Customer Service Manager (Bank Experience Only)

Job Description

Customer Service Manager (Bank Experience Only)

Essential Duties And Responsibilities

Leadership

• Overall branch oversight for, service and operations and performance of Teller and Relationship banker staff. Will lead these efforts either independently or with the assistance of an Assistant Branch Manager or Branch Manager.
• Lead team to provide excellent customer service with the ability to effectively resolve customer issues.
• Responsible for sourcing, developing, coaching and leading a team that reinforces Union Banks core values, business objectives and employee performance standards.
• Demonstrates and maintains a working knowledge of Union Banks products, services, processes, and internal resources to stay informed, guide and lead the team.
• Drive teams performance and lead by example in the following areas; Customer Service, Sales & Referrals, Operational Excellence.
  
  

Customer Service & Transactions

• Promote good customer experiences by consistently providing best in class customer satisfaction.
• Have a developed rapport with the customer base and have knowledge of account ownership.
• Process a variety of transactions: including but not limited to check cashing, deposits, withdrawals, and payments.
• Count, prove, and package currency and coin.
• Redeem US Savings Bonds.
• Assist in night depository functions.
• Assist customers with safe deposit box access in accordance with bank policies and procedures.
• Operating TCR machines where applicable including balancing the TCR drawer at the end of the day.
• Funding and sales of pre-paid Visa Cards.
• Process various transactions related to CDs.
• Perform a variety of customer service transactions such as account holds, stop payments, ACH forms, AFT forms, and others forms/documents as needed.
• Serve as ATM and/or Vault teller as assigned.
• Act as a mentor to new employees
• Issue instant issue debit cards where applicable.
• Other duties as assigned from time to time by the Branch Manager.
  
  

Cash Handling & Operational Excellence

• Responsible for knowing and adhering to appropriate security and emergency procedures.
• Keep customer information in a secured area at all times while maintaining an organized work station.
• Maintain knowledge of the banks policies and procedures.
• Cash checks following proper bank procedures, making sure funds are available and collected.
• Maintain balancing record that is in line with policy and have the ability to find and correct outages and enlist help as appropriate.
• Assist in the opening and closing of the branch.
• Perform ongoing maintenance of scanners, validators, coin counters, TCR etc.
• Help coordinate branch document retention and destruction in accordance with the banks policies and procedures.
  
  

Sales & Referrals

• Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities.
• Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs.
• Lead branch huddles and participate in applicable sales meetings and staff meetings.
• Maintain a thorough understanding of all Retail products and services offered.
• Initiate conversations to uncover customer needs and effectively refer customer to line of business partners (Mortgage, Commercial, TM, etc.) for the selling of banks products and services.
• Have a good understanding of the banks IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions.
• Have a good understanding of the banks lending products.
  
  

Other Functions

• Familiar with and abides by all bank regulations including but not limited to BSA and OFAC.
• Familiar with and abides by all bank regulations
• Other duties as assigned by Senior Management.
  
  

Qualifications

Customer Service Manager (Bank Experience Only)Required Qualifications:

Professionalism:Exhibits a high level of professionalism, maintaining integrity and ensuring quality service delivery in all aspects of the role.

Leadership:Demonstrates the ability to lead teams effectively, manage performance, and inspire collaboration to meet organizational goals.

Effective Communication:Exceptional verbal and written communication skills, with the ability to engage and collaborate with a diverse range of stakeholders, including employees, clients, business partners, and the public.

Financial Expertise:A solid understanding of financial principles, including the ability to manage and interpret financial data, and apply key concepts such as discounts, interest, commissions, and other financial variables.

Analytical Capability:Strong problem-solving skills with the ability to analyze complex data, identify key issues, and propose practical, actionable solutions.

Technical Proficiency:Proficiency with the Microsoft Office Suite (or equivalent software), and the ability to quickly adapt to new technologies and tools relevant to the role.

Leadership Excellence:Proven leadership ability with a focus on team development, fostering collaboration, and effectively managing team performance to achieve organizational goals.

Experience Requirements

• Minimum 5 years of recent experience in a retail banking branch environment; experience with a commercial bank is preferred.
• At least 2 years of direct leadership and management experience required.
• Proven experience in retail bank sales, serving both consumer and small business clients required.
• A High School diploma or equivalent required.
• An Associate's degree or higher in Business, Accounting, and/or Finance preferred.
• An equivalent combination of education and experience may be considered.
  
  

Why Is This a Great Opportunity

Customer Service Manager (Bank Experience Only)

The Customer Service Manager should be a highly motivated, high-energy individual with a strong desire to succeed and mentor our front-line bankers who can drive excellent customer service and operational performance while adhering to group policies and procedures. The Customer Service Manager is responsible for maintaining high customer retention, customer satisfaction and monitoring customer complaints as well as contacting service customers after their visit to monitor quality control and satisfaction. These functions range from hard to complex in nature. The Customer Service Manager will refer customers for products and services uncovered during interactions and/or conversations. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

Salary Type : Annual Salary

Salary Min : $ 75000

Salary Max : $ 95000

Currency Type : USD