Bank Client Service Manager

Parkside Financial Bank & Trust

Job Location:

Clayton, OH - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

In 2007 four different but complementary professionals gathered to discuss a shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking commercial lending trust and family office services. Our interactive partnership between our clients and our team drives success builds legacies and transforms businesses. This is what makes ours An Uncommon Partnership.

With offices in St. Louis Missouri and Denver Colorado our dedicated team has grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running we are proud to build a growing team of Smart Likeable Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities within a community of colleagues and friends.

We are searching for a highly motivated Client Service Manager to join our growing Client Service Manager serves customers by completing various banking transactions efficiently and accurately while adhering to check cashing and withdrawal authority limits in addition to managing a team of Client Service Representatives. This position requires a high school degree or equivalent (associates or bachelors preferred) along with 5 years of experience to commensurate with responsibilities detailed below.

Unlike other banking Branch Managers this position does NOT work weekends and has NO sales goals!

RESPONSIBILITIES

Coach provide support guide and motivate our Client Service Representative (CSR) team.
Conduct mid-year and annual performance reviews for CSRs.
Lead onboarding and training of new CSR team members
Identify skills or knowledge gaps among CSR staff and develop individualized learning plans.
Support the CSR team by assisting with all CSR responsibilities as needed.
Maintain working knowledge of personal and business banking products and services including electronic banking mobile services cash management general deposit operations ACH processing wire transfers ATM operations and debit card management.
Assist clients with complex inquiries research and problem resolution.
Complete weekly cash supply orders as needed.
Monitor vault and teller cash levels to ensure that balancing procedures are properly followed.
Monitor ATM cash balancing.
Approve wires.
Assist with daily and monthly reporting of new and closed accounts account maintenance transfers debit cards and iPay.
Ensure compliance with the Bank Secrecy Act (BSA) Anti-Money Laundering (AML) regulations and all related reporting and record-keeping requirements.
Follow Parksides Customer Identification Program (CIP) and all bank policies procedures and guidelines relating to BSA OFAC and related acts to protect both our clients and Parkside.
Follow fraud-prevention best practices and educate clients of fraud protection tools and resources.
Proactively identify opportunities to enhance client service and operational efficiency.
Collaborate with internal departments to enhance communication efficiency and overall team support.
Actively participate in the planning and implementation of new products and services.

QUALIFICATIONS

5 years of related banking experience
Experience managing a team required
High school diploma or equivalent (associate or bachelors degree preferred)
Experience with Jack Henry SilverLake preferred
Ability to navigate and learn new computer systems and websites
Detail oriented and highly organized
Able to multi-task and prioritize to meet deadlines
Strong verbal and non-verbal communication skills
Service-oriented and patient in stressful and challenging situations
Thrive on engaging with customers; able to begin a conversation build rapport and handle objections
Able to work both independently and as an integral part of a team

EMPLOYEE BENEFITS
Parkside is proud to offer competitive benefits for all our employees including:

Competitive salary with bonus
Medical dental and vision insurance
401k Plan Employer Match
Employee Stock Options
12-week paid maternity leave
Paid 4 Week Sabbatical Program including $5000 for travel with every 5 years of employment
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!

Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed please inform us so we can provide suitable assistance and modifications.

All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Required Experience:

Manager