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Title

Client Services Manager 

Category Call Center/Contact Center  
Description

At Blue, we discover pathways to realize your possibilities. Our Client Services Manager is responsible for leading and directing the team in support of business banking, cash management, treasury services, and wealth products. Accountable for maximizing growth, revenues, and member satisfaction consistently, designing a robust experience that will exceed member and business expectations, and ensuring compliance with all banking regulations. This positon will also focus on:

  • Establish and maintain open communication with Relationship Management Officers and members to provide an enhanced experience. Builds and maintains a collaborative and cohesive environment, leading a motivated, high performing team. Conducts staff observations to support the credit union’s objectives, and proactively provides effective feedback and coaching to enhance leadership growth and career pathing. Conducts performance reviews with abilities to diagnose performance gaps, help others identify the right solutions, and commitment to influencing performance behaviors in a positive way.
  • Scheduling and allocation of resources appropriately to support a robust experience within the Client Service team. Develop relationship strategies that drive individual production goals, including referral networks and relationships with internal partners.
  • Identifies opportunities for enhancement of policies, process, and procedures to maximize cost, efficiencies and provide consistent quality service to members.
  • Ensures employees are current with training and can perform annual required training as needed. Takes appropriate steps to correct unsatisfactory conditions or violations.
  • Direct management, development, and guidance of the Client Services team, whose primary responsibility is focused on developing business relationships, member retention, and acquiring new relationships. Leverage key metrics to design short-term business plans to improve productivity, revenue, and member experience while supporting business banking, cash management, treasury services and wealth products.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act , the Patriot Act, and the Office of Foreign Assets Control.
 
Position Requirements

Experience: Five years to eight years of similar or related experience in financial services with an emphasis in the management of staff in a consultative environment for production in business banking, private client, and lending, along with specialty segments such as treasury and cash management. 2+ years’ experience building high performing teams supported by a strong employee culture. Executive presence, holding him/herself to the highest standards of professional conduct in both words and actions. Demonstrated ability to proactively generate business, with oversight and leadership within a sales culture. Requires practical knowledge of job area, familiarity with banking policy and procedures, deposit products, cash protocols, and operational functions. Proven commitment to exemplary experiences for the member.

Education/Certifications/Licenses: A college degree. 7+ years' of experience may be considered in lieu of a college degree.

Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills: Excellent organizational, analytical and problem solving skills. PC proficient, including Microsoft Office and Internet. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a service orientation and be willing to sell products and services. Ability to manage multiple projects/priorities simultaneously in an effective manner. Ability to function in a financial institution branch or contact center environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.). Demonstrates focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role.

 
Full-Time/Part-Time Full-Time  
Compensation $50,458 - $75,687  
Bondability Employment at Blue Federal Credit Union is contingent upon successful bondability.  
Position Client Services Manager  
Number of Openings 1  
Open Date 5/21/2021  
Location Cheyenne, WY  
About the Organization Our mission is 'We discover pathways to realize your possibilities.' Our employees uphold this mission by utilizing our values as stepping stones to sustain our amazing culture. Those values are Boundless Optimism, Unwavering Confidence, Uniquely Us, and Over the Top. Thank you for showing an interest in Blue Federal Credit Union!  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

To search for an open position, please go to http://BlueFederalCreditUnion.appone.com



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