Client Services Manager

Client Services Manager

Maquoketa State Bank Main - Maquoketa, IA 52060

This position is responsible for providing product/services support to Client Services staff and plays a fundamental role in achieving Client satisfaction and revenue growth objectives. Develops and grows client relationships by providing exceptional customer service and product/services. Manages and develops the client services team.

Key Organizational Relationships

• Reports to Cashier
• Works closely with the Client Services Team and Clients

Duties and Responsibilities

• Manages, trains, and coaches Client Services team. Manages staff PTO to ensure department is adequately staffed at all times to serve clients.
• Ensures great customer service at all levels. Manages client complaints or issues with ease and timely follow-up.
• Coordinates teams' job tasks to ensure efficient performance with timeliness and accuracy. Set goals and complete performance reviews for CSRs.
• Consistently timely with reporting requirements and ensures deadlines are met.
• Stay informed and educate staff on product knowledge. Responsible for ensuring all deposit products are trained appropriately to team members.
• Document all department process and procedures and ensure policies are up to date.
• Performs all necessary account reconciliations. Familiar with General Ledger and prepaid/accruals.
• Utilizes Peoplesoft for Accounts Payable as well as Application Interface and Asset Management (depreciation).
• Contributing member of Asset Liability Committee.
• Process unassigned overdrafts
• Purchase supplies as well as maintaining price bids and budget.
• Deposit section of quarterly Call Report.
• Process Levies, Garnishments and Subpoenas.
• Ensure Bank Settlement position is maintained daily and purchasing/selling of Fed Funds or Wholesale Funding is within policy guidelines.
• Meet all compliance requirements with regards to products, services, and forms. Prepare exam/audit information including annual KPMG/Eide Bailly responses.
• Utilize BIC (Business Intelligence Center) to build reports as needed for deposits/marketing.
• Performs other duties as assigned.

Skills and Abilities

• Solid understanding of processes. Familiarity with banking rules and regulations.
• Demonstrates accuracy and thoroughness. Attention to details. Results driven.
• Mathematic skills, basic PC knowledge and familiarity with electronic equipment, and financial skills.
• Customer focused.
• Eye for detail and accuracy.
• Excellent communication, organizational, leadership skills.

Education and Experience

• Associates Degree in Business or Accounting (or a related field); 4-6 years related experience and/or training; or equivalent combination of education and experience.

Benefits

• Stakeholder Bonus
• Health Insurance
• Dental Insurance
• Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution
• 10 Observed Holidays
• PTO
• Group Term Life provided
• Short Term Disability - 100% provided by company
• Long Term Disability
• Maternity/Paternity Leave – 100% of pay
• Community Involvement
• Pay-It-Ohnward – Company Giving Program
• Grilling for Charity – Community Donations
• Thank God Its Monday (TGIM) Company Event

Equal Opportunity Employer