Head of Commercial Client Services
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
The recruiter for this position is Lisa Free. If you have questions regarding the role, please contact her for assistance. To be considered for the position, you will need to apply online through the Bank’s internal career site and attach a copy of your resume.
Essential Job Functions
Manages the bank’s activities focused on commercial deposit products and cash management products and services.
Develops tactical business plans and financial budgets. Manage statistics, programs and budgets to meet agreed upon objectives and periodically reports status to top management.
Implements policies and procedures to comply with fundamental business priorities of the bank.
Recommends pricing for products and services to ensure competitiveness and profitability.
Represents the bank as appropriate in its relationships with joint ventures, major customers, suppliers, competitors, government agencies, professional societies and similar groups.
Obtains and evaluates general and specific business conditions, and keeps top management advised on such matters as they impact commercial products and cash management activities.
Makes recommendations regarding the bank’s commercial deposit and cash management product and market coverage in collaboration with line business units.
Assumes responsibilities for carrying out operations in accordance with federal and state laws and regulations, securing professional counsel when necessary.
Manages employees through subordinates, usually other managers. Establishes performance goals, allocates resources and assesses annual performance for direct subordinates.
- Ensures the customer service team is engaged and customer-focused and has the tools to provide a superior customer experience.
- Gathers market intelligence so that market opportunities may be capitalized on as they occur and the effects of competitive activity may be minimized.
- Ensures that operating procedures are in compliance with the approved policies and procedures of the bank.
- Participates in community and business functions/groups to ensure a positive image for the bank within the designated marketplace.
Requires broad management and leadership knowledge to lead large scale teams in a complex environment.
Mastery level knowledge and skills in cash management customer service with understanding of implementation, training, and pricing
Requires 12-15 years minimum prior relevant cash management experience.
- Bachelor's Degree management or business-related subject or equivalent relevant experience
- Masters or advanced degree preferred
- Thorough knowledge of commercial deposit and cash management products and services including all legal, regulatory, customer service, and operational aspects.
Customer Service focused in a complex product environment, able to build teams that support clients
Demonstrated management and leadership skills that inspire, engage and motivate teams
Strong management skills, and able to scale a customer service organization to meet growth and client needs.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.