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Customer Service Manager

Washington, DC, United States

Description

ABOUT US

Coastal Community Bank is a little bit of banking and a little bit of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play hard. If you're someone who thrives on innovation, wants to help others succeed, knows how to think outside the box, and believes that we're all in this together -- you belong here.

WHAT YOU’LL DO AT COASTAL

Maintain a high level of customer service and sales activities in the branch team to grow deposit base, increase market share and profitability. You will act as the day-to-day manager on site. Assist in the development of the branch sales and marketing plan. Assist in coaching and leading the branch team to success in meeting sales goals and objectives. Assist in meeting or exceeding established deposit goals, which include both business and consumer clients. Ensure individual sales activities are performed and goals are obtained as assigned by the management. Understand and model CCB’s core values and expert level of customer service to assist our customers in meeting their financial goals.

HOW YOU’LL DO IT

· Oversee all operations of the branch to attain internal performance objectives for the branch, including deposits, loan goals and quality of branch audits.

· Provide and maintain a professional, business-like atmosphere within the branch office.

· Effectively coach and model activities to ensure prompt, accurate and dependable customer service.

· Participate in sales activities like outside business development, networking, partnering with the lines of business within the bank on joint or individual sales calling and referrals according to branch objectives.

· Deepen and maintain existing customer relationships through a book of business as assigned by management.

· Maintain an organized system for tracking and following up on customer needs of an individual book of business and coaching team on a system for tracking their own performance to goals, enhancing a book of business and sales activities.

· Support daily operations of the branch to ensure success of the team.

· Maintain thorough understanding of and experience in branch banking operations and some experience with business development and success with sales goals.

· Take a leadership role in policy and procedural requirements to ensure operational, regulatory and security compliance.

· Represent the bank to the community through excellent customer relations and community involvement.

· Participate in activities for generating new business, i.e., sales calls, special promotions etc.

· Counsel and coach employees when needed and help identify training needs within team.

· Provide assistance in performance evaluation process and recommend ratings and salary adjustments to Regional Manager.

· Maintain compliance with all regulatory requirements.

Requirements

QUALIFICATIONS

· Excellent interpersonal, verbal, and written communications skills.

· Ability to resolve complex problems with minimal guidance.

· Ability to manage multiple tasks/projects and deadlines simultaneously.

· Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule from.

· Thorough knowledge of spreadsheet software, word processing software, and internet use.

· Ability to effectively present information and respond to questions from management, customers, and employees.

· Ability and experience coaching, training in a sales environment.

· Experience working with production goals.

EDUCATION & EXPERIENCE

· Degree from four-year college or university preferred; or

· Two to four years of related experience and/or training preferred; or

· Equivalent combination of education and training.

· Previous banking experience preferred.

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Customer Service Manager jobs in Washington, DC, United States

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