Branch Customer Service & Sales Leader

Westamerica; Walnut Creek (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Westamerica Bank is seeking a Customer Service Manager to oversee branch operations and lead a team in Walnut Creek, CA. You will coach tellers, promote bank services, and ensure exceptional customer service while driving sales referrals.

The role reports to the Regional Service Manager and emphasizes accountable leadership and policy adherence. You will balance daily operations, staff development, and customer interaction to achieve service standards, deposits growth, and NII targets within a

Qualifications

• Excellent interpersonal, organization and communication skills.
• Previous lead or supervisory experience preferred.
• Ability to balance customer service with sales goals.
• Strong problem-solving and conflict-resolution abilities.
• Demonstrates ability to coach and mentor staff.

Responsibilities

• Provide customers with quality service and promote bank products.
• Supervise operational staff and manage branch operations.
• Lead daily sales meetings and meet service standards.
• Resolve complex customer problems and serve as a point of contact for staff.
• Monitor losses, cash handling and adherence to policies.

Skills

Interpersonal skills

Leadership

Customer service

Sales support

Communication

Tools

10-key machine

Microsoft Office

ATM operation

Job description

Westamerica Bank is seeking a Customer Service Manager to oversee branch operations and lead a team in Walnut Creek, CA. You will coach tellers, promote bank services, and ensure exceptional customer service while driving sales referrals.

The role reports to the Regional Service Manager and emphasizes accountable leadership and policy adherence. You will balance daily operations, staff development, and customer interaction to achieve service standards, deposits growth, and NII targets within a