Client Services Manager

Summary

The Client Services Manager is a key middle‑management position responsible for leading and supporting customer service, deposit operations and exceptions payment back‑office while ensuring regulatory compliance, security integrity, and operational excellence across deposit‑related functions. This role directly oversees the administration of deposit systems and products, including Weiland, Teller, BPM and monthly regulatory and operational reporting. The Client Services Manager serves as a critical connector between frontline teams, operations support, compliance, and production.

• Perform assigned duties in accordance with the Bank’s Mission, Vision and Core Values; and provide the Bank’s customers with timely, responsive and exceptional service in accordance with the Bank’s customer service standards.

• Support regional customer service manager (RCSM), deposit operations analyst and exception item payment teams to ensure timely and accurate service delivery.
• Promote a strong culture of accountability, operational discipline, and exceptional service.
• Conduct regular coaching/training sessions, team huddles, and performance evaluations.
• Drive change to gain efficiencies using technology.

• Oversee, and working closely with the regional customer service manager, to ensure accurate execution of all deposit account activities, including new account processing, funds availability, check holds, wire transfer processing, and maintenance.
• Act as the escalation point for complex deposit issues, customer complaints, and exception items.
• Ensure smooth coordination with production, branch teams, and online banking support.
• Coordinate updates to product disclosures and customer‑facing communications as needed.
• Assist in the maintenance of a Disaster Recovery planning for Deposit Admin supports restoration of essential deposit operations processes.

• Administer and monitor Integrated Teller, BPM, and Weiland (cash management and reconciliation software) for accuracy, access controls, and integration with bank systems.
• Working with RCSM, create campaigns for CS teams to increase in debit card interchange and consumer online banking usage.
• Oversee deposit account security administration, including user entitlement reviews, audit trails, and role‑based access control across all systems such as core banking, BPM, Director, and Weiland.
• Partner with CBO, IT Security and Risk to ensure system controls align with data protection and regulatory standards.

• Maintain compliance with federal and state regulations impacting deposit operations:
• Reg E, Reg CC, Reg D, TISA, Inactive/Dormant/Escheatment, BSA/AML, UDAAP
• Conduct routine reviews of deposit processes to detect risk gaps or compliance concerns.
• Participate in audits and regulatory exams, implementing necessary changes and controls in response to findings.

• Compile and distribute monthly reports on deposit product activity, operational performance, exception volumes, account changes, and compliance metrics.
• Ensure timely and accurate submission of reports.
• Identify trends, anomalies, or issues through report analysis and propose action plans to resolve or enhance performance.

• Document and update standard operating procedures (SOPs) related to all aspects of deposit admin operations and system security.
• Participate in projects involving system upgrades, product rollouts, and process optimization related to deposit services.
• Lead or assist in cross‑functional task forces focused on enhancing operational efficiency and customer experience.
• Perform other duties as assigned.

• Bachelor’s degree in business administration or finance, or fifteen years equivalent experience
• Minimum 15 years of progressive banking operations experience, including at least 5 years managing multiple operations of customer service teams and managing and negotiating pricing.
• Deep knowledge of deposit regulations, bank security, policies and procedures
• Strong analytical,…