Relationship Service Manager

Presidio Bank is looking for a full-time Relationship Service Managerto work with ateam of experienced commercial bankers delivering exceptional service to the Bank’s clients. The position involves close coordination with the Relationship Management team in welcoming new business into the Bank and managing existing client relationships serving as a key liaison with clients on a daily basis. The ideal candidate is an energetic self-starter who is comfortable using technology to deliver Presidio Bank’s suite of deposit and cash management products both in the branch and off-site with the Bank’s clients.

LOCATION: 325 Lytton Ave, Palo Alto, CA

REPORTING TO: Market Manager

RESPONSIBILITIES:

  • Customary Teller functions (Cash handling & balancing, deposit taking, etc.)
  • New Account Opening (Ensure proper documentation in compliance w/ Bank policies & procedures)
  • Client Service Activities (Handle client requests, transfers, wires, etc.)
  • Deliver Cash Management Solutions (Online Banking, Remote Deposit Capture, ATM/Debit/Credit cards, Mobile Banking, etc.)
  • Branch Administration (Liaison for 3rd party vendors, order supplies, etc.)
  • Other Projects/Duties as assigned

SKILLS:

  • High level of customer service
  • Communication skills (In person, phone, written, etc.)
  • Knowledge of Bank deposit products and services
  • Familiarity with all types of legal business entities
  • Ability to handle confidential information
  • Familiarity with banking regulations (BSA/AML, etc.)
  • Must work well with others and in a team environment
  • Approachable, energetic and driven to succeed
  • High organizational skills (Punctuality, Ability to set priorities, efficiency, etc.)
  • Ability to multi-task and maintain accuracy
  • Advanced computer skills are essential (Teller platform, Microsoft Office, etc.)
  • Installation and troubleshooting of online banking and remote deposit capture services

ABOUT PRESIDIO BANK:

Presidio Bank, a San Francisco Bay Area Community Business Bank, provides business banking services to small and mid-size businesses, including professional service firms, real estate developers and investors, and not-for-profit organizations, and to their owners who desire

personalized, responsive service with access to local decision makers. Presidio Bank is headquartered in San Francisco, California and currently operates five banking offices in San Francisco, Walnut Creek, San Rafael, San Mateo and Palo Alto. More information is available at Bank is a member of FDIC and an Equal Housing Lender and Equal Opportunity Employer.