CareerPlan

Service Manager

Charlotte, North Carolina, United States of AmericaFull-time2026-10-02 → 2026-10-24

Core

Modernize client experience and oversee operational service functions including money movement, trade support, and account maintenance across assigned branches.

Role type

Senior IC Service Manager (Operations)

Builds

Operational service processes and client experience within financial branches

Domain

Financial Services / Banking Operations

Required skills

Trade supervision, money movement, document handling, compliance auditing, team leadership, process improvement, conflict resolution, strategic thinking

Preferred skills

Behavioral change coaching, diversity and inclusion advocacy, national platform updates, cross-functional partnership

Technologies

N/A

Responsibilities

Oversee service transaction approvals and processes (trade supervision, money movement, document handling), conduct quality assurance reviews on execution, lead operational remediations, ensure appropriate coverage across branches, facilitate client inquiry resolution, administer administrative efforts, partner with Market Risk Officers on branch exams, identify and implement process improvements, lead and mentor Service Associates & Receptionists, maintain relationships with key partners within the Branch, Market, Region and Home Office

Seniority

Senior, hands-on IC