Banking Manager II

Bank of Utah • Saint George, UT

22d • Onsite

About The Position

Under the direction of the Retail Banking Manager, the Banking Manager II (BM) is responsible for establishing a full relationship with clients. The Banking Manager is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. The BM performs routine banking duties including but not limited to: mentoring, training and developing CSM and Banking Associates. The BM identifies client needs and promotes bank products and services. In addition, the BM is responsible for leading the banking team to attain banking goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations.

Requirements

• High School Diploma or equivalent
• Minimum of five years’ banking and account opening experience
• Previous Management experience required
• Basic computer and Microsoft Office Suite skills
• Good risk-based decision-making skills and the ability to follow complex policies and procedures

Nice To Haves

• College Degree preferred

Responsibilities

• Serves in a leadership role by helping to develop and mentor CSM and Banking Associates on the team.
• Takes an active role in onboarding and training new CSM’s/Banking Associates.
• Communicates to the Retail Banking Manager any training opportunities or gaps.
• Promotes, represents and welcomes current and potential clients, 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 the products and services offered.
• Responsible for managing a portfolio of High Value Relationships (HVRs) by providing regular and recurring outreach, consultation, and product and service recommendations to retain and grow the assigned portfolio of clients and business clients.
• 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: Skill and mastery of systems in use to provide support, training and resources to CSM’s and Banking Associates.
• Provide approvals and overrides to team for transactions within established limits.
• Collects and submits/approves information for outgoing wire transfers up to specified limit.
• Completes required reports timely and accurately.
• Expert knowledge of Bank of Utah’s depository and consumer lending products, accounts, apps and online services.
• Promote and refer other bank products/services by working closely with the banks partners to clients and convert service opportunities to sales when appropriate.
• Actively develops, promotes, and leads awareness campaigns to help strengthen customer relationships
• Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function.
• Complete required compliance and job specific training.
• Actively participate and conduct weekly team meetings.
• Facilitate individual and group feedback/training sessions.
• Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers.
• Courteous and professional customer service attitude
• Understands and adheres to Bank policies and procedures
• Exhibits professional workplace appearance and conduct
• Keeps Bank, customer, and employee information confidential
• Participates in training and appropriate professional development
• Reliability in reporting to work regularly and on time
• Technical ability to input and retrieve computerized information.
• Exceptional organizational skills.
• Excellent verbal and written communication skills for interacting professionally with clients and other employees.
• Ability to maintain the integrity of highly confidential customer and Bank information
• Ability to deal effectively with time pressures, stress and multi-tasking that can change hourly depending on level of customer activity
• Effective problem solving skills.
• Supervise a staff of four to eight employees consisting of Banking Associates and a Customer Service Manager.

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED