Customer Relations Mgr - Menlo Park, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.

We are looking for a seasoned Customer Relations Manager in Menlo Park, CA . This role focuses on managing the customer relations function for the assignment department.

Essential Functions :

• Manages the customer relations function for the assigned department.
• Actively promotes the highest level of customer service to achieve client service goals.
• Provides guidance and direction to supervisors and staff.
• Creates enthusiasm and high morale through effective teamwork and staff communication.
• Makes recommendations concerning staffing, performance evaluations, promotions, salary recommendations and terminations.
• Develops and administers effective customer relations policies.
• Personally resolves the most complex customer service issues.
• Attains optimum departmental efficiency and productivity by effectively managing resources.
• Determines production measurements, quality levels, and performance metrics.
• Ensures compliance with all related legal requirements, audit procedures and banking regulations.
• Knowledgeable in reviewing and opening new accounts
• Knowledgeable in reviewing and processing operational reports
• Treasury Management product knowledge
• Has experience in servicing Commercial Clients
• Other duties as assigned.

Qualifications :

Benefits :

This position is eligible to earn a base salary in the range of $95,000 - $105,000 annually depending on job-related factors such as level of experience and location.