Branch Relationship & Experience Lead

Socket.dev; Irvine (CA); On-site; USD 52,000 - 80,000; Full time

Job summary

Socket.dev in Irvine, CA seeks a Relationship Banking Manager to lead daily branch operations, supervise staff, and foster exceptional customer experiences. You will handle account openings, deposits, and service requests while upholding regulatory requirements and risk controls.

The role emphasizes cross-selling bank products and maintaining accurate records. Candidates should have a high school diploma/GED, with at least six months in branch banking and cash handling experience, plus strong

Qualifications

• High school diploma or GED required.
• Minimum six months’ cash handling experience required.
• Six months’ branch banking experience preferred.
• Excellent communication and interpersonal skills.
• Strong mathematical ability and analytical skills.
• Knowledge of banking products and cross-selling encouraged.
• Knowledge of Bank Secrecy Act and regulatory compliance.

Responsibilities

• Provide exceptional customer experience and assist with account activities.
• Supervise day-to-day branch operations with Branch Service Manager.
• Open new accounts and perform routine transactions.
• Ensure compliance with BSA, AML, OFAC, CIP policies.
• Maintain accurate recordkeeping and deposits operations.
• Assist in staff training and daily branch staff supervision.
• Address customer issues promptly and professionally.

Skills

Computer skills

Mathematical ability

Analytical skills

Oral and written communication

Interpersonal skills

Time management

Attention to detail

Regulatory awareness

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Socket.dev in Irvine, CA seeks a Relationship Banking Manager to lead daily branch operations, supervise staff, and foster exceptional customer experiences. You will handle account openings, deposits, and service requests while upholding regulatory requirements and risk controls.

The role emphasizes cross-selling bank products and maintaining accurate records. Candidates should have a high school diploma/GED, with at least six months in branch banking and cash handling experience, plus strong