Client Service Supervisor

Posted: 08/09/2022

Duties and Responsibilities:

  • Understands and complies with requirements of all laws and regulations applicable to the position
  • Work with the Branch Manager/Client Service Manager, and team to foster a consistent superior client service experience
  • Participate in individual, and team, client retention, needs-based cross-selling of bank products/services, and expanding client relationships
  • Work with Branch Manager/Client Service Manager to establish/achieve challenging sales/service goals for team members
  • Conduct ongoing client service, security, and technical training in the branch
  • Support the achievement of branch sales goals (i.e. coaching/motivating assigned staff in the sales/service of FFB and FFA products/services, selling/cross-selling bank products, organizing and participating in branch campaign activities, etc.)
  • Balance operational controls and client needs in order to minimize risk to the Bank
  • Assist with control of branch expenses
  • Develop methods to streamline daily functions and improve branch productivity
  • Perform self-audits as scheduled and submits results in a timely fashion
  • Perform all technical functions accurately and in a timely manner to remain in compliance with regulatory standards
  • Implement procedures in which compliance objectives are incorporated
  • Schedule and reinforces individual and team training
  • Perform periodic reviews to measure compliance knowledge and technical application
  • In partnership with Branch Manager/Client Service Manager, manage assigned branch employees (i.e. selection, training, coaching, performance review, work allocation, etc.) 
  • Oversee and administer branch personnel issues for their direct reports
  • Responsible for the branch in the manager's absence. i.e. outside appointments, PTO, vacancies, etc.
  • Secure, maintain Notary commission and serves as one of the branch Notaries
  • Perform other duties as assigned

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • High School diploma or equivalent required; Associate/Bachelor Degree preferred 
  • Minimum of 3 to 5 years of related experience
  • Minimum of 1 to 2 years of experience supervising branch sales, service, and operations


  • 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 community
  • General Mathematics and Accounting
  • Must be able to assess any given situation, make decisions and bring to a successful resolution
  • Must be experienced in, effective use of one or more core banking deposit and new account software
  • Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook PowerPoint, etc. 

First Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.