Client Manager

Reports to: SVP/ Deposit Operations Manager

Position Summary

The Client Experience Manager leads the daily operations of the bank’s Call Center and all customer‑facing service channels, including phone, secure messaging and email. This role is responsible for delivering consistent, high‑quality client experience that supports the bank’s service standards, regulatory requirements, and growth objectives.

Through leadership, coaching, and performance management, the manager develops a high‑performing team focused on professional, accurate, and efficient client interactions. By monitoring key performance metrics, optimizing workflows, and partnering across departments, this position ensures seamless service delivery, resolves escalations, and drives continuous improvements that enhance client satisfaction, retention, and overall relationship value.

• Oversee daily operations of the Client Experience/Contact Center, including all customer‑facing channels such as call center, secure messaging, email. Implement and develop client contact channels to include chat, video and Interactive Teller Machines (ITMs), ensuring high‑quality service delivery aligned with TNB standards
• Build and lead a high‑performing client experience team
  , establishing clear roles, accountability, and performance expectations that support the bank’s service and growth objectives.
• Partner cross‑functionally with Frontline, Lending, Mortgage, and Deposit Operations to ensure a seamless, consistent, and positive customer journey across all touchpoints.
• Lead, coach, and mentor staff
  , providing ongoing performance feedback. Work directly with Team One training on banking products/services, and development opportunities to enhance service excellence and ensure regulatory knowledge.
• Design and manage a Quality Assurance program that ensures consistent adherence to service standards, regulatory requirements (e.g., Reg E, BSA/AML, UDAAP), and internal policies.
• Develop and maintain Client Experience procedures
  , standardizing practices, scripting, service protocols, and communication guidelines to ensure accurate, compliant, and consistent messaging across all channels.
• Serve as the voice of the customer
  , gathering feedback and insights to drive improvements, identify trends, improve processes, and enhance customer satisfaction and retention across the organization.
• Handle escalated client concerns with empathy and professionalism
  , demonstrating strong problem‑solving skills, and timely resolutions turning challenges into opportunities that build client trust and loyalty.
• Drive employee engagement and recognition initiatives
  , reinforcing a culture of excellence, accountability, and appreciation aligned with the bank’s values.
• Analyze contact center performance metrics (e.g., call volume, service levels, wait times, first‑call resolution, customer satisfaction scores), preparing actionable reports and dashboards for executive leadership.
• Establish and execute strategic goals and action plans for the department, aligned with the bank’s overall objectives, including service quality, operational efficiency, and customer growth.
• Ensure full compliance with all applicable federal and state regulations, internal controls, and audit requirements, maintaining strong risk management and documentation practices.
• Support additional initiatives and projects as assigned by senior leadership, including system implementations, digital channel enhancements, and customer experience transformation efforts.

• A self‑starting individual who possesses a High School Diploma or equivalent
• Call Center Manager certification preferred
• A minimum of five (5) years of banking experience is required, with two (2) years of operational management and leadership experience preferred
• Prior call center or customer service management experience; banking or financial services experience is a plus
• Strong leadership, communication, and problem‑solving abilities; proficiency in customer relationship management (CRM) systems
• Ability to work in a fast‑paced, customer‑focused environment; adapt to fluctuating call volumes and…