Senior Branch Client Services Lead

Security National Bank; Omaha (NE); On-site; USD 42,000 - 52,000; Full time

Job summary

Security National Bank in Omaha, NE is seeking a Lead Client Service Representative to support branch operations, balance cash, and deliver outstanding customer service. You will work closely with the Branch Manager to ensure compliance and efficient daily operations while handling customer inquiries and complex transactions.

The role requires a minimum of a high school diploma and at least 2 years of teller or banking experience, with strong knowledge of bank products and services.

Qualifications

• Minimum of a High School diploma or equivalent required.
• Minimum of 2 years teller or banker experience required.
• Strong bank-related product and service knowledge.

Responsibilities

• Ensure branch compliance with operational policies and procedures.
• Balance cash and maintain cash limits; assist with audits.
• Provide excellent customer service and refer clients to bankers.
• Process transactions including deposits, withdrawals, checks, loan payments.
• Lead and train CSR staff; promote team engagement.

Skills

Customer service

Cash handling

Team leadership

Communication skills

Fraud awareness

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 to support branch operations, balance cash, and deliver outstanding customer service. You will work closely with the Branch Manager to ensure compliance and efficient daily operations while handling customer inquiries and complex transactions.

The role requires a minimum of a high school diploma and at least 2 years of teller or banking experience, with strong knowledge of bank products and services.