Customer Relations Manager

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 Customer Relations Manager in Irvine, CA. This role focuses on managing the customer relations function for the assignment department.   

Essential Functions: 

• Manages the customer relations function for the assigned department.  

• Actively promotes the highest level of customer service to achieve client service goals.  

• Provides guidance and direction to supervisors and staff.  

• Creates enthusiasm and high morale through effective teamwork and staff communication.  

• Encourages staff to cross-sell related products and services to best meet customer needs.  

• Makes recommendations concerning staffing, performance evaluations, promotions, salary recommendations and terminations.  

• Develops and administers effective customer relations policies.  

• Personally resolves the most complex customer service issues.  

• Attains optimum departmental efficiency and productivity by effectively managing resources.   

• Determines production measurements, quality levels, and performance metrics.   

• Oversees departmental budgets and controls expenses.   

• Ensures compliance with all related legal requirements, audit procedures and banking regulations.   

• Other duties as assigned.  

Qualifications:    

• Requires a high school diploma and 6+ 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.   

• Advanced 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.   

• Experienced in handling complex 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 Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire  

• Employee Ambassador preferred banking products  

This position is eligible to earn a base salary in the range of $105,000 - $115,000 annually depending on job-related factors such as level of experience and location.