Customer Service & Sales Manager

Madison-Davis

  • Cupertino, CA
  • 30+ days ago

    Highlights

    Deliver professional, high-quality service across all client and internal bank interactions, ensuring an exceptional customer experience. Actively identify cross-sell opportunities through customer profiling during account opening and teller interactions.

    Numbers & Facts

    LocationCupertino, CA

    Description

    • Deliver professional, high-quality service across all client and internal bank interactions, ensuring an exceptional customer experience
    • Drive branch sales performance by setting, tracking, and achieving individual and team production goals
    • Coach and develop staff to improve sales effectiveness, customer service, and operational performance
    • Actively identify cross-sell opportunities through customer profiling during account opening and teller interactions
    • Support business development and relationship management efforts, including joint client/prospect calls and onboarding coordination
    • Assist with marketing initiatives to support branch growth, profitability, and client acquisition
    • May act as Mortgage Loan Originator (MLO) to support loan inquiries and assist with lending processes as needed
    • Ensure full compliance with bank policies, procedures, regulatory requirements, and audit standards
    • Oversee branch operations including new accounts, teller functions, and safe deposit box activities
    • Serve as subject matter expert on branch operational, risk, and compliance procedures
    • Monitor daily and monthly operational reports and ensure required branch certifications are completed
    • Identify and resolve operational deficiencies through appropriate controls and oversight
    • Manage staffing levels, scheduling, and workforce utilization to meet service and operational needs
    • Conduct performance evaluations and support employee development through coaching and feedback
    • Recommend and support hiring, terminations, compensation changes, and performance actions in coordination with leadership
    • Approve time records, schedules, and employee leave requests
    • May serve as branch Safety and/or Security Officer
    • Represent the bank through participation in community, civic, and professional organizations

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