What are the responsibilities and job description for the Client Service Supervisor position at First Foundation Inc.?
Summary: This position is responsible for all daily client service/sales efforts within the branch. Serve as the “lobby leader” overseeing the consistent delivery of superior client service. As the branch’s primary risk management leader, the CSS maintains the integrity of all branch operations. Performs complex client service duties and ensures a high level of efficiency. Leads/Manages assigned branch staff. Understands, communicates, and works to achieve the Bank's values, vision, and mission.
Salary Range: The salary range budgeted for this position is $60,000/yr to $65,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Duties And Responsibilities
Education And/or Experience
35% = Risk Management, Branch Operations, Compliance, QA, Audit, etc.
50% = Client Service/Sales, Lobby Management
15% = Branch Administration, Training, Coaching, etc.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; and communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Salary Range: The salary range budgeted for this position is $60,000/yr to $65,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Duties And Responsibilities
- Understands and complies with requirements of all laws and regulations applicable to the position
- Work with the Branch Manager/Client Service Manager, and team to foster a consistent superior client service experience
- Participate in individual, and team, client retention, needs-based cross-selling of bankproducts/services, and expanding client relationships
- Work with Branch Manager/Client Service Manager to establish/achieve challenging sales/service goals for team members
- Conduct ongoing client service, security, and technical training in the branch
- Support the achievement of branch sales goals (i.e. coaching/motivating assigned staff in the sales/service of FFB and FFA products/services, selling/cross-selling bank products, organizing and participating in branch campaign activities, etc.)
- Balance operational controls and client needs to minimize risk to the Bank
- Assist with control of branch expenses
- Develop methods to streamline daily functions and improve branch productivity
- Perform self-audits as scheduled and submit results in a timely fashion
- Perform all technical functions accurately and on time to remain in compliance with regulatory standards
- Implement procedures in which compliance objectives are incorporated
- Schedule and reinforce individual and team training
- Perform periodic reviews to measure compliance knowledge and technical application
- In partnership with the Branch Manager/Client Service Manager, manage assigned branch employees (i.e. selection, training, coaching, performance review, work allocation, etc.)
- Oversee and administer branch personnel issues for their direct reports
- Responsible for the branch in the manager's absence. i.e. outside appointments, PTO, vacancies, etc.
- Secure, and maintain a Notary commission and serves as one of the branch Notaries
- Perform other duties as assigned
Education And/or Experience
- High School diploma or equivalent required; Associate/Bachelor’s Degree preferred
- Minimum of 3 to 5 years of related experience
- Minimum of 1 to 2 years of experience supervising branch sales, service, and operations
- Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
- General Mathematics and Accounting
- Must be able to assess any given situation, make decisions, and bring to a successful resolution
- Must be experienced in the effective use of one or more core banking deposits and new account software
- Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc.
35% = Risk Management, Branch Operations, Compliance, QA, Audit, etc.
50% = Client Service/Sales, Lobby Management
15% = Branch Administration, Training, Coaching, etc.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; and communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Salary : $60,000 - $65,000
