Retail Operations Manager

Equity Bank•Omaha, NE

2d•Onsite

About The Position

The Retail Operations Manager supports retail bank employees and management across operational, product, compliance, and systems matters. The role develops and updates retail operating procedures and intranet resources, partners with support departments and frontline associates to identify needs, researches and resolves operational issues, and seeks opportunities to streamline frontline processes. The position oversees retail operations audits, including coordinating with retail staff on onsite branch audits, documenting results, and completing monetary instrument audits. It also oversees safe deposit box audits for all bank locations, covering past-due boxes, drill and escheatment, right-of-offset entries, and waives and discounts. The manager supports operational procedures for new product and service rollouts, leads assigned operational projects, and participates in retail-related merger and acquisition activities. Responsibilities include evaluating and reporting on acquired institutions’ retail operations, sales, and systems; guiding onboarding and training for newly acquired employees; and directing retail functions during bank conversions. The role tracks location and individual performance metrics, works with accounting to prepare incentive reports for regional leadership, and verifies incentive payouts with regional retail managers before submitting final reports for executive approval. The position is full-time, salaried, and on-site in Omaha, Nebraska. It regularly operates in an office environment and involves regular computer and electronic-media use.

Requirements

Five years of bank retail operations experience in a multi-branch setting.
Experience developing retail processes and procedures.
Excellent interpersonal skills and professional demeanor.
Computer skills, especially the ability to work in Windows-based systems.
Bachelor’s degree preferred; an equivalent combination of education and experience may be substituted.

Nice To Haves

Bachelor’s degree.

Responsibilities

Provide daily telephone and in-person operational, product, compliance, and systems support to retail bank employees and management.
Develop and update retail operating procedures and intranet resources.
Partner with support departments and frontline retail associates to determine issues and needs.
Assist retail employees and management with researching and resolving operational issues.
Identify ways to streamline processes and remove obstacles for frontline teams.
Oversee retail operations audits, including coordinating onsite branch audits with retail staff, documenting audit results, and completing monetary instrument audits.
Oversee safe deposit box audits across bank locations, including past-due boxes, drill and escheatment, right-of-offset entries, and waives and discounts.
Assist with operational support and procedure development for new bank product and service rollouts.
Lead and complete assigned operational projects.
Participate in teams relating to retail aspects of mergers and acquisitions, including evaluating and reporting on target institutions’ retail operations, sales, and systems.
Work with training teams to guide onboarding and training of newly acquired employees.
Serve on conversion teams and direct retail functions related to conversion processes for newly acquired banks.
Track retail location and individual performance metrics.
Work with accounting to provide regional leadership teams, including RRMs, with reports tracking retail incentives.
Verify retail incentive payouts with RRMs and submit final reports for required executive approval.