Branch Service Manager- Rancho San Diego, CA
About The Position
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 and provides a 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 seeking a Branch Service Manager to join California Bank & Trust in Rancho San Diego, CA. The Branch Service Manager plays a key role in directing daily branch operations, service standards, and sales functions while coaching staff to achieve strategic branch goals.
Requirements
- Requires a high school diploma and 2+ years experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience. A combination of education and experience may meet requirements.
- Demonstrates comprehensive knowledge of the banking industry, retail operations, products, regulations, and lending procedures.
- Exhibits strong leadership and supervisory skills with the ability to manage, train, and guide a team effectively.
- Possesses outstanding relationship building, client service, and sales skills.
- Displays excellent problem-solving, conflict-resolution, and communication skills (both verbal and written).
- Proficient in standard computer software, including word processing and spreadsheet applications.
- Ability to work on-site at the assigned branch or business center office.
Responsibilities
- Directs daily branch operations, service standards, and sales functions to achieve strategic branch goals in coordination with leadership.
- Leads, coaches, and mentors branch staff while managing key personnel actions including hiring, training, and performance evaluations.
- Drives sales performance by providing leadership, training, and personal contribution toward the referral and sale of bank products and services.
- Resolves complex client complaints, inquiries, and service issues to ensure an exceptional customer experience.
- Oversees operational compliance, adhering to bank policies, legal regulations, safety protocols, and security procedures while preparing the branch for audits.
- Manages financial controls and risk by executing transaction approvals, overrides, and conducting investigations into operational issues or potential fraud.
- Collaborates with key business partners to achieve sales and service objectives while maintaining the operational integrity of the branch.
- Other duties as assigned.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking product.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
