Bank Client Service Manager

Madison-Davis, LLC; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Madison-Davis, LLC is seeking an experienced client-service and operations leader to oversee daily teller activities at our Fort Worth, TX location. You will coach a frontline team, provide operational guidance, and serve as a subject-matter resource on banking products, procedures, and compliance.

The ideal candidate has strong leadership skills, banking experience, and a thorough understanding of teller operations, transaction controls, compliance, and fraud prevention.

Qualifications

• Extensive experience in client service and banking operations.
• Strong leadership and coaching capabilities.
• Thorough understanding of teller operations, compliance and fraud prevention.

Responsibilities

• Support daily teller and branch operations while serving as a team leader and hands-on contributor.
• Coach and guide team members through client transactions, service interactions, and operational procedures.
• Serve as a subject matter resource for teller processes, banking products, systems, policies, and service expectations.
• Assist with daily workflow management, transaction volumes, balancing activities, and service priorities.
• Resolve escalated client concerns and complex transaction issues professionally and efficiently.
• Review and approve qualifying high-value transactions within authority limits.
• Verify accuracy and completion of daily logs, balancing records, transaction documentation, and reports.
• Reinforce compliance with banking policies, procedures, regulatory requirements, and risk controls.
• Monitor for potential fraud, suspicious activity, risk, and process concerns; escalate appropriately.
• Support onboarding and training for new team members; provide ongoing coaching and feedback.
• Conduct quality reviews of transactions and client interactions to ensure standards.

Skills

Leadership

Coaching

Client-facing banking experience

Teller operations

Transaction controls

Compliance

Fraud prevention

Operational guidance

Risk controls

Staff development

Job description

Office Status: In-Office - Fort Worth, TX

Overview

A banking organization is seeking an experienced client-service and operations leader to oversee daily teller activities while providing coaching, training, and operational guidance to a frontline team. This role serves as a subject matter resource for banking products, transaction processing, operational procedures, regulatory requirements, risk controls, and client service standards.

The ideal candidate has prior client-facing banking experience, strong leadership and coaching capabilities, and a thorough understanding of teller operations, transaction controls, compliance, and fraud prevention.

Key Responsibilities

• Support daily teller and branch operations while serving as both a team leader and hands‑on contributor.
• Coach and guide team members through client transactions, service interactions, and operational procedures.
• Serve as a subject matter resource for teller processes, banking products, systems, policies, and service expectations.
• Assist with daily workflow management, transaction volumes, balancing activities, and service priorities.
• Resolve escalated client concerns and complex transaction issues professionally and efficiently.
• Review and approve qualifying high-value transactions in accordance with established authority limits.
• Verify the accuracy and completion of daily logs, balancing records, transaction documentation, and operational reports.
• Reinforce compliance with banking policies, procedures, regulatory requirements, and risk controls.
• Monitor for potential fraud, suspicious activity, operational risk, and process concerns and escalate appropriately.
• Support onboarding and training for new team members.
• Provide ongoing coaching, mentoring, and performance feedback to promote team development.
• Conduct or support quality reviews of transactions, client interactions, and service activities.
• Ensure procedures, job aids, and operational documentation remain accurate and current.
• Partner with Compliance, Risk, Quality Control, Internal Audit, and other leadership teams on operational and control-related matters.
• Support initiatives designed to improve client experience, operational efficiency, and risk management.
• Assist with required audits and follow-up activities.
• Identify opportunities for process improvements and help implement sustainable solutions.
• Apply sound judgment when handling policies, procedures, regulations, and approved exceptions.
• Manage competing priorities while maintaining accuracy, confidentiality, and operational standards.