Client Service Manager III

United Business Bank Career Opportunities•San Francisco, CA

10d•$80,000 - $90,000•Onsite

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.

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 and a minimum of 5 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.
Ability to operate related computer hardware and other business equipment including adding machine, copy machine, printer, telephone and encoder.

Responsibilities

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.
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, as well as to encourage non-interest income whenever possible.
Actively cross-selling Bank products and services and to provide training and support to the staff in their cross-selling efforts.
Assist the Client Relationship Managers with outside calls to selected businesses and current clients when time permits.
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 Director of Deposit Operations with duties and projects as requested.
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.
Responsible for reporting any and all losses to the Chief Operating Officer immediately.
Performs all duties accurately, timely and efficiently, and according to Bank policies, procedures, and regulatory guidelines.