Customer Service Manager Jobs in San Clemente, 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.
Relationship Banker - Crown Valley
- Laguna Niguel, CA (17 miles from San Clemente, CA)
- 2 days ago
- Laguna Niguel, CA (17 miles from San Clemente, CA)
- 2 days ago
banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers...
- Murrieta, CA (18 miles from San Clemente, CA)
- 2 days ago
- Murrieta, CA (18 miles from San Clemente, CA)
- 2 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 - Orange Coast East Market
- Newport Beach, CA (22 miles from San Clemente, CA)
- 7 days ago
- Newport Beach, CA (22 miles from San Clemente, CA)
- 7 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...
- Mission Viejo, CA (12 miles from San Clemente, CA)
- 8 days ago
- Mission Viejo, CA (12 miles from San Clemente, CA)
- 8 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 - Aliso Viejo Branch - Aliso Viejo, CA
- Aliso Viejo, CA (17 miles from San Clemente, CA)
- 10 days ago
- Aliso Viejo, CA (17 miles from San Clemente, CA)
- 10 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 (17 miles from San Clemente, CA)
- 10 days ago
- Aliso Viejo, CA (17 miles from San Clemente, CA)
- 10 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 - Spanish Language required
- Aliso Viejo, CA (17 miles from San Clemente, CA)
- 18 days ago
- Aliso Viejo, CA (17 miles from San Clemente, CA)
- 18 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 (13 miles from San Clemente, CA)
- 22 days ago
- Fallbrook, CA (13 miles from San Clemente, CA)
- 22 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...
Relationship Banker LP Foothill Ranch
- Lake Forest, CA (17 miles from San Clemente, CA)
- 22 days ago
- Lake Forest, CA (17 miles from San Clemente, CA)
- 22 days ago
banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers...
- Corona del Mar, CA (24 miles from San Clemente, CA)
- 28 days ago
- Corona del Mar, CA (24 miles from San Clemente, CA)
- 28 days ago
Daily employee training, coaching and mentoring is a key component of the duties of the Senior Client Service Manager especially as it relates to identifying moments of opportunity for cross-sell, retention...
Relationship Banker - Encino, Chino Hills, Tustin, Irvine
- Laguna Hills, CA (18 miles from San Clemente, CA)
- 29 days ago
- Laguna Hills, CA (18 miles from San Clemente, CA)
- 29 days ago
We are looking for aRelationship Banker (Commercial Lending)in Encino, Chino Hills, Tustin or Irvine, CA....
Relationship Banker - Orange County West Coast
- Newport Beach, CA (22 miles from San Clemente, CA)
- 90+ days ago
- Newport Beach, CA (22 miles from San Clemente, CA)
- 90+ 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...
Relationship Banker - Orange County South Market
- San Clemente, CA
- 90+ days ago
- San Clemente, CA
- 90+ 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 San Clemente, CA
Moving to San Clemente, CA? Find some basic demographic data about San Clemente, CA below.
Customer Service Manager Online Courses and Training Opportunities
Salary for Customer Service Manager Jobs in San Clemente, CA
Required or preferred licenses and certifications for Customer Service Manager positions.
Highest Education Level
Customer Service Managers in San Clemente, 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
- Wire Transfers
- Mortgage Processing
- Financial Services
- Treasury Management
- Wealth Management
- Fraud Investigation
- Client Services
- Cash Handling
- Business Administration
- Resolution
- Notary Public
- Problem Resolution
- Referrals
- Sales Management
- Customer Satisfaction
- Risk Management
- Relationship Management
- Finance
- 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
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Customer Service Manager Related Career Advice Articles

How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »