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Cogent Bank · 2 months ago

Client Service Manager/Assistant Branch Manager

Naples, FL

Full-time

Onsite

Mid, Senior Level

3+ years exp

Cogent Bank is seeking a Client Service Manager to lead their banking center team in achieving service quality goals. The role involves overseeing daily operations, ensuring compliance, and fostering a culture of continuous improvement while managing client service functions and team performance.

Banking

Responsibilities

Responsible for the administration of service, operational efficiency, risk applications, internal control, and management activities to meet bank objectives for the banking center

Develops a culture within the banking center in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees

Performs client service functions including but not limited to opening new accounts, resolving client problems, and handling routine account related service requests

Assists with treasury management sales and set up as needed. Supports consumer loan processes, as they are developed

May perform teller functions as needed

Manages, coaches, directs and motivates every team member to promote service excellence and maximize opportunities to broaden customer relationships through active listening, anticipating needs and recommending the most appropriate solution to help our customers achieve their goals

Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies

Proactively identifies process and procedural efficiencies to enable a best in class new account experience. Identifies questionable actions, operational inefficiencies and collaborates with staff to resolve or improve them

Ensures that all banking center associates understand the overall company objectives as well as their individual departmental objectives and that they work together to achieve the stated objectives

Complete the following BSA requirements:

Read BSA/AML Program (policy)

File Currency Transaction Reports

Report suspicious activity to BSA Officer

Complete all BSA/AML/OFAC related online courses

Follow BSA/AML/OFAC policies and procedures

Other duties as assigned

Qualification

Banking experienceRegulatory compliance knowledgeLeadership skillsClient service skillsBusiness software proficiencyMultitaskingVerbal communicationWritten communicationTime managementDecision-making