Client Service Manager; Burbank, CA
Listed on 2026-07-22
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Finance & Banking
Banking & Finance, Financial Compliance, Regulatory Compliance Specialist -
Management
Banking & Finance, Regulatory Compliance Specialist
Are you seeking a fun, collaborative and dynamic environment where your contributions as a Client Service Manager will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.
Our Client Service Manager (Burbank, CA) is the branch primary risk management leader who will maintain the integrity of all branch operations. Performs complex client service duties and ensures a high level of efficiency. Supports Branch Manager and leads branch team in Branch Manager's absence. Understands, communicates and works proactively/daily to achieve the values, vision and mission of the bank.
What Will Be Your Key Accountabilities?- It is every individual team members responsibility to maintain current awareness and understanding of, and to fully comply with, the bank's "Code of Ethics and Conduct"
- Embrace Mission Valley Bank's Core Values of ACCEPT, show respect for cultural differences; promote a working environment free of harassment of any type; support a diverse workforce and affirmative action
- Responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML), Office of Foreign Assets Control Regulations (OFAC) Gramm Leach Bliley Act (GLBA), Fair Credit Reporting Act (FCRA), etc. This includes understanding all responsibilities outlined under the banks AML, BSA and OFAC Programs, participating in any required training and promptly complying with all reporting requirements
- Responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates, for themselves and their branch team
- Bring any suspicious activity to the attention of a supervisor, or the BSA Officer
- Follow all bank policies and procedures to ensure compliance with all laws and government regulations
- Ensure compliance with CRA and CDFI outreach programs
- Proactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship Expansion
- Maintain up to date knowledge and train others on products, services, departmental systems and related technology, policies and procedures, etc.
- Responsible for all aspects of operational integrity, effectiveness and efficiency in the assigned branch
- Performs branch self-audits to prepare for formal branch audits
- Ensure office audits are rated as "satisfactory" or better in assigned branch
- Balances operational controls and client needs to minimize risk to the bank
- Leads branch team to foster a consistently remarkable client service experience, every client, every time. Lobby, telephone, e-mail, etc.
- Works with Branch Manager and branch team to establish and achieve challenging sales & service goals for all team members in the branch
- Proactively leads team in the attainment of branch sales & service goals
- Proactively leads individual and team needs-based cross selling of bank products and services
- Proactive leads branch team to partner, and work, with internal sales partners - and with all internal co-workers
- Consistently conducts ongoing sales, service, security and technical training with assigned branch team
- Develops methods to streamline daily branch functions and improve branch productivity
- Secure and maintain Notary Commission
- Proper control of branch expenses
- Regular and consistent attendance is required
- Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type.
- Support a diverse workforce and affirmative action.
- Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
- Bring any suspicious activity to the attention of a supervisor, or the BSA Officer.
- Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
- Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
A list of job experiences and qualification requirements are great, but what is most important to us is humility, vulnerability, transparency, a performance-driven attitude, and a team-player approach. Additionally, you will bring:
- AA Degree preferred or equivalent experience required
- Minimum of 3 - 5 years of experience in bank operations with knowledge of banking regulations required
- Minimum of 3 - 5 years of leadership experience, supervising employees required
- Complete knowledge and understanding of bank operations, policies and procedures
- Client centric approach to proactive client service and needs-based selling
- Must be experienced and proficient in the use of various core banking system software
- Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the…
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