What Makes Someone Successful in this Role • Strong frontline banking experience • Effective problem-solving and decision making skills • Excellent probing and listening skills to uncover customer needs • Excellent interpersonal, verbal, and written communication skills • Self-motivated, assertive, perform well in a customer services environment and interact with customer and team members in a professional and personable manner, and perform well in potentially stressful situations requiring tact, diplomacy, integrity, and confidentiality • Strong time management and follow-up skills • Embraces innovation and continuous learning, with a willingness to leverage emerging technologies, including AI-powered productivity tools, to improve service delivery and operational effectiveness • Presents him/herself in a professional manner Working Conditions and Essential Functions This is a full-time exempt position, working a minimum of 40 hours per week and longer may be warranted to meet the demands of the job or other duties as assigned. Updated: September 16, 2026 Requirements: Education and Experience • Minimum of two years of financial institution assistant management experience or equivalent financial services experience, or three or more years of financial institution experience at the deposit operations level • Job experience with extensive customer contact • Prior supervisory or lead role experience is a plus • Associates degree or higher in business or a related field is a preferred • PC and Internet proficiency is a must Required Skills and Abilities PC, Microsoft Office 365 applications, internet proficiency, comfortable using approved AI-enabled resources such as Microsoft Copilot to support research, communication, workflow management, document creation, and problem solving is required.