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Customer Service Manager
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Robert Half
Stockton, CA (In Person)
Full-Time
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Job Description
Description We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards.
Responsibilities:
- Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly.
- Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings.
- Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers.
- Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment.
- Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness.
- Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch.
- Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization.
- Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture.
- Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate.
- Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require. Requirements
- 3+ years of experience in banking, branch operations, customer service leadership, or a closely related financial services role.
- Demonstrated ability to supervise staff, manage workflow, and maintain strong service standards in a fast-paced branch environment.
- Working knowledge of deposit products, consumer and business banking services, and day-to-day transactional processes.
- Experience supporting sales goals, strengthening customer accounts, and contributing to branch revenue growth.
- Strong understanding of compliance expectations, operational controls, security procedures, and risk awareness within a regulated setting.
- Excellent communication, coaching, and conflict resolution skills, with the ability to handle challenging customer interactions effectively.
- Comfortable using workplace technology and branch systems to manage service activity, scheduling, reporting, and process improvement.