Branch Administrator

City of Lincoln; Wabash (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Full benefits

401(k) with match

Paid holidays

Paternity leave

Job summary

Crossroads Bank is seeking a Branch Administrator/Client Services Manager to support daily branch operations in Wabash, supervise staff, and ensure regulatory compliance. You will act as manager in the Branch Manager’s absence, resolve complex customer issues, and drive sales through product recommendations and cross-selling.

The role emphasizes balance, vault procedures, and staff coaching, with strong focus on customer relationships and service excellence in a busy branch setting.

Qualifications

• High school diploma or equivalent required.
• 3-5 years banking experience or equivalent work experience.
• College coursework in Business or related field preferred.
• Strong customer service and interpersonal skills.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Effective problem-solving and decision-making abilities.
• Ability to collaborate effectively in a team environment.

Responsibilities

• Open and service consumer accounts including checking, savings, IRA, and HSA accounts.
• Process and close consumer loans.
• Manage complex customer transactions and resolve escalated service issues.
• Review obituaries and ensure appropriate account holds and documentation.
• CDAR/ICS accounts.
• Learn vault management, cash handling, and security procedures.
• Ensure daily balancing and resolution of cash exceptions and offages.
• Serve as a backup teller as needed.
• Balance the ATM and manage cash levels; open/close procedures.

Skills

Customer service

Interpersonal skills

Attention to detail

Organizational skills

Team collaboration

Education

High school diploma

Business coursework preferred

Job description

• Location 1205 Cass Street,Wabash, IN, 46992,United States
• Other Compensation Pay based on experience, full benefit package, 401(k) with company match, paid holidays, parternity leave
• Job Category Branch
• Required Degree High school
• Manage Others Yes

Contact information

• Email [e-mail]

Description

The Branch Administrator/Client Services Manager supports the Branch Manager in overseeing daily branch operations in Wabash, supervising staff, and ensuring compliance with all applicable banking regulations. This role serves as acting manager in the Branch Manager’s absence, resolves complex customer issues, supports sales growth, opens new accounts, and coaches team members to achieve performance and service goals.

Key Responsibilities

Customer Service & Account Management

• Open and service consumer accounts including checking, savings, IRA, and HSA accounts
• Process and close consumer loans
• Manage complex customer transactions and resolve escalated service issues
• Review obituaries and ensure appropriate account holds and required documentation are completed
• CDAR/ICS accounts

Operational Training & Oversight

• Learn and perform vault management, cash handling, and security procedures
• Ensure daily balancing and resolution of cash exceptions and offages
• Serve as a backup teller as needed
• Balance the ATM, manage cash levels, and perform branch opening and closing procedures
• Ensure compliance with security policies and financial regulations
• Develop and maintain strong customer relationships to retain and expand business
• Drive branch sales through effective product recommendations and cross-selling
• Support customer relationship management initiatives

Staff Development & Scheduling

• Mentor and coach tellers on product knowledge, cross-selling, and customer service excellence
• Assist with team huddles and staff communication
• Oversee the teller line, including staff scheduling, training, coaching, and support during
• Performance reviews

Administrative & Branch Support

• Maintain inventory of branch supplies
• Prepare performance and operational reports
• Coordinate building repairs and maintenance schedules

Leadership & Compliance

• Act as Branch Manager in their absence, ensuring continuity of operations
• Maintain knowledge of and comply with all regulatory requirements, including BSA and OFAC
• Participate in bi-weekly branch meetings by reviewing products, policies, and procedures with staff
• Attend management meetings as required
• Participate in training programs, schooling, and seminars as offered
• Perform other duties as assigned

Requirements

Education & Experience

• High school diploma or equivalent required
• Minimum of 3-5 years of banking experience or equivalent work experience
• College coursework in Business or a related field preferred
• Strong customer service and interpersonal skills
• Excellent attention to detail and accuracy
• Strong organizational and time-management skills
• Effective problem-solving and decision-making abilities
• Ability to collaborate effectively in a team environment

Physical Requirements & Work Environment

This position is performed in a branch office environment and involves frequent interaction with the public. The role requires prolonged periods of sitting and standing, use of computers and standard office equipment, routine handling and counting of cash. Physical activities include bending, reaching, kneeling, grasping objects, lift, carry, or move cash drawers, coins, supplies, or equipment weighing up to 50 pounds as needed.