Customer Service Manager Jobs in Capistrano Beach, CA
A Customer Service Manager in the banking industry oversees the customer service department and ensures that all operations run smoothly. They manage staff, oversee the hiring process, and provide training and development for staff members. They also develop customer service procedures, policies, and standards with the goal of ensuring high customer satisfaction. Their role includes handling customer complaints, monitoring customer service performance, and working closely with other bank departments to ensure a consistent and high-quality service is delivered. They also interact directly with customers, answer queries, and provide information about the bank's products and services.
Important skills for a Customer Service Manager in the Banking industry include strong communication and leadership skills, excellent problem-solving abilities, customer service skills, and the ability to work under pressure. Having a good understanding of banking procedures, products, and services is also crucial. As for certifications, a bachelor's degree in Business Administration, Finance, or a related field is typically required. Some banks may also require their Customer Service Managers to have specific certifications such as Certified Bank Customer Service Representative (CBCSR) or Certified Customer Service Manager (CCSM). Before becoming a Customer Service Manager, a person may have roles such as a Customer Service Representative, Bank Teller, or Assistant Customer Service Manager.
Client Service Manager, Strategic Accounts
- Santa Ana, CA (22 miles from Capistrano Beach, CA)
- 6 hours ago
- Santa Ana, CA (22 miles from Capistrano Beach, CA)
- 6 hours ago
, and presentations and rate product and benefit/service validation; ensuring that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and creating cross-sell...
Relationship Banker - Orange County West Coast
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 1 day ago
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 1 day ago
Originators....
Relationship Banker - Orange Coast East Market
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 2 days ago
- Newport Beach, CA (13 miles from Capistrano Beach, CA)
- 2 days ago
Originators....
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 2 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 2 days ago
Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively support branch new business promotions....
- Mission Viejo, CA (10 miles from Capistrano Beach, CA)
- 3 days ago
- Mission Viejo, CA (10 miles from Capistrano Beach, CA)
- 3 days ago
Application Deadline: 07/25/2025 Address: 26941 Crown Valley Parkway Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Relationship Banker LP Orchard Hills
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 3 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 3 days ago
The Nationwide Mortgage Licensing System (NMLS) web site ( provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet...
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 5 days ago
- Costa Mesa, CA (20 miles from Capistrano Beach, CA)
- 5 days ago
Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers....
Relationship Banker - Aliso Viejo Branch - Aliso Viejo, CA
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 5 days ago
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 5 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Relationship Banker - Irvine Market, Irvine CA - Language required Mandarin
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 5 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 5 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Relationship Banker - Laguna Beach Market - Aliso Viejo, CA
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 5 days ago
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 5 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Relationship Banker - Newport Beach Market - Santa Ana, CA
- Santa Ana, CA (22 miles from Capistrano Beach, CA)
- 5 days ago
- Santa Ana, CA (22 miles from Capistrano Beach, CA)
- 5 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Client Service Manager - Water/Wastewater
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 7 days ago
- Irvine, CA (20 miles from Capistrano Beach, CA)
- 7 days ago
Kennedy Jenks is seeking an experienced and collaborative Client Service Manager to join our growing team in Southern California. The Client Service Manager plays a vital role in developing client...
Relationship Banker - Laguna Beach Market - Aliso Viejo, CA - Spanish Language required
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 13 days ago
- Aliso Viejo, CA (9 miles from Capistrano Beach, CA)
- 13 days ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Relationship Banker -Escondido-Oceanside Market
- Fallbrook, CA (21 miles from Capistrano Beach, CA)
- 17 days ago
- Fallbrook, CA (21 miles from Capistrano Beach, CA)
- 17 days ago
Originator Shift: 1st shift (United States of America) Hours Per Week: 40...
Relationship Banker LP Foothill Ranch
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 18 days ago
- Lake Forest, CA (9 miles from Capistrano Beach, CA)
- 18 days ago
The Nationwide Mortgage Licensing System (NMLS) web site ( provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet...
Demographic Data for Capistrano Beach, CA
Moving to Capistrano Beach, CA? Find some basic demographic data about Capistrano Beach, CA below.
Customer Service Manager Online Courses and Training Opportunities
Salary for Customer Service Manager Jobs in Capistrano Beach, CA
Required or preferred licenses and certifications for Customer Service Manager positions.
Highest Education Level
Customer Service Managers in Capistrano Beach, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Customer Service Manager position
- Personal Banker
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- ATM Balancing
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Cross Selling
- Wire Transfers
- Mortgage Processing
- Treasury Management
- Financial Services
- Wealth Management
- Fraud Investigation
- Client Services
- Cash Handling
- Resolution
- Business Administration
- Notary Public
- Problem Resolution
- Sales Management
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Finance
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Telephone Skills
- Typing
- Collaboration
- Coaching
- Reporting
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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