Branch Service Manager- Rancho San Diego, CA

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

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.
• 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.

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