Client Service Manager III

United Business Bank
San Jose, CA
Client Service Manager III Location San Jose, CA :

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About the Position...

The Client Service Manager III (CSM III) is an onsite position and does not have remote opportunities.

The Client Service Manager III (CSM III) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the more complex branch including Teller functions, New Account functions and background operations tasks and duties. The CSM III is responsible for ensuring that all tasks and responsibilities are handled within bank policies and procedures at all times. The CSM III is also responsible for maintaining expenses and losses as defined within the annual budget, as well as to encourage non-interest income whenever possible. The CSM III is also responsible for actively cross-selling Bank products and services and to provide training and support to the staff in their cross-selling efforts. The CSM III is encouraged to assist the Client Relationship Managers with outside calls to selected businesses and current clients when time permits. The CSM III also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Director of Deposit Operations with duties and projects as requested. The CSM III will ensure that clients are served promptly, courteously, efficiently, and professionally at all times, and for ensuring that all direct reports are trained in their assigned duties and responsibilities. The CSM III is also responsible for reporting any and all losses to the Chief Operating Officer immediately. The Client Service Manager III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures, and regulatory guidelines.

About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

Education/Certification: High school graduate or equivalent.

Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking regulations and standard banking practices.

Experience Required: Previous management experience and a minimum of 5 years bank experience in banking.

Skills/Abilities:

  • Excellent communication skills.
  • Excellent client service skills.
  • Professional appearance, dress and attitude.
  • Excellent math skills.
  • Ability to use Microsoft Office software package.
  • Ability to operate related computer hardware and other business equipment including adding machine, copy machine, printer, telephone and encoder.

Location: Onsite, no remote

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posted 2025-10-04

Recommended Jobs

Full-Time Sales Supervisor

Kate Spade
Camarillo, CA

Kate Spade is seeking a Full-Time Sales Supervisor in Camarillo, CA, to oversee daily operations, lead a sales team, and ensure exceptional customer service. The role demands strong leadership skills,…

View Details
Posted 2025-08-07

Senior Staff Site Reliability Engineer (Cortex Observability)

Palo Alto Networks
Santa Clara, CA

Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vi…

View Details
Posted 2025-09-22

Product Manager - Workforce Software

Abi
Sacramento, CA

Associate Product Manager Join an Innovative Company with a Dynamic Culture! Our company prides itself on a culture of teamwork and camaraderie. Our primary goal is to attract and retain long-…

View Details
Posted 2025-09-14

Experienced Energy Specialist

Highlands Energy
Fresno, CA

Job Summary We are seeking motivated and customer-focused Experienced  Energy Specialists to join our team. This is a commission-based role focused on executing sales strategies through in-home en…

View Details
Posted 2025-09-07

Conversational AI Engineer

Tax Relief Advocates
Irvine, CA

About TRA At Tax Relief Advocates, we’re committed to serving our clients and community with integrity and empathy. We balance hard work with a vibrant, energetic culture, aiming to make a meaningful …

View Details
Posted 2025-08-27

Board Certified Behavior Analyst (BCBA)

Cortica
Torrance, CA

Title: Board Certified Behavior Analyst (BCBA) Hybrid Remote   Location: Torrance and Surrounding Areas (Hybrid Option Available)  At Cortica, our Board-Certified Behavior Analysts (BCBAs) us…

View Details
Posted 2025-09-03

Senior Accounts Receivable Specialist

Mashgin
Palo Alto, CA

About Mashgin At Mashgin, we have developed a successful and innovative point-of-sale experience that uses computer vision and AI to make checkout nearly instantaneous. Our mission is to eliminate c…

View Details
Posted 2025-10-01

Sr. Product Manager, SP Procedures

Intuitive
San Jose, CA

Company Description At Intuitive, we are united behind our mission: we believe that minimally invasive care is life-enhancing care. Through ingenuity and intelligent technology, we expand the po…

View Details
Posted 2025-10-01

Play-Based ABA Therapist

Cortica
Torrance, CA

Title: Behavior Technician (Naturalistic, Play-Based ABA)  Cortica is looking for dedicated, compassionate Behavior Technicians to join our growing team and help us design and deliver life-ch…

View Details
Posted 2025-07-30

Sr. AI/ML Computer Vision Engineer

Tp-link Systems Inc.
Irvine, CA

Headquartered in the United States, TP-Link Systems Inc. is a global provider of reliable networking devices and smart home products, consistently ranked as the world’s top provider of Wi-Fi device…

View Details
Posted 2025-09-22