VP, Client Services Support Manager

Banc of California • Durham, NC

1d

About The Position

The VP, Client Services Support Manager will be responsible for managing front line support to Client Services Staff, as well as Venture bankers and clients, in all areas of deposit, loan and treasury management operations with the objective of providing exemplary service to ensure total customer satisfaction. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

Requirements

• Bachelor’s degree or equivalent work experience
• 6 – 8 years of relevant experience in bank operations and client service
• 3-5 years’ supervisory experience
• Strong knowledge of Bank’s services and products for client support
• Strong computer skills including MS Word and Excel
• Creative and strategic thinker with excellent problem solving and organizational skills
• Ability to exhibit professionalism and a positive attitude under pressure
• Ability to work in a team oriented, fast paced, multitasking environment
• Superior oral and written communication skills
• Must show decisiveness and make sound decisions in the absence of detailed instructions
• Ability to communicate effectively with all levels of the organization
• Proven leadership skills
• Must have the ability to multitask, meet deadlines and provide leadership, motivation and directions
• Ability to handle multiple priorities, projects and relationships simultaneously
• Proven success in managing large client accounts
• Strong Compliance conviction
• Review and be knowledgeable of departmental and human resource’s policies & procedures

Nice To Haves

• Master’s degree or higher

Responsibilities

• Responsible for all aspects of management of Client Services (CS) Support staff, including hiring, training, and reviews.
• Create/update/maintain processes and procedures for CS department.
• Work with internal and external auditors to ensure departmental compliance.
• Responsible for staff development.
• Ensure all new deposit accounts are properly booked in the deposit system.
• Process account maintenance/updates & corrections in various systems.
• Maintain documentation pertaining to the CS department activities.
• Perform monthly audits.
• Approve transactions within established guidelines.
• Strategize and monitor daily activities of client services support.
• Provide research and information to customers.
• Assure high quality and friendly client service.
• Ensure customer document files are up to date.
• Expense control.
• Conduct regular staff meetings to ensure compliance with all Bank policies and procedures.
• Verify all required documentation is obtained and saved to client files.
• Achieve satisfactory audit ratings.
• Support Client Services staff in a variety of ways, including managing client inquiries, coordinating cross-team communication, preparing documentation, and ensuring service delivery meets quality standards.
• Involved with interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counselings.
• Manage, support, coach and train staff.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.
• The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned

Benefits

• You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long- term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Eligible team members receive paid vacation days, holidays, and volunteer time off.
• To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager