Relationship Banking Manager

California Bank of Commerce, N.A.; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

California Bank of Commerce, N.A. in Irvine seeks a Relationship Banking Manager to deliver an exceptional customer experience and assist the Branch Service Manager in daily branch operations. You will help supervise staff, cross-sell products, and ensure compliance with banking regulations.

The role requires strong communication, cash handling accuracy, and the ability to train staff. This on-site position offers growth within a stable banking environment.

Qualifications

• High school diploma or GED required.
• Six months’ branch banking experience preferred.
• Minimum six months’ cash handling experience required.
• Proficient computer skills including Microsoft Office.
• Strong understanding of banking rules and regulations (BSA).

Responsibilities

• Provide AMAZING customer experience to all branch clients.
• Maintain knowledge of bank products and train staff on cross-selling.
• Ensure customer problems are resolved professionally and promptly.
• Supervise deposit operations, record keeping, and branch functions.
• Open new accounts and process transactions accurately.
• Participate in regulatory compliance audits and training.
• Adhere to BSA, AML, OFAC, and CIP rules and internal policies.
• Attend staff meetings and communicate Bank policies to reduce losses.
• Handle complex operational issues and escalate when needed.
• Ensure safe and compliant branch operations.

Skills

Customer service

Communication

Analytical skills

Attention to detail

Time management

Team collaboration

Product knowledge

Cash handling

Regulatory compliance

Cross-selling

Problem solving

Education

High school diploma or GED

6 months branch banking experience

Cash handling experience

Job description

Description

JOB SUMMARY:

Provide AMAZING customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Provide assistance to the Branch Service Manager in all aspects of daily branch operations as assigned. Participate in supervision of day-to-day operations of the branch and ensure branch staff are performing their assigned duties in a satisfactory manner. Meet and greet customers in a friendly and professional manner, while providing an AMAZING! customer experience. Demonstrate proper judgment when handling customer transactions to mitigate risk to the bank. Responsible for retaining and expanding customer relationships for the Bank. Complies with and implements bank established objectives, policies and procedures and ensures compliance with all federal and state regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provide AMAZING customer experience to all branch clients.
• Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals.
• Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction.
• In collaboration with the Branch Service Manager, supervise and direct all deposit operations, record keeping, branch certifications and other daily branch functions. Ensure duties and responsibilities assigned to branch banking team members are properly understood and are carried out proficiently.
• Able to perform all transactions necessary to meet customer needs, including opening new accounts.
• Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
• Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
• Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
• Participate in staff meetings to communicate Bank policies and procedures to minimize operating losses and to provide training as required.
• Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
• Ensure the office is operating in a safe and effective manner in compliance with emergency preparedness standards.
• Reliable and regular attendance on the job.
• Other duties as assigned.

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The Relationship Banking Manager position will be presumed to be capable of managing the branch in the absence of the Branch Service Manager. Previous banking experience in this capacity is considered when achieving this title.

Requirements

REQUIRED SKILLS AND ABILITIES:

• Computer skills to include use of Microsoft Office products and other programs as required.
• Strong mathematical ability.
• Strong analytical skills.
• Excellent oral and written communication skills.
• Outstanding interpersonal skills.
• Effective time management and organizational skills.
• Attention to detail and follow through.
• Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback.
• Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
• Thorough understanding of banking rules and regulations, especially BSA.
• Ability to count cash accurately.

Education/Licenses/Work Experience:

• High school diploma or GED equivalent required.
• Six months’ branch banking experience preferred.
• Minimum six months’ cash handling experience required.

Work Environment

• Standard office environment with a moderate noise level.

Physical Demands

The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Prolonged periods sitting at a desk and working on a computer.
• Remain in a stationary position for sustained periods of time.
• Occasionally move about inside the office to access filing cabinets and/or other office machinery.
• Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
• Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
• Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
• Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
• Regularly required to communicate verbally with employees, clients, and vendors.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.

Pay Range may vary based on skills, experience, and location.