Requirements
Position Summary
The Customer Service Manager (CSM) is responsible for customer service/sales; maintaining the integrity of branch operations, and managing the branch operations staff. The CSM must perform complex customer service duties and ensure a high level of efficiency. This position requires the ability to understand, communicate, and work to achieve the mission of the Bank.
Position Accountabilities
· Works with the Branch Manager to foster superior customer service. Participates in selling Bank products and expanding customer relationships.
· Manages branch operations employees (e.g., selection, training, performance review, work allocation). Oversees and administers branch personnel issues for direct reports.
· Develops methods to streamline daily functions and improve branch productivity.
· Works with branch management to establish and achieve challenging sales/service goals for all areas of the branch.
· Balances operational controls and customer service in order to minimize risk to the Bank.
· Performs self-audits as scheduled and submits results in a timely fashion.
· Supports the achievement of branch sales goals (e.g., coaching/motivating assigned staff in the sales/service of retail banking products, selling/cross-selling bank products, organizing/participating in branch campaign activities).
· Conducts ongoing customer service, security, and technical training in the branch.
· Performs all technical functions accurately and in a timely manner to remain in compliance with regulatory standards.
· Assists with control of branch expenses.
· May be responsible for the branch in the Manager's absence.
· Implements procedures in which compliance objectives are incorporated. Schedules and reinforces training. Performs periodic reviews to measure compliance knowledge and technical application.
· Performs other duties as assigned.
Job Specifications
Required Education or Equivalent Experience
· Associate's Degree or equivalent combination of training and experience
Required Experience
· Three to five years of branch operations experience
Field of Experience
· Working knowledge of bank products and services
Administrative/Technical Skills
· Customer service
· Supervisory skills
· Analytical and research
· Verbal and written communication
· Familiarity with bank terminals
· Perform math and analysis
Level Supervised
· Supervises two or more employees performing similar work.