Client Service Manager (Burbank, CA)

Mission Valley Bank • Burbank, CA

1d • $20 - $25 • Onsite

About The Position

The Client Service Manager is the branch primary risk management leader who will maintain the integrity of all branch operations. This role performs complex client service duties and ensures a high level of efficiency. The Client Service Manager supports the Branch Manager and leads the branch team in the Branch Manager's absence. This role understands, communicates, and works proactively/daily to achieve the values, vision, and mission of the bank.

Requirements

• AA Degree preferred or equivalent experience required
• Minimum of 3 - 5 years of experience in bank operations with knowledge of banking regulations required
• Minimum of 3 - 5 years of leadership experience, supervising employees required
• Complete knowledge and understanding of bank operations, policies and procedures
• Client centric approach to proactive client service and needs-based selling
• Must be experienced and proficient in the use of various core banking system software
• Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
• General Mathematics and Accounting
• Must be able to assess any given situation, make decisions and bring to a successful resolution
• Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc.

Nice To Haves

• Humility
• Vulnerability
• Transparency
• A performance-driven attitude
• A team-player approach

Responsibilities

• Maintain current awareness and understanding of, and to fully comply with, the bank's "Code of Ethics and Conduct"
• Embrace Mission Valley Bank's Core Values of ACCEPT, show respect for cultural differences; promote a working environment free of harassment of any type; support a diverse workforce and affirmative action
• Understand duties and responsibilities as it relates to the Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML), Office of Foreign Assets Control Regulations (OFAC) Gramm Leach Bliley Act (GLBA), Fair Credit Reporting Act (FCRA), etc. This includes understanding all responsibilities outlined under the banks AML, BSA and OFAC Programs, participating in any required training and promptly complying with all reporting requirements
• Adherence to all compliance programs and the completion of all required and assigned training by established due dates, for themselves and their branch team
• Bring any suspicious activity to the attention of a supervisor, or the BSA Officer
• Follow all bank policies and procedures to ensure compliance with all laws and government regulations
• Ensure compliance with CRA and CDFI outreach programs
• Proactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship Expansion
• Maintain up to date knowledge and train others on products, services, departmental systems and related technology, policies and procedures, etc.
• Responsible for all aspects of operational integrity, effectiveness and efficiency in the assigned branch
• Performs branch self-audits to prepare for formal branch audits
• Ensure office audits are rated as "satisfactory" or better in assigned branch
• Balances operational controls and client needs to minimize risk to the bank
• Leads branch team to foster a consistently remarkable client service experience, every client, every time. Lobby, telephone, e-mail, etc.
• Works with Branch Manager and branch team to establish and achieve challenging sales & service goals for all team members in the branch
• Proactively leads team in the attainment of branch sales & service goals
• Proactively leads individual and team needs-based cross selling of bank products and services
• Proactive leads branch team to partner, and work, with internal sales partners - and with all internal co-workers
• Consistently conducts ongoing sales, service, security and technical training with assigned branch team
• Develops methods to streamline daily branch functions and improve branch productivity
• Secure and maintain Notary Commission
• Proper control of branch expenses
• Regular and consistent attendance is required
• Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
• Bring any suspicious activity to the attention of a supervisor, or the BSA Officer.
• Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
• Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.

Benefits

• Medical, dental, vision and life insurance eligibly the first day of the month following employment.
• Several discount programs, Employee Assistant Program (EAP), several voluntary plans, Flexible Spending, Health Savings Account and more
• 401(k) pre-tax with matching contribution and Roth 401(k)
• Free checking and savings accounts
• Monthly stipend for cell phone expenses
• Flexible work schedule
• Beyond holidays, vacation and sick pay.
• Adoption assistance and leave options for medical, personal or family reasons including jury duty and military leave
• Recognition programs, monetary rewards for new team members and more

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree