Client Service/Branch Manager
About The Position
Parkside Financial Bank & Trust was founded in 2007 by four professionals with a shared vision to establish a financial institution that could revitalize business banking and wealth management. It is an independent financial institution with an integrated approach, designed to serve discerning families and privately held businesses. Parkside offers a fresh perspective on banking, commercial lending, trust, and family office services, fostering an interactive partnership with clients to drive success, build legacies, and transform businesses. With offices in St. Louis, Missouri, and Denver, Colorado, the bank division has grown to $1 billion in assets, and Trust & Family Office assets under management are approximately $3.6 billion. Parkside has been recognized as a Top Workplace in St. Louis for five consecutive years and is committed to building a team of Smart, Likeable, Entrepreneurial, and Dependable employees. The company offers a rewarding career with robust benefits and professional growth opportunities. Parkside is seeking a highly motivated Client Service Manager to join its growing team. This role involves serving customers by efficiently and accurately completing various banking transactions within authority limits, and managing a team of Client Service Representatives. The position requires a high school degree or equivalent, with an associate's or bachelor's degree preferred, along with 5+ years of experience commensurate with the detailed responsibilities.
Requirements
- 5+ years of related banking experience
- Experience managing a team required
- High school diploma or equivalent
- Ability to navigate and learn new computer systems and websites
- Detail oriented and highly organized
- Able to multi-task and prioritize to meet deadlines
- Strong verbal and non-verbal communication skills
- Service-oriented and patient in stressful and challenging situations
- Thrive on engaging with customers; able to begin a conversation, build rapport, and handle objections
- Able to work both independently and as an integral part of a team
Nice To Haves
- Associate or bachelor’s degree preferred
- Experience with Jack Henry SilverLake preferred
Responsibilities
- Coach, provide support, guide, and motivate our Client Service Representative (CSR) team.
- Conduct mid-year and annual performance reviews for CSRs.
- Lead onboarding and training of new CSR team members
- Identify skills or knowledge gaps among CSR staff and develop individualized learning plans.
- Support the CSR team by assisting with all CSR responsibilities as needed.
- Maintain working knowledge of personal and business banking products and services, including electronic banking, mobile services, cash management, general deposit operations, ACH processing, wire transfers, ATM operations, and debit card management.
- Assist clients with complex inquiries, research, and problem resolution.
- Complete weekly cash supply orders as needed.
- Monitor vault and teller cash levels to ensure that balancing procedures are properly followed.
- Monitor ATM cash balancing.
- Approve wires.
- Assist with daily and monthly reporting of new and closed accounts, account maintenance, transfers, debit cards and iPay.
- Ensure compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) regulations and all related reporting and record-keeping requirements.
- Follow Parkside’s Customer Identification Program (CIP) and all bank policies, procedures, and guidelines relating to BSA, OFAC and related acts to protect both our clients and Parkside.
- Follow fraud-prevention best practices and educate clients of fraud protection tools and resources.
- Proactively identify opportunities to enhance client service and operational efficiency.
- Collaborate with internal departments to enhance communication, efficiency, and overall team support.
- Actively participate in the planning and implementation of new products and services.
Benefits
- Competitive salary with bonus
- Medical, dental, and vision insurance
- 401k Plan + Employer Match
- Employee Stock Options
- 12-week paid maternity leave
- Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
- Tuition Reimbursement
- Employee charitable giving support
- Company-paid parking & more!
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
Number of Employees
11-50 employees
