Branch Service Leader: Elevate Service & Sales

Zions Bancorporation; La Mesa (CA); On-site; USD 64,000 - 78,000; Full time

Benefits offered by this job

Medical, Dental & Vision insurance (1)

Life & Disability Insurance

Paid Parental Leave

Adoption Assistance

Health Savings (HSA)

Flexible Spending (FSA)

Paid Time Off (PTO) & holidays

401(k) with company match

Tuition reimbursement

Job summary

California Bank & Trust, a division of Zions Bancorporation, seeks a Branch Service Manager in Rancho San Diego, CA. The role directs daily branch operations, service standards and sales, while coaching staff to meet branch goals.

You will lead recruitment, training and performance reviews, drive sales of bank products, and resolve complex customer issues to maintain an exceptional experience. On-site work is required.

Qualifications

• Requires a high school diploma and 2+ years experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience.
• Demonstrates comprehensive knowledge of the banking industry, retail operations, products, regulations, and lending procedures.
• Exhibits strong leadership and supervisory skills with the ability to manage, train, and guide a team effectively.
• Possesses outstanding relationship building, client service, and sales skills.
• Displays excellent problem-solving, conflict-resolution, and communication skills (both verbal and written).
• Proficient in standard computer software, including word processing and spreadsheet applications.
• Ability to work on-site at the assigned branch or business center office.

Responsibilities

• Directs daily branch operations, service standards, and sales functions to achieve strategic branch goals in coordination with leadership.
• Leads, coaches, and mentors branch staff while managing key personnel actions including hiring, training, and performance evaluations.
• Drives sales performance by providing leadership, training, and personal contribution toward the referral and sale of bank products and services.
• Resolves complex client complaints, inquiries, and service issues to ensure an exceptional customer experience.
• Oversees operational compliance, adhering to bank policies, legal regulations, safety protocols, and security procedures while preparing the branch for audits.
• Manages financial controls and risk by executing transaction approvals, overrides, and conducting investigations into operational issues or potential fraud.
• Collaborates with key business partners to achieve sales and service objectives while maintaining the operational integrity of the branch.
• Other duties as assigned.

Skills

Relationship building

Client service

Sales skills

Leadership

Communication

Education

High school diploma

Tools

Word processing

Spreadsheets

Job description

California Bank & Trust, a division of Zions Bancorporation, seeks a Branch Service Manager in Rancho San Diego, CA. The role directs daily branch operations, service standards and sales, while coaching staff to meet branch goals.

You will lead recruitment, training and performance reviews, drive sales of bank products, and resolve complex customer issues to maintain an exceptional experience. On-site work is required.