Branch Service Manager- Lancaster, CA

About the role

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build strong relationships with clients and colleagues. As a premier California-focused financial services company with over 70 years of history and more than 80 full-service branches, CB&T is dedicated to serving communities, families, and businesses of all sizes. This role is based at our Lancaster, CA branch.

Responsibilities

• Resolve and respond to client service issues, complex complaints, and questions.
• Direct and manage employees, including scheduling, performance appraisals, and disciplinary actions.
• Maintain production and sales records for supervision and performance management.
• Ensure compliance with safety, security, and legal protocols, as well as bank policies and procedures.
• Approve teller transactions as needed and prepare the branch for audits.
• Provide sales leadership through personal production and oversight of sales and service tasks.
• Work with key partners to achieve sales, service, and operational objectives.
• Monitor and enforce compliance with policies and the company’s risk appetite.
• Implement management procedures and make decisions with significant financial impact.
• Plan short- and long-term operational, sales, and customer experience goals.
• Investigate operational issues, loss, fraud, and resolve complex matters on behalf of the company.
• Represent the branch in handling complaints, disputes, or grievances.
• Process cash transactions and perform customer service and sales duties as needed.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent.
• 2+ years of experience in retail banking, sales, new accounts, customer service, loan processes, or related roles. A combination of education and experience may be considered.
• Knowledge of banking industry processes, procedures, regulations, and products.
• Understanding of lending processes and procedures.
• Strong customer service, relationship-building, sales, and management skills.
• Ability to handle client concerns and problems effectively.
• Excellent verbal and written communication skills.
• Proficiency in computer programs such as word processing and spreadsheets.
• Ability to set and maintain high-quality work standards.
• Leadership skills to guide and motivate a team.
• Strong problem-solving and interpersonal skills.

Benefits

• Medical, dental, and vision insurance starting on day one.
• Life and disability insurance, paid paternal leave, and adoption assistance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care accounts.
• Paid training, Paid Time Off (PTO), and 11 paid federal holidays.
• 401(k) plan with company match and profit sharing.
• Competitive compensation aligned with experience.
• Mental health benefits, including coaching and therapy sessions.
• Tuition reimbursement for qualifying employees.
• Preferred banking products for employees.

Pay

This position offers a base salary range of $64,500 - $71,800 annually, depending on job-related factors such as level of experience.

Schedule

This is an on-site role at the assigned branch or business center office.