United Business Bank · 10 hours ago
Client Service Manager III
San Francisco, CA
Full-time
Onsite
Senior Level
5+ years expUnited Business Bank is a publicly traded Regional Bank specializing in small to medium-sized business clients. The Client Service Manager III is responsible for managing branch operations, ensuring compliance with bank policies, and providing excellent customer service while also training staff and supporting cross-selling efforts.
BankingFinancial Services
Responsibilities
Providing and managing the efficient, effective and accurate performance of all the Operations Functions of the more complex branch including Teller functions, New Account functions and background operations tasks and duties
Ensuring that all tasks and responsibilities are handled within bank policies and procedures at all times
Maintaining expenses and losses as defined within the annual budget
Encouraging non-interest income whenever possible
Actively cross-selling Bank products and services
Providing training and support to the staff in their cross-selling efforts
Assisting the Client Relationship Managers with outside calls to selected businesses and current clients when time permits
Performing a variety of daily tasks including the review of management reports and daily callback
Processing insufficient funds and overdraft accounts
Solving problems associated with item and data processing
Assisting the Regional Branch Administration, Director of Branch Administration and the Director of Deposit Operations with duties and projects as requested
Ensuring that clients are served promptly, courteously, efficiently, and professionally at all times
Ensuring that all direct reports are trained in their assigned duties and responsibilities
Reporting any and all losses to the Chief Operating Officer immediately
Performing all duties accurately, timely and efficiently, and according to Bank policies, procedures, and regulatory guidelines
Qualification
Required
High school graduate or equivalent
Knowledge of Teller, New Account and Operations procedures
Thorough understanding of banking regulations and standard banking practices
Previous management experience
Minimum of 5 years bank experience in banking
Excellent communication skills
Excellent client service skills
Professional appearance, dress and attitude
Excellent math skills
Ability to use Microsoft Office software package
Ability to operate related computer hardware and other business equipment including adding machine, copy machine, printer, telephone and encoder
Benefits
Medical
Dental
Vision
401K
Long and short term disability insurance
Flexible spending account
A generous vacation and sick policy
Company
United Business Bank
United Business Bank is a bank providing cash flow and debt management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George J. Guarini
Founder, President/CEO
Recent News
2025-10-24
2025-08-21
2025-07-18
Company data provided by crunchbase