Retail Banking Operations Manager

First Security Bank Missoula; Stevensville (MT); On-site; USD 65,000 - 98,000; Full time

Job summary

First Security Bank seeks an experienced manager to lead a branch operations team, ensuring high-quality customer service and compliance with policies and regulations. You will oversee staff performance, coach team members, and participate in hiring decisions as needed to maintain service standards.

The role includes hands-on duties such as teller and banker tasks during peak times, managing schedules, and driving process improvements in line with company values and regulatory requirements.

Qualifications

• Minimum three (3) years of combined banking and supervisory experience.
• Strong leadership and staff development skills.
• Excellent customer service and communication abilities.

Responsibilities

• Oversee and manage branch operations and staff performance.
• Ensure compliance with bank policies, industry standards and regulations.
• Provide training and coaching to staff and conduct annual performance reviews.
• Lead teller and banker duties as needed to ensure smooth operations.

Skills

Banking supervision

Staff development

Customer service

Policy adherence

Communication

Education

Bachelor’s degree in business, finance or related field

Tools

Microsoft Office

Job description

About The Role

Position provides professional leadership and management of technical and support services performed by personnel in assigned operations area(s) and/or region. Provide team development and process/performance improvement to departmental and other bank employees. Monitors and reviews activities, records, and transactions to ensure that bank policies and procedures are consistently being followed, to assess quality of services being provided, and to promote increased customer use of bank services and enhance customer satisfaction.

Duties and Responsibilities

Oversee and complete all projects as assigned. Provide quality control as needed/requested to ensure services are provided in compliance with established bank policies and procedures, industry standards, and current federal and state standards, guidelines, and regulations.

Actively participate as a member of the operations and/or retail team by offering suggestions, reporting concerns, and making recommendations to new and established policies and procedures and their implementation.

Oversee the effective support of assigned operations/retail area(s). Provide technical support and assistance by addressing and resolving customer issues and problems. Respond to questions and inquiries quickly and accurately. Resolve more complex or sensitive issues as needed. Provide input on issues affecting the operations department, work units within operations, and/or the bank.

Provide leadership and management to assigned staff and to the quality of services provided to customers. Communicate clearly and effectively with staff to provide instruction, guidance and to develop trust and respect.

Step in to perform teller and banker duties as needed, including processing transactions, opening accounts, and resolving customer inquiries, to ensure smooth branch operations and maintain high service standards.

Ensure that the branch is open and ready to conduct business each business day, delegate various operational duties to those supervised but assume overall administrative responsibility for operating the branch. Maintain schedules to always ensure adequate coverage. Ensure team completes time sheets in a timely and accurate manner to meet payroll deadlines.

Provide training to new and current staff to ensure the most efficient and courteous service possible. Ensure staff have thorough understanding of all phases of their job including complete training and knowledge of job functions, products, policies, and procedures. Maintain open communication between staff, supervisor, and others.

Effectively and positively lead team through change while demonstrating positive attitude and behaviors. Support department, division, and company initiatives. Identify and effectively resolve problems. Maintain team schedules to always ensure adequate coverage. May conduct or assist with hiring team members within area of responsibility.

Conduct regular coaching sessions with team members to review work performance, to provide training/mentoring, and to develop/acknowledge individual/group performance in achieving goals. Ensure compliance with procedures, bank policies and government regulations.

Perform annual reviews and communicate results to staff, together with action items/goals and improvement plans as needed. Ensure staff performance is maintained at acceptable level. Maintain open communication with supervisor through sharing and accepting suggestions and ideas. Promote team efforts in all areas.

Effectively address performance and other work-related issues with staff, and ensure all staff understand and comply with bank and department policies and procedures. Handle and resolve conflicts with employees and/or situations, and work with department head and HR regarding disciplinary action steps.

Assist with implementation of policies, products and services, and systems used to provide services to customers. Review and recommend new methods and procedures to make daily operations more efficient. Ensure conformance to policies and procedures. Analyze current systems and methods to identify efficiencies/inefficiencies and to make for efficient delivery of services. Assist in upgrading of technology, systems, and management strategies to streamline and improve services provided by bank. Execute assigned projects and activities within work unit. Responsible for dissemination of product information to appropriate staff.

Remain current on new products and services for potential use in bank and to ensure current products are accurate, timely, and responsive to market and needs of bank and customers. Make recommendations for improved services and their delivery.

Essential Functions

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer’s personal and financial information.

Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development. Participate in all training sessions and complete all assigned OnCourse compliance courses and achieve a passing score by due date.

Adhere to First Security Bank’s core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive ‘can-do’ attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.

Display excellent customer service with both internal and external clients. Embody First Security Bank’s “Welcome” tenets:

• W Warm – Demonstrate warmth; be genuine and approachable
• E Engage – Engage with teammates and customers; be present in every interaction
• L Listen – Actively listen to employees and clients
• C Connect – Build relationships, connect with the community and teams
• O Opportunity – Seek out opportunities to serve others
• M Modify – Modify your approach to meet employees and clients where they are; style-flex and adapt as appropriate
• E Experience – Create a true experience for the client by providing exceptional customer service on their financial journey

Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers.

Position performs other duties as needed/assigned.

About You

Qualifications

Minimum three (3) years of combined banking and supervisory experience and/or training.

Bachelor’s degree in business administration, finance, or related field. An equivalent combination of education and experience may be considered on a case-case basis.

Must possess current valid driver’s license.

Knowledge, Skill, Ability

Working knowledge of standard office equipment. Skills in areas related to computer operation/use including working knowledge of Microsoft applications and ability to learn new systems/applications.

Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.

Customer Service: We are community-inspired and pride ourselves on offering exceptional service to both our internal and external customers. We expect you, as an employee, to support our values and visions of Integrity, Service and Success.

Teamwork: Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.

Professionalism: Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships; represent the bank in a positive manner; maintain credibility with others.

Ethical Behavior: Model high standard of honesty, integrity, trust, and openness. Understand and follow through with appropriate standards of conduct and moral judgment; willing to act outside the norm when needed to adhere to ethical principles. Communicate and demonstrate actions in a consistent manner. Respect others, regardless of individual capabilities, agendas, opinions, or needs.

Confidentiality: Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality.

Quality Management: Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality; demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results.

Adaptability: Adapt positively to change; manage competing demands and effectively handle changes, delays and/or unexpected events with a positive attitude.

Planning and Organization: Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames. Complete work in a timely, accurate manner and be conscientious about assignments and deadlines.

Judgment/Problem Solving: Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner; exhibit sound judgment; appropriately handles