Customer Service Manager Jobs in Pleasanton, 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 Trainee - Achieve July 2025
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 1 day ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 1 day ago
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless...
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 30+ days ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 30+ days ago
Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless...
Relationship Banker - Mountain View Branch - Mountain View, CA
- Mountain View, CA (19 miles from Pleasanton, CA)
- 1 day ago
- Mountain View, CA (19 miles from Pleasanton, CA)
- 1 day ago
Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 2 days ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 2 days ago
Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers....
- Mountain View, CA (19 miles from Pleasanton, CA)
- 5 days ago
- Mountain View, CA (19 miles from Pleasanton, CA)
- 5 days ago
ESSENTIAL FUNCTIONS New Accounts Perform all aspects of new account opening procedures for all bank products/services....
- San Jose, CA (20 miles from Pleasanton, CA)
- 6 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 6 days ago
The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and...
Relationship Banker - Peninsula South area
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 6 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 6 days ago
in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending...
- Menlo Park, CA (22 miles from Pleasanton, CA)
- 9 days ago
- Menlo Park, CA (22 miles from Pleasanton, CA)
- 9 days ago
Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Relationship Banker - Peninsula North
- Redwood City, CA (24 miles from Pleasanton, CA)
- 12 days ago
- Redwood City, CA (24 miles from Pleasanton, CA)
- 12 days ago
in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending...
Client Service Manager - Manufacturing
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 15 days ago
- Walnut Creek, CA (19 miles from Pleasanton, CA)
- 15 days ago
Client Service Manager - Manufacturing Brown and Caldwell life insurance, parental leave, paid time off, paid holidays, tuition reimbursement, 401(k) United States, California, Los Angeles 201...
Remote Work- Milpitas, CA (15 miles from Pleasanton, CA)
- 19 days ago
- Milpitas, CA (15 miles from Pleasanton, CA)
- 19 days ago
Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers....
Relationship Banker - Brentwood Financial Center
- Brentwood, CA (18 miles from Pleasanton, CA)
- 19 days ago
- Brentwood, CA (18 miles from Pleasanton, CA)
- 19 days ago
in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending...
Regional Relationship Banker II
- San Jose, CA (20 miles from Pleasanton, CA)
- 22 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 22 days ago
New Accounts Perform all aspects of new account opening procedures for all bank products/services....
Relationship Banker - Silicon Valley Market - Sunnyvale, CA
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 30+ days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 30+ 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 - Oakland Chinatown area
- Oakland, CA (21 miles from Pleasanton, CA)
- 45+ days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 45+ days ago
in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending...
Demographic Data for Pleasanton, CA
Moving to Pleasanton, CA? Find some basic demographic data about Pleasanton, CA below.
Customer Service Manager Online Courses and Training Opportunities
Salary for Customer Service Manager Jobs in Pleasanton, CA
Required or preferred licenses and certifications for Customer Service Manager positions.
Highest Education Level
Customer Service Managers in Pleasanton, 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
- Commercial Banking
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Treasury Management
- Wealth Management
- Fraud Investigation
- Customer Retention
- Client Services
- Cash Handling
- Business Administration
- Resolution
- Notary Public
- Problem Resolution
- Referrals
- Sales Management
- Customer Satisfaction
- Risk Management
- Relationship Management
- Finance
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Telephone Skills
- Typing
- Collaboration
- Reporting
- Coaching
- 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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