Branch Service Manager - San Francsico, CA

Zions Bancorporation; San Francisco (CA); On-site; USD 79,000 - 96,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Tuition Reimbursement

Paid Time Off (PTO)

Job summary

California Bank and Trust in San Francisco is seeking a Branch Service Manager for the Geary Office. You will lead branch service, sales and operations, guiding staff to meet sales and service goals while maintaining operational integrity.

You will recruit, train, coach, and mentor employees; approve teller transactions when needed; ensure compliance and audit readiness; and collaborate with partners to deliver excellent customer service.

Qualifications

• Requires a high school diploma and 4+ years' experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience.
• Chinese language skill set highly preferred
• In-depth knowledge of the banking industry, processes, procedures, regulations and products.
• Knowledge of lending processes and procedures.
• Strong customer service, relationship-building, sales and management skills.

Responsibilities

• Manage the branch service, sales and operations functions to achieve branch goals in coordination with leadership.
• Interview, hire, evaluate and counsel employees; approve promotions or terminations.
• Train, coach and mentor staff; provide leadership for sales and referrals of bank products.
• Resolve client service issues and complex complaints; oversee teller transactions as needed.
• Ensure compliance with safety, security, and bank policies; prepare for audits.

Skills

Customer service

Sales

Management

Communication skills

Team leadership

Problem solving

Education

High School Diploma

Tools

MS Word

Excel

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