Client Service Manager I

$60,000 - $75,000/Yr

First Foundation - Irvine, CA

Full-time - Mid Level

Irvine, CA

Credit Intermediation and Related Activities

About the position

This position is responsible for all daily client service/sales efforts within the branch. Serve as the "lobby leader" overseeing the consistent delivery of superior client service. As the branch's primary risk management leader, the CSM maintains the integrity of all branch operations. Performs complex client service duties and ensures a high level of efficiency. Leads/Manages assigned branch staff. Understands and communicates the desired works to achieve the values, vision, and mission of the Bank.

Responsibilities

• Works with the Branch Manager and team to foster a consistently superior client service experience
• Participates in individual, and team, client retention, needs-based cross-selling of bank products/services, and expanding client relationships
• Works with the Branch Manager to establish and achieve challenging sales/service goals for all team members of the branch
• Conducts ongoing client service, security, and technical training in the branch
• Supports the achievement of branch sales goals (i.e. coaching/motivating assigned staff in the sales/service of FFB and FFA products/services, selling/cross-selling bank products, organizing and participating in branch campaign activities, etc.)
• Balances operational controls and client needs to minimize risk to the Bank
• Assists with control of branch expenses
• Develops methods to streamline daily functions and improve branch productivity
• Performs self-audits as scheduled and submits results in a timely fashion
• Performs all technical functions accurately and on time to remain in compliance with regulatory standards
• Implements procedures in which compliance objectives are incorporated
• Schedules and reinforces individual and team training
• Performs periodic reviews to measure compliance knowledge and technical application
• In partnership with the Branch Manager, manages assigned branch employees (i.e. selection, training, coaching, performance review, work allocation, etc.)
• Oversees and administers branch personnel issues for their direct reports
• Responsible for the branch in the manager's absence. i.e. outside appointments, PTO, vacancies, etc.
• Secures and maintains Notary commission and serves as one of the branch's Notaries
• Regular and consistent attendance is required
• Perform other duties as assigned

Requirements

• High School diploma or equivalent required; Associate/Bachelor's degree preferred
• Minimum of 3 to 5 years of experience supervising branch sales, service, and operations
• 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 skills
• Ability to assess any given situation, make decisions, and bring to a successful resolution
• Experience in the effective use of one or more core banking deposits and new account software
• Satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(K) match
• Annual performance-based bonuses
• Wellness days