Branch Service Manager - Laguna Hills, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.      

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.  

We are looking for a seasoned Branch Service Manager at our Laguna Hills, CA branch. This role provides sales leadership, through their own production, as well as the oversight sales and services tasks, and works closely with key partners to achieve sales and service objectives while maintaining operational integrity.   

Essential Functions: 

• Responsible to manage the branch service, sales and operations functions to achieve the strategic goals of the branch in coordination with a Branch Manager or Business Center Manager.  

• Responsible to perform the following tasks and/or regularly makes substantially weighted recommendations regarding: interviewing, selecting, hiring, performance evaluations, advancement and termination of employees.  

• Responsible for training, coaching and mentoring employees.  

• Provides leadership and training for the sale and referral of bank products and services.  

• Responsible to resolve and respond to client service issues, complex client complaints and questions.  

• Directs the work of managed employees.  

• May schedule and set hours of work.  

• Maintains production or sales records for use in supervision and/or performance management of employees, appraises employee productivity and efficiency.  

• Recommends promotions or other changes in employee status, handles employee complaints and grievances, disciplines employees, apportions the work and determines the approaches used by employees to do assigned tasks.  

• Responsible for compliance with/adherence to safety and security protocols.  

• Monitors and/or implements legal compliance measures, ensures the branch/business center is in compliance with all bank policies and procedures.  

• Approves teller transactions as needed.  

• Prepares the branch/business center for audits and works with audit staff to resolve any issues identified.  

• Provides sales leadership, through their own production, as well as the oversight of sales and services tasks.  

• Works closely with key partners to achieve sales and service objectives and maintain operational integrity.  

• Monitors and ensures compliance with policy and the companies risk appetite.  

• Implements management procedures and operating practices and commits the branch/business center in matters of significant financial impact.  

• Has discretion to perform approvals and overrides within their authority. Involved in planning long- or short-term operational, sales and customer experience goals. 

• Investigates and researches operational issues, loss, fraud and resolves complex and/or significant matters on behalf of the company.  

• Represents the branch/business center in handling complaints, arbitrating disputes or resolving grievances.  

• May process cash transactions and perform other customer service and sales duties within the branch/business center as needed.  

• Has discretion to determine when to perform these additional functions.  

• Other duties as assigned.  

• This position requires the Branch Service Manager to work on site at the assigned branch or business center office.  

Qualifications:   

• Requires a high school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience.  

• A combination of education and experience may meet requirements.  

• Knowledge of the banking industry, processes, procedures, regulations and products.  

• Knowledge of lending process and procedures.  

• Strong customer service, relationships building, sales and management skills.  

• Able to handle various client concerns and problems.  

• Must have good communication skills, both verbal and written.  

• Knowledge of computer programs, i.e. word processing, spreadsheets etc.  

• Ability to set and maintain high quality work standards.  

• Ability to lead a group.  

• Ability to deal effectively with people in various job capacities.  

• Excellent problem solving and communication skills. 

Benefits: 

• Medical, Dental and Vision Insurance – START DAY ONE! 

• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance 

• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts 

• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 

• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience 

• Mental health benefits, including coaching and therapy sessions 

• Tuition Reimbursement for qualifying employees 

• Employee Ambassador preferred banking products