Customer Service Manager Jobs in Santa Ana, 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 Anaheim Main
- Anaheim, CA (9 miles from Santa Ana, CA)
- 7 hours ago
- Anaheim, CA (9 miles from Santa Ana, CA)
- 7 hours 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...
Relationship Banker West Covina Heights
- West Covina, CA (22 miles from Santa Ana, CA)
- 7 hours ago
- West Covina, CA (22 miles from Santa Ana, CA)
- 7 hours 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...
Relationship Banker South El Monte
- South El Monte, CA (23 miles from Santa Ana, CA)
- 17 hours ago
- South El Monte, CA (23 miles from Santa Ana, CA)
- 17 hours 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...
Relationship Banker LP Hacienda & Valley
- City of Industry, CA (20 miles from Santa Ana, CA)
- 1 day ago
- City of Industry, CA (20 miles from Santa Ana, CA)
- 1 day 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...
- Pomona, CA (17 miles from Santa Ana, CA)
- 1 day ago
- Pomona, CA (17 miles from Santa Ana, CA)
- 1 day 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...
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a...
At Orange County's Credit Union, we believe in creating a workplace where every voice matters. We are proud recipients of the Peter Barron Stark award for highest associate satisfaction, a...
- Cerritos, CA (15 miles from Santa Ana, CA)
- 5 days ago
- Cerritos, CA (15 miles from Santa Ana, CA)
- 5 days ago
['BMO US', '3.6', 'Retail Relationship Banker', 'Apply on employer site', '', 'Cerritos, CA', '', '$42K - $67K', '\xa0', '(Employer provided)'][]
Relationship Banker - Crown Valley
- Laguna Niguel, CA (14 miles from Santa Ana, CA)
- 5 days ago
- Laguna Niguel, CA (14 miles from Santa Ana, CA)
- 5 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...
Relationship Banker Compton Gateway
- Compton, CA (23 miles from Santa Ana, CA)
- 5 days ago
- Compton, CA (23 miles from Santa Ana, CA)
- 5 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...
- Commerce, CA (24 miles from Santa Ana, CA)
- 5 days ago
- Commerce, CA (24 miles from Santa Ana, CA)
- 5 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...
Relationship Banker - Bixby Knolls - Long Beach CA
- Long Beach, CA (23 miles from Santa Ana, CA)
- 6 days ago
- Long Beach, CA (23 miles from Santa Ana, CA)
- 6 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 - Orange County Central Market
- Anaheim, CA (9 miles from Santa Ana, CA)
- 7 days ago
- Anaheim, CA (9 miles from Santa Ana, 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...
Job Summary: This role requires someone who can confidently manage complex renewal processes while navigating a fast-paced, high-demand environment. The ideal candidate will be proactive in...
Relationship Banker - Orange County West Coast
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 9 days ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 9 days ago
Originators....
Demographic Data for Santa Ana, CA
Moving to Santa Ana, CA? Find some basic demographic data about Santa Ana, CA below.
Customer Service Manager Online Courses and Training Opportunities
Salary for Customer Service Manager Jobs in Santa Ana, CA
Required or preferred licenses and certifications for Customer Service Manager positions.
Highest Education Level
Customer Service Managers in Santa Ana, 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
- Wire Transfers
- Private Banking
- Cross Selling
- 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
- Retail
- Business Development
- High School Diploma
- Customer Relations
- 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 »