Relationship Banking Manager jobs in United States
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California Bank of Commerce · 1 day ago

Relationship Banking Manager

California Bank of Commerce is seeking a Relationship Banking Manager to provide exceptional customer service and assist with branch operations. The role involves supervising branch staff, managing customer relationships, and ensuring compliance with banking regulations.

BankingFinanceFinancial Services

Responsibilities

Provide AMAZING customer experience to all branch clients
Maintain comprehensive knowledge of the bank’s products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals
Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction
In collaboration with the Branch Service Manager, supervise and direct all deposit operations, record keeping, branch certifications and other daily branch functions. Ensure duties and responsibilities assigned to branch banking team members are properly understood and are carried out proficiently
Able to perform all transactions necessary to meet customer needs, including opening new accounts
Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits
Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations
Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations
Participate in staff meetings to communicate Bank policies and procedures to minimize operating losses and to provide training as required
Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required
Ensure the office is operating in a safe and effective manner in compliance with emergency preparedness standards
Reliable and regular attendance on the job
Other duties as assigned

Qualification

Banking rules knowledgeCustomer relationship managementCash handling experienceMicrosoft Office proficiencyAnalytical skillsInterpersonal skillsTime managementAttention to detailCommunication skills

Required

Computer skills to include use of Microsoft Office products and other programs as required
Strong mathematical ability
Strong analytical skills
Excellent oral and written communication skills
Outstanding interpersonal skills
Effective time management and organizational skills
Attention to detail and follow through
Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback
Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base
Thorough understanding of banking rules and regulations, especially BSA
Ability to count cash accurately
High school diploma or GED equivalent required
Minimum six months' cash handling experience required

Preferred

Six months' branch banking experience preferred

Company

California Bank of Commerce

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Businesses face many challenges, but they believe banking shouldn't be one of them.

Funding

Current Stage
Public Company
Total Funding
$16M
2024-01-30Acquired
2014-06-30Post Ipo Equity· $16M
2007-11-30IPO

Leadership Team

M
Michele Wirfel
Chief Operating Officer
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Company data provided by crunchbase