Canvas Mortgage ยท 4 days ago
RETAIL BANK SERVICE MANAGER
Ocean Springs Branch - Ocean Springs, MS 39564
Full-time
Onsite
Senior Level
5+ years expCanvas Mortgage is a community-focused bank that values relationships and personal service. They are seeking a Retail Bank Service Manager to oversee operational, compliance, and customer experience initiatives at their branch, ensuring a consistent and positive customer experience while managing daily workflows and training staff.
Financial ServicesLendingMortgage
Responsibilities
Ensures a consistent and positive customer experience, including managing daily workflows, accuracy, and timeliness for transactions and processing within the branch
Oversees various aspects of daily Retail Operations, including but not limited to daily cash ordering and reconciliation; manages and coordinates resolution of RB and branch cash balancing problems and RB tickler systems in compliance with bank policies and procedures
In conjunction with the Retail Bank Manager, serves as the subject matter expert in the bank's deposit product suite to include ancillary products
Conducts branch self-audits and supervises the compilation of all reports
Ensures all retail-focused collateral material, including brochures, posters, signage, and other marketing material, is current and consistent with Bank standards
Identifies opportunities and candidates for various bank products to enhance our overall customer relationships
Works in conjunction with RBM in implementing and monitoring banks customer on-boarding program
Responsible for training new RB I, RB II to include refresher, system enhancements, policy, and procedure changes
Ability to serve in a backup capacity to Retail Bankers on operational and platform sides
Identify, train, and coach mentors for training purposes
Ensures all Compliance training is completed in a timely manner
Remains informed and comfortable with product enhancements, sharing this information in weekly staff meetings that ensures a consistent delivery throughout the Bank
Embrace and assist in conducting quarterly core value meetings
Performs all other duties as assigned
Qualification
Required
A high school diploma or equivalent is required
Five or more years of experience in Banking or comparable finance management experience
Demonstrated customer service, interpersonal, and communication skills
Must be proficient with Microsoft Office products with strong data entry skills with a high attention to detail
Must possess exceptional time management skills with the ability to organize, prioritize, and perform multiple tasks simultaneously
Must possess strong leadership, teamwork, problem-solving, and analytical skills
Preferred
Bachelor's Degree in Finance, Business Administration, or related field preferred
Benefits
Retirement - 401k
Medical, Vision, and Dental Insurance
Telemedicine
Term Life, AD&D and Disability Plan
Employee Assistance Program
Paid Time Off
Paid Holidays (11)
Tuition Assistance
Fitness Center Reimbursement
Company
Canvas Mortgage
Canvas Mortgage is a mortgage brokerage firm that offers refinancing, rural development, and conventional loan services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase