Retail Banking Customer Service Lead

2 weeks ago

Los Angeles, California, United States HomeStreet Full time

Salary Range:
$34.90 (Compensation may vary based on experience, skills, and location. Certain positions may qualify for bonuses, commissions, and/or equity awards.)

Benefits Overview:
Comprehensive medical, dental, and vision plans for employees and their families
Life insurance, disability coverage, and family leave
401(k) and Roth 401(k) plans with employer matching
Wellness initiatives, employee assistance programs, "Commute Trip Reduction" (CTR), and various employee discounts
Generous paid time off, including vacation, sick leave, 11 holidays, and 16 hours of paid community service leave each year
Exclusive employee checking account and home loan discounts
*Eligibility applies to employees working 20 or more hours per week.
EO/AA Employer including Veterans and Individuals with Disabilities.
Qualified candidates with arrest and conviction records will be considered in accordance with legal requirements.

Position Overview:

ROLE SUMMARY:

Acts as a key leader to support the branch manager in inspiring and guiding Customer Service Representative (CSR) personnel to engage in branch sales initiatives, deliver outstanding customer service, and maintain efficient branch operations.


In collaboration with the Branch Manager:

Responsible for scheduling, overseeing, and mentoring CSR staff, managing transaction operations, and ensuring compliance with regulatory standards.

Exemplifies superior sales and service capabilities while coaching the team to identify customer needs and recommend suitable banking products and services, including referrals to other departments.

May authorize exceptions for other branch locations. Addresses customer concerns. Actively collaborates with internal support teams.

Key Responsibilities:

LEADERSHIP FUNCTIONS :
Leadership Activities

Partners with the Branch Manager to mentor CSR staff for enhanced job performance, assists in performance evaluations, and establishes individual performance objectives.

Provides feedback on recruitment and termination processes.
Recognizes staff for outstanding customer service, sales achievements, and operational excellence.
Encourages staff engagement to foster professional growth.
Builds strong internal relationships with support teams, marketing, and other sales areas.
Delivers sales and service training tailored to branch needs and CSR development goals.
Collaborates with the Branch Manager to set team objectives and inspires staff to achieve success.
Facilitates presentations at staff meetings and may conduct external training sessions such as Financial Literacy Training and Bank at Work initiatives.
Sales Activities
Actively assesses new and existing clients, ensuring appropriate sales of banking deposit and lending products. Proactively initiates partner referrals based on client needs.
Works alongside the Branch Manager to motivate and guide CSR staff towards achieving production targets.
Assists the Branch Manager with sales strategies aimed at driving branch deposit growth.
Collaborates closely with the Branch Manager on business customer outreach and development, including external calls.
Branch Operations Activities
Schedules CSR staff to ensure adequate lobby coverage.
Works with CSR staff to guarantee effective lobby management and a positive customer experience.

Ensures CSR staff are updated on operational standards and procedures, conducts internal audits, and ensures compliance with policies.

Maintains branch security by training staff on security protocols. Ensures controls are upheld regarding keys, combinations, security signals, and cash limits.
Evaluates rejects/returns in line with guidelines set by Retail Leadership.
As necessary, assists customers with transaction activities and account services.
Oversees the assignment of ATM servicing and cash vault responsibilities, and may perform these duties.
May grant remote approvals to CSR staff at other branch locations.
Service Activities
Consistently demonstrates exceptional customer service.
Mentors CSR staff to elevate customer service standards.
Actively listens to clients while maintaining a friendly, professional demeanor. Resolves challenging situations with creativity, tact, and diplomacy while adhering to fiscal responsibilities.
Collaborates with the Branch Manager on customer retention strategies.
Participates in a minimum of two community engagement activities annually.
Works with the Branch Manager and Marketing team to identify annual sponsorship opportunities.

QUALIFICATIONS:


Minimum of 5 years of experience as a Senior CSR/New Accounts Representative or equivalent, with demonstrated leadership capabilities in a banking or retail operations context.

Preferred skills include professional staff development, performance management, training, and employee counseling.
Proven ability to lead and cultivate a team is preferred.
Demonstrated negotiation and influencing skills. Proven sales techniques and sales management experience.
Technical proficiency in operating teller software, Word, Excel, and other banking-related applications.

Strong customer relations skills and the ability to communicate effectively with employees and customers in a collaborative, positive manner.

Must be a self-motivated individual, reliable, and capable of working under pressure within deadlines.
Must exhibit sound judgment and the ability to handle confidential information responsibly.
Ability to work efficiently and accurately, analyze information, and make informed decisions.
High school diploma or equivalent.

Requires the ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.

Requires occasional physical exertion of up to 10 pounds (1/3 of the time) and minimal force frequently (up to 2/3 of the time) to lift, carry, push, pull, or otherwise move self or objects.

Frequent sitting (up to 1/2 of the time). Occasional walking, standing, bending, and reaching for brief periods.
This Position Description may evolve based on corporate needs, position demands, or individual performance in the future.
Area:
Customer Service (Sales)

#J-18808-Ljbffr

  • Lead Universal Banking Specialist

    1 week ago

    Los Angeles, California, United States 00002 Citibank, N.A. Full time

    Lead Universal Banking Specialist Job OverviewThe Lead Universal Banking Specialist is tasked with delivering outstanding service to both internal and external clients in collaboration with the Branch team. The primary goal is to efficiently manage all service transactions and sales referral processes to enhance client relationships.Key...

  • Customer Service Banking Specialist

    2 weeks ago

    Los Angeles, California, United States Xtended Resources Full time

    Job OverviewPosition Summary:We are looking for a meticulous and service-oriented Customer Service Banking Specialist to enhance our operations at Xtended Resources. In this role, you will represent our financial institution, delivering outstanding service to clients by managing their monetary transactions with precision and care. Your duties will encompass...

  • Investment Banking Professional

    5 days ago

    Los Angeles, California, United States Financial Executives International Full time

    **About the Role**The successful Vice President of Investment Banking will be responsible for leading client relationships and driving business growth in the Consumer, Retail & Business Services sector.**Key Responsibilities**• Develop and execute strategic plans to drive business growth and expand client relationships• Collaborate with cross-functional...

  • Retail Banking Sales Supervisor

    2 weeks ago

    Los Angeles, California, United States First Citizens Full time

    Position OverviewJoin a reputable institution with a rich history and a commitment to community engagement. At First Citizens Bank, we are dedicated to fostering a culture where employees can thrive and contribute to our legacy. As a Financial Services Branch Leader, you will be responsible for directing sales initiatives and managing team members within a...

  • Customer Service Banking Specialist

    2 weeks ago

    Los Angeles, California, United States Workway Full time

    Workway BancForce is a leading national staffing agency dedicated to connecting skilled job seekers with direct hire, temp-to-hire, and temporary roles across various specialized sectors. Our focus is on a candidate-centric approach to help individuals discover their next career path. We are currently seeking a New Accounts/CSR Representative to undertake...

  • Customer Service Banking Specialist

    2 weeks ago

    Los Angeles, California, United States Workway Full time

    Workway BancForce is a leading national staffing agency dedicated to connecting qualified candidates with exceptional career opportunities across various sectors. Our focus is on a candidate-centric approach, ensuring job seekers find the right fit for their skills and aspirations. We are currently seeking a New Accounts/CSR Representative to fulfill the...

  • Retail Shift Lead

    2 days ago

    Los Angeles, California, United States PRESSED Full time

    About PressedPressed is a leading cold-pressed juice and plant-based treats brand dedicated to making plant-forward living as convenient and delicious as possible. Our mission is to pave the way for plant-forward living by making real healthy food accessible to everyone.Job PurposeWe are seeking a passionate and knowledgeable Retail Shift Lead to join our...

  • Customer Service Associate

    2 weeks ago

    Los Angeles, California, United States Bridgestone Retail Operations Full time

    Company OverviewBridgestone Retail Operations (BSRO) is a segment of Bridgestone Americas, employing over 22,000 team members across North America. With more than 2,200 company-owned outlets, including Firestone Complete Auto Care, Tires Plus, and Wheel Works, BSRO stands as a leader in tire and automotive service sales, exceeding $3 billion.At Bridgestone,...

  • Customer Service Associate

    2 weeks ago

    Los Angeles, California, United States Bridgestone Retail Operations Full time

    Company OverviewBridgestone Retail Operations (BSRO) is a division of Bridgestone Americas, employing over 22,000 individuals across North America. BSRO manages more than 2,200 company-owned outlets, including Firestone Complete Auto Care, Tires Plus, and Wheel Works locations. With a presence throughout North America and exceeding $3 billion in tire and...

  • Lead Banking Consultant

    2 weeks ago

    Los Angeles, California, United States PNC Financial Services Group Full time

    Position OverviewAs a Lead Banking Consultant within the PNC Financial Services Group, you will play a pivotal role in delivering exceptional banking solutions to our high-net-worth clientele. Your expertise will be crucial in identifying and promoting banking products and services tailored to meet the unique needs of our clients.Key Responsibilities-...

  • Customer Service Associate

    2 weeks ago

    Los Angeles, California, United States Bridgestone Retail Operations Full time

    Company OverviewBridgestone Retail Operations (BSRO) is a division of Bridgestone Americas, employing over 22,000 individuals across North America. With more than 2,200 company-owned locations, including Firestone Complete Auto Care, Tires Plus, and Wheel Works, BSRO is a leader in tire and automotive service sales, generating over $3 billion annually.At...

  • Lead Customer Service Specialist

    2 weeks ago

    Los Angeles, California, United States City National Corporation Full time

    **Position Overview**As a key member of the Treasury Management Services team, the **Service Representative Lead** plays a crucial role in delivering exceptional customer service. This position acts as the primary point of contact for clients, ensuring their inquiries are addressed promptly and effectively.**Key Responsibilities**Serve as the main liaison...

  • Retail Sales Lead

    5 hours ago

    Los Angeles, California, United States Event Network Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Lead to join our team at Event Network. As a Sales Lead, you will play a key role in delivering exceptional guest experiences and driving sales growth in our retail environment.Key ResponsibilitiesProvide exceptional guest service and support the store management team in day-to-day...

  • Customer Service Retail Associate

    2 weeks ago

    Los Angeles, California, United States Qonten Full time

    Position: Retail Store Associate (Part-Time)As a Retail Store Associate at Qonten, you will play a vital role in ensuring a positive shopping experience for our customers. Your responsibilities will include:Maintaining a clean and organized retail space to promote a welcoming environment.Assisting customers with their inquiries and providing exceptional...

  • Experienced Client Relations Representative, Retail Banking

    2 weeks ago

    Los Angeles, California, United States HomeStreet Full time

    Salary Range: $28.17 (Compensation may vary based on expertise, skills, and geographical location. Certain positions may qualify for bonuses, commissions, and/or equity awards.)Benefits Overview:Comprehensive medical, dental, and vision plans for employees and their familiesLife insurance, disability coverage, and family leave401(k) and Roth 401(k) plans...

  • Customer Service Liaison

    3 days ago

    Los Angeles, California, United States IDB Bank - Israel Discount Bank Of New York Full time

    Job Summary:We are seeking a highly organized and detail-oriented Customer Service Liaison to join our team at IDB Bank - Israel Discount Bank Of New York. As a key member of our Loan Operations department, you will be responsible for ensuring the smooth administration of new and renewed loans.Key Responsibilities:Manage Loan Onboarding: Ensure that all...

  • Fashion Retail Specialist

    2 weeks ago

    Los Angeles, California, United States Retail For The People Full time

    A leading name in the fashion industry, recognized for its trendsetting, eco-conscious, and accessible clothing line, is on an exciting trajectory of growth. This brand has swiftly become a staple in the wardrobes of influencers, featured in popular social media trends and celebrity outfits. Currently, one of the fastest-expanding online women's fashion...

  • Fashion Retail Specialist

    2 weeks ago

    Los Angeles, California, United States Retail For The People Full time

    About Us:A leading global fashion retailer known for its trendsetting, sustainable, and accessible clothing is expanding its operations. This brand has rapidly gained popularity, becoming a staple in the wardrobes of influencers and celebrities alike. As one of the fastest-growing online women's fashion retailers in the USA, we are committed to delivering...

  • Lead Portfolio Manager

    2 weeks ago

    Los Angeles, California, United States Sumitomo Mitsui Banking Corp Full time

    ABOUT THE ORGANIZATIONSumitomo Mitsui Banking Corp is dedicated to meeting the unique financial needs of middle-market enterprises, including manufacturers, wholesalers, distributors, importers, exporters, and service providers.The expected salary range for this position is between $148,000.00 and $165,000.00. The specific salary offered will depend on the...

  • Fashion Retail Specialist

    2 weeks ago

    Los Angeles, California, United States Retail For The People Full time

    Are You Passionate About Fashion?Join our dynamic team at Retail For The People as a Fashion Retail Specialist! We are seeking enthusiastic part-time professionals who are eager to represent a popular fashion label.This role is more than just employment; it’s a chance to become a fashion ambassador, a vital team contributor, and a lively personality that...