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Client Services Manager

OHNWARD BANCSHARES
Posted 2 days ago, valid for 2 days
Location

Maquoketa, IA, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Retirement Plan
Paid Time Off

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Sonic Summary

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  • This position at Maquoketa State Bank involves providing product and service support to the Client Services team while ensuring client satisfaction and revenue growth.
  • Candidates should have an Associates Degree in Business or Accounting and 4-6 years of related experience or equivalent training.
  • The role includes managing and developing the client services team, addressing client complaints, and ensuring compliance with banking regulations.
  • The salary for this position is not explicitly stated but comes with a comprehensive benefits package including health insurance, a retirement plan, and paid time off.
  • Interested applicants can apply through the Ohnward Bancshares website.

Job DetailsJob Location: Maquoketa State Bank Main - Maquoketa, IA 52060To apply for this position, go to our website Ohnward Bancshares, Inc.    www.ohnward.com  About Us  Careers  Apply Now   POSITION SUMMARY                                                                                                                                     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                                                                                                                     Essential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   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                                                                                                                                     To perform this job successfully, an individual should demonstrate the following knowledge, 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             To apply for this position, go to our website Ohnward Bancshares, Inc.    www.ohnward.com  About Us  Careers  Apply Now   Equal Opportunity Employer  Qualifications




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