Client Service Manager III

United Business Bank; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

A regional bank in San Francisco seeks an Experienced Client Service Manager III to oversee branch operations. The successful candidate will manage Teller and New Account functions and ensure compliance with all policies. Responsibilities include training staff, cross-selling bank products, and managing operational reporting. Applicants must have a minimum of 5 years of banking experience and strong management skills. This position offers a competitive salary range of $80,000 to $90,000.

Qualifications

• Knowledge of Teller, New Account and Operations procedures.
• Understanding of banking regulations and standard practices.
• Minimum of 5 years bank experience and previous management experience.

Responsibilities

• Manage all Operations Functions of the branch including Teller functions and New Account functions.
• Ensure compliance with bank policies and procedures.
• Train staff and support cross-selling bank products.

Skills

Professional appearance

Microsoft Office proficiency

Operate business equipment

Education

High school graduate or equivalent

Job description

United Business Bank is looking for an Experienced Client Service Manager III (Branch Service/Branch Operations Manager) for our San Francisco Office - Retail Bank Management Experience is required.

POSITION PURPOSE

The Client Service Manager III (CSM III) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the more complex branch including Teller functions, New Account functions and background operations tasks and duties. The CSM III is responsible for ensuring that all tasks and responsibilities are handled within bank policies and procedures at all times. The CSM III is also responsible for maintaining expenses and losses as defined within the annual budget, as well as to encourage non-interest income whenever possible. The CSM III is also responsible for actively cross‑selling Bank products and services and to provide training and support to the staff in their cross‑selling efforts. The CSM III is encouraged to assist the Client Relationship Managers with outside calls to selected businesses and current clients when time permits. The CSM III also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Director of Deposit Operations with duties and projects as requested. The CSM III will ensure that clients are served promptly, courteously, efficiently, and professionally at all times, and for ensuring that all direct reports are trained in their assigned duties and responsibilities. The CSM III is also responsible for reporting any and all losses to the Chief Operating Officer immediately. The Client Service Manager III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures, and regulatory guidelines.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking regulations and standard banking practices.

Experience Required: Previous management experience and a minimum of 5 years bank experience in banking.

Skills/Abilities:

• Professional appearance, dress and attitude.
• Ability to use Microsoft Office software package.
• Ability to operate related computer hardware and other business equipment including adding machine, copy machine, printer, telephone and encoder.

Hiring Salary Range: $80,000 to $90,000.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.