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Job Function
Assists and supports the Branch Manager in the administration and efficient daily operation of a full service branch office, including the areas of operations, lending, product sales, customer service, and security and safety in accordance with the Bank’s objectives. Performs supervisory duties in the absence of the Branch Manager. Provides leadership, training and supervision to branch personnel. Assists in attaining established Bank goals through active participation in sales management and officer call programs.
Job Responsibilities
Reinforces the application of superior customer service through example along with appropriate follow through with involved customers and employees.
Conducts specific periodic meetings and presentations regarding customer service with staff members.
Develops new deposit and loan business, provides a superior level of customer relations and promotes the sales and service culture through effective coaching, guidance, and staff motivation.
Achieves individual goals while assisting the Branch Manager in attaining branch, region, and Bank sales goals through new business sales, referrals, and retention of customer relationships.
Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; motivates and monitors staff in cross selling and product presentation compared to goals.
Investigates and follows up on significant changes in status of existing customers; meets with customers to discuss needs or concerns and outlines appropriate Bank products and services.
Assists the Branch Manager in ensuring the branch is organized, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
Performs operational duties as directed by the Branch Manager to maintain compliance with regulatory guidelines (i.e., customer/branch research, monitoring completion of back office duties, reporting, etc.
Assists and relieves in various job functions of the branch as needed or required.
Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
Maintains knowledge of security and safety policies and strictly adheres to established procedures; works closely with the Bank Security Officer to maintain an updated plan for the branch; ensures branch staff is properly trained and made aware of any changes to the branch’s plan and procedures.
Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and acts on daily reports; ensures the branch is maintained in a neat, clean and attractive manner; recommends redecoration or major repair or redesign of floor space as necessary.
Ensures effective communication to staff and implementation of all policy and procedure changes as approved by Senior Management; schedules and conducts any necessary training for staff.
Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits.
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
Performs all other duties as assigned.
Education and Related Experience
Skills and Abilities
Working Conditions and/or Physical Requirements
EOE AA M/F/Veteran/Disabled
Full Time
$85k-110k (estimate)
08/20/2024
10/19/2024
The job skills required for Customer Service Manager include Customer Service, Leadership, Coaching, Presentation, Written Communication, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Service Manager positions, which can be used as a reference in future career path planning. As a Customer Service 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 Customer Service Manager. You can explore the career advancement for a Customer Service Manager below and select your interested title to get hiring information.
If you are interested in becoming a Customer Service 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 Customer Service Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Service Manager job description and responsibilities
As a Customer Service Manager, your most important role is leading and motivating a team of staff to ensure they’re giving the best customer service possible.
02/02/2022: San Antonio, TX
They develop and implement standards effective in sustaining the relationship between an organization and its clients.
02/12/2022: Monterey, CA
Support the customer service team in resolving escalated issues or complaints and ensuring prompt turnaround for all service requests with consistent quality.
01/27/2022: Muskegon, MI
Customer service managers oversee teams of customer service representatives.
04/16/2022: Clarksville, TN
Determine operational strategies by conducting needs assessments, performance reviews, capacity planning, productivity, quality, and customer-service standards.
02/10/2022: Youngstown, OH
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 Customer Service Manager jobs
They need to know how to attain key metrics such as service levels and use tools such as workforce management to manage productivity.
02/11/2022: Austin, TX
Customer service managers generally need a bachelor’s degree.
04/15/2022: Manchester, NH
Although certifications are not essential for this position, many customer service managers pursue optional credentials.
03/15/2022: Huntsville, AL
They should know how to set customer service goals, use CRM tools and build teams.
03/13/2022: Kennewick, WA
Customer service managers with good listening skills can easily pay attention to the customer to understand what they are actually saying.
04/16/2022: Detroit, MI
Step 3: View the best colleges and universities for Customer Service Manager.