Job Description
SUMMARY
The Facilities Manager oversees the maintenance and day-to-day operations of multiple bank properties, ensuring all facilities are safe, well-maintained, and compliant with corporate standards, as well as state and local regulations. Manage lease compliance, including monitoring lease terms, renewals, and related documents to protect the bank’s interests. Coordinate with 3rd party vendors to ensure safe and smooth operations at all locations. Partner with internal teams as needed on special projects and large initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Facility Maintenance & Daily Operations
- Manage day-to-day operations of buildings and grounds
- Oversee janitorial, HVAC, electrical, plumbing, general maintenance, and mailroom services
- Facilitate and track all facility request workorders for bank locations
- Manage furniture, fixtures and equipment (FF&E) inventory
- Manage the bank supply order process and system (currently through Office Depot)
- Manage SharePoint workflows, forms, and automation for the Facilities Inbox such as Overnight Parking, Vendor Onsite Scheduling, and Maintenance Request Forms
Vendor Management
Oversee all vendor due diligence and vendor management tasks for facility-related vendorsEnsure adherence to agreed-upon SLAs and quality standardsManage the Vendor Onsite Scheduling process and coordinate with Office Managers as necessaryLease & Property Compliance
Track important lease dates and proactively notify management of upcoming renewals, terminations, and other relevant milestonesPartner with the lease administration team to lead all renewals and facility negotiationsManage communication with landlords for all bank locationsPartner with landlords to oversee fire drills and all required safety trainingMaintain a contact sheet for AP, local handyman, and janitorial staff.Business Licenses and Permits
Oversee business license issuance, management, and renewals for all new and existing locationsEnsure all bank locations comply with local, state, and federal regulationsExpense Report Tracking and Budgeting
Reconcile and review monthly rent payments and annual CAM charges in partnership with lease administration team, ensuring timely submission and accrualsSubmit all facilities-related invoices and track payment activityPartner with Internal Teams
Oversee Office Managers and reception staff to ensure consistent and uniform office administrationPartner with the Project Management Office to establish new bank locations, including ordering appliances, establishing suite and parking access, and setting up lease paymentsPartner with the security team to facilitate suite and building fob access for the Irvine, CA locationPartner with Security and Human Capital teams to facilitate and manage the Injury and Illness Prevention ProgramSupport other duties as assigned, such as collecting quarterly seating charts, collecting safety check forms, and supporting space planning and office movesADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and managementDemonstrates high level of quality work, attendance and appearanceAdheres to all Company Policies & Procedures and Safety RegulationsAdheres to local, state and federal lawsPerforms any other duties that may be assigned as it relates to the positionAccountable to understand and ensure regulatory and policy compliance with state and federal requirements including the following (but not limited to) Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending and all applicable bank and government regulationsAttends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA / AML / CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.SUPERVISORY RESPONSIBILITIES
This position does have supervisory responsibilities
MINIMUM QUALIFICATIONS
Associate degree (bachelor’s degree preferred)Relevant professional certifications (FMP, CFM, etc.) a big plusKnowledge of administrative and clerical proceduresKnowledge of computers and relevant software applications (Microsoft Office)Knowledge of customer service principles and practicesKeyboarding skills required and proficiency with MS OfficeGeneral Mathematic & Accounting skillsMust be able to assess a situation & find a reasonable resolutionAbility to maintain confidentiality of all bank and client informationCOMPETENCIES :
AdaptabilityEffective CommunicationDecision MakingInitiativeInnovationMotivatorOrganizationProfessionalismResults OrientatedPHYSICAL DEMANDS : In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shiftRequired to lift, move and carry up to 40 poundsAbility to read, count and write to accurately complete all documentation and reportsMust be able to see, hear and speak in order to communicate with employees and other customersSpecific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focusManual dexterity required using hands to finger; handle, feel and type; reach with hands and arms(Check the box that applies by double clicking on the box.)
Sedentary : Limited activity, no lifting, limited walking
Moderate : Mostly standing, walking, bending, frequent lifting
X-Light : Office work, some lifting, bending, stooping or kneeling, walking
Arduous : Heavy lifting, bending, crawling, climbing
WORK ENVIRONMENT : In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job.Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
The work space is clean, orderly, properly lighted and ventilated with the proper safety complianceNoise levels are considered moderateSunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his / her position
Note : The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.