Branch Services Lead: Customer Success & Operations

Security National; Omaha (NE); Hybrid; USD 36,000 - 60,000; Full time

Job summary

Security National Bank in Omaha, NE is seeking a Lead Client Service Representative for the Cass branch. The role emphasizes accurate cash handling, customer service excellence, and fraud prevention while supporting branch operations and team performance.

The position requires a high school diploma and at least 2 years of teller or banker experience, with strong communication and Microsoft Office skills. Regular hours are Monday through Friday with alternating Saturdays.

Qualifications

• Detailed knowledge of banking operations and customer service best practices.
• Ability to recognize and respond to potential fraud and security issues.
• Experience with branch cash handling, balancing and teller procedures.

Responsibilities

• Maintain branch compliance with policies and procedures, balance cash and manage cash limits.
• Provide guidance in fraud situations and escalate when needed.
• Lead by example to deliver excellent customer service and refer clients to bank colleagues.

Skills

Customer service

Cash handling

Fraud awareness

Team leadership

Cash drawer management

Banking software

Education

High School diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Security National Bank in Omaha, NE is seeking a Lead Client Service Representative for the Cass branch. The role emphasizes accurate cash handling, customer service excellence, and fraud prevention while supporting branch operations and team performance.

The position requires a high school diploma and at least 2 years of teller or banker experience, with strong communication and Microsoft Office skills. Regular hours are Monday through Friday with alternating Saturdays.