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First Foundation Inc. · 9 hours ago

Client Service Manager I

El Segundo, CA

Full-time

Onsite

Mid, Senior Level

$63K/yr - $80K/yr

3+ years exp

First Foundation Inc. is a company focused on delivering superior client service and sales efforts within their branches. The Client Service Manager I is responsible for overseeing client service operations, managing branch staff, and ensuring compliance with regulatory standards while fostering a positive client experience.

BankingFinancial ServicesWealth Management

No H1B

Responsibilities

Works with the Branch Manager and team to foster a consistently superior client service experience

Participates in individual, and team, client retention, needs-based cross-selling of bank products/services, and expanding client relationships

Works with the Branch Manager to establish and achieve challenging sales/service goals for all team members of the branch

Conducts ongoing client service, security, and technical training in the branch

Supports the achievement of branch sales goals (i.e. coaching/motivating assigned staff in the sales/service of FFB and FFA products/services, selling/cross-selling bank products, organizing and participating in branch campaign activities, etc.)

Balances operational controls and client needs to minimize risk to the Bank

Assists with control of branch expenses

Develops methods to streamline daily functions and improve branch productivity

Performs self-audits as scheduled and submits results in a timely fashion

Performs all technical functions accurately and on time to remain in compliance with regulatory standards

Implements procedures in which compliance objectives are incorporated

Schedules and reinforces individual and team training

Performs periodic reviews to measure compliance knowledge and technical application

In partnership with the Branch Manager, manages assigned branch employees (i.e. selection, training, coaching, performance review, work allocation, etc.)

Oversees and administers branch personnel issues for their direct reports

Responsible for the branch in the manager's absence. i.e. outside appointments, PTO, vacancies, etc

Secures and maintains Notary commission and serves as one of the branch’s Notaries

Regular and consistent attendance required

Perform other duties as assigned

Qualification

Branch sales supervisionClient service managementCore banking softwareGeneral MathematicsAccounting knowledgeMicrosoft Office proficiencyEffective communicationDecision making

Required

High School diploma or equivalent required

Minimum of 3 to 5 years of experience supervising branch sales, service, and operations

Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community

General Mathematics and Accounting

Must be able to assess any given situation, make decisions, and bring to a successful resolution

Must be experienced in the effective use of one or more core banking deposits and new account software

Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc