Client Experience Manager - Washington, United States - Seattle Bank

    Seattle Bank
    Seattle Bank Washington, United States

    4 weeks ago

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    Description
    Who We Are
    Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services and the website,

    CD Valet .

    Our experienced team and open API, cloud-based core technology platform deliver a boutique bank experience for clients with interwoven personal and business financial needs.

    Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience.

    Seattle Bank's most recent innovation is


    CD Valet , a new online marketplace that connects consumers to financial institutions to compare and open Certificates of Deposit (CDs) with the most competitive rates and terms nationwide.

    Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company. Visit

    Seattle Bank

    for more information.
    Position Summary

    The Client Experience Manager (Branch Manager) will oversee the administration and efficient daily operation of the Bank's full-service branch located in our downtown location.

    Responsibilities include but are not limited to product sales/maintenance, operations, customer service, security and safety for our clients, and the development of workflows and procedures for new deposit product initiatives and product deployments.

    Seattle Bank is focused on exceptional customer service for our clients and this role will help ensure we have high standards for our client experience.

    This is an in-person position located in Seattle, WA.
    Essential Duties
    Oversee the day-to-day branch operations and client experience ensuring all requests are responded to within expected time constraints
    Lead and inspire a cohesive team that provides outstanding customer service to our clients
    Resolve roadblocks by combining creativity and sound judgment
    Serve as subject matter expert on branch operations
    Recruit and develop Client Experience team
    Ensure adherence to bank policies and state/federal regulations
    Collaborate with Treasury Management, Bank Operations, Relationship Managers and Private Client Managers to ensure the Client experience is aligned with relationship objectives
    Contribute to profitability of the Bank by implementing cost controls and monitoring budget to ensure compliance with goals
    Model continuous learning and process improvements that have a positive impact on the client experience
    Ensure customer experience standards are met via methods including spot-checking input for accuracy, handling telephone inquiries, and participating in day-to-day processing as needed
    Participate in the development and testing (as appropriate) of the Bank's new digital products and services and lead the client service team in the roll-out of the new initiatives
    Requirements
    Bachelor's Degree in business, finance, or accounting. Equivalent combination of education and relevant work experience may be considered
    10+ years' experience of team leadership in a branch environment
    Competency with Microsoft Office products including Word, Excel and Outlook
    Excellent customer service and problem-solving skills. Ability to identify and resolve complex problems quickly
    Demonstrated big-picture thinking in a fast paced & ever-changing environment
    Effective organizational and time management skills
    Seattle Bank Benefits
    We're committed to delivering our promise of peace of mind to our clients. But we're also committed to our team members. We have intentionally designed a culture and work space that are highly collaborative, inclusive and supportive.

    We believe in the value of each team member and offer a full range of benefits and perks designed to support both your personal and professional goals.

    Our com prehensive benefits program for eligible employees includes:

    Medical, Dental and Vision insurance
    Employee Assistance Program (EAP), Life Insurance, Long Term Disability, Voluntary Life
    401K with Bank contribution
    Paid Vacation – 3 Weeks
    Paid Sick Time – 1 hour per 40 hours worked
    Paid Holidays – 10 days
    Stock Options
    Annual Bonus Opportunity
    Transportation Benefits

    And fun, extra perks such as company socials and lunches, team development activities, bank sponsored volunteer opportunities, paid volunteer hours, quarterly incentive awards, and professional development opportunities.

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