Job Details

Client Services Manager

  2020-09-21     1st Capital Bank     599 Higuera Street  

Full Job Description

1st Capital Bank is a locally owned and managed community bank headquartered in Monterey County. We provide professional banking, including credit and cash management services to businesses, professionals and residents throughout California’s Central Coast.

We have an opportunity for an experienced Client Services Manager to support a growing branch operation in our San Luis Obispo office. The Client Services Manager, while leading and supervising the client services staff, is responsible for running the day to day operations of the branch by following and adhering to all administrative, operational, regulatory and compliance requirements.


Ensures all branch operating procedures and controls comply with Bank policies and procedures, and that all employees have a comprehensive understanding of the regulatory requirements which relate to their positions. Ensures timely and accurate completion of Currency Transaction Reports and proper placement of uncollected fund holds in conformance with Regulation CC.

Ensures branch compliance with all audit procedures and receives a satisfactory audit rating. Responsible for timely and accurate completion of certifications.

Conducts meetings and training sessions with staff to ensure complete understanding of and compliance with regulations, Bank policies and procedures.

Maintains all aspects of branch security in accordance with security policies and procedures.

Functions as the branch Safety Officer, ensuring that the workplace is free of hazards. Ensures that the branch facility is maintained in a neat and professional manner.

Maintains a thorough knowledge of all bank products and services; responds to customer inquiries, probes for and identifies customer needs; cross-sells and/or refers customers, as appropriate. Includes offering Home Equity Line of Credit (HELOC), facilitating the application process and loan closing with the client.

Schedules staff to meet peak customer demands and ensures efficient service. Establishes productivity goals and measures results.

Monitors teller transactions to ensure adherence to cash and authorization limits. Participates in the daily review and approval of various reports (i.e., overdraft, large transactions and kiting suspect reports) in an effort to minimize losses.

Recognizes unusual account activity providing appropriate information to the BSA Officer.

Maintains current knowledge of and complies with all appropriate banking laws, regulations, internal policies and procedures. Creates an environment in which employees are held accountable for the same.

Develops and retains employees who promote the Bank’s image as customer service oriented. Prepares timely performance plans and reviews for the service staff; coaches and takes corrective action as needed; supervises and participates in employee training, cross-training and development. Approves employee daily time record, work assignments, vacations, sick pay, etc.; ensures accurate and timely payroll.

Monitors all income and expense categories of direct responsibility. Maintains losses within budget through loss prevention training.

Analyzes fee income and waiver account managing banks profitability in those areas.

Determines and maintains overall branch levels of currency, coin and other negotiable items; ships excess currency and coin; controls the storage of and distribution of cash, negotiable items and forms which require dual custody.

Represents the Bank in civic/community affairs, as appropriate.

  • Some travel may be required for training, company meetings, branch and client support.


A combination of education, training and/or experience, which would substantially demonstrate the following knowledge and abilities would be qualifying:

Experience in the banking or financial industry with at least five years of banking experience as either a branch manager, assistant branch manager or equivalent position.

High school diploma or equivalent education and experience. Some college coursework preferred.

Extensive knowledge of laws, rules and regulations governing an operations division of a bank.

Knowledgeable of policies, procedures and practices as applied to the processing of currency and other negotiable items.

CERTIFICATIONS, LICENSING and Other Special Qualifications:

  • May require Notary certification, depending on assigned office or department.

· May be asked to maintain a medallion signature guarantee designation.

  • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Do not contact this company in solicitation of any product or service.

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