United Business Bank is looking for an Experienced Client Service Manager III (Branch Service/Branch Operations Manager) for our San Francisco Office – Retail Bank Management Experience is required.
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.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Assumes responsibility for the management of the branch.
- Assumes responsibility for the efficient, effective and accurate performance of all Teller and New Account Functions.
- Assumes responsibility for Cross Selling to Clients and Visitors
- Assumes responsibility for establishing and maintaining effective coordination and working relationships with employees, executive management and clients.
- Assumes responsibility for other related duties as required or assigned.
- Assumes Responsibility for following all bank policies and procedures and regulatory guidelines, and for attending all required training.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking regulations and standard banking practices.
Experience Required: Previous management experience and a minimum of 5 years bank experience in banking.
Skills/Abilities:
- 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, typewriter, copy machine, telephone, encoder and paper shredder.
Hiring Salary Range: $65,000 to $75,000.
About us…
We are a publicly traded Regional Bank with just under $3B in assets and 34 offices in 4 states.
We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank’s comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
United Business Bank
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