Lead Client Service Representative - FT / Branch : Farnam

Job Description

Job Description

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets : Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

• REQUIRED WORK SCHEDULE : Monday - Friday from 8 : 30am - 5 : 30pm and every other Saturday morning

JOB SUMMARY

This position is responsible for ensuring branch compliance with branch operational policies and procedures to include branch balancing and maintaining cash limits, ensuring preparedness for annual branch operations audit, providing guidance in fraud situations, and adhering to branch security protocols. This role encourages a positive work environment and promotes teamwork by taking the lead in demonstrating excellent customer service. As a primary client contact and a resource to others, individuals are expected to maintain advanced product knowledge and identify need-based opportunities to refer clients to bank colleagues.

ESSENTIAL FUNCTIONS

Branch Operations (30%)

Provide Customer Interactions & Service (20%)

Accurately Process Customer Transactions (20%)

Leadership (15%)

Branch Communication (10%)

Product Knowledge and Services (5%)

Performs other duties as required and assigned.

KNOWLEDGE, SKILLS AND ABILITIES

EDUCATION

EXPERIENCE

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to type, handle cash and office-related objects; reach with hands and arms; and talk and hear. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Occasionally required to lift bags of coin weighing up to 52 lbs. with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Employees are occasionally required to work outside for brief periods of time in heat / cold and wet / humid conditions to check the ATM, adjust the flag and / or tidy the external branch environment.

AFFIRMATIVE ACTION

Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Monday - Friday from 8 : 30am - 5 : 30pm and every other Saturday morning