San Francisco, CA
POSITION OVERVIEW:
Under general supervision, this position involves close coordination with the Client Services Manager in overseeing the Bank's day-to-day operations, including depository transactions, opening and maintaining accounts, supporting the Commercial and Private Banking sales teams, and supervising the Client Services Team.
RESPONSIBILITIES:
- Supervise the Client Services Team members.
- Represent the Bank to clients courteously and professionally, providing prompt, efficient, and accurate service in processing requests and transactions.
- Assist clients and ensure transactions, including teller/vault and opening new accounts, are processed accurately and efficiently.
- Provide high-quality service while performing various duties such as processing and approving wire transfers and assisting clients with questions, changes, or concerns regarding new or existing accounts.
- Cross-sell various Bank products, seeking to broaden the services provided to new and existing clients, keeping current on all banking products and services.
- Process Debit/ATM card orders and related fraud alerts, claims, and return procedures.
- Partner with relationship managers (RMs), private bankers, and commercial banking associates to satisfy client needs.
- Remain knowledgeable about the required documentation for all types of businesses and legal entities, including beneficial ownership.
- Open a variety of personal and business accounts, including: political, fiduciary, escrow, sweeps, CDARS, and ICS. Explain various account and ownership options, providing the counseling necessary to meet the stated needs and obtain the required information.
- Assure compliance with all applicable State and Federal banking regulations, bank policies, and procedures, including but not limited to the Bank Secrecy Act/Anti Money Laundering Program and Information Systems Security Policies.
- Input BSA questionnaires for Political and Fiduciary accounts in nCino.
- Perform other operational functions, such as processing deposits, withdrawals, loan payments, stop payments, selling cashier’s checks, wire transfers, and account maintenance.
- Liaise with RMs and contact clients about maturing CDARS and CDs for transfers and reinvestments.
- Maintain Bank cash usage and limits by preparing/ordering cash from Brinks/US Bank.
- Complete various reports related to banking transactions; review, prepare and process multiple operational reports, including: NSF, general ledger, large item, and daily balancing.
- Review and upload new accounts for the Client Services and Private Banking teams.
- Assist with Bank's quarterly certifications.
- Order Deluxe New Account Kits and supplies for the Bank.
- Address client complaints and inquiries; maintain contact with clients through telephone or written communication, as needed.
- Mentor the Client Services Team; complete annual employee evaluations and ensure adequate coverage for a smooth operation (must escalate concerns to the VP, Client Services Manager).
- Determine clients’ online and cash management needs by explaining various banking services.
- Monitor and resolve activities and inquiries in Bank’s general email inbox and online banking chat platform.
- Perform essential office functions, such as organizing and filing.
- Perform related duties as assigned or as the situation dictates.
REQUIREMENTS:
- College degree in business, related field or equivalent working experience.Diploma or degree in Banking or Finance.
- Minimum of three years of relevant banking and supervisory experience required.
- Leadership and management skills that inspire high performance from team members.
- Operational knowledge of deposit and cash management banking regulations.
- Excellent oral and written communication skills
- Effective interpersonal skills with both internal and external clients.
- Proficiency in Microsoft Office, specifically Word and Excel; knowledge of Salesforce.
- Thorough knowledge of all Bank services, deposit compliance regulations, Bank Secrecy Act, and management experience.
- High level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.
To apply please send your resume or inquiry to humanresources@bankbsf.com.
Employee must assure compliance with all applicable State and Federal banking regulations, Bank policies and procedures, including but not limited to, the Bank Secrecy Act/Anti Money Laundering Program and Information Systems Security Policies.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
Benefits:
BSF is committed to offering a broad and affordable benefits package to protect our employees physical and emotional wellbeing.
We offer full-time staff:
- Choices to several medical, dental and vision plans,
- Life insurance,
- Long-term disability,
- Retirement plan with 401K matching,
- Paid vacation, holidays, and sick leave,
- And, many more voluntary benefits.
Salary Range $77,000-$98,000 annually
We support and provide professional development opportunities, time off to volunteer and encouraged participation in local nonprofit board membership.
