Recent Searches

You haven't searched anything yet.

4 Client Services Manager Jobs in Newport Beach, CA

SET JOB ALERT
Details...
CalPrivate Bank
Newport Beach, CA | Full Time
$69k-87k (estimate)
1 Month Ago
Public Agency Retirement Services
Newport Beach, CA | Full Time
$54k-71k (estimate)
2 Days Ago
Law Office of Susan A. Katzen
Newport Beach, CA | Full Time
$61k-80k (estimate)
1 Day Ago
Capital Group
Newport Beach, CA | Full Time
$44k-57k (estimate)
5 Days Ago
Client Services Manager
CalPrivate Bank Newport Beach, CA
$69k-87k (estimate)
Full Time | Banking 1 Month Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

CalPrivate Bank is Hiring a Client Services Manager Near Newport Beach, CA

Description

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion!!!

Job Title - Client Service Manager

Department - Branch Operations

Reports To - EVP/ Chief Administrative Officer

FLSA Status - EXEMPT

Job Summary:

Responsible for the operational integrity of the branch, assuring that proper controls and procedures are being implemented and followed on a consistent basis. Monitors branch activity for compliance and correctness and directs follow up actions where necessary. Ensures the message of operational safety and fraud awareness is top of mind for the branch as well as clients. Understands what it means to serve the client in all ways by executing the Bank’s concierge service strategy and following its service standards.

Duties and Responsibilities

  • Oversee day to day customer and branch team activity and operations of the branch in a safe manner that will protect the bank and its customers.
  • Meet and exceed customer service expectations.
  • Prepare work schedules, coordinate staff coverage and assign duties to staff to ensure efficient operation of branch.
  • Ensure self and staff have a thorough understanding of what is expected of them operationally including their responsibility to follow procedures, maintain the skill levels expected of them and understand signing authorities given to them.
  • Expertise in all core systems and deposit documentation and financial platforms.
  • Understand and execute complex entity structures and account titling.
  • Achieve a minimum of ‘satisfactory’ on all audits.
  • Control branch cash to meet branch needs within policy requirements.
  • Responsible for self and staff development including ongoing training.
  • Conduct regular (minimum of monthly) documented staff meetings to discuss policy and procedure, updates, bank focus, training, etc. Ensure takeaways from manager-level operational meetings are deployed to teams.
  • Responsible for hiring, promotions, terminations, performance appraisal and salary administration.
  • Regularly coach team members to increase knowledge, improve skills, increase productivity, improve communication, maintain accountability, etc.
  • Ensure the branch team follows all fraud related directives and communication.
  • Establish and maintain the highest level of communication and collaboration with the Market Leader (or equivalent); work together to prioritize and execute on production to achieve the highest level of client service.
  • Perform other duties as assigned or needed including but not limited to client outreach, participation in bank initiatives and participation in 

BSA/AML/Compliance

Responsibilities

  • This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

Physical Demands

  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally

Requirements

Qualifications

  • Minimum 5-7 years of banking management and operations experience and has previously held a CSM or Assistant Branch Manager position for 2-3 years.
  • Seasoned banker who understands how bank branches operate, what is required to run commercial bank branch operations and possesses in depth knowledge of Bank policies and procedures and applicable regulatory compliance.
  • Strong knowledge of Bank Audit procedures.

Competencies

  • Exceptional verbal and written communication skills
  • Technical Skills
  • Problem Solving
  • Business Acumen 
  • Strategic Thinking
  • Judgment
  • Team Work
  • Managing Others
  • Managerial Courage

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$69k-87k (estimate)

POST DATE

02/01/2023

EXPIRATION DATE

05/28/2023

WEBSITE

Calprivate.bank

HEADQUARTERS

LA JOLLA, CA

SIZE

25 - 50

FOUNDED

2006

TYPE

Private

CEO

ROBERT W ARMSTRONG

REVENUE

$10M - $50M

INDUSTRY

Banking

Related Companies
About CalPrivate Bank

CalPrivate Bank provides loan, credit card, savings and online banking services for individuals and businesses.

Show more

CalPrivate Bank
Full Time
$116k-155k (estimate)
6 Days Ago
CalPrivate Bank
Full Time
$54k-69k (estimate)
6 Days Ago
CalPrivate Bank
Full Time
$81k-108k (estimate)
3 Weeks Ago

The job skills required for Client Services Manager include Customer Service, Initiative, Client Service, Problem Solving, Collaboration, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Manager. Select any job title you are interested in and start to search job requirements.

For the skill of  Customer Service
Pavilions
Full Time
$33k-45k (estimate)
Just Posted
For the skill of  Initiative
Divihn Integration
Full Time
$78k-101k (estimate)
Just Posted
For the skill of  Client Service
Binding Minds, Inc.
Full Time
$88k-122k (estimate)
7 Days Ago
Show more

The following is the career advancement route for Client Services Manager positions, which can be used as a reference in future career path planning. As a Client Services Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Manager. You can explore the career advancement for a Client Services Manager below and select your interested title to get hiring information.

HireOTS
Full Time
$122k-166k (estimate)
4 Days Ago
Peregrine Team
Full Time
$118k-156k (estimate)
5 Months Ago
Orange County Department Education
Full Time
$113k-143k (estimate)
5 Months Ago

If you are interested in becoming a Client Services Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Manager job description and responsibilities

Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.

02/16/2022: Shreveport, LA

They also ensure unsatisfied clients are compensated with free services, products, or discounts.

02/28/2022: Tucson, AZ

Client service managers oversee the hiring, orienting, and training of staff for the department.

01/16/2022: Yakima, WA

Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.

01/18/2022: Colorado Springs, CO

They develop policies and regulations necessary for ensuring client satisfaction.

03/08/2022: Poughkeepsie, NY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Manager jobs

Should be excellent communicators capable of leading a team.

02/21/2022: Utica, NY

Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.

02/12/2022: York, PA

As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.

02/02/2022: Canton, OH

Mastermind creative ways to deliver an exceptional client experience.

02/15/2022: Portland, ME

Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.

02/25/2022: New Haven, CT

Step 3: View the best colleges and universities for Client Services Manager.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
Show more