Branch Service Manager - San Francisco, CA

Zions Bancorporation; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Time Off and Holidays

401(k) plan with company match

Job summary

California Bank & Trust invites a seasoned Branch Service Manager to oversee the Geary Office in San Francisco. You will drive branch sales, service excellence, and daily operations while partnering with management to hit growth and customer experience targets.

The role requires 8+ years in retail banking, strong leadership and communication skills, and the ability to mentor staff. Chinese language skills are a plus. This on-site position offers competitive benefits and growth opportunities.

Qualifications

• Requires a high school diploma and 8+ years’ experience in retail banking or related fields.
• Chinese language skill set highly preferred.
• In-depth knowledge of banking industry, processes, regulations, and products.
• Strong customer service, relationships building, sales and management skills.
• Excellent communication skills, both verbal and written.
• Ability to lead a group and manage performance.

Responsibilities

• Manage branch service, sales and operations to meet branch goals.
• Hire, train, and coach staff; conduct evaluations.
• Lead sale and referrals of bank products and services.
• Resolve complex client issues with timely, effective solutions.
• Ensure adherence to bank policies, procedures, and safety protocols.
• Prepare for audits and coordinate with audit staff.

Skills

Customer service

Sales leadership

Team management

Communication skills

Chinese language preferred

Education

High school diploma

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 seasoned Branch Service Manager at our Geary Office, San Fransico, CA. 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 manage the branch service, sales and operations functions to achieve the strategic goals of the branch in coordination with a Branch Manager or Business Center Manager.
• Responsible to perform the following tasks and/or regularly makes substantially weighted recommendations regarding: interviewing, selecting, hiring, performance evaluations, advancement and termination of employees.
• Responsible for training, coaching and mentoring employees.
• Provides leadership and training for the sale and referral of bank products and services.
• 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 8+ 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.
• Chinese language skill set highly preferred
• In-depth 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.
• Experienced in handling complex 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.

Benefits

• 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

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

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