Client Service Manager III

About the Role

The Client Service Manager III (CSM III) is an onsite position and does not have remote opportunities. They are 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.

Responsibilities

• Ensure all tasks and responsibilities are handled within bank policies and procedures at all times.
• Maintain expenses and losses as defined within the annual budget, and encourage non-interest income whenever possible.
• Actively cross-sell Bank products and services and provide training and support to the staff in their cross-selling efforts.
• Affix to the Client Relationship Managers with outside calls to selected businesses and current clients when time permits.
• Perform 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.
• Ensure 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.
• Report any and all losses to the Chief Operating Officer immediately.
• Perform all duties accurately, timely and efficiently, and according to Bank policies, procedures, and regulatory guidelines.

Requirements

• Self-starter with an entrepreneurial spirit who thrives in a team environment.
• Previous management experience and a minimum of 5 years bank experience in banking.
• 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, copy machine, printer, telephone and encoder.

Qualifications

• High school graduate or equivalent.
• Knowledge of Teller, New Account and Operations procedures.
• Thorough understanding of banking regulations and standard banking practices.

Benefits

We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions. Medical, Dental, Vision Insurance at a shared premium cost. 401k With Matching Contributions. Paid Time Off accrued vacation and sick time, 1 float day, 11 paid holidays. Flexible Spending Accounts Healthcare, Dependent Care, Transit & Parking Options. Employee Assistance Program, 100% employer cost. Employees are offered a free checking and savings account, plus free orders of personal size checks.