
Customer Service Manager - La Plata, MO
Required skills
- High School Diploma
- verbal communication skills
- written communication skills
- Windows-based computer systems
- confidentiality
- professionalism
- time-management skills
- travel
Nice to have
- retail banking experience
- financial services experience
- leadership experience
- coaching experience
- supervisory experience
- sales management routines
Role summary
Equity Bank is seeking a Customer Service Manager for its Retail Banking department in La Plata, MO. This full-time, hourly position involves leading and managing a team of 2-4 retail bank employees, executing sales management routines, and ensuring a superior customer experience. Responsibilities include coaching, performance management, hiring recommendations, expense management, risk mitigation, and ensuring compliance with banking regulations. The role requires a High School Diploma, proficiency with Windows-based systems, strong communication, organizational, and interpersonal skills. 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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