Branch Operations Manager

The Role: Client Service Manager/Branch Operations Manager

The Location: Newport Beach, California

Reports To: Regional Operations Manager

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: Client Services Manager

The Client Services Manager is responsible for leading and developing a client-centric service team that provides high-touch support to high-net-worth clients, privately held businesses, and professional services firms. This role oversees daily workflow management, establishes service and quality expectations, and ensures the team is equipped with the training, tools, and coaching needed to deliver exceptional service. The Manager collaborates closely with senior leadership, Relationship Managers, and Operations to implement process improvements, resolve escalated concerns, and maintain the Bank’s signature commitment to personalized, relationship-driven service.

Through strong leadership, performance management, and continuous improvement initiatives, the Client Services Manager elevates the effectiveness and cohesion of the department. Their oversight directly enhances the client experience, contributing to higher satisfaction, stronger retention, and deeper relationship growth. This role plays a pivotal part in sustaining the Bank’s brand promise, strengthening internal alignment, and supporting organizational growth through consistent, high-quality service execution.

• *What You’ll Do**

Oversee day to day customer and branch team activity and operations of the branch in a safe manner that will protect the bank and its customers.

Meet and exceed customer service expectations.

Prepare work schedules, coordinate staff coverage and assign duties to staff to ensure efficient operation of branch.

Ensure self and staff have a thorough understanding of what is expected of them operationally including their responsibility to follow procedures, maintain the skill levels expected of them and understand signing authorities given to them.

Expertise in all core systems and deposit documentation and financial platforms.

Understand and execute complex entity structures and account titling.

Achieve a minimum of ‘satisfactory’ on all audits.

Control branch cash to meet branch needs within policy requirements.

Responsible for self- and staff development including ongoing training.

Conduct regular (minimum of monthly) documented staff meetings to discuss policy and procedure, updates, bank focus, training, etc. Ensure takeaways from manager-level operational meetings are deployed to teams.

Responsible for hiring, promotions, terminations, performance appraisal and salary administration.

Regularly coach team members to increase knowledge, improve skills, increase productivity, improve communication, maintain accountability, etc.

Ensure the branch team follows all fraud-related directives and communication.

Establish and maintain the highest level of communication and collaboration with the Market Leader (or equivalent); work together to prioritize and execute on production to achieve the highest level of client service.

Perform other duties as assigned or needed including but not limited to client outreach and participation in bank initiatives.

• *AML/CFT/Compliance Responsibilities
• This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.
• *Who You Are
• *Experience & Expertise
• Minimum 5-7 years of banking management and operations experience and has previously held a CSM or Assistant Branch Manager po