Investar Bank, National Association · 1 month ago
Customer Service Manager- Floater
Investar Bank, National Association is seeking a Customer Service Manager-Floater to assist and support the Branch Manager in the administration and efficient daily operation of a full service branch office. The role involves providing leadership, training, and supervision to branch personnel while ensuring superior customer service and compliance with regulatory guidelines.
BankingFinancial ServicesVenture Capital
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
Qualification
Required
High School Diploma or equivalent (GED)
Must possess thorough understanding of all deposit accounts and other products and services offered by the bank
Must possess basic understanding of the loan application process
Must possess good interpersonal skills
Must possess ability to use good judgment and discretion
Must possess ability to learn new tasks and computer programs quickly and retain information
Must possess knowledge of standard office equipment including computer, ten key adding machine, typewriter, fax machine, scanner and copy machine
Must possess knowledge of computers and computer operations MS Office software
Must possess good verbal and written communication skills
Must possess good organizational skills
Must possess ability to perform detailed tasks with accuracy
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required performing the essential job functions
Ability to read and interpret a document
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions
Preferred
5 or more years Retail or related experience
Previous supervisory experience
Company
Investar Bank, National Association
Some may call it exceptionally brilliant, but to us, it’s just banking the way it should be.
Funding
Current Stage
Public CompanyTotal Funding
$107.5M2025-07-01Post Ipo Equity· $32.5M
2022-04-19Post Ipo Debt· $20M
2019-12-20Post Ipo Equity· $30M
Leadership Team
Recent News
2025-10-20
Morningstar.com
2025-09-18
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