Branch Service Manager- Rancho San Diego, CA

California Bank & Trust; La Mesa (CA); On-site; USD 64,000 - 78,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision Insurance

Paid Parental Leave & Adoption Support

401(k) with company match

Paid Holidays and PTO

Job summary

California Bank & Trust is seeking a Branch Service Manager in Rancho San Diego, CA. The role directs daily branch operations, coaching staff to meet service standards and sales goals, and oversees compliance and risk controls.

The position emphasizes strong leadership, customer service, and relationship-building skills to deliver exceptional experiences to clients and partners across the branch network.

Qualifications

• Requires a high school diploma and 2+ years experience in retail banking, sales, new accounts, customer service, loan processes or other related experience.
• Demonstrates knowledge of banking industry, retail operations, products, regulations, and lending procedures.
• Exhibits leadership and supervisory skills with ability to train and guide a team.

Responsibilities

• Directs daily branch operations, service standards, and sales functions to achieve strategic goals.
• Leads, coaches, and mentors branch staff, including hiring, training, and evaluations.
• Drives sales by leading and contributing to the referral and sale of bank products and services.
• Resolves complex client complaints and service issues to ensure an exceptional experience.
• Oversees compliance with policies, regulations, safety, and audits.
• Manages financial controls and risk, including transaction approvals and investigations.

Skills

Leadership

Relationship building

Sales

Customer service

Communication

Training

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 seeking a Branch Service Manager to join California Bank & Trust in Rancho San Diego, CA. The Branch Service Manager plays a key role in directing daily branch operations, service standards, and sales functions while coaching staff to achieve strategic branch goals.

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.

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.
• 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.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking product.

This position is eligible to earn a base salary in the range of $64,480 - $77,550 annually depending on job-related factors such as level of experience.