Client services manager Jobs in Berkeley, CA

VP, Client & Treasury Manager

The position of VP, Client & Treasury Manager is responsible for the development and analysis of new commercial, including small business and non-profit organizations, deposit and treasury management business; the expansion of existing relationships; and servicing customers. Knowledge of deposit and treasury management products and services is required; commercial and consumer lending a plus. This position will develop and present sales proposals, acts as a liaison between customers and other service departments or branch locations of the Bank to support sales and service issues; supports a team approach to complex customer relationships to ensure all needs are addressed; monitors market condition/trends so the Bank will remain competitive in local market. This role is also a BSB representative or leader in the community and promotes the bank's mission in the communities served.

Client Service Excellence:

• Practice and lead in a client service excellence standard policy for entire organization;
• Investigating and solving clients' problems, which may be complex or long-standing problems that have been passed on by customer service assistants;
• Analyzing statistics or other data to determine the level of client service the organization is providing;
• Developing feedback or complaints procedures for clients to use;
• Developing client service procedures, policies and standards for the organization or department;
• Meeting with other managers/ staff/ department to discuss possible improvements to client service;
• Training staff to deliver a high standard of client service;

Leadership Opportunities:

• Lead or participate in treasury management product innovation and strategic planning
• Recommends improvements in existing products or product mix to ensure the bank remains competitive and clients are appropriately serviced
• Mentor other officers within the Beneficial family footprint on expertise of deposit and treasury management product mix.
• Become a leader in respective community charged with driving brand, mission and values.

Role Competencies:

Customer support, Time Management, Task Management, Initiative, Prioritization, Effective communication, Innovative mindset, Attention to detail, Advanced Problem-Solving, Adaptability, Collaboration

Environment, Physical & Mental Activities:

The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. Work may also be performed at home depending on the requirements. Employee is required to have an environment when working at home that has a high-speed internet connection and environment conducive to frequent phone or internet calls.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment.

The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Requirements

Minimum Qualifications:

Bachelor's degree required and/or have minimum 8 years of experience demonstrated to be applicable to job requirements. Extensive and in-depth knowledge of product delivery systems. Comprehensive and practical knowledge of banking, operations and cash management products. Excellent interpersonal, verbal and written communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations. Mentoring skills to train and guide less experienced team members and other banking departments. Demonstrated capacity to sell products/services within the financial services industry. Ability to schedule and complete tasks and duties without constant, direct supervision. Working knowledge of PC spreadsheet, word processing, and production software. i.e. Microsoft Office Products. This individual must demonstrate a history of excellent communication and customer service skills. Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks. Demonstrate aptitude for detail work and ability to effectively meet specific deadlines. This person must be able to respond under pressure, and be able to effectively deal with multiple priorities and schedules. Must have a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests. Must be able to work independently and be a self-starter.

Management reserves the right to change this position description at any time according to business needs. #LI-Hybrid

Compensation

The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees' starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range. Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates' relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT's living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position.

Benefits

Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.

Our benefit package includes:

• Medical / Dental / Vision / Basic Life / STD / LTD
• Vacation Days: 2-4 weeks depending on role
• Sick Days: 12 days per year
• Holidays: 11 days per year
• 401(K) / ROTH / FSA / HSA / EAP
• Education and Adoption Assistance
• Bank-Wide Annual Discretionary Bonus Program
• Production-based incentive program available for some roles.
• Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
• Paid Sabbatical Program after 5 years of service
• Pet Benefits

For detailed information about our benefits, please visit

You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.