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Banking Services Manager
2 months ago
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 overseeing a team of Assistant Banking Services Managers (ABSM) dedicated to exceptional service for banking center, treasury, and commercial lending clients. Responsibilities include managing operations, ensuring regulatory compliance, fostering internal relationships, and promoting superior customer service. The role leads the ABSM team to create an efficient, professional customer experience that supports customer retention and growth.
ESSENTIAL FUNCTIONS
Leadership (30%)
- Manages employees within department including but not limited to sourcing and hiring, training, coaching and development, holding regular check-in meetings, delegating work assignments, conducting timely quarterly/annual performance reviews, providing salary recommendations, and administering corrective actions as needed.
- Collaborates with respective lender groups when hiring talent.
Efficiencies and Innovations (25%)
- Identifies and implements improvements to address current process obstacles hindering "ease of execution" with Compliance and Treasury Management Operations.
- Encourages constructive questioning of the status quo while appreciating healthy risk.
- Provides structure, inspection, and documentation of expectations through observation, communication, and accountability measures.
- Develops and improves policies, procedures, and job aides tailored for the expanding Assistant Banking Services Manager positions regionally.
- Lead team to forward thinking mindset, anticipating, and embracing future trends in the banking industry.
Treasury and Commercial Banking Services Partnerships (20%)
- Partners with Treasury Management Sales and Operations and Loan Assistant Manager 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 Assistant Banking Center Managers.
Banking Center Operations Service and Support (15%)
- Works in collaboration with ABSM to provide guidance and support in recruitment, hiring, training and ongoing development of Financial Service Representatives (FSR).
- Ensures ABSM’s required banking center reports are accurate and submitted within established timelines.
- Oversees accurate and timely routine operational activities including sending morning totals, ordering/preparing/selling cash, completing Log of Logs and banking center monthly checklist, etc.
- Ensures banking center compliance testing is completed timely, per established internal process and procedure.
- Oversees ABSM’s 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 meetings with Loan Assistant Manager and Treasury Sales and Operations and recommend solutions to create an ideal customer service experience.
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.
Performs other duties as required and assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
- Working knowledge and understanding of commercial and consumer lending principles, practices, and regulations.
- General knowledge of treasury management principles, practices, and regulations.
- Thorough knowledge and understanding of customer transaction requirements, including both teller and banker responsibilities.
- Ability to thrive in a fast-paced, dynamic environment and effectively manage multiple priorities.
- Strong leadership and team management skills, with the ability to motivate and develop a high-performing team in a fast-paced environment.
- 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.).
- Strong analytical and critical thinking skills.
- Excellent communication, interpersonal, and problem-solving abilities, with a customer-focused mindset and a commitment to delivering exceptional service.
- Proven track record of providing exceptional service and building strong relationships.
- Ability to maintain confidentiality regarding all bank, customer, and employee information.
- Ability to travel regionally once every quarter to ensure leadership cohesion and understanding of local business dynamics and relationships.
- Ability to maintain predictable and reliable attendance.
- Ability to complete required training on time.
EDUCATION*
- Minimum of a bachelor’s degree with emphasis in banking, finance, accounting, business, or related field is required.
EXPERIENCE*
- Minimum of 5 years of experience working in a senior commercial/consumer banking role within the financial services industry.
- Experience working with Treasury Management products and services strongly preferred.
- At least 2 years in a supervisory or managerial role leading and motivating a team required.
*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 type, handle cash or objects; reach with hands and arms; and talk or hear. 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 with normal office working conditions. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.
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.
