Job Information
BANK OF UTAH Customer Service Manager in PROVIDENCE, Utah
We are currently looking for a Full Time Customer Service Manager for our location at 121 N Gateway Dr Providence. Hours are Monday-Friday 8:45am - 5:45pm. Hourly is $17 - $23 DOE.
+-----------------------------------------------------------------------+ | Under the direction of the Branch Manager (BM), the Customer Service | | Manager (CSM) is responsible for establishing a full-relationship | | with customers. The Customer Service Manager is personally committed | | to consistently creating a great customer experience by meeting a | | broad range of financial service needs. The CSM performs routine | | branch duties. In addition, the CSM is responsible for leading the | | branch team to attain branch goals. Adheres to all bank established | | policies, procedures and overall banking/compliance regulations. | | | | | +-----------------------------------------------------------------------+
Essential Job Functions:
+-----------------------------------------------------------------------+ | 1. Serves in a leadership role by helping to develop and mentor | | CSR's on the team. Takes an active role in onboarding and | | training new CSR's. Communicates to the Manager any training | | opportunities or gaps. Acts as a branch liaison between CSR's and | | the Branch manager and Branch Administration. | | 2. Promotes, represents and welcomes current and potential | | customers, employees and vendors to the bank in a professional | | and inviting manner. | | 3. Develop a strong, value-added relationship with current and | | prospective customers by engaging in conversations that uncover | | their current and future financial needs. Provide solutions to | | ensure the customer feels understood, informed and confident in | | the bank and products/services offered. | | 4. Leads and encourages a positive working environment with a can-do | | attitude, which fosters our Cultural Beliefs. | | 5. Proficiently performs routine, basic and complex transactions and | | tasks including but not limited to: | | | | • Accept and process deposits, withdrawals, transfers, check | | cashing, loan payments and advances. | | | | • Provide approvals and overrides to CSR's for routine | | transactions and within established limits. | | | | • Maintain proper cash levels and keeps cash secure at all | | times. Accurately balances cash drawer and vault and reports | | variations in accordance with bank policy. | | | | • Process daily branch capture, verifying accuracy of scanned | | documents to minimize non-posts. | | | | • Collects information for outgoing wire transfers up to | | specified limit. | | | | • Basic account maintenance including address changes, holds, | | and stop pays. | | | | • Open and Close all epository accounts including but not | | limited to: IRA, HSA, Business and Consumer accounts. Ensure proper | | Customer Identification (CIP) and Bank Secrecy (BSA) procedures are | | appropriately followed. | | | | • Completes required reports timely and accurately (including | | UAR and CTR) | | | | * * | | | | 6. Expert knowledge of Bank of Utah's depository products accounts, | | apps and online services along with a strong understanding of bank's | | products and services. Promote and refer other bank products/services | | to customers and convert service opportunities to sales when | | appropriate. | | | | 7. Actively develops, promotes, and leads awareness campaigns to | | help strengthen customer relationships. | | | | 8. Proactively seek solutions to customer service and efficiency | | issues. Troubleshoot online and mobile banking issues. Service | | customer accounts and requests accurately in accordance with ban | | k policy and procedure. | | | | 9. Maintain comprehensive and up to date knowledge of banking | | regulations related to assigned job function. Complete required | | compliance and job specific training. | | | | 10. Actively participate and conduct weekly team meetings. | | Facilitate individual and group feedback/training sessions. | +-----------------------------------------------------------------------+
Additional Responsibilities:
- Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers
- Ability to earn the trust and respect of customers and co-workers
- Exhibits professional workplace appearance and conduct
- Keeps Bank, customer, and employee information confidential
- Participates in training and appropriate professional development
- Reliability in reporting to work regularly and on time
- Informs customers and potential customers of additional Bank services when appropriate.
Experience, Skills, and Education:
- Requires High School Diploma or equivalent
- Minimum of two years' branch banking and account opening experience
- Previous Management experience preferred.
- Basic computer and Microsoft Office Suite skills.
- Good risk-based decision-making skills and the ability to follow complex policies and procedures.
Supervisory Requirements
· Supervise a staff of two to five CSR's
Working Conditions
· Work is performed largely in a pleasant office environment. Prolonged sitting, standing, mental and visual concentration for computer and equipment usage required.
· Must be able to bend, turn, twist, lift and move up to 30 pounds of office supplies, equipment, and coin.
· Position is not telework eligible, all job duties must be performed in the branch or office
· Travel may be required between branches, to and from training/meetings etc.
· Attendance is an essential function of the job.
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