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PeoplesBank
Customer Relations Manager
Career Insights for Customer Service Manager (General)
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Based on Massachusetts data
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What they do
A Customer Service Manager manages staff that provide customer service for a company. Assists staff as needed, or deals directly with customers. Implements policies with regard to company products or services. Answers questions, resolves problems and complaints and approves refunds or exchanges for customers.
$83,776 / year median in Massachusetts
+1% projected growth
Job Description
About Cornerstone BankCornerstone Bank was established in 2017, built on a legacy of community support and a commitment to helping individuals and businesses thrive. With deep roots in Worcester County and a strong presence throughout Central Massachusetts, Cornerstone combines the strength of a traditional bank with the personalized service of a local institution. Our community-based banking model allows us to deliver exceptional service with a personal touchevery time. At Cornerstone Bank, we foster a collaborative and inclusive workplace where innovation, teamwork, accountability, and excellence are more than just valuestheyre how we work every day. We empower our employees to grow professionally, serve their communities, and deliver outstanding customer experiences. Position SummaryThe Customer Relations Manager plays a key leadership role in supporting the daily operations, sales performance, and customer experience of the branch. Working closely with the Market Manager, this position leads and coaches branch staff, ensures operational excellence and regulatory compliance, and helps customers achieve their financial goals through proactive relationship-building and solution-based conversations. The Customer Relations Manager fosters a high-performing team environment, supports employee development, drives sales and service initiatives, and serves as a visible representative of the Bank within the community. This role is ideal for a driven banking professional with strong leadership skills, supervisory experience, and a passion for delivering exceptional customer service.
Assists with hiring, coaching plans, progressive discipline, performance reviews, promotions and salary recommendations of branch staff.
Leads the branch in building trust with customers by identifying their financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Participates in creating marketing plans and promotions to move branch forward.
Leads the branch in following up with customers as outlined in the customer experience process. Works with the Market Manager to establish and execute sales plans, coach the team on the established customer experience framework to achieve branch targets.
Oversees all aspects of branch activities to achieve branch goals. Leads and/or participates in branch and peer CRM meetings regarding leadership, product knowledge, sales and goals objectives. Supports sales promotions and promotional campaigns through positive communication and engagement.
Responsible for scheduling and overseeing Customer Relations personnel with teller duties and assists with customers transactions during peak periods as well as being primary backup for Customer Relations Supervisor. Keeps staff informed of pertinent changes in operational policy and procedures. Ensures excellent customer service skills are practiced by all branch staff. Assists new branch personnel with training.
Fosters teamwork and directs branch activity to provide high quality customer service, achieve retail sales goals and deliver that service profitability through a well-trained and motivated staff. Represents the Bank with professionalism in appearance and conduct, consistently upholding high ethical and professional standards.
Represents the Bank through visible leadership involvement in various community-related activities to promote goodwill and generate new business. Attends community events and Bank functions, including extended and weekend hours.
Keeps abreast of regulatory compliance and developments for assigned area and apprises staff of same. Recommends procedural changes to Market Manager as needed to support prescribed requirements. Ensures effective risk management and daily operations of branch: minimizes teller differences and charge-offs, research teller differences, compliant to all regulatory requirements in completion of BSA and CTR forms, and effectively balance ATMs, Vault and Branch.
In conjunction with the Market Manager, works to meet existing branch performance standards in areas such as operating loss control, bank secrecy, and compliance with established policies and procedures.
Responsibilities and Accountabilities:
Manages branch in absence of and in conjunction with the Market Manager.Assists with hiring, coaching plans, progressive discipline, performance reviews, promotions and salary recommendations of branch staff.
Leads the branch in building trust with customers by identifying their financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Participates in creating marketing plans and promotions to move branch forward.
Leads the branch in following up with customers as outlined in the customer experience process. Works with the Market Manager to establish and execute sales plans, coach the team on the established customer experience framework to achieve branch targets.
Oversees all aspects of branch activities to achieve branch goals. Leads and/or participates in branch and peer CRM meetings regarding leadership, product knowledge, sales and goals objectives. Supports sales promotions and promotional campaigns through positive communication and engagement.
Responsible for scheduling and overseeing Customer Relations personnel with teller duties and assists with customers transactions during peak periods as well as being primary backup for Customer Relations Supervisor. Keeps staff informed of pertinent changes in operational policy and procedures. Ensures excellent customer service skills are practiced by all branch staff. Assists new branch personnel with training.
Fosters teamwork and directs branch activity to provide high quality customer service, achieve retail sales goals and deliver that service profitability through a well-trained and motivated staff. Represents the Bank with professionalism in appearance and conduct, consistently upholding high ethical and professional standards.
Represents the Bank through visible leadership involvement in various community-related activities to promote goodwill and generate new business. Attends community events and Bank functions, including extended and weekend hours.
Keeps abreast of regulatory compliance and developments for assigned area and apprises staff of same. Recommends procedural changes to Market Manager as needed to support prescribed requirements. Ensures effective risk management and daily operations of branch: minimizes teller differences and charge-offs, research teller differences, compliant to all regulatory requirements in completion of BSA and CTR forms, and effectively balance ATMs, Vault and Branch.
In conjunction with the Market Manager, works to meet existing branch performance standards in areas such as operating loss control, bank secrecy, and compliance with established policies and procedures.