Assistant Banking Center Manager - Dallas, United States - Security National Bank

Description

As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each others unique differences. We understand the importance of personal belonging which is why youll hear our employees talk about being part of the SNB family. Now, more than ever, as weve expanded our roots into new markets, its 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 or visit us on LinkedIn and Facebook.

JOB SUMMARY

This position is responsible for a single banking center team, ensuring the delivery of consistent concierge service to banking center clients. This role is an active management role and includes opening new deposit accounts, running transactions, and completing maintenance of existing accounts. Banking Center Manager ensures, through their actions and the actions of their team, 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 facility maintenance. In addition, the Assistant Banking Center Manager is required to evaluate individual team member performance and contribution, provide performance coaching and be a resource to assist in day-to-day operations of the banking center. All functions of this role are completed in an operationally and ethically sound manner.

ESSENTIAL FUNCTIONS

Extraordinary Customer Service (40%)

• Consistently and professionally demonstrates the highest level of personalized service when working with both internal and external customers.
• Models and upholds spirit of Greeting customers at the secured access door.
• Resolves complex customer issues/concerns in a timely manner.
• 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 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 compliance and bank requirements.
• Accurately and timely, with due diligence, executes customer account maintenance requests.
• Facilitates customer awareness of bank services, including digital banking platform.
• Accurately processes transactions to include, but not limited to, demand deposit accounts, savings accounts, check cashing, cashiers 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.

Banking Center Operations (40%)

• Ensures required banking center reports are accurate and submitted within established timelines.
• Performs and guides team to accurately complete 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.
• Manages banking center cash assets and other teller-related tracking, including cash audits.
• Adheres to banking center security protocol and procedures, including monitoring banking center security and property and following opening and closing procedures without fail.
• Surveys banking center facility to ensure the location is clean, organized, and without damage.
• Analyzes specific banking center needs and submits appropriate recommendations for enhancement or change.
• Continuously assess and refines existing banking center-specific processes to optimize efficiency and customer satisfaction and submits any changes to leadership that may positively impact other bank departments.
• Completes all assigned training by established deadlines.
• Actively participates in appropriate meetings and assists with projects/assignments.
• Proactively manages past due/collection activity:
  1. Ensures NSF and delinquent credits are managed timely.
  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 onsite coach, 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, inspection, and documentation of expectations through observation, communication, and accountability.
• Coaches in the moment, while working alongside the team, providing timely feedback following the coachable moment.
• 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, anticipating and embracing future trends in the banking industry.

Performs other duties as required and assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• 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 banks 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 on time.

EDUCATION*

• Minimum of a Bachelors degree with emphasis in banking, finance, accounting, business or equivalent experience required.

EXPERIENCE*

• Minimum of 2 - 4 years of banking center supervisory experience with customer contact in a banking environment required.

*Equivalent education and experience will be considered

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.