
Customer Service Manager - St. Joseph, MO (Lake)
Required skills
- High School Diploma
- Windows-based computer systems
- confidentiality
- professionalism
- time-management skills
Nice to have
- retail banking
- financial services
- supervisory experience
- sales management routines
- performance coaching
- retail banking products
Role summary
Equity Bank is seeking an energetic, team-oriented Customer Service Manager for its Retail Banking department in St. Joseph, MO. This full-time, hourly position involves leading and managing a team of 2-4 retail bank employees, partnering with the Branch Manager to execute sales and service routines, and ensuring adherence to bank policies and procedures. Responsibilities include coaching, training, performance management, supporting sales targets, resolving escalated client concerns, and maintaining compliance with banking regulations. The role requires a High School Diploma, proficiency with Windows-based systems, strong communication and organizational skills, and the ability to maintain confidentiality. Previous retail banking or financial services experience, along with leadership and sales management experience, is preferred.
- Partner with the Branch Manager to execute sales management routines, including daily skills coaching, weekly team meetings, monthly employee check-ins, and quarterly performance and results coaching
- Provide visible, on-site leadership and motivation while directing the daily workflow of a team of approximately 2–4 retail bank employees
- Participate in and make recommendations regarding hiring, compensation, scheduling, promotions, performance management, and disciplinary actions
- Implement and ensure adherence to bank operating procedures and protocols
- Coach, train, and develop team members to ensure success in both current responsibilities and future career growth
- Recommend and deliver appropriate accounts, loans, and banking services that align with clients’ financial needs
- Partner with the Branch Manager to achieve budgeted targets for deposit growth, loan production, and non-interest income
- Monitor and manage bank expenses in alignment with branch goals
- Demonstrate strong operational discipline to minimize risk exposure and maintain high-quality production
- Proactively refer clients to bank partners to generate additional revenue opportunities
- Model exceptional customer service behaviors and set expectations for the retail bank team
- Collaborate with the Branch Manager to cultivate a welcoming, engaging, and professional environment for both clients and team members
- Take ownership of escalated client concerns and ensure timely resolution and follow-through
- Perform teller functions as needed to support branch operations
- Approve transactions for other employees within assigned authority limits
- Understand and comply with all applicable laws and regulations, including but not limited to the Equity Bank Business Ethics and Conduct Policy, Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Information Security policies, and Suspicious Activity Reporting (SAR) procedures
- Adhere to deposit account opening standards and internal suspicious activity referral processes, as applicable to the role
- Develop an understanding of normal client account activity to assist with fraud and risk prevention
- Complete all required compliance and regulatory training on a timely basis.
- Support the Branch Manager in ensuring team-wide compliance with applicable laws, regulations, and internal policies
- This position requires the employee to obtain and maintain NMLS certification in accordance with the SAFE Act and applicable lending regulations
- High School Diploma or equivalent
- Strong interpersonal, verbal, and written communication skills
- Proficiency with Windows-based computer systems
- Ability to maintain a high level of confidentiality and professionalism
- Strong attention to detail with effective organizational and time-management skills
- Ability to collaborate effectively with a team to identify and implement solutions
- Availability to travel to Wichita, Kansas during the first week of employment for required week-long training
- Previous retail banking or financial services experience
- Prior leadership, coaching, or supervisory experience
- Experience with sales management routines and performance coaching
- Knowledge of retail banking products, services, and regulatory requirements
- Health, Dental & Vision Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail Banking Benefits
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