Banking Customer Service Supervisor & Team Lead

Stockman Bank; Manhattan (MT); On-site; USD 42,000 - 66,000; Full time

Job summary

Stockman Bank in Manhattan, MT is seeking a Customer Service Supervisor to lead the branch's customer service and new accounts efforts. The role requires strong product knowledge and frequent customer interaction to develop new business and service existing clients.

Responsibilities include supervising CSR staff, training, meeting performance standards, handling account issues, and cross-selling banking services while upholding bank policies and community involvement.

Qualifications

• Strong commitment to providing exceptional customer service.
• High School diploma or equivalency.
• 1-2 years previous financial institution/customer service experience
• Strong communication and organizational skills.

Responsibilities

• Supervise new accounts personnel and receptionist for the branch.
• Assist with training of customer service personnel as needed.
• Establish clear performance expectations and conduct annual review of CSR staff.
• Responsible for quality customer service delivery of all CSR staff.
• Refer operational issues/concerns to Operations Officer as needed.
• Resolve customer account problems at the request of the customer or employee.
• Gather and verify data or information for reports, in response to problems or inquiries.
• Correct, clarify or settle differences or discrepancies in accounts detected internally or brought to the Bank’s attention by customers.
• Be aware of all new deposit account and closed account activity.
• Observe and enforce all Bank policies and procedures.
• Assist with answering incoming calls as necessary.
• Monitor and direct lobby traffic.
• Update deposit rates and lobby PC display.
• Prepare documentation for all deposit accounts.
• Accept wires, transfers, stop payments, change of addresses; order checks, ATM and debit cards, balance checkbooks, etc.
• Maintain temporary signature cards/W-8’s/W-9’s
• Send “Thank you” notes for new accounts as defined by management or those identified directly.

Skills

Customer service

Communication

Organizational skills

Supervision

Education

High School diploma or equivalent

Job description

Stockman Bank in Manhattan, MT is seeking a Customer Service Supervisor to lead the branch's customer service and new accounts efforts. The role requires strong product knowledge and frequent customer interaction to develop new business and service existing clients.

Responsibilities include supervising CSR staff, training, meeting performance standards, handling account issues, and cross-selling banking services while upholding bank policies and community involvement.