Senior Client Service Manager AVP

Farmers and Merchants Bank of Long BeachLong Beach, CA
$87,360 - $139,360Onsite

About The Position

The Senior Client Service Manager is accountable for a wide range of responsibilities and duties to ensure the daily delivery of optimal service, operations and sales to both customers of the bank and other departments and employees of the bank through their assigned branch. The Senior Client Service Manager is directly responsible for leading by example in the areas of service, operations and sales to establish the standards that all other employees of the branch are to follow. This is accomplished through coaching and mentoring of individuals assigned to the branch that is positive, objective and delivered in a method that is consistent with valuing each individual employee’s overall contributions. Structured coaching to identify specific opportunities for improvement is conducted and delivered in a consistent manner that is both constructive and useful to the employee.

Requirements

  • Business Products and Services knowledge
  • Bank Policies knowledge
  • Bank Secrecy Act knowledge
  • Privacy Laws knowledge
  • Awareness of Federal Guidelines and Regulations
  • Compliance with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements.
  • Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met.
  • Ability to identify, recruit and retain top talent.
  • Ability to be decisive, hold to accountabilities, and create action.
  • Bachelor’s Degree or equivalent work experience required
  • Minimum of 3 to 5 years of branch experience managing branch employees and/or managing sales or operations of the branch.

Responsibilities

  • Supporting the daily employee coaching routines that produce measureable results in the areas of service, operations and sales.
  • Daily employee training, coaching and mentoring, especially as it relates to identifying moments of opportunity for cross-sell, retention of accounts and the acquisition of new deposit relationships (both personal & business).
  • Supporting the sales goals of the branch, ensuring sales integrity and that all products and services sold are genuinely understood and beneficial to each customer.
  • Ensuring operational integrity and that the branch successfully meets all audit requirements, especially relating to regulatory and compliance requirements.
  • Actively participating and being involved in the communities in which they operate by supporting organizations that mirror the bank’s core values.
  • Communicating and effectively partnering with other departments of the bank in the areas of operations, service and sales.
  • Making and logging client contact calls to support the bank's efforts in staying in communication with customers and engaging them on an annual basis.
  • Ongoing recruiting effort to find top talent for their branch.
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