Client Service Manager III

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

Job summary

United Business Bank in San Jose, CA is seeking a Client Service Manager III to oversee the branch operations, including Teller and New Account functions, ensuring accuracy and adherence to bank policies.

This onsite role requires previous management experience, a high school diploma, and strong communication and client service skills. The team focuses on cross-selling products and delivering excellent service.

Qualifications

• Education/Certification: High school graduate or equivalent.
• Required Knowledge: Teller, New Account and Operations procedures; banking regulations and standard banking practices.

Responsibilities

• Provide and manage efficient, accurate performance of branch operations (Teller, New Accounts, background tasks).
• Ensure tasks are handled per bank policies and procedures.
• Assist with training staff and cross-selling Bank products and services.
• Support outside calls by Relationship Managers when time permits.
• Report losses to Chief Operating Officer promptly.

Skills

Excellent communication

Excellent client service

Professional appearance

Excellent math skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Job DetailsLevel: ManagementJob Location: San Jose 14 - San Jose, CA 95131Position Type: Full TimeEducation Level: High SchoolSalary Range: $80,000.00 - $90,000.00 Salary

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About the Position...

The Client Service Manager III (CSM III) is an onsite position and does not have remote opportunities.

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.

QualificationsAbout You...

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

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:

• Excellent communication skills.
• Excellent client service skills.
• Professional appearance, dress and attitude.
• Excellent math skills.
• 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.

Location: Onsite, no remote

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.