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Sales Jobs in Cupertino, CA

Customer Service & Sales Manager

Madison-Davis

Cupertino, CA

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JOB DETAILS
SKILLS
Business Development, Coaching, Cross-Selling, Customer Acquisition, Customer Experience, Customer Service Management, Customer Service Operations, Customer/Client Research, Kronos Workforce Scheduler, Leadership, Loan Origination, Loans, Maintain Compliance, Marketing, Mortgage Lending, Onboarding, Performance Analysis, Performance Reviews, Profit & Loss, Regulatory Requirements, Relationship Management, Revenue Growth, Risk, Sales, Sales Management, Sales Prospecting, Staff Development
LOCATION
Cupertino, CA
POSTED
14 days ago
  • 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 including new accounts, teller functions, and safe deposit box activities
  • Serve as subject matter expert on branch operational, risk, and compliance procedures
  • Monitor daily and monthly operational reports and ensure required branch certifications are completed
  • Identify and resolve operational deficiencies through appropriate controls and oversight
  • Manage staffing levels, scheduling, and workforce utilization to meet service and operational needs
  • Conduct performance evaluations and support employee development through coaching and feedback
  • Recommend and support hiring, terminations, compensation changes, and performance actions in coordination with leadership
  • Approve time records, schedules, and employee leave requests
  • May serve as branch Safety and/or Security Officer
  • Represent the bank through participation in community, civic, and professional organizations

About the Company

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Madison-Davis

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