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Banking Center Manager

3 months ago

Dallas, United States Security National Bank Full time
Job DescriptionJob Description

As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other’s unique differences. We understand the importance of personal belonging which is why you’ll hear our employees talk about being part of the SNB family. Now, more than ever, as we’ve expanded our roots into new markets, it’s the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in two Dallas locations: Uptown and Tollway. Learn more about our story at www.SNBconnect.com/About-Us or visit us on LinkedIn and Facebook.


JOB SUMMARY

This position is responsible for the Texas banking center team, ensuring the delivery of consistent exceptional service to Texas market clients. This role is an active management role, including opening new deposit accounts, running transactions, and completing maintenance of existing accounts. The Banking Center Manager ensures through their actions, that all banking center responsibilities are completed in a way that inspires confidence and builds rapport with internal and external customers. This role oversees banking center compliance, security, operations/internal audit, expense control, and maintenance.

ESSENTIAL FUNCTIONS

Banking Center Services (25%)

  • Consistently and professionally demonstrates the highest level of personalized service when working with both internal and external customers.
  • Enthusiastically responds to customer inquiries with an appropriate level of urgency.
  • Embraces innovative banking technologies and procedures to adapt to changing market demands and internally stays informed about advancements in commercial banking technology with the goal to enthusiastically implement identified advancements.
  • Intentionally builds relationships to ensure customers feel valued, enhancing customer goodwill and retention.
  • Prepares and compiles customer information to open new deposit accounts, ensuring collection of all necessary documentation to satisfy regulatory and bank requirements.
  • Accurately and with due diligence, executes customer account maintenance requests.
  • Facilitates customer awareness of bank services, including digital banking platforms.
  • Accurately processes transactions to include, but not limited to, demand deposit accounts, savings accounts, check cashing, cashier’s check, credit card payments, and loan payments.
  • Utilizes resources and tools to navigate client account portfolio(s) within the bank software.
  • Understands debits and credits as related to transaction balancing.
  • Maintains required cash drawer limits and adheres to drawer security procedures.
  • Balances cash drawer according to procedures and maintains assigned balancing ratio.
  • Communicates cash offages with supervisor immediately to research discrepancies according to balancing standard guidelines.
  • Reviews all customer accounts for pop-up warnings before transacting on an account.
  • Identifies potential fraud and suspicious activity and follows processes and procedures to prevent both customer and bank loss.
  • Actively participates in appropriate meetings with Lending Teams, Treasury Sales, and Operations groups to recommend solutions to create an ideal customer service experience.

Banking Center Operations (20%)

  • Ensures required banking center reports are accurate and submitted within established timelines.
  • Performs and guides team to accurate and timely routine of operational activities including sending morning totals, ordering/preparing/selling cash, completing Log of Logs and banking center monthly checklist, etc.
  • Oversees banking center cash assets and other teller-related tracking, including monthly cash audits.
  • Ensures Branch Delivery policy, including dual control, is adhered to, guaranteeing seamless banking center operations for the local market.
  • Adheres to banking center security protocol and procedures, including monitoring banking center security and property and following opening and closing procedures without fail.
  • Analyzes specific banking center needs and submits appropriate recommendations for enhancement or change.
  • Continuously assesses and refines existing all banking center-specific processes to optimize efficiency and customer satisfaction and submits any changes to leadership that may positively impact other bank departments.
  • Actively participates in appropriate banking center manager meetings and assists with related banking center specific projects/assignments.
  • Proactively manages collection activity:
    1. Ensures NSF and delinquent credits are managed.
    2. Partners with Consumer Credit Officer regarding collection activities.
    3. Ensures weekly past due reports are updated in a timely manner.

Leadership (20%)

  • Leads banking center team as a working manager and coach onsite, fostering a culture of openness to explore and integrate future banking functions and processes.
  • Thoughtfully hires, trains, and provides on-going development for banking center team.
  • Authors and conducts meaningful semi-annual Performance Evaluations and ensures bi-weekly 1:1 time is spent with each team member to discuss performance and development.
  • Provides structure and inspection of expectations through observation, communication, and accountability.
  • Coaches in the moment, while working alongside the team, not letting time pass between the coachable moment and the coaching conversation.
  • Assists with the introduction, training, and implementation of bank initiatives, gaining buy-in from the team.
  • Prioritizes and coaches to flexibility and adaptability in adopting new commercial banking functions and procedures to meet future demands.
  • Appropriately delegates responsibilities to empower and develop team.
  • Encourages and models cross-functional collaboration within the organization to streamline bank wide operations.
  • Demonstrates and guides team to forward-thinking mindset that anticipates and embraces future trends in the banking industry.

Process Improvement Initiatives (10%)

  • Participates in process improvement initiatives aimed at enhancing efficiency, streamlining workflows, and improving the overall client experience.
  • Monitors key performance indicators (KPIs) and metrics related to banking center efficiency, turnaround times, and quality assurance, and takes corrective action as needed to meet performance targets.
  • Stays informed about industry trends, best practices, and regulatory changes affecting consumer and commercial banking operations, and implements necessary updates or enhancements to policies and procedures.

Banking Services Partnerships (10%)

  • Partners with Texas Market Lending Teams and Treasury Management to ensure accurate workflow mapping, client communication, and proper case routing within the service model.
  • Promotes and models cross-functional collaboration across the organization to enhance efficiency in bank wide operations.
  • Collaborates closely with leaders across the business units to develop a dialogue model for introducing the service role to commercial clients during handoffs.
  • Ensures that customer service and "client ownership" are consistently practiced by Banking Center Team.

Texas Market Operational Efficiencies and Innovations (10%)

  • Identifies potential improvements to address current process obstacles hindering "ease of execution" with Deposit and Treasury Management Operations. Collaborates in finding increased efficiencies in evolving processes and innovation to existing operations/service models.
  • Implements effective processes through the appropriate channels, including compliance where appropriate.
  • Encourages constructive questioning of the status quo.
  • Provides structure, inspection, and documentation of expectations through observation, communication, and accountability measures.
  • Works with Deposit Operations, Treasury Management Operations, and Manager to develop and improve policies, procedures, and job evolution tailored for the expanding Texas Banking Center positions as the banking industry changes.
  • Leads team to forward thinking mindset, anticipating, and embracing future trends in the banking industry.

Further Sales Oriented Opportunities (5%)

  • Partners with and offers debit card, credit card, merchant services, Q2 partnership products, and other products deemed necessary by the market and bank. As deemed appropriate, works with customers directly on consumer, HELOC, and/or small business loans.

Performs other duties as required and assigned

KNOWLEDGE, SKILLS, AND ABILITIES

  • Strong knowledge of commercial banking, private banking, and consumer banking traditional customer needs and services to be provided from the banking center.
  • High level understanding of Texas banking laws and regulations connected to the banking center world.
  • Understanding and application of basic leadership and management approaches, such as work scheduling, prioritizing, coaching and process execution, as well as the ability to teach and foster development in others.
  • Thorough knowledge and understanding of customer transaction requirements, including both teller and banker responsibilities.
  • Solid knowledge and understanding of the bank’s products and services and banking industry offerings, overall.
  • Knowledge of federal and state banking regulations.
  • Proficient knowledge of Microsoft Office software (Outlook, Word, and Excel), Virtual Meeting software (Teams and Zoom) and bank-specific software (Navigator, Integrated Teller, Director, etc.).
  • Ability and willingness to make sound decisions, research and solve problems, and manage multiple priorities with appropriate attention to detail and follow-through.
  • Effective communication (written and verbal), exemplary service skills, and a desire to provide premiere service.
  • Ability to maintain confidentiality regarding all bank, customer, and employee information.
  • Basic mathematics and accounting skills to interpret and work with financial information.
  • Ability to lead by example, demonstrating a consistently positive and helpful attitude toward both internal and external customers.
  • Ability to maintain predictable and reliable attendance.
  • Ability to complete required training by assigned due date.

EDUCATION*

  • Minimum of a Bachelor’s degree with emphasis in banking, finance, accounting, business or equivalent field required.

EXPERIENCE*

  • Minimum of 5 years of banking center experience with customer contact in a banking environment required.
  • Experience in leading and motivating a team preferred.
  • Current Notary Public in State of Texas preferred.
  • Q2 Solutions system experience preferred.
  • MLO status preferred.

*Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to handle, or feel; reach with hands and arms; and talk or hear. The employee may be required to periodically lift 25-55 pounds. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and printers.


AFFIRMATIVE ACTION
Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.