CONSUMER SERVICES MANAGER, OMAHA

Consumer Services Manager, Omaha

Location Omaha, NE

of openings 1

Apply Now (https : / / phh.tbe.taleo.net / phh03 / ats / careers / v2 / applyRequisition?org=BANKERSTRUST&cws=37&rid=1731)

Job Brief

Leader responsible for managing and anticipating the needs of the branch, with a focus on sales, customer service, facility maintenance, regulatory compliance and growth.

Bankers Trust, Iowas largest privately owned bank with a rich history surpassing 100 years, is expanding its presence in the Omaha market by opening a full-service location in February 2025. This will complement the existing commercial lending and treasury management teams. Bankers Trust provides personalized service, expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals.

There are important qualities you look for in an employer meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and were proud of the premier workplace weve created. We regularly receive best in class results through our biennial employee engagement survey. Were also proud to receive recognition from others, including our designation as a Best Place for Working Parents, being a four-time recipient of the Greater Des Moines Partnerships Inclusion Award, and being named one of the Best Businesses Supporting Local Charity by readers of the Business Record.

Job Summary :

The Consumer Services Manager is a leader responsible for managing and anticipating the needs of the branch, with a focus on sales, customer service, facility maintenance, regulatory compliance and growth. The Consumer Services Manager will coach, lead and motivate branch employees, directing them to identify the financial needs of customers while fostering a customer-centered branch environment where client relationships are developed. This person will also originate and monitor a budget to enhance branch profitability. The position requires some evening and weekend availability for community and Bank-sponsored events.

Primary Functions and / or Responsibilities :

Supervises the day-to-day operations of the branch

Provides guidance and direction to branch staff

Manages customer service provided by team and serves as the point of contact for customer issues and resolutions

Identifies risks and inefficiencies and recommends improvements. Oversees branch security, manages risk, and makes appropriate recommendations and corrections

Oversees audit practices and controls

Actively participates in annual strategic planning sessions; collaborates to implement appropriate actions items within the branch. Prepares annual budget and monitors for trends / variances

Reviews Branch Profitability Statements to determine strategy / recommendations

Directs and coordinates branch facility maintenance needs

Develops and facilitates a branch sales plan, coaching to strong results, while following the sales ethic road map

Conducts talent and staffing activities, including evaluations and touchpoints

Approves wires, bill pay, mobile, ACH, RDC, and loans (within authority) for the branch and other branches when necessary

Possesses a knowledge of the bank's products and procedures to assist clients and employees

Develops and manages a client portfolio and refers business to bank partners

Makes sales calls on current and prospective clients, entering calls into CRM

Attends events and activities on behalf of the bank to network and promote the Bank's brand

Participates in the bank's internal committees to strengthen interbank relationships and support initiatives

Performs other duties as assigned

Education and / or Experience :

At least five years of retail branch experience is required

At least five years of consumer underwriting / lending is required

At least three years of experience leading a team is required

Signature Medallion certification within 90 days is required

Notary Public within 30 days is required

Previous active community involvement preferred

NMLS upon hire is required

Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities :

Working knowledge of CRM

Strong analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace

Critical thinking and prioritization skills

Demonstrated ability to work within and develop a team environment

Proven commitment to quality service

Ability to proactively solicit new business

Thorough knowledge of the bank's products and services and loan underwriting

Thorough knowledge of regulatory, policy and compliance issues

Ability to manage multiple tasks / projects and deadlines simultaneously

Ability to resolve complex problems with minimal guidance

Thorough knowledge of human resources issues, including performance management and progressive discipline

Knowledge of retail product philosophy, policy, procedures, documentation and systems

Thorough knowledge of teller and platform functions

Strong background in retail sales and sales management practices; with the ability to coach and train employees

Effective leadership, interpersonal and negotiation skills

Budget development and monitoring skills

Excellent listening and interpersonal skills are key to this position.

Ability to interact effectively with clients and internal bank departments is critical

Digital Banking knowledge

Ability to work independently and use electronic resources

Ability to work in a fast paced, changing environment

Effective public speaking and presentation skills

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidates prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and / or commissions. Hiring Salary Range : $84,000 - $105,000

Benefits

Group Health, Dental, and Vision Insurance

Generous Paid Time Off (PTO)

Volunteer Time Off (VTO)

401(k) plan with lucrative company match

Tuition assistance

Company Paid Life Insurance

Paid Parental Leave

Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility : Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

AFFIRMATIVE ACTION / EQUAL OPPORTUNITY EMPLOYER

PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY

Salary : $84,000 - $105,000