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Customer Service & Sales Manager
Madison-Davis
- Cupertino, California, United States
- Cupertino, California, United States
Über
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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Sprachkenntnisse
- English
Hinweis für Nutzer
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