway Ste 100
Johnstown, CO, 80534
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