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Customer Service & Sales Manager

Company

Madison-Davis

Location

Cupertino, California

Type

Full-time

  • Deliver professional, high-quality service across all client and internal bank interactions, ensuring an exceptional customer experience
  • Drive branch sales performance by setting, tracking, and achieving individual and team production goals
  • Coach and develop staff to improve sales effectiveness, customer service, and operational performance
  • Actively identify cross-sell opportunities through customer profiling during account opening and teller interactions
  • Support business development and relationship management efforts, including joint client/prospect calls and onboarding coordination
  • Assist with marketing initiatives to support branch growth, profitability, and client acquisition
  • May act as Mortgage Loan Originator (MLO) to support loan inquiries and assist with lending processes as needed
  • Ensure full compliance with bank policies, procedures, regulatory requirements, and audit standards
  • Oversee branch operations ...

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