Branch Service Manager

2 days ago

San Diego, California, United States BankTalent HQ Full time
Job Title: Branch Service Manager

At BankTalent HQ, we're seeking a seasoned Branch Service Manager to join our team at our Rancho Bernardo Branch in San Diego, CA. This role provides sales leadership, through their own production, as well as the oversight of sales and services tasks, and works closely with key partners to achieve sales and service objectives while maintaining operational integrity.

Key Responsibilities:
  • Manage the branch service, sales, and operations functions to achieve strategic goals in coordination with a Branch Manager or Business Center Manager.
  • Perform tasks such as interviewing, selecting, hiring, performance evaluations, advancement, and termination of employees.
  • Train, coach, and mentor employees to enhance their skills and knowledge.
  • Provide leadership and training for the sale and referral of bank products and services.
  • Resolve and respond to client service issues, complex client complaints, and questions.
  • Direct the work of managed employees and schedule their hours.
  • Maintain production or sales records for use in supervision and/or performance management of employees.
  • Appraise employee productivity and efficiency, recommend promotions or changes in employee status, handle employee complaints and grievances, discipline employees, and apportion work.
  • Ensure compliance with safety and security protocols, monitor and implement legal compliance measures, and ensure the branch/business center is in compliance with all bank policies and procedures.
  • Approve teller transactions as needed and prepare the branch/business center for audits.
  • Provide sales leadership through their own production and oversee sales and services tasks.
  • Work closely with key partners to achieve sales and service objectives and maintain operational integrity.
  • Monitor and ensure compliance with policy and the company's risk appetite.
  • Implement management procedures and operating practices and commit the branch/business center to matters of significant financial impact.
  • Have discretion to perform approvals and overrides within their authority and be involved in planning long- or short-term operational, sales, and customer experience goals.
  • Investigate and research operational issues, loss, fraud, and resolve complex and/or significant matters on behalf of the company.
  • Represent the branch/business center in handling complaints, arbitrating disputes, or resolving grievances.
  • May process cash transactions and perform other customer service and sales duties within the branch/business center as needed.
Requirements:
  • Requires a high school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes, or other directly related experience.
  • A combination of education and experience may meet requirements.
  • Knowledge of the banking industry, processes, procedures, regulations, and products.
  • Knowledge of lending process and procedures.
  • Strong customer service, relationships building, sales, and management skills.
  • Able to handle various client concerns and problems.
  • Must have good communication skills, both verbal and written.
  • Knowledge of computer programs, i.e., word processing, spreadsheets, etc.
  • Ability to set and maintain high-quality work standards.
  • Ability to lead a group.
  • Ability to deal effectively with people in various job capacities.
  • Excellent problem-solving and communication skills.
Benefits:
  • Medical, dental, and vision insurance - start day one.
  • Life and disability insurance, paid paternal leave, and adoption assistance.
  • Health savings (HSA), flexible spending (FSA), and dependent care accounts.
  • Paid training, paid time off (PTO), and 11 paid federal holidays.
  • 401(k) plan with company match, profit sharing, competitive compensation in line with work experience.
  • Mental health benefits, including coaching and therapy sessions.
  • Tuition reimbursement for qualifying employees.
  • Employee ambassador preferred banking products.

This position is eligible to earn a base salary in the range of $64,480 - $87,120 annually depending on job-related factors such as level of experience.

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