Client Service Manager II
About The Position
The Client Service Manager II (CSM II) is an onsite position and does not have remote opportunities. The Client Service Manager II (CSM II) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the branch including Teller functions, New Account functions and background operations tasks and duties. The CSM II is responsible for ensuring that all tasks and responsibilities are handled within bank policies and procedures at all times. The CSM II 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 II 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 II is encouraged to assist the Client Relationship Managers with outside calls to selected businesses and current clients when time permits. The CSM II 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 Operations Administrator with duties and projects as requested. The CSM II 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 II is also responsible for reporting any and all losses to the Chief Operating Officer immediately. The Client Service Manager II performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Requirements
- High school graduate or equivalent.
- Knowledge of Teller, New Account and Operations procedures.
- Thorough understanding of banking regulations and standard banking practices.
- Previous management experience.
- A minimum of 3 years bank experience in banking.
- Excellent communication skills.
- Excellent client service skills.
- Professional appearance, dress and attitude.
- Excellent math skills.
- Ability to use Microsoft Office software package.
Nice To Haves
- Self-starter with an entrepreneurial spirit who thrives in a team environment.
Responsibilities
- Providing and managing the efficient, effective and accurate performance of all the Operations Functions of the branch including Teller functions, New Account functions and background operations tasks and duties.
- Ensuring that all tasks and responsibilities are handled within bank policies and procedures at all times.
- Maintaining expenses and losses as defined within the annual budget.
- Encouraging non-interest income whenever possible.
- Actively cross-selling Bank products and services and providing training and support to the staff in their cross-selling efforts.
- Assisting the Client Relationship Managers with outside calls to selected businesses and current clients when time permits.
- Performing 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.
- Assisting the Regional Branch Administration, Director of Branch Administration and the Operations Administrator with duties and projects as requested.
- Ensuring that clients are served promptly, courteously, efficiently and professionally at all times.
- Ensuring that all direct reports are trained in their assigned duties and responsibilities.
- Reporting any and all losses to the Chief Operating Officer immediately.
- Performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Benefits
- Medical, Dental, Vision Insurance at a shared premium cost.
- 401k With Matching Contributions.
- Paid Time Off – accrued vacation and sick time, 1 float day, 11 paid holidays.
- Flexible Spending Accounts – Healthcare, Dependent Care, Transit & Parking Options.
- Employee Assistance Program, 100% employer cost.
- Free checking and savings account, plus free orders of personal size checks.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
