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Customer Service Manager jobs at Westamerica Ban

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  • Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 60d+ ago
  • Universal Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Manages all activities of the Universal Customer Service (UCS), the Switchboard and the campus receptionists, and the Telemarketing Services. ESSENTIAL FUNCTIONS: Research new methods and technologies. Recommends automated solutions or changes to current operations procedures which improve responsiveness. Informs and trains staff in new policies, products and procedural changes. Functions as liaison to branches and other internal departments to secure resolutions of issues and respond to inquiries. Directly manages the staff and activities of the outbound calling and the inbound telemarketing units. Monitors performance of staff providing management with regular reports to the quality and quantity of service provided. Recommends all salary, training and other personnel activities for subordinate staff. Marginal Functions: 7. New FSA provides departmental training for Financial Sales officers and performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible experience, to include managerial and/or supervisory responsibilities within an operational or new accounts area of a financial institution where incumbent has gained a working knowledge of various types of financial products and how they are serviced. Previous experience selling financial services and college level course in accounting or finance a plus. Must be PC literate and possess excellent interpersonal communication, organization, and leadership skills. PHYSICAL DEMANDS: Works for extended hours at CRT. MENTAL DEMANDS: Identify how changes to current policy and/or financial products will affect present operations. Provide appropriate training to new personnel in an environment which has constant demands. Assess work flow in various areas and shifts personnel to meet changing volumes. Research new technologies and identify if these "state of the art" processes are cost effective for our operations. Maintain composure while responding to service requests from demanding clients. EQUIPMENT USED TO PERFORM FUNCTIONS: Telephone, PC, various Voice Response and data transmission systems, Fax Machine, photocopiers, and 10-Key. DECISION MAKING: (Give examples of decisions and recommendation made by incumbent) Identify and recommend best solution to improve current operations. Implement training programs to enhance the skill sets of each employee. Determine budgetary requirements for the three areas. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: 15 Indirectly Supervised: 76 EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $81,946.10
    $68.6k-81.9k yearly 60d+ ago
  • Director, Figure Markets Customer Service

    Figure Lending 4.5company rating

    San Francisco, CA jobs

    Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We are looking for a driven, customer service oriented, roll up your sleeves type of leader who has a proven track record in building and delivering excellent service operations within financial services and is curious about innovative blockchain technology. As the Customer Service Operations Director, you will build out the initial customer service operations team for Figure Markets and learn all things about the business by sitting in the heart of the action. You will provide leadership to the Figure Markets Customer Service Operations team and oversee the day to day customer service. You will show your commitment and enthusiasm for the Customer Success function and the high level customer experience Figure Markets strives to achieve. Your effective communication, problem solving, and attention to detail will contribute to key outcomes that secure existing business initiatives, drive brand engagement, and ensure customer success. You will keep Figure Markets accountable to its customers by leading the team in troubleshooting problems and providing solutions with knowledge and empathy. What You'll Do Define and build out the customer support operations processes for Figure Markets Promote brand recognition and loyalty by ensuring unrivaled support to our customers via phone, chat interactions, and email Oversee the day to day workforce management of the customer operations team and focus on delivering industry leading service Manage the shift schedule for accurate planning and shift coverage Resolve escalated complaint issues from the team and provide oversight Provide insight into metrics to collect and report Manage and report on onboarding processes for Figure Markets and all customer service interactions Read, analyze reporting, and make data-driven recommendations to management Provide regular performance feedback to the team Ensure performance and disciplinary issues are dealt with and escalated appropriately Drive a culture of diversity and inclusion within the team Make process improvements for Figure Pay and Figure Marketplace Participate in new training and licensing programs to expand the team's capabilities What We Look For BA/BS from an accredited university preferred 8+ years of experience in customer service and operations 5+ years of experience leading or supervising a team providing customer service and operations An experienced leader who fosters a value-based culture, with respectful interactions, behaviors, and attitudes. Flexibility and adaptability to ongoing refinements in process and structure Confident, friendly, and compassionate communication skills Ability to successfully complete the required compliance training A positive and problem solving approach to customer service Process driven organizational skills A quick and flexible learning style with the ability to navigate new technology platform Salary Compensation Range: $138,400 - $173,000/yr 25% annual bonus target, paid quarterly Company equity in the form of RSUs This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Remote
    $138.4k-173k yearly 3d ago
  • Customer Service Manager

    Dover Corporation 4.1company rating

    Cypress, CA jobs

    OK International is a global manufacturer of electronic benchtop tools and precision dispensing solutions worldwide. We have two major product lines: Metcal electronics bench tool solutions and Techcon dispensing Systems. We have facilities in Cypress California (US), Chandlers Ford (UK) and Shenzhen (China) supporting our customers worldwide. The OK International Team is dedicated at putting customers first, having an entrepreneurship mindset, innovative culture, cultivating relationships and never compromising on integrity. Welcome to our team! OK International is part of the Dover Engineered Products segment of the Dover Corporation. Dover is a diversified global manufacturer with annual revenue of over $7 billion. We deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Fueling Solutions, Imaging & Identification, Pumps & Process Solutions and Refrigeration & Food Equipment. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 60 years, our team of approximately 24,000 employees takes an ownership mindset, collaborating with customers to redefine what's possible. Headquartered in Downers Grove, Illinois, Dover trades on the New York Stock Exchange under "DOV." The Customer Service Manager will manage the Customer Service/Order Entry department. The Customer Service Manager is responsible for ensuring that customers are supported, retained, satisfied and their orders are processed in an accurate, timely and efficient manner. The manager of this department will also be responsible for driving outbound sales activities designed to uncover new opportunities and qualify incoming leads. JOB DUTIES: * Manager to be the bridge that drives communication between Sales, Marketing and Operations towards common goals. * Oversee internal systems to ensure accuracy and efficiency in sales order bookings and customer shipments. * Establish uniform correspondence procedures and style practices that benefit the customer. * Work with marketing teams to implement procedures and processes to grow the volume and quality of incoming leads. * Manager will train team on processes to qualify leads, uncover new accounts and opportunities, as well as close on the sale of product. * Manage, develop and implement processes and goals for outbound sales activities targeted directly to the end user. * Oversee the OK International Technical Support department to insure the processes and policies are designed to meet and exceed the customers' expectations. * Manage field service support team on all OK International products. Ensure appropriately trained engineers are available to address customer needs via phone support and customer site visits. * Review and coordinate sales channel promotions, programs, and account activities with Sales Channel Manger and Marketing on a monthly basis. * Forecast, formulate, and manage department budget. * Serves as the primary point of contact for cross-site communication, ensuring best practices and performance standards are shared and upheld across all locations. * Partners with site leaders to identify and resolve customer service or fulfillment issues, ensuring a seamless customer experience across all facilities. * Leads and supports cross-site projects focused on enhancing customer experience, order management efficiency, and operational effectiveness. * Performs other duties as assigned. WORK EXPERIENCE REQUIREMENTS: * 5+ years of experience in Inside Sales and Customer Service Management. SKILLS REQUIRED: * Experience in customer service in a manufacturing and distribution environment. * Experience working with ERP systems. Support system enhancements and improvements. * Ability to champion individual customer's needs while balancing supply chain and manufacturing capability. * Ability to create positive customer perception while facilitating fairness to the broader customer base. * A proven record of growing sales via an inside sales department. * Proficiency in the Microsoft Business suite, and ability to learn new computer programs. * Ability to demonstrate professionalism and good judgment in a rapidly changing fast paced team environment. * Ability to multitask and coordinate multiple and often conflicting priorities. * Maintains an outgoing, positive, friendly, and customer-focused attitude. * Strong written and oral communications skills required. EDUCATION REQUIREMENTS: * Bachelor's degree in Business Administration or Communications is preferred. Work Arrangement : Onsite Pay Range: $70,000.00 - $90,000.00 annually We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work. Benefits: Our total rewards package for eligible team members also includes: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, including 10 paid holidays per calendar year, paid vacation days beginning at 120 hours annually, 40 paid sick leave hours annually or as provided under state and local paid sick leave laws, business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law. Job Function : Customer Service Job Segment: Supply Chain Manager, Marketing Manager, Inside Sales, Telemarketing, Operations, Marketing, Sales, Customer Service
    $70k-90k yearly 49d ago
  • Workspace Experience Manager

    Cantor Fitzgerald 4.8company rating

    Irvine, CA jobs

    At Knotel, our team is the heartbeat of the workplace experience. We're looking for a Workspace Experience Manager who will lead the day-to-day operations of Newmark HQ and ensure our employees feel supported, energized, and inspired each day. This role is onsite and central to bringing our culture to life. As Workspace Experience Manager, you'll be the go-to person for all things hospitality-balancing operational excellence with thoughtful, hospitality-driven touches that make the workplace feel seamless and special. Responsibilities ● Act as a brand ambassador for Knotel, promoting our workplace services through thoughtful, high-touch experiences. ● Greet and direct all guests and visitors with warmth and professionalism, delivering a polished, hotel-style welcome. ● Manage mailing, shipping, and package distribution with attention to detail and service excellence. ● Partner with IT to support office tech, troubleshoot hardware, and ensure a seamless user experience. ● Collaborate with the porter team and ensure cleanliness, organization, and supply levels across all shared spaces. ● Track and resolve building related issues through Freshdesk or similar platforms with efficiency and care. ● Manage HQ protocols, including guest check-in, employee access cards, service requests, and freight elevator bookings. ● Elevate day-to-day operations by proactively stocking goods and adding thoughtful hospitality touches that enhance the work environment. ● Anticipate and personalize support; like a concierge, offer assistance with everything from local recommendations to last-minute requests. ● Curate social moments that foster community; pop-up coffee bars, wellness breaks, or casual mixers. ● Use feedback and data to continually evolve offerings and tailor the workspace experience to employee needs. ● Customize services to each location's culture and context: adapting tone, offerings, and ambiance accordingly. ● Lead planning and execution of internal/external events and activations, including managing budgets, sourcing food and beverage, maintaining catering relationships, and coordinating setup, and logistics. ● Partner with the Business Operations team to support internal office moves and lead related employee communication. Qualifications ● 1-2 years in an office management position ● Knowledge of office management facilities responsibilities, systems and procedures ● Technically savvy with the ability to learn and work across various digital tools, platforms, and workplace systems. ● Excellent written and verbal communication skills ● Strong time management skills and the proven ability to multi-task and prioritize work ● Attention to detail and solid problem solving skills ● Strong organizational and planning skills ● Proficient in MS Office Salary: $70,000 - $75,000 annually The expected base salary for this position ranges from $70,000 to $75,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements. Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
    $70k-75k yearly Auto-Apply 60d+ ago
  • Customer Service Manager

    Oak Valley Community Bank 4.2company rating

    Mammoth Lakes, CA jobs

    Job Description About Company: About the Role: The Customer Service Manager plays a pivotal role in ensuring that our clients receive exceptional service and support in the banking and credit department. This position is responsible for leading a team of customer service representatives, fostering a culture of excellence, and implementing effective training programs to enhance service delivery. The manager will also be tasked with developing strategies to improve customer relations and satisfaction, ultimately driving service sales and retention. By analyzing customer feedback and service metrics, the manager will identify areas for improvement and implement solutions to enhance the overall customer experience. The end result of this role is to create a seamless and positive interaction for customers, ensuring their needs are met efficiently and effectively. Minimum Qualifications: High School Diploma, or general education degree (GED) 5+ years of experience in customer service, with at least 2 years in a managerial role. Proven track record of improving customer satisfaction and service metrics. Preferred Qualifications: Experience in the banking or financial services industry. Familiarity with customer relationship management (CRM) software. Certification in customer service management or related fields. Responsibilities: Lead and manage the customer service team, providing guidance and support to ensure high performance. Develop and implement training programs for customer service representatives to enhance their skills and knowledge. Monitor customer interactions and feedback to identify trends and areas for improvement. Collaborate with the sales department to align customer service strategies with sales goals. Resolve complex customer issues and complaints in a timely and professional manner. Skills: The required skills in customer service training and team management are essential for developing a high-performing customer service department. Problem-solving skills will be utilized daily to address and resolve customer issues effectively, ensuring a positive experience. Strong customer relations skills will help in building rapport with clients, leading to increased loyalty and retention. Inside sales skills will be beneficial in identifying opportunities to upsell services during customer interactions. Additionally, experience in service sales will aid in aligning customer service efforts with overall business objectives, driving revenue growth.
    $44k-56k yearly est. 11d ago
  • Customer Service Manager

    Oak Valley Community Bank 4.2company rating

    Mammoth Lakes, CA jobs

    About Company: About the Role: The Customer Service Manager plays a pivotal role in ensuring that our clients receive exceptional service and support in the banking and credit department. This position is responsible for leading a team of customer service representatives, fostering a culture of excellence, and implementing effective training programs to enhance service delivery. The manager will also be tasked with developing strategies to improve customer relations and satisfaction, ultimately driving service sales and retention. By analyzing customer feedback and service metrics, the manager will identify areas for improvement and implement solutions to enhance the overall customer experience. The end result of this role is to create a seamless and positive interaction for customers, ensuring their needs are met efficiently and effectively. Minimum Qualifications: High School Diploma, or general education degree (GED) 5+ years of experience in customer service, with at least 2 years in a managerial role. Proven track record of improving customer satisfaction and service metrics. Preferred Qualifications: Experience in the banking or financial services industry. Familiarity with customer relationship management (CRM) software. Certification in customer service management or related fields. Responsibilities: Lead and manage the customer service team, providing guidance and support to ensure high performance. Develop and implement training programs for customer service representatives to enhance their skills and knowledge. Monitor customer interactions and feedback to identify trends and areas for improvement. Collaborate with the sales department to align customer service strategies with sales goals. Resolve complex customer issues and complaints in a timely and professional manner. Skills: The required skills in customer service training and team management are essential for developing a high-performing customer service department. Problem-solving skills will be utilized daily to address and resolve customer issues effectively, ensuring a positive experience. Strong customer relations skills will help in building rapport with clients, leading to increased loyalty and retention. Inside sales skills will be beneficial in identifying opportunities to upsell services during customer interactions. Additionally, experience in service sales will aid in aligning customer service efforts with overall business objectives, driving revenue growth.
    $44k-56k yearly est. Auto-Apply 60d+ ago
  • Customer Service Manager -Lodi, CA Branch

    Oak Valley Community Bank 4.2company rating

    Lodi, CA jobs

    Job Title: Customer Service Manager Employment Type: Full-Time- Monday - Friday FLSA Status: Exempt Salary Range: $60,000- $95,000 annually (good-faith estimate upon hire) Additional Compensation: This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs. Total Compensation: In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes, medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity. About Oak Valley Community Bank We're proud to be opening our newest branch and are looking for a dynamic Customer Service Manager to help us build a strong, service-driven team from the ground up. If you have banking experience and are passionate about banking, ready to lead a team, and thrive in a collaborative, customer-focused environment, we'd love to meet you. What You'll Do As a Customer Service Manager, you'll play a key role in the daily operations and success of our branch. You'll support the Branch Manager and lead by example to deliver exceptional service, drive sales, and foster a positive team culture. Key Responsibilities: Lead and motivate a team to deliver outstanding customer service. Support daily branch operations including compliance, security, and lending. Promote a sales and service culture through coaching and development. Assist customers with banking needs, including loan applications and product education. Ensure the branch is organized, efficient, and compliant with bank policies. Act as the acting Branch Manager when needed. Encourage professional growth and provide mentorship to team members. Engage in business development and cross-selling opportunities. Maintain open communication and a positive, solutions-oriented mindset. Who You Are You're a self-motivated, self-aware leader who's ready to take the next step in your banking career. You bring a strong sense of integrity, empathy, and accountability to your work and are excited to help shape the culture of a brand-new branch. Ideal Qualifications: 1+ years of experience in banking operations, sales, or customer service. Experience supervising or leading small teams. Strong knowledge of banking regulations, products, and services. Comfortable with lending activities and cross-selling. Excellent communication, organizational, and time management skills. Basic understanding of HR policies and labor laws. Proficient in Microsoft Office and banking software systems. Strong problem-solving and analytical skills. Why Join Us? Be part of a new branch launch and help build something special. Work in a supportive, community-focused environment. Enjoy opportunities for growth and development. Competitive salary and benefits package. Equal Pay & Opportunity Statement Oak Valley Community Bank complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. We are an equal opportunity employer committed to diversity, equity, and inclusion.
    $60k-95k yearly Auto-Apply 1d ago
  • Customer Experience Manager

    Pennymac 4.7company rating

    Pasadena, CA jobs

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Customer Experience / Mortgage Call Center Manager will supervise and monitor Customer Service activities, ensuring staff provides timely, friendly and effective service to customers while maximizing employee production and quality. As the Manager, you will provide oversight and coaching of staff to achieve department goals. The Customer Experience / Mortgage Call Center Manager will: Lead a team of Customer Experience Specialists focused on providing best in class consumer experience in the Mortgage Fulfillment Division Manage, monitor and measure the performance of queues and processes Manage daily queue and ensure all staff are adhering to schedules including shifts, specialty skills, vacations, meetings and training Oversee coordination within the division and across all areas within Pennymac to ensure consistent and proper execution Effectively leverage resources to monitor queue performance, identify patterns and trends causing issues and work towards business solutions Develop new and more innovative, efficient processes to improve overall end to end cycle times or improve quality Support, recommend and implement technology initiatives Track, measure, and report on key CX performance indicators (KPIs) such as Net Promoter Score (NPS), Customer Satisfaction (CSAT) Analyze customer feedback and operational data to uncover trends, root causes of issues, and key areas for improvement in the customer journey Translate complex data insights into clear, actionable recommendations for cross-functional teams Collaborate closely with other functions to ensure customer pain points are prioritized Lead cross-functional projects and initiatives to implement process improvements and system changes that directly enhance the customer experience Routinely review staff performance of key metrics and work with staff daily to improve performance Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Management experience in a Call Center Environment with proven strong customer service skills Ability to work with call monitoring tools/software Demonstrated success with pipeline management Financial Services and mortgage industry experience required Strong understanding of applicable Federal, State and Local mortgage regulations Advance knowledge of Microsoft Office (Excel, Access, Word and PowerPoint) Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $65,000 - $100,000 Work Model OFFICE
    $65k-100k yearly Auto-Apply 8d ago
  • Customer Service Manager

    Westamerica Bancorporation 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support * Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) * Meet SERVICE standards for external customers. * Conduct/facilitate daily 8a.m. sales meetings. * Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. * Support Sales efforts through coaching and mentoring. * Focus on stabilization of transaction accounts. * Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. * Ensure that average monthly teller incentive goal of $110/FTE is met. * Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. * Maintain or grow branch deposits. * Meet or exceed NII goal as outlined in your annual budget. * Meet minimum Elan goals. * Meet established QIS standards of 95% or above. Ownership & Accountability * Maintain control and tracking of operational losses and teller cash differences. * Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. * Manage overall operations of the branch through effective delegation & follow-up. * Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. * Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. * Ensure all necessary reports are completed and forwarded on a timely basis. * Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the "no surprises" standard. * Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. * Implement changes to policies and procedures timely and effectively. * Personal losses within loss limit. * Meet attendance guidelines. Administrative Control, Security & Audit * Ensure satisfactory ratings by Internal Audit. * Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). * Follow security protocols in opening, closing and internal operations procedures. * Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. * Ensure branch remains within established loss limits. Compliance Responsibilities * Complete regulatory tutorials to ensure understanding of compliance standards & expectations. * Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. * Answer regulatory questions correctly during Audit/Branch Review. * Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) * Approves non-standard transactions based on knowledge of client's account history. * Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. * Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: * Must have all audits and branch reviews rated satisfactorily. * Must obtain an "at expectation" or better in all categories on the annual performance appraisal. * Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: * Successfully prioritize demands and meet quality and quantity service standards. * Apply basic math skills to balance cash and reconcile ledger accounts. * Evaluate job performance and identify training needs of subordinate staff. * Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 36d ago
  • Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 37d ago
  • Customer Service Manager

    Westamerica Bank 3.6company rating

    Customer service manager job at Westamerica Ban

    Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 60d+ ago
  • Customer Service Manager

    Westamerica Bank 3.6company rating

    Customer service manager job at Westamerica Ban

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: *********************************
    $44k-63k yearly est. 4d ago
  • Universal Customer Service Manager

    Westamerica Bank 3.6company rating

    Customer service manager job at Westamerica Ban

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Manages all activities of the Universal Customer Service (UCS), the Switchboard and the campus receptionists, and the Telemarketing Services. ESSENTIAL FUNCTIONS: Research new methods and technologies. Recommends automated solutions or changes to current operations procedures which improve responsiveness. Informs and trains staff in new policies, products and procedural changes. Functions as liaison to branches and other internal departments to secure resolutions of issues and respond to inquiries. Directly manages the staff and activities of the outbound calling and the inbound telemarketing units. Monitors performance of staff providing management with regular reports to the quality and quantity of service provided. Recommends all salary, training and other personnel activities for subordinate staff. Marginal Functions: 7. New FSA provides departmental training for Financial Sales officers and performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible experience, to include managerial and/or supervisory responsibilities within an operational or new accounts area of a financial institution where incumbent has gained a working knowledge of various types of financial products and how they are serviced. Previous experience selling financial services and college level course in accounting or finance a plus. Must be PC literate and possess excellent interpersonal communication, organization, and leadership skills. PHYSICAL DEMANDS: Works for extended hours at CRT. MENTAL DEMANDS: Identify how changes to current policy and/or financial products will affect present operations. Provide appropriate training to new personnel in an environment which has constant demands. Assess work flow in various areas and shifts personnel to meet changing volumes. Research new technologies and identify if these "state of the art" processes are cost effective for our operations. Maintain composure while responding to service requests from demanding clients. EQUIPMENT USED TO PERFORM FUNCTIONS: Telephone, PC, various Voice Response and data transmission systems, Fax Machine, photocopiers, and 10-Key. DECISION MAKING: (Give examples of decisions and recommendation made by incumbent) Identify and recommend best solution to improve current operations. Implement training programs to enhance the skill sets of each employee. Determine budgetary requirements for the three areas. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: 15 Indirectly Supervised: 76 EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Requirements:
    $43k-62k yearly est. 5d ago
  • Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 60d+ ago
  • Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 60d+ ago
  • Customer Service Manager

    Westamerica Bancorporation 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support * Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) * Meet SERVICE standards for external customers. * Conduct/facilitate daily 8a.m. sales meetings. * Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. * Support Sales efforts through coaching and mentoring. * Focus on stabilization of transaction accounts. * Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. * Ensure that average monthly teller incentive goal of $110/FTE is met. * Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. * Maintain or grow branch deposits. * Meet or exceed NII goal as outlined in your annual budget. * Meet minimum Elan goals. * Meet established QIS standards of 95% or above. Ownership & Accountability * Maintain control and tracking of operational losses and teller cash differences. * Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. * Manage overall operations of the branch through effective delegation & follow-up. * Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. * Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. * Ensure all necessary reports are completed and forwarded on a timely basis. * Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the "no surprises" standard. * Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. * Implement changes to policies and procedures timely and effectively. * Personal losses within loss limit. * Meet attendance guidelines. Administrative Control, Security & Audit * Ensure satisfactory ratings by Internal Audit. * Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). * Follow security protocols in opening, closing and internal operations procedures. * Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. * Ensure branch remains within established loss limits. Compliance Responsibilities * Complete regulatory tutorials to ensure understanding of compliance standards & expectations. * Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. * Answer regulatory questions correctly during Audit/Branch Review. * Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) * Approves non-standard transactions based on knowledge of client's account history. * Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. * Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: * Must have all audits and branch reviews rated satisfactorily. * Must obtain an "at expectation" or better in all categories on the annual performance appraisal. * Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: * Successfully prioritize demands and meet quality and quantity service standards. * Apply basic math skills to balance cash and reconcile ledger accounts. * Evaluate job performance and identify training needs of subordinate staff. * Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $66,560.00 - $68,188.85
    $66.6k-68.2k yearly 50d ago
  • Customer Service Manager

    Westamerica Ban 3.6company rating

    Customer service manager job at Westamerica Ban

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: Depends on size of branch Supervised by Subordinates: Depends on size of branch Contacts: Internal: Deals with branch personnel and other internal bank personnel. External: Customers and representatives of various community organizations. FINANCIAL IMPACT: Ensures operational losses are kept to a minimum. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $66,560.00 - $68,188.85
    $66.6k-68.2k yearly 60d+ ago
  • Customer Service Manager

    Westamerica Bank 3.6company rating

    Customer service manager job at Westamerica Ban

    Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $68,640.00 - $69,817.69
    $68.6k-69.8k yearly 60d+ ago
  • Customer Service Manager

    Westamerica Bank 3.6company rating

    Customer service manager job at Westamerica Ban

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under the direction of the Regional Service Manager: Provides customers with quality service; supervises operational staff; promotes sales of all Bank services. ESSENTIAL FUNCTIONS: Customer Service & Sales Support Deliver 5 Points of Service. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Meet SERVICE standards for external customers. Conduct/facilitate daily 8a.m. sales meetings. Resolve complex customer problems; ensure good customer relations. Serve as point of contact for branch staff questions. Support Sales efforts through coaching and mentoring. Focus on stabilization of transaction accounts. Promote internal sales activities for new product and service referrals with an emphasis on all Key Initiatives. Ensure that average monthly teller incentive goal of $110/FTE is met. Ensure minimum SPF referral goals are met for each visit as well as monthly. At the conclusion of each visit, ensure a meeting with the investment representative for review of sales and referrals. Maintain or grow branch deposits. Meet or exceed NII goal as outlined in your annual budget. Meet minimum Elan goals. Meet established QIS standards of 95% or above. Ownership & Accountability Maintain control and tracking of operational losses and teller cash differences. Screen and interview applicants for operational positions. Coordinate with the RSM on actions and documentation related to disciplinary situations. Manage overall operations of the branch through effective delegation & follow-up. Demonstrate leadership skills as evidenced by modeling professional conduct & professional boundaries & coaching & mentoring staff, especially in sales activities. Ensure training & cross-training of staff. Identify any training, coaching or scripting needs. Ensure all necessary reports are completed and forwarded on a timely basis. Communicate problems, successes, challenges and personnel issues to the RSM on a regular basis. Adhere to the “no surprises” standard. Exercise sound judgement and common sense in protecting bank assets, while providing excellent customer service. Implement changes to policies and procedures timely and effectively. Personal losses within loss limit. Meet attendance guidelines. Administrative Control, Security & Audit Ensure satisfactory ratings by Internal Audit. Ensure satisfactory ratings by Branch Review (See Audit Performance Matrix, Personnel Policy manual, Page 8.1.1). Follow security protocols in opening, closing and internal operations procedures. Ensure that all staff is knowledgeable and adheres to Control Consciousness policies and procedures. Ensure branch remains within established loss limits. Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Ensure that all staff completes regulatory tutorials and has an understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Ensure CRA service hours branch goals are met. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) Approves non-standard transactions based on knowledge of client's account history. Schedules appropriate number of staff to successfully meet varying service demands and address any training needs. Determines best method to apply to resolve customer and/or staff conflicts, which preserve individual's dignity and comply with established banking policies. PROMOTIONAL GUIDELINES: Customer Service Managers are eligible for promotions based upon the approved level of the branch, i.e. CSM I, II, III, etc. After one year in current position, the following criteria must be met: Must have all audits and branch reviews rated satisfactorily. Must obtain an “at expectation” or better in all categories on the annual performance appraisal. Consistent pattern of growth in all areas of sales support. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Progressively more responsible in-branch operations where incumbent has gained a thorough knowledge of operational policies and procedures. Previous lead or supervisory experience preferred. Excellent interpersonal, organization and communication skills required. 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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Successfully prioritize demands and meet quality and quantity service standards. Apply basic math skills to balance cash and reconcile ledger accounts. Evaluate job performance and identify training needs of subordinate staff. Identify and capture business opportunities. EOE Westamerica Bank's Privacy Policy may be found at: *********************************
    $43k-61k yearly est. 22d ago

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