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JOB DETAILS

Banking Service Manager

CompanyJefferson Bank

LocationSan Antonio

Work ModeOn Site

PostedNovember 4, 2026

About The Company

Jefferson Bank is a family-owned bank serving communities in San Antonio and surrounding areas in the Texas Hill Country. Through the years, Jefferson Bank has created an elite team of highly skilled, family-oriented, and civic-minded individuals who contribute to the Bank's continued success. Jefferson Bank has been a strong part of San Antonio's banking community for more than 75 years. We are independent, locally owned, and ideally structured for convenient personalized service. Our goal is to earn long term relationships every day through integrity, responsiveness and commitment. Our Mission Statement: Earning long-term relationships every day through integrity, responsiveness, and commitment. This is personal to us. Jefferson Careers: https://www.jeffersonbank.com/about-jefferson-bank/careers Facebook: http://www.facebook.com/jeffersonbank Phone: (210) 736-7600 Email: info@jeffersonbank.com Bank NMLS# 597833 Jefferson Bank is an Equal Opportunity Employer and Affirmative Action Employer. As such, we value diversity and inclusion in the workplace and seek to attract and retain individuals who share those values. All qualified job seekers will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or other legally protected status. In addition, we comply with all applicable employment laws governing nondiscrimination and fully support individuals’ rights to be free from discrimination by prohibiting all forms of workplace harassment.

About the Role

JOB FUNCTION:

The Banking Services Manager is responsible for overseeing the daily operations, ensure exceptional customer experiences, lead a team of relationship bankers and tellers, and drive sales with a focus on retaining and expanding customer relationships. The candidate will possess strong leadership skills, a customer-centric mindset, and a passion for achieving business goals.

DUTIES & RESPONSIBILITIES:

Oversee the daily operations of a banking center, ensuring adherence to operational standards and efficiency; implement and maintain operational policies, procedures, and best practices; monitor and track operational performance metrics; and ensure the banking center is staffed to provide optimal coverage.
Ensure a high level of customer satisfaction by providing exceptional customer service, resolving customer issues promptly, developing and maintaining strong customer relationships, and identifying opportunities to enhance the customer experience through improvement initiatives.
Lead, motivate, and develop a team of Relationship Bankers and Tellers; provide coaching, training, and performance feedback; and foster a positive and collaborative work environment that encourages teamwork and high performance.
Be responsible for the overall management and success of the banking center relating to sales, expansion and retention of customer relationships, customer experience, service, and operations.
Collaborate with the Customer Experience Officer to implement strategies that improve the overall customer experience, focusing on efficiency, accuracy, and satisfaction.
Be responsible for all human resource activities relating to the banking center, including performance reviews, salary recommendations, staffing, personnel issues, employee feedback, and career development support.
Ensure Relationship Bankers are providing appropriate recommendations that meet the financial needs of customers and execute strategies to drive growth in deposit portfolios, loan portfolios, and fee income.
Identify and pursue opportunities for new customer acquisition, cross-selling of products, and expansion of banking services; drive sales goals and objectives by promoting bank products and services to existing and potential customers; develop and execute sales strategies to retain and expand customer relationships; and collaborate with other lines of business to identify and pursue new business opportunities.
Lead and encourage the utilization of CRM to help drive business growth as well as improve the overall customer experience.
Ensure compliance with all bank policies, regulations, and legal requirements; conduct audits; identify and mitigate risks related to banking center operations, including operational, financial, and reputational risks; maintain a high level of security and confidentiality; and manage building, grounds, and equipment to ensure a safe and secure environment for employees and customers.
Monitor and analyze the financial performance of the banking center and officer portfolios, including revenue, expenses, profitability, and losses; oversee resource allocation, including staffing, technology, and supplies; monitor loan portfolios assigned to Banking Center Officers to ensure past dues are worked to help maximize production and minimize losses; and monitor deposit portfolios to ensure NSFs are worked in a timely manner.

Perform other duties as assigned.

MINIMUM QUALIFICATIONS:

Work Experience

This role has flexibility in level and title depending on the candidate's experience and qualifications.

Banking Service Manager I

3+ years with a bank or other financial institution.
1+ years of leadership experience including coaching, training, or mentoring.
Strong understanding of banking operations, products, and regulatory requirements.
Strong knowledge of banking products, services, and operations.
Proven track record of achieving sales targets and business goals.
Experience in providing excellent customer service with knowledge of customer onboarding, expansion, and retention tactics.
Strong knowledge of budgets, auditing procedures, compliance regulations, operations policies/procedures, and reporting.

Banking Service Manager II

5+ years with a bank or other financial institution.
3+ years of leadership experience including coaching, training, or mentoring.
Extensive expertise in banking operations, products, and regulatory requirements.
Comprehensive expertise in banking products, services, and operational processes.
Proven track record of achieving sales targets and business goals.
Proven expertise in delivering exceptional customer service with a deep understanding of customer onboarding, expansion strategies, and retention tactics that drive measurable business growth.
Expert knowledge of budgeting, auditing procedures, compliance regulations, operations policies/procedures, and reporting.

Preferred Experience (Optional)

Banking Service Manager I

Experience working with and in a multiple banking center network.

Banking Service Manager II

3+ years Banking Center Management experience.

Supervisory Experience

Banking Service Manager I

1+ years of leadership experience including coaching, training, or mentoring.

Banking Service Manager II

3+ years supervising an operational function service area of a bank that includes making hiring decisions, writing performance appraisals, salary recommendations, and terminations.

Education/Skills

4-year college degree or 4 years of relevant work experience in lieu of college education.

Competency Requirements

Analytical skills, excellent verbal and written communication skills, problem solving, and a strong ability to work independently.
Strong interpersonal skills; ability to work well as part of a team.
Proven organizational skills with ability to multi-task and follow assigned tasks through completion.
Excellent leadership, communication, and interpersonal skills.
Ability to lead and motivate a team in a fast-paced environment.
Strong problem-solving skills and a customer-focused mindset.

Physical Requirements

Office/Building mobility, good vision, and hearing for traveling to various locations.
Must be able to verbally speak to communicate with employees and clients.
Must be able to sit/stand at workstation and look at PC for extended periods of time, keyboarding/typing.
Must have reliable transportation and able to travel to visit banking centers in San Antonio and surrounding areas.

Equipment/Machines/Software

Knowledge of Bank Core Systems and CRM systems.
Excellent computer literacy in Microsoft Programs (Outlook, Word, Excel, and Power Point).
Proficiency in computer applications and software.
Ability to work with office equipment such as copiers, scanners, shredders, and fax.

Position Includes Driving

Driving is an essential function of the position. Valid driver's license and reliable transportation required.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.

Key Skills

Banking operationsTeam leadershipSales managementCustomer serviceFinancial performance analysisRegulatory complianceCoaching and mentoringCRM softwareBudgetingAuditingRisk mitigationRelationship managementProblem solvingCommunication skillsMicrosoft Office Suite