Job Title:
Preferred Banking Assistant Manager
Location:
Carlsbad
What you'll do:
As a Preferred Banking Assistant Manager you'll partner with leadership to coach and execute the full client life cycle for clients. You'll promote and exemplify the department's "sales, service, operations" philosophy through client interactions. You'll respond to and resolve client requests and provide expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts with a particular focus on establishing yourself as an expert in treasury management, deposit requests, and technical aspects of client requests. You'll work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You'll serve as a resource to more junior members of the team to augment their banking knowledge for more effective work solutions and career growth opportunities.
- Be a subject matter expert for the Preferred Banker team by responding to complex client requests and assisting team members to execute the complete client life cycle and achieve client satisfaction. Assist the preferred banking team in identifying and capitalizing on opportunities to promote Bank products through analysis of client patterns and needs. Be an expert banker with regard to treasury management, deposit operations activities, and complex technical skill relative to client requests.
- Manage distribution of work for their designated team, facilitate cross training opportunities, and provide reporting to management on production, turnaround times and other key data points.
- Ensure the team meets service level standards including sales, customer service, turn-around time, risk management and regulatory compliance, audit soundness, and productivity and efficiency.
- May also monitor individual team member performance to support their career progression and ensure optimal client support for all client inquiries or requests.
- Assist leadership in executing strategic business initiatives driven by data analytics. This may require change management techniques with other internal departments and proactively keeping up-to-date with Bank products.
- May indirectly lead, mentor, and develop other junior members of the team.
What you'll need:
- 5+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Previous leadership experience preferred.
- Intermediate to advanced knowledge of general banking operations, including deposit operations, new account opening, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate to advanced business, legal, and technical writing ability with a good working knowledge of industry-standard writing specifications.
- Entry level to intermediate sales and service experience in business deposits or treasury management products.
- Advanced speaking and writing communication skills.
Compensation: Salary range for new hires is generally $84,045.00 - $103,818.00 for Carlsbad, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
