Jobs
Position: VP, Branch Service Manager (San Mateo, CA)
Reports to: CRO (Chief Risk Officer)
General Function:
The Branch Service Manager is responsible for the branch's overall success by providing strong leadership, ensuring operational excellence, and representing the bank within the community. This role oversees branch administration, drives deposit growth and retention, strengthens customer relationships, and ensures the delivery of outstanding financial services by meeting established customer service standards.
The Branch Service Manager must effectively manage multiple priorities, meet deadlines, and provide leadership, motivation, and direction to branch staff to deliver high-quality financial services. This position is accountable for fostering a customer-centric service culture and instilling the bank's service values through hands-on coaching and staff development. The role also supports business growth and Cash Management services, ensures efficient daily operations aligned with the bank's strategic objectives, and participates in community development activities to increase awareness of the bank's presence and services.
Major Duties and Responsibilities:
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- Plan, organize, and direct all branch operations, including staff management, training, scheduling, and performance evaluation.
- Supervise day-to-day operational activities to ensure compliance with bank policies, procedures, and regulatory requirements.
- Provide leadership, coaching, and mentorship to branch operations staff to resolve complex issues and improve performance.
- Approve transactions within assigned authority and monitor branch activity for unusual or suspicious transactions, escalating issues as necessary.
- Achieve branch deposit growth and sales objectives through product promotion, referrals, and cross-selling strategies by proactively educating customers on relevant products and services.
- Promote a high-quality customer experience by fostering a service-oriented culture and relationship-based banking model.
- Through consistent coaching, develop staff competencies in client acquisition, relationship management, referrals, cross-selling, customer service, and retention.
- Work closely with management and relationship officers to achieve deposit goals while strengthening customer retention through superior service.
- Monitor branch operational performance metrics, including transaction volumes, sales activity, and audit findings.
- Build cohesive, high-performing teams while promoting open and effective communication among branch staff, management, and other departments.
- Collaborate with management and branch personnel to communicate and implement performance standards, sales goals, and operational objectives.
- Oversee branch safety and security by implementing physical security controls, opening and closing procedures, and conducting periodic robbery prevention and annual fire drill training.
- Ensure full compliance with state and federal banking regulations, including BSA/AML, OFAC, and Information Systems Security policies, and ensure timely completion of all required training courses assigned.
- Participate in community and outreach activities to promote branch growth and brand awareness.
- Perform other duties as assigned.
Cash Management Duties and Responsibilities:
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- Provide operational and technical support for Cash Management products and services, including Remote Deposit Capture, Mobile Deposit Capture, Online Banking, Bill Pay, ACH, Wire Transfers, Positive Pay, and Merchant Services.
- Manage the implementation, ongoing support, and maintenance of Cash Management services for business customers.
- Conduct on-site visits to Remote Deposit Capture clients to install equipment, provide training, and perform required regulatory site visits.
- Prepare, review, and manage reports and daily operational functions related to Online Banking, ACH Origination, Remote Deposit Capture, Positive Pay, Bill Pay, Merchant Services, and other Cash Management products.
- Perform additional Cash Management-related duties as assigned.
Qualifications:
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- Bachelor's degree in business administration or related field, or equivalent work experience.
- Minimum of five years of banking management experience with three years of demonstrated sales experience with proven results. Retail Banking is highly preferred.
- Proven leadership skills and the ability to coach staff to ensure a high level of customer service.
- Demonstrate exceptional customer service skills.
- Excellent interpersonal, verbal, and written communication skills.
- Strong knowledge of financial industry products and services.
- Demonstrated commitment to operational integrity, policies, procedures, and regulatory banking requirements.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) products is required.
- May require long work hours to accomplish tasks.
- Strong community involvement and or experience building partnerships with local businesses and organizations.
- Ability to travel to other branches or meet clients as needed. Valid driver's license, vehicle, and liability insurance are required.
Desired Skills and Aptitudes / Assets:
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- Must be able to multitask and be flexible in adapting to change.
- Must be a self-starter, dependable, and accurate in completing responsibilities with strong attention to detail and accuracy.
- Strong abilities in problem solving, analytical, researching, and decision-making abilities, as required.
- Must possess strong management skills in sales, business development, customer service, and organizational development of a branch.
- Proficient in computer skills.
Physical Requirements:
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- Standard banking environment.
- Occasionally required to lift and or move up to 10 to 25 lbs. of force.
- Ability to sit for up to 8 hours per day with time on the telephone and or at the computer.
- Ability to type at a computer keyboard and view a computer monitor for up to 8 hours a day.
- Ability to use a facsimile, photocopier, and other general office equipment frequently.
Pay Scale:
Pay: From $90,000 to $125,000 per year, depending on experience.
Equal Opportunity Employment:
Beacon Business Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Fair Chance Act:
Pursuant to the Fair Chance Act, we will consider qualified applicants with arrest and conviction records for employment.
Privacy Protections:
CA Privacy Notice to Applicants and Employees
Beacon Business Bank is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.