To apply for this position, go to our website Ohnward Bancshares, Inc.
www.ohnward.com
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POSITION SUMMARY
This position is responsible for providing product/services support to Client Services staff and plays a fundamental role in achieving Client satisfaction and revenue growth objectives. Develops and grows client relationships by providing exceptional customer service and product/services. Manages and develops the client services team.
KEY ORGANIZATIONAL RELATIONSHIPS
- Reports to Cashier
- Works closely with the Client Services Team and Clients
DUTIES AND RESPONSIBILITIES
Essential Duties and Responsibilities
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Manages, trains, and coaches Client Services team. Manages staff PTO to ensure department is adequately staffed at all times to serve clients.
- Ensures great customer service at all levels. Manages client complaints or issues with ease and timely follow-up.
- Coordinates teams’ job tasks to ensure efficient performance with timeliness and accuracy. Set goals and complete performance reviews for CSRs.
- Consistently timely with reporting requirements and ensures deadlines are met.
- Stay informed and educate staff on product knowledge. Responsible for ensuring all deposit products are trained appropriately to team members.
- Document all department process and procedures and ensure policies are up to date.
- Performs all necessary account reconciliations. Familiar with General Ledger and prepaid/accruals.
- Utilizes Peoplesoft for Accounts Payable as well as Application Interface and Asset Management (depreciation).
- Contributing member of Asset Liability Committee.
- Process unassigned overdrafts
- Purchase supplies as well as maintaining price bids and budget.
- Deposit section of quarterly Call Report.
- Process Levies, Garnishments and Subpoenas.
- Ensure Bank Settlement position is maintained daily and purchasing/selling of Fed Funds or Wholesale Funding is within policy guidelines.
- Meet all compliance requirements with regards to products, services, and forms. Prepare exam/audit information including annual KPMG/Eide Bailly responses.
- Utilize BIC (Business Intelligence Center) to build reports as needed for deposits/marketing.
- Performs other duties as assigned.
SKILLS AND ABILITIES
To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
- Solid understanding of processes. Familiarity with banking rules and regulations.
- Demonstrates accuracy and thoroughness. Attention to details. Results driven.
- Mathematic skills, basic PC knowledge and familiarity with electronic equipment, and financial skills.
- Customer focused.
- Eye for detail and accuracy.
- Excellent communication, organizational, leadership skills.
EDUCATION AND EXPERIENCE
- Associates Degree in Business or Accounting (or a related field); 4-6 years related experience and/or training; or equivalent combination of education and experience.
BENEFITS:
Stakeholder Bonus
Health Insurance
Dental Insurance
Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution
10 Observed Holidays
PTO
Group Term Life provided
Short Term Disability - 100% provided by company
Long Term Disability
Maternity/Paternity Leave – 100% of pay
Community Involvement
Pay-It-Ohnward – Company Giving Program
Grilling for Charity – Community Donations
Thank God Its Monday (TGIM) Company Event
To apply for this position, go to our website Ohnward Bancshares, Inc.
www.ohnward.com
-
About Us
-
Careers
-
Apply Now
Equal Opportunity Employer
Skills Required
- Associate degree in Business, Accounting, or a related field, or equivalent combination of education and experience
- 4-6 years of related experience and/or training, or equivalent combination of education and experience
- Familiarity with banking rules and regulations
- Knowledge of accounting processes, including account reconciliations, General Ledger, prepaid expenses, and accruals
- Strong communication, organizational, leadership, accuracy, and customer-service skills
- Basic PC and electronic equipment knowledge
What We Do
Ohnward Bancshares, Inc. is a bank holding company with assets of approximately $1.7 billion and over 260 employees. Based in Eastern Iowa, it operates 18 financial offices, including Maquoketa State Bank, Ohnward Bank & Trust, and First Central State Bank. The company provides a comprehensive range of services, including banking, trust, insurance, and real estate, dedicated to helping local clients and communities grow and prosper.
