Personal Banking Manager

Guaranty Bank & Trust; Rockwall (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Paid time off and holidays

401(k) retirement plan

Job summary

Guaranty Bank & Trust is seeking a Personal Banking Manager in Rockwall, TX to lead the location's staff, coach Personal Bankers, and drive sales while ensuring compliance with federal and state regulations. The role requires strong leadership, coaching, and operational oversight within a retail banking environment.

You will build a high-performing team, manage scheduling, train staff on product features, and represent the bank with customers and community leaders while supporting Treasury

Qualifications

• Lead and develop employees to perform at their highest abilities through coaching and feedback
• Confidently speak before groups of customers and employees
• Self-motivated and goal oriented in a results driven environment
• Set clear objectives for the location and monitor progress
• Demonstrates passion and drive to improve customers' financial lives
• Strong critical thinking and problem-solving to meet customer needs
• Adaptability and willingness to learn and change
• Plan and manage staffing to meet needs
• Read and interpret data and trends for decision making
• Strong communication, sales and public relations skills
• Proficient with MS Word/Excel/PowerPoint/Outlook
• Knowledge of financial institution policies and procedures

Responsibilities

• Maintain knowledge of bank products to train and motivate staff in cross-selling
• Hire, counsel and discipline staff as needed
• Schedule and supervise staff workflow
• Approve timesheets and leave requests for the banking department
• Evaluate performance and coach staff through PDA process
• Conduct BCCP audits and ensure compliance with policies
• Verify customer identifications and deposits/withdrawals
• Open new accounts and assist with inquiries
• Prepare account paperwork and service charges
• Offer and renew Certificates of Deposit and manage debit card apps
• Rent safe deposit boxes and authorize access
• Lead treasury management and merchant services initiatives
• Coordinate staff schedules for full coverage
• Comply with privacy and regulatory requirements
• Complete regulatory training and management requests

Skills

Leadership

Public speaking

Goal oriented

Objective setting

Customer focus

Problem solving

Initiative

Collaboration

Flexibility

Staffing planning

Data analysis

Sales skills

Communication skills

Policy knowledge

Education

Associate degree or higher

Minimum 4 years banking experience

Sales or Marketing experience

Management or Leadership experience

Coaching & mentoring experience

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

About The Role

The Personal Banking Manager serves as a member of the location’s management team and manages the day-to-day functions of the location by leading, directing, and coaching the Personal Bankers. Fully responsible for time management, staff supervision, and BCCP Coordinator, perform outside business calls to generate business and must always comply with federal and state regulations, as well as, bank policy and procedures.

The Personal Banking Manager serves as a member of the location’s management team and manages the day-to-day functions of the location by leading, directing, and coaching the Personal Bankers. Fully responsible for time management, staff supervision, and BCCP Coordinator, perform outside business calls to generate business and must always comply with federal and state regulations, as well as, bank policy and procedures.

Duties And Responsibilities

• Maintain knowledge of all the features and benefits of all the Bank’s products and services in order to efficiently train and motivate staff to cross-sell them to customers
• Employ, counsel and discipline assigned staff
• Identifying and hiring top talent that fit Guaranty’s culture
• Schedule and supervise staff workflow
• Maintain and approve timesheets, and/or leave requests for the personal banking department
• Evaluate work performance and coach staff through the Professional Development Assessment (PDA) process
• Follow the guidelines of the Banking Center Control Program (BCCP) to ensure banking center and staff are following all operating procedures and controls- Perform BCCP audits as required
• As needed perform the following duties to maintain the highest levels of customer service:
• Verify customer identification and endorsements
• Accept deposits and withdrawals on demand and savings accounts
• Cash checks within the limits assigned - Accept loan payments
• Issue and/or redeem Bonds, Cashier Checks, Traveler's Checks, and Money Orders
• Balance daily transactions and verify cash total. Detect and resolve out-of-balance conditions
• Open new accounts and assist customers with account inquiries and discrepancies
• Prepare and maintain account paperwork, including signature cards, check orders, transfers, and service charges
• Offer, renew, and redeem Certificates of Deposit
• Accept and process debit card applications and stop payment orders
• Rent safe deposit boxes and admit authorized customers to safe deposit box area
• Identify and correct personal banking department procedural inefficiencies
• Represent the Bank with major customers and community leaders—both inside and outside of the bank locations
• Exemplify the sales and service directives and culture for the retail staff and actively participate in sales of bank products—both inside and outside of the bank
• Lead and motivate a team that promotes and executes the bank’s performance metrics for Treasury Management, Merchant Services, Deposit Account Acquisition, and other products as needed
• Coordinate retail personnel schedules to ensure full coverage and staffing
• Comply with compliance and privacy policies and procedures to maintain confidentiality and information protection.
• Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Perform any additional duties and tasks assigned by management.

About You

QUALIFICATIONS AND SKILLS

• Lead and develop employees to perform at their highest abilities through coaching and feedback
• Confidently speak before groups of customers and employees
• Self-motivated, assertive, performs well in a goal-oriented environment
• Set clear objectives for the location and each employee, monitor progress, and track results
• Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
• Strong critical thinking and problem-solving skills to meet our customer's needs
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change
• Ability to collaborate with others to achieve shared goals
• Adaptability, flexibility, and ability to work location hours including some evenings
• Ability to plan and manage staffing to meet changing location and customer needs
• Ability to read and interpret data, numbers, trends, and instructions to make effective decisions
• Strong communication, sales, and public relation skills
• Excellent interpersonal, verbal and written communication skills
• Proficient knowledge of Microsoft Word, Excel, PowerPoint and Outlook
• Strong understanding or financial institution policies and procedures

Education And Experience

• Minimum of four years’ work experience in the banking industry- preferably as a Manager of Tellers or New Account Reps.
• Associate’s degree or higher- preferred
• Sales or Marketing experience- preferred
• Management or Leadership experience- preferred
• A successful record of coaching and mentoring employees to improved results- preferred

WORK SCHEDULE

Monday-Friday 7:45am-4:45pm with a 1-hour lunch break. Branch is closed on Saturdays and Sundays.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS

Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.