Branch Administrator/Client Services Manager

Key Responsibilities

• Customer Service & Account Management
• Open and service consumer accounts including checking, savings, IRA, and HSA accounts
• Process and close consumer loans
• Manage complex customer transactions and resolve escalated service issues
• Review obituaries and ensure appropriate account holds and required documentation are completed
• Court orders, tax levies, & subpoenas
• CDAR/ICS accounts
• Operational Training & Oversight
• Learn and perform vault management, cash handling, and security procedures
• Ensure daily balancing and resolution of cash exceptions and offages
• Serve as a backup teller as needed
• Balance the ATM, manage cash levels, and perform branch opening and closing procedures
• Ensure compliance with security policies and financial regulations
• Sales & Relationship Development
• Develop and maintain strong customer relationships to retain and expand business
• Drive branch sales through effective product recommendations and cross-selling
• Support customer relationship management initiatives
• Staff Development & Scheduling
• Mentor and coach tellers on product knowledge, cross-selling, and customer service excellence
• Aid in team huddles and staff communication
• Oversee the teller line, including staff scheduling, training, coaching, and support during performance reviews
• Administrative & Branch Support
• Maintain inventory of branch supplies
• Prepare performance and operational reports
• Cook up building repairs and maintenance schedules
• Leadership & Compliance
• Act as Branch Manager in their absence, ensuring continuity of operations
• Maintain knowledge of and comply with all regulatory requirements, including BSA and OFAC
• Participate in bi-weekly branch meetings by reviewing products, policies, and procedures with staff
• Attend management meetings as required
• Participate in training programs, schooling, and seminars as offered
• Perform other duties as assigned

Education & Experience

• High school diploma or equivalent required
• Minimum of 3-5 years of banking experience or equivalent work experience
• College coursework in Business or a related field preferred

Skills & Competencies

• Strong customer service and interpersonal skills
• Excellent attention to detail and accuracy
• Strong organizational and time-management skills
• Effective problem-solving and decision-making abilities
• Ability to collaborate effectively in a team environment

Physical Requirements & Work Environment

• This position is performed in a branch office environment and involves frequent interaction with the public.
• The role requires prolonged periods of sitting and standing, use of computers and standard office equipment, routine handling and counting of cash.
• Physical activities include bending, reaching, kneeling, grasping objects, lift, carry, or move cash drawers, coins, supplies, or equipment weighing up to 50 pounds as needed.