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Banc of California · 4 days ago

VP, Client Services Support Manager

Durham, NC

Full-time

Onsite

Mid, Senior Level

6+ years exp

Banc of California is a bank holding company focused on providing banking and treasury management services. The VP, Client Services Support Manager will manage front line support to Client Services Staff and ensure exemplary service to clients in deposit, loan, and treasury management operations.

BankingFinanceFinancial Services

Responsibilities

Responsible for all aspects of management of Client Services (CS) Support staff, including hiring, training, and reviews

Create/update/maintain processes and procedures for CS department

Work with internal and external auditors to ensure departmental compliance

Responsible for staff development

Ensure all new deposit accounts are properly booked in the deposit system

Process account maintenance/updates & corrections in various systems

Maintain documentation pertaining to the CS department activities

Perform monthly audits

Approve transactions within established guidelines

Strategize and monitor daily activities of client services support

Provide research and information to customers

Assure high quality and friendly client service

Ensure customer document files are up to date

Expense control

Conduct regular staff meetings to ensure compliance with all Bank policies and procedures

Verify all required documentation is obtained and saved to client files

Achieve satisfactory audit ratings

Support Client Services staff in a variety of ways, including managing client inquiries, coordinating cross-team communication, preparing documentation, and ensuring service delivery meets quality standards

Involved with interviewing and hiring decisions

Prepare and deliver employee performance evaluations, goal planning, and counselings

Manage, support, coach and train staff

Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type

Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values

Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct

Performs other duties and projects as assigned

Qualification

Bank operations experienceClient service managementSupervisory experienceBank servicesMS WordExcelMultitasking abilityCompliance knowledgeProblem solving skillsTeam orientedCommunication skillsLeadership skills

Required

Bachelor's degree or equivalent work experience

6 – 8 years of relevant experience in bank operations and client service

3-5 years' supervisory experience

Strong knowledge of Bank's services and products for client support

Strong computer skills including MS Word and Excel

Creative and strategic thinker with excellent problem solving and organizational skills

Ability to exhibit professionalism and a positive attitude under pressure

Ability to work in a team oriented, fast paced, multitasking environment

Superior oral and written communication skills

Must show decisiveness and make sound decisions in the absence of detailed instructions

Ability to communicate effectively with all levels of the organization

Proven leadership skills

Must have the ability to multitask, meet deadlines and provide leadership, motivation and directions

Ability to handle multiple priorities, projects and relationships simultaneously

Proven success in managing large client accounts

Strong Compliance conviction

Review and be knowledgeable of departmental and human resource's policies & procedures

Preferred

Master's degree or higher

Benefits

You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.

We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).

Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.

Eligible team members receive paid vacation days, holidays, and volunteer time off.

To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.