Branch Service Manager- Lancaster, CA

Zions Bancorporation; Lancaster (CA); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

401(k) plan with match

Job summary

California Bank & Trust in Lancaster, CA seeks a Branch Service Manager to lead sales and services at the Lancaster branch. The role drives customer relationships, oversees staff, and ensures operational integrity while meeting sales objectives.

The position requires a high school diploma and 2+ years in banking or customer service, with strong communication and leadership skills. On-site presence is required at the branch.

Qualifications

• Requires a high school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes or related experience.
• Knowledge of banking industry, processes, regulations and products.
• Strong customer service, relationships building, sales and management skills.
• Excellent verbal and written communication skills.
• Ability to lead a group and manage staff.

Responsibilities

• Resolve client service issues and respond to complex client questions or complaints.
• Direct the work of managed employees and oversee scheduling and performance.
• Maintain branch records and supervise staff performance and productivity.
• Ensure compliance with bank policies, safety and security protocols.
• Provide sales leadership and partner with teams to hit service objectives.
• Prepare for audits and coordinate with audit staff on findings.

Skills

Customer service

Sales leadership

Team leadership

Communication skills

Problem solving

Education

High school diploma

Tools

MS Office

Job description

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a seasonedBranch Service Managerat ourLancaster, CAbranch. This role provides sales leadership, through their own production, as well as the oversight sales and services tasks, and works closely with key partners to achieve sales and service objectives while maintaining operational integrity.

Essential Functions:

• Responsible to resolve and respond to client service issues, complex client complaints and questions.
• Directs the work of managed employees. May schedule and set hours of work.
• Maintains production or sales records for use in supervision and/or performance management of employees, appraises employee productivity and efficiency.
• Recommends promotions or other changes in employee status, handles employee complaints and grievances, disciplines employees, apportions the work and determines the approaches used by employees to do assigned tasks.
• Responsible for compliance with/adherence to safety and security protocols.
• Monitors and/or implements legal compliance measures, ensures the branch/business center is in compliance with all bank policies and procedures.
• Approves teller transactions as needed.
• Prepares the branch/business center for audits and works with audit staff to resolve any issues identified.
• Provides sales leadership, through their own production, as well as the oversight of sales and services tasks.
• Works closely with key partners to achieve sales and service objectives and maintain operational integrity.
• Monitors and ensures compliance with policy and the companies risk appetite.
• Implements management procedures and operating practices and commits the branch/business center in matters of significant financial impact.
• Has discretion to perform approvals and overrides within their authority.
• Involved in planning long- or short-term operational, sales and customer experience goals.
• Investigates and researches operational issues, loss, fraud and resolves complex and/or significant matters on behalf of the company.
• Represents the branch/business center in handling complaints, arbitrating disputes or resolving grievances.
• May process cash transactions and perform other customer service and sales duties within the branch/business center as needed. Has discretion to determine when to perform these additional functions.
• Other duties as assigned.
• This position requires the Branch Service Manager to work on site at the assigned branch or business center office.

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.
• A combination of education and experience may meet requirements.
• Knowledge of the banking industry, processes, procedures, regulations and products.
• Knowledge of lending process and procedures.
• Strong customer service, relationships building, sales and management skills.
• Able to handle various client concerns and problems.
• Must have good communication skills, both verbal and written.
• Knowledge of computer programs, i.e. word processing, spreadsheets etc.
• Ability to set and maintain high quality work standards.
• Ability to lead a group.
• Ability to deal effectively with people in various job capacities.
• Excellent problem solving and communication skills.
• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of$64,500 - $71,800annually depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC