Customer Service Manager Jobs in San Mateo, 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 (24 miles from San Mateo, CA)
- 1 day ago
- Walnut Creek, CA (24 miles from San Mateo, 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 (24 miles from San Mateo, CA)
- 30+ days ago
- Walnut Creek, CA (24 miles from San Mateo, 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...
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
- Cupertino, CA (22 miles from San Mateo, CA)
- 14 hours ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 14 hours ago
Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers....
Relationship Banker - Mountain View Branch - Mountain View, CA
- Mountain View, CA (18 miles from San Mateo, CA)
- 1 day ago
- Mountain View, CA (18 miles from San Mateo, 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....
Associate Relationship Banker - Van Ness & McAllister Branch - San Francisco, CA
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success...
- Mountain View, CA (18 miles from San Mateo, CA)
- 6 days ago
- Mountain View, CA (18 miles from San Mateo, CA)
- 6 days ago
ESSENTIAL FUNCTIONS New Accounts Perform all aspects of new account opening procedures for all bank products/services....
- Monte Vista, CA (22 miles from San Mateo, CA)
- 6 days ago
- Monte Vista, CA (22 miles from San Mateo, CA)
- 6 days ago
In addition, the Senior Relationship Banker is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending....
Relationship Banker - Peninsula South area
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 6 days ago
- Sunnyvale, CA (20 miles from San Mateo, 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...
Relationship Banker - Golden Gate Market - San Francisco, CA
- San Francisco, CA (15 miles from San Mateo, CA)
- 7 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 7 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....
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
- Menlo Park, CA (10 miles from San Mateo, CA)
- 9 days ago
- Menlo Park, CA (10 miles from San Mateo, CA)
- 9 days ago
Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
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 (24 miles from San Mateo, CA)
- 15 days ago
- Walnut Creek, CA (24 miles from San Mateo, 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 WorkRelationship Banker - San Francisco Financial area
- San Francisco, CA (15 miles from San Mateo, CA)
- 29 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 29 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 Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Customer Service Manager Online Courses and Training Opportunities
Salary for Customer Service Manager Jobs in San Mateo, CA
Required or preferred licenses and certifications for Customer Service Manager positions.
Highest Education Level
Customer Service Managers in San Mateo, 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
- 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
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 »