Branch Service Manager - Scripps Poway - San Diego, CA

California Bank & Trust • San Diego, CA

316d • $68,000 - $91,000

About The Position

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 seasoned Branch Service Manager in San Diego, CA. This role provides sales leadership, through their own production, as well as the oversight sales and services tasks, and works closely with key partners to achieve sales and service objectives while maintaining operational integrity.

Requirements

• High school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience.
• Knowledge of the banking industry, processes, procedures, regulations and products.
• Knowledge of lending process and procedures.
• Strong customer service, relationship building, sales and management skills.
• Ability to handle various client concerns and problems.
• Good communication skills, both verbal and written.
• Knowledge of computer programs, i.e. word processing, spreadsheets etc.
• Ability to set and maintain high quality work standards.
• Ability to lead a group.
• Ability to deal effectively with people in various job capacities.
• Excellent problem solving and communication skills.

Responsibilities

• Manage the branch service, sales and operations functions to achieve the strategic goals of the branch in coordination with a Branch Manager or Business Center Manager.
• Interview, select, hire, evaluate performance, and recommend advancement or termination of employees.
• Train, coach and mentor employees.
• Provide leadership and training for the sale and referral of bank products and services.
• Resolve and respond to client service issues, complex client complaints and questions.
• Direct the work of managed employees.
• Schedule and set hours of work.
• Maintain production or sales records for use in supervision and/or performance management of employees.
• Appraise employee productivity and efficiency.
• Recommend promotions or other changes in employee status, handle employee complaints and grievances, discipline employees, apportion the work and determine the approaches used by employees to do assigned tasks.
• Ensure compliance with safety and security protocols.
• Monitor and implement legal compliance measures, ensuring the branch/business center is in compliance with all bank policies and procedures.
• Approve teller transactions as needed.
• Prepare the branch/business center for audits and work with audit staff to resolve any issues identified.
• Provide sales leadership, through their own production, as well as the oversight of sales and services tasks.
• Work closely with key partners to achieve sales and service objectives and maintain operational integrity.
• Monitor and ensure compliance with policy and the company's risk appetite.
• Implement management procedures and operating practices and commit the branch/business center in matters of significant financial impact.
• Perform approvals and overrides within their authority.
• Plan long- or short-term operational, sales and customer experience goals.
• Investigate and research operational issues, loss, fraud and resolve complex and/or significant matters on behalf of the company.
• Represent the branch/business center in handling complaints, arbitrating disputes or resolving grievances.
• Process cash transactions and perform other customer service and sales duties within the branch/business center as needed.
• Perform additional functions as needed.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED