Associate Manager, Bank Client Services

The ideal candidate has prior client-facing banking experience, strong leadership and coaching capabilities, and a thorough understanding of teller operations, transaction controls, compliance, and fraud prevention. A banking organization is seeking an experienced client-service and operations leader to oversee daily teller activities while providing coaching, training, and operational guidance to a frontline team.

Title: Associate Manager, Bank Client Services

Office Status: In-Office - Fort Worth, TX

Salary: $60k-$75k

Contract Length: Permanent

ABOUT THE ROLE

A banking organization is seeking an experienced client-service and operations leader to oversee daily teller activities while providing coaching, training, and operational guidance to a frontline team. This role serves as a subject matter resource for banking products, transaction processing, operational procedures, regulatory requirements, risk controls, and client service standards.

The ideal candidate has prior client-facing banking experience, strong leadership and coaching capabilities, and a thorough understanding of teller operations, transaction controls, compliance, and fraud prevention.

RESPONSIBILITIES

• Support daily teller and branch operations while serving as both a team leader and hands-on contributor.
• Coach and guide team members through client transactions, service interactions, and operational procedures.
• Serve as a subject matter resource for teller processes, banking products, systems, policies, and service expectations.
• Assist with daily workflow management, transaction volumes, balancing activities, and service priorities.
• Resolve escalated client concerns and complex transaction issues professionally and efficiently.
• Review and approve qualifying high-value transactions in accordance with established authority limits.
• Verify the accuracy and completion of daily logs, balancing records, transaction documentation, and operational reports.
• Reinforce compliance with banking policies, procedures, regulatory requirements, and risk controls.
• Monitor for potential fraud, suspicious activity, operational risk, and process concerns and escalate appropriately.
• Support onboarding and training for new team members.
• Provide ongoing coaching, mentoring, and performance feedback to promote team development.
• Conduct or support quality reviews of transactions, client interactions, and service activities.
• Ensure procedures, job aids, and operational documentation remain accurate and current.
• Partner with Compliance, Risk, Quality Control, Internal Audit, and other leadership teams on operational and control-related matters.
• Support initiatives designed to improve client experience, operational efficiency, and risk management.
• Assist with required audits and follow-up activities.
• Identify opportunities for process improvements and help implement sustainable solutions.
• Apply sound judgment when handling policies, procedures, regulations, and approved exceptions.
• Manage competing priorities while maintaining accuracy, confidentiality, and operational standards.

QUALIFICATIONS

• Bachelor's degree in a related field or equivalent professional experience.
• 5 7 years of experience in financial services, banking, or customer service.
• 3 5 years of leadership experience, particularly team coaching and development.
• Prior client-facing banking experience required.
• Experience handling escalated client situations and complex transactions preferred.
• Strong client service, leadership, mentoring, and coaching skills.
• Comprehensive knowledge of:
  • Banking products
  • Teller operations
  • Transaction processing
  • Compliance requirements
  • Operational controls
  • Fraud prevention
  • Banking regulations and standards
• Ability to apply policies and procedures using sound judgment while maintaining operational accuracy and appropriate risk controls.
• Strong communication, interpersonal, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail with an emphasis on accuracy, documentation, balancing, confidentiality, and operational excellence.
• Proficiency with Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
• Working knowledge of Jack Henry and SilverLake systems preferred.