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Customer Service Manager

Company: Bank of Utah
Location: Logan
Posted on: June 6, 2021

Job Description:

Hello, I am David Rusch, and I am the VP Retail Banking Manager at the Bank of Utah. Bank of Utah is one of Utah's largest community banks. At Bank of Utah relationships matter. We take pride in the fact that we know our customer names and they know ours!

We are currently looking for a Customer Service Manager to work Monday Friday 8:45-5:45 for our branch located at 5 East 1400 North, Logan UT. This Customer Service Manager is responsible for establishing a full-time relationship with customers. The Customer Service Manager is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. The CSM performs routine branch duties. In addition, the CSM is responsible for leading the branch team to attain branch goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations.

To qualify for this Customer Service Manager position you must have:

  • Minimum 2 years' branch banking and account opening experience.
  • Previous Management experience preferred.
  • Strong customer Service skills.
  • Good computer skills, including MS Word.
  • Good risk-based decision skills, and the ability to follow complex policies and procedures.

    This Customer Service Manager position requires you to:
  • Serve in a leadership role by helping to develop and mentor CSR's on the team.
  • Act as a branch liaison between CSR's and the Branch Manager and Branch Administration.
  • Promotes, represents and welcomes current and potential customers, employees and vendors to the bank in a professional and inviting manner.
  • Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and products/services offered.
  • Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs.
  • Proficiently performs routine, basic and complex transactions and tasks including but not limited to:
  • Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances.
  • Provide approvals and overrides to CSR's for routine transactions and within established limits.
  • Maintain proper cash levels and keeps cash secure at all times. Accurately balances cash drawer and vault and reports variations in accordance with bank policy.
  • Process daily branch capture, verifying accuracy of scanned documents to minimize non-posts.
  • Collects information for outgoing wire transfers up to specified limit.
  • Basic account maintenance including address changes, holds, and stop pays.
  • Open and Close all depository accounts including but not limited to: IRA, HSA, Business and Consumer accounts. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are appropriately followed.
  • Completes required reports timely and accurately (including UAR and CTR)

Job Posted by ApplicantPro

Keywords: Bank of Utah, Logan , Customer Service Manager, Other , Logan, Utah

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