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, Iowa’s 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 we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re 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 Partnership’s 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 candidate’s 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”