Branch Service Manager - San Francsico, CA

California Bank & Trust; San Francisco (CA); On-site; USD 79,000 - 96,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Paternal Leave

Adoption Assistance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid Time Off (PTO)

11 Paid Federal Holidays

Job summary

California Bank & Trust (a division of Zions Bancorporation) seeks a Branch Service Manager for the Geary Office in San Francisco, CA. You will lead branch sales and service, manage staff, and partner with leadership to achieve sales and service goals while maintaining operational integrity.

The role emphasizes coaching, client issue resolution, and regulatory compliance, with a focus on high-quality customer experiences and staff development.

Qualifications

• Requires a high school diploma and 4+ years in retail banking or related fields.
• Experience in sales, customer service, or loan processing.
• Chinese language skill set highly preferred

Responsibilities

• Manage branch service, sales and operations to meet branch goals in coordination with a Branch Manager.
• Hire, train, coach, and mentor employees.
• Lead sale and referral of bank products and services.
• Resolve client service issues and complex complaints.
• Ensure compliance with safety, security, and bank policies.

Skills

Customer service

Sales

Leadership

Communication skills

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 andprovidesa 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 ourGeary Office, San Fransico, CA.This role provides sales leadership, through their own production, as well as theoversightsales and services tasks, and works closely with key partners to achieve sales and serviceobjectiveswhilemaintainingoperational integrity.

Essential Functions:

Responsibleto managethe branch service,salesand 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 makessubstantially weightedrecommendationsregarding:interviewing, selecting, hiring, performance evaluations,advancementand termination of employees.

Responsible for training,coachingand mentoring employees.

Provides leadership and training for the sale and referral of bank products and services.

Responsibleto resolveandrespondto client service issues, complex clientcomplaintsand 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,appraisesemployee productivity and efficiency.

Recommends promotions or other changes in employee status, handles employee complaints and grievances, disciplines employees, apportions the work anddeterminesthe 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 issuesidentified.

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 serviceobjectivesandmaintainoperational integrity.

Monitors and ensures compliance with policy and thecompaniesrisk appetite.

Implements management procedures and operating practices andcommitsthe branch/business centerinmatters of significantfinancial 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.

Representsthe branch/business center in handling complaints, arbitratingdisputesor resolving grievances.

May process cash transactions and perform other customer service and sales duties within the branch/business center as needed.

Hasdiscretion todeterminewhen to perform theseadditionalfunctions.

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 4+ years' experience in retail banking, sales, new accounts, customer service, loan processes or otherdirectly relatedexperience. A combination of education and experience may meet requirements.

Chinese language skill set highly preferred

In-depth knowledge of the banking industry, processes, procedures,regulationsand products.

Knowledge of lendingprocessand procedures.

Strong customer service,relationshipsbuilding,salesand management skills.

Experienced in handling complex client concerns and problems.

Must havegood communicationskills, both verbal and written.

Knowledge of computer programs,i.e.word processing,spreadsheetsetc.

Ability to set andmaintainhigh-qualitywork 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 $79,000- $96,000annuallydepending 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