Branch Service & Sales Leader

Investar Bank National As; Alexandria (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

Investar Bank National As in the United States is seeking a Customer Service Manager to support branch operations, lead staff, and drive customer satisfaction. This role emphasizes supervision, sales, and service culture, with responsibilities across deposits, loans, and security in alignment with Bank objectives.

The ideal candidate brings a track record in retail banking, strong people skills, and the ability to coach staff to achieve branch and regional goals while maintaining compliance and

Qualifications

• High School Diploma or equivalent (GED) required
• 5 or more years Retail or related experience preferred
• Previous supervisory experience preferred

Responsibilities

• Reinforces the application of superior customer service through example along with appropriate follow through with involved customers and employees.
• Conducts specific periodic meetings and presentations regarding customer service with staff members.
• Develops new deposit and loan business, provides a superior level of customer relations and promotes the sales and service culture through effective coaching, guidance, and staff motivation.
• Achieves individual goals while assisting the Branch Manager in attaining branch, region, and Bank sales goals through new business sales, referrals, and retention of customer relationships.
• Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; motivates and monitors staff in cross selling and product presentation compared to goals.
• Investigates and follows up on significant changes in status of existing customers; meets with customers to discuss needs or concerns and outlines appropriate Bank products and services.
• Assists the Branch Manager in ensuring the branch is organized, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
• Performs operational duties as directed by the Branch Manager to maintain compliance with regulatory guidelines (i.e., customer/branch research, monitoring completion of back office duties, reporting, etc.
• Assists and relieves in various job functions of the branch as needed or required.
• Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
• Maintains knowledge of security and safety policies and strictly adheres to established procedures; works closely with the Bank Security Officer to maintain an updated plan for the branch; ensures branch staff is properly trained and made aware of any changes to the branch’s plan and procedures.
• Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and acts on daily reports; ensures the branch is maintained in a neat, clean and attractive manner; recommends redecoration or major repair or redesign of floor space as necessary.
• Ensures effective communication to staff and implementation of all policy and procedure changes as approved by Senior Management; schedules and conducts any necessary training for staff.
• Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits.
• Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
• Performs all other duties as assigned.

Skills

Deposit knowledge

Loan process basics

Interpersonal skills

Judgment & discretion

Fast learner

Office equipment

MS Office

Communication skills

Organizational skills

Attention to detail

Education

High School Diploma or equivalent

5+ years Retail or related experience

Previous supervisory experience

Job description

Investar Bank National As in the United States is seeking a Customer Service Manager to support branch operations, lead staff, and drive customer satisfaction. This role emphasizes supervision, sales, and service culture, with responsibilities across deposits, loans, and security in alignment with Bank objectives.

The ideal candidate brings a track record in retail banking, strong people skills, and the ability to coach staff to achieve branch and regional goals while maintaining compliance and