bank branch manager job description for resume

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5 Amazing bank branch manager Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, bank branch manager: resume samples & writing guide, professional summary, employment history.

• Generate reports and provide updates to senior management
• Monitor and analyze performance metrics and provide feedback
• Handle customer inquiries, complaints, and disputes
• Develop and implement business plans and strategies to increase market share and profitability
• Perform risk management activities
• Train, coach, and develop staff
• Manage the day-to-day operations of the branch
• Develop and implement sales and marketing strategies

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• Develop and maintain branch security procedures
• Ensure compliance with banking regulations and internal policies
• Monitor and review customer accounts

Ursa Benson

• Maintain and develop relationships with customers
• Provide leadership and guidance to branch staff
• Ensure customer service standards are met

Percy Roberts

• Manage the branch budget, expenses, and operational costs

Ollie Daniels

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Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

bank branch manager Job Skills

For an bank branch manager position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Data Analysis
• Project Management
• Quality Assurance
• Database Management
• Risk Management
• Customer Service
• Troubleshooting
• Computer Literacy
• Visualization
• Business Acumen
• Process Improvement
• Financial Management
• Strategic Thinking
• Presentation
• Written Communication
• Social Media
• Innovation.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Supervisory
• Documentation
• Relationship Management.

How to Improve Your bank branch manager Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Vincent Kelly

Include your contact information and job descriptions, missing job descriptions lessens your chances of getting hired..

• Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
• Keep job descriptions short but don't just list your jobs.
• Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your bank branch manager Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

• Manege the brance budjet, expences, and oprational cost's.
• Hanldle custmer inquirys, complants, and disputess.
• Manege teh day-too-day opperations of teh branch.
• Manege the branch budget, expences, and operational cost's.
• Train, coach and develope staf
• Developd annd implementt sales annd marketting strategiess.
• Generate report's and provide update's too senior managment.
• Tain, coatch, an' develope staf.
• Manege the branch budjet, expences, and operational cost's.

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history..

• When explaining gaps in your employment section, start by being honest.
• Elaborate on the gap and show that you never stopped learning.
• Explain and elaborate any gap in your work history by highlighting new skills.

bank branch manager Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an bank branch manager position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Greetings U.S. Bank Recruitment Team

I am a highly motivated Bank Branch Manager with 12 years of experience in the Banking field. I am excited to submit my application for the Chief Bank Branch Manager position at U.S. Bank, where I believe my skills and expertise would be an excellent fit.

As someone who has always been committed to making a positive impact on the world, I have pursued opportunities to contribute to my community through my work wherever I may be. My experience in this field has equipped me with the skills and knowledge necessary to succeed throughout my life and I am confident that they will help me to bring my passion and expertise to your organization and help drive your success.

Thank you for considering my application for the Chief Bank Branch Manager position. I hope you will allow me to show you what I am capable of bringing to your organization and how we can work together to make an impact on the industry.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

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Samples › Branch Manager

Branch Manager Sample

Download and customize our resume template to land more interviews. Review our writing tips to learn everything you need to know for putting together the perfect resume.

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If you’re a Branch Manager at a bank or other financial organization, your responsibilities are broad and varied. From managing employees and resources to charting growth strategies and developing customer service models, the job duties are complex and vitally important for your branch’s success. To obtain this job and advance your career, you need a Branch Manager resume that effectively conveys your key competencies, experiences, and achievements.

That’s why we’ve created this Branch Manager resume guide to ensure that you have the tips, insights, and sample resume you need to craft a truly winning resume. By the time you’re done reading this guide, you should have all the information you need to identify your most relevant skills, highlight measurable achievements that demonstrate your unique value proposition, and deliver a compelling narrative that makes the right first impression on prospective employers.

How to write a resume

Writing a spectacular resume requires several key things. First, you need to ensure that your format and structure are clean, clear, and professional. Second, you need to focus on highlighting key skills and achievements, with an eye toward accomplishments that clearly showcase the value you can offer to the company. Third, you need to properly tailor your resume to the job you’re seeking to help you get past any automated screening software that the company may be using.

Your choice of format is vitally important, so choose wisely. There are three options, including the reverse chronological , functional, and hybrid formats. We recommend the reverse chronological for most resumes since that is the format that hiring managers are accustomed to seeing. To use it, you simply list jobs in your professional experience section in reverse order, starting with the most recent position you’ve held.

If you’re using the reverse chronological format, the structure of your resume will be simple to construct. The structure that we recommend has the benefit of separating similar types of information into distinct sections, making it easier for employers to skim through your Branch Manager resume to locate the details they want to see. 

And yes, your resume will be skimmed. No hiring manager starts at the top of a resume and reads each word through to the end. Instead, they typically scan it until they find something that stands out, and then they read.

So, how do you structure this information? Glad you asked! Use the following sections to present your key resume details:

Contact information : These details include information that helps the employer reach you to schedule an interview. Include your full name and location, email, phone, and LinkedIn URL .

Resume heading or job title : Include the job title you’re seeking, along with some flavor. For example, instead of just writing Branch Manager, write “Experienced Branch Manager with Proven Track Record of Growth.”

Summary statement : This is a brief, three to five-sentence elevator pitch that highlights your most relevant skills and achievements to showcase your potential value as an employee.

Core competencies : In this section, you should include a mix of hard and soft skills in bullet point form and formatted into two or three columns. More on this in a later section of the guide.

Professional experience : List each job you’ve held over the last 10-15 years, in reverse order. Include bullet point achievements beneath each position.

Education : Include information about the schools you’ve attended, your course of study, degree earned, and attendance dates.

Focus on value

As you provide these details in your resume, focus on showcasing value. One of the best ways to do this is to use real numbers when you’re highlighting achievements. For example, instead of writing about how you led a team that transformed the company’s sales program, add quantifiable results to that accomplishment by saying:

“Led 10-person team in sales program transformation, improving sales track efficiency by 15%, increasing revenue by 24%, and reducing lead attrition by 35% over 6 months.”

Beat the ATS

Finally, pay attention to the job posting and role description. Your resume will need to get past an applicant tracking system (ATS). To do that, you will need to ensure that it contains important keywords from the job posting. Note any specific words used to describe skill and experience qualifications, and use those exact words in your resume. When the ATS sees those keywords, it will recognize that your resume meets the base qualifications. That will increase the chances that it gets past the screener and into human hands.

Branch Manager resume example

The tips we have discussed should have given you a solid foundation of knowledge about the key information you need to include in your Branch Manager resume. However, it can also be helpful to see how that guidance comes together to create a real-world example of a resume. 

To that end, we’ve included a resume example below that you can use to guide you in the creation of your own Branch Manager resume.

City, State or Country if international

Phone | Email

LinkedIn URL

BRANCH MANAGER PROFESSIONAL

Results-producing Branch Manager demonstrating year-over-year improvements in sales, customer service ratings, and team productivity.  Strong and decisive operations and customer service leader with excellent analytical, organizational, team building and planning skills.  Maintains an  uncompromising focus on high quality standards and bottom-line profit improvement.  Effective technical and communication abilities.  Excels at turning under-producing individuals into teams that work efficiently and exceed all expectations.  Customer service oriented and excellent at performing crisis management, ensuring customer loyalty, and increasing bottom line revenues.  Managed more than 40+ staff to exceed sales and customer retention goals on an annual basis.

CORE COMPETENCIES

Branch Management

Bank Management

Project Management

Staff Supervision

Crisis Management

Operations Management

Staff Mentoring

PROFESSIONAL EXPERIENCE

Branch Manager

ZipJob, New York NY | Year to Year

Responsibilities

Supervised a team of five branch personnel to achieve sale goals and operate in compliance with federal regulations and corporate policies, focusing on external business development, internal training, and superior customer service.

As the original Branch Manager for the XXX location, creating a profitable branch within three years and received excellent audit reviews for safety and soundness.

Conducted regular coaching/mentoring sessions with all branch staff to create a strong team environment and develop competent employees who can grow with the company.

In collaboration with the Vice President of Member services, identified and monitored key performance indicators within the branch to evaluate and adjust strategies for reaching organizational goals.

Maintained productive relations with various internal departments, leading to success on a variety of projects, including converting referrals into clients at a rate of xx%, increasing mortgage and financial services accounts by xx%, developing new operational procedures.

Promoted to positions of increasing authority and responsibility due to my outstanding customer service ratings and team management skills.

Maximize profitability through superior customer service, effective and prompt communication and follow-up on all pending matters with the customer.

Utilize superior communications skills to motivate staff and develop effective working relationships with peers, executives, and clients.

Managed 40+ employees and developed a team focused on customer service and results.

Handled escalated customer concerns/complaints and devised creative solutions to ensure customer loyalty.

Monitored phone activity to assure each member was providing top service and working to their potential.

Coached and developed customer service representatives to meet and maintain company goals.

Organized staff meetings in regards to new products and procedures.

Complete School Name, City, St/Country: List Graduation Years If Within the Last Ten Years Complete Degree Name (Candidate) – Major (GPA: List if over 3.3)

Relevant Coursework: List coursework taken (even include those you are planning on taking)

Awards/Honors: List any awards, honors or big achievements

Clubs/Activities: List clubs and activities in which you participated

Relevant Projects: List 2-3 projects you have worked on

Key hard & soft skills for a Branch Manager

As you create your Branch Manager resume, it is vital to ensure that it highlights the skills employers want to see when they’re hiring for this role. Your core competencies section should include both hard and soft skills to ensure that hiring managers can see that you have the right technical, interpersonal, and leadership abilities for the job. To help you accomplish that goal, we’ve compiled a brief list of both hard and soft skills that you may want to consider adding to your skills section.

Hard skills for a Branch Manager resume

Hard skills include abilities that you obtain through formal education, informal training, on-the-job training, and other educational avenues. They are skills that are directly related to your career path, though some may also be transferable to other jobs and careers. 

Below, we have included several examples of Branch Manager hard skills that you may want to include in your resume. However, review the job posting to see how the company describes these abilities and try to use their terminology in your skills section.

Consumer and business lending

Credit assessment

Portfolio management

Retail banking expertise

Financial risk

Financial services

Business relationship management

Project management

Soft skills for a Branch Manager resume

Unlike hard skills, soft skills are learned and developed through use, experience, and other informal avenues. These are the abilities that you rely on to navigate relationships with colleagues, collaborate in joint efforts, and lead teams. They also include skills and traits that you use to think, plan, and solve problems. 

The following list can help you to identify some key skills for your Branch Manager resume. Again, try to use terms that are identical to those found in the job posting and description.

Team building

Goal setting

Conflict resolution

Communication

Strategic thinking

Summary & last words

As you can see from this guide, there is more to creating a compelling Branch Manager resume than simply listing all your relevant skills and job experiences in a dull, uninspiring document. If that’s all you do, then your resume will likely get lost among the dozens or hundreds of other resumes from rival candidates for the job. To truly stand out from the crowd and ensure that employers can quickly understand the value you offer, you need a resume that conveys that value proposition.

Introduction to ZipJob: Professional resume writers

Obviously, you need a professional resume that acts as your personal marketing presentation to employers. It needs to not just deliver information but also convey a message that showcases you as the ideal candidate for the job you’re seeking. The good news is that ZipJob has you covered. While this guide can help you craft a solid, basic resume to submit to employers, our team of expert resume writers can help you take that resume to the next level.

Why you should make use of our resume writing services to land your next job as a Branch Manager

Make no mistake: many of the job seekers you’re competing with will be relying on resumes from professional writing services like ours. By partnering with ZipJob’s team of experts, however, you can ensure that you receive a truly personalized resume that conveys not just your unique qualifications but your personality as well. The reality is that companies don’t hire lists of qualifications; they hire people – and that’s especially true when it comes to vital managerial positions like yours.

Your assigned writer will work with you to ensure that your final resume is the tailored, results-driven marketing piece you need to make the best possible first impression on any employer. Our writers have years of experience crafting Branch Manager resumes, and that expertise will ensure that your resume meets your highest expectations.

Resume writing service for Branch Manager: Let us write your resume

A good resume can help ensure that your job submission receives at least some consideration for an interview, but a great resume can do much more than that. With a truly compelling resume that highlights your potential value as a Branch Manager, you can dramatically increase your chances of landing more interviews and lucrative job offers. Contact us today to learn more about how partnering with ZipJob’s resume-writing experts can help you open the door to the opportunity you deserve.

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• • Directed regional operations, achieving a 20% growth in P&L through effective cost-management strategies.
• • Supervised a team of 150+ employees, ensuring productivity improvements by 15% through targeted training programs.
• • Led the successful implementation of a new dispatch system, increasing route efficiency by 25%.
• • Managed vehicle and equipment maintenance programs, reducing downtime by 30% and extending asset lifespans.
• • Ensured a 98% rate of operational compliance with safety and security protocols, minimizing risk and liability.
• • Drove customer satisfaction scores up by 18% through the development of a dedicated service improvement team.
• • Controlled branch P&L, delivering a 10% improvement in profit margins by optimizing staffing and logistics.
• • Initiated a recruitment campaign, selecting and training over 70 operations personnel within a stringent timeline.
• • Administered the launch of a preventative maintenance schedule for all branch equipment, cutting costs by 20%.
• • Reduced overtime expenses by 15% while maintaining operational effectiveness through meticulous scheduling.
• • Cultivated strong relationships with customers, resolving issues promptly and maintaining a 95% retention rate.
• • Enhanced route productivity by 10% through the analysis and restructuring of existing armored routes.
• • Streamlined terminal operations, improving the cash processing time by 20%, enhancing customer satisfaction.
• • Delivered safety training, resulting in a 40% reduction in workplace accidents over a two-year period.
• • Implemented new security protocols, ensuring the secure transport and storage of high-value cargo.

2 Branch Manager Resume Examples & Guide for 2024

As a branch manager, your resume must demonstrate strong leadership skills. You need to showcase your ability to effectively manage a team and drive results. Ensure your resume highlights your experience in financial management and customer service excellence. Your proven track record in these areas will set you apart from the competition.

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

Assistant Branch Manager

As a branch manager, articulating your extensive experience without overwhelming your resume can be a daunting challenge. Our guide provides expert tips on streamlining your information, ensuring your resume is both comprehensive and compelling, thus setting you on the path to your next leadership opportunity.

• branch manager resumes that are tailored to the role are more likely to catch recruiters' attention.
• Most sought-out branch manager skills that should make your resume.
• Styling the layout of your professional resume: take a page from branch manager resume examples.

How to write about your branch manager achievements in various resume sections (e.g. summary, experience, and education).

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How to style your branch manager resume: layout and format

• Reverse-chronological resume format to highlight your experience;
• Functional skill-based resume format if you have less experience and want to focus on skills;
• Hybrid resume format to guide recruiters through both your experience and skills.
• Make sure your headline is simple and includes the job you're applying for or your current role, an abbreviation of a certificate you have, or even your professional area of interest;
• Always tailor your branch manager resume to the role you're applying for by matching job requirements to your experience via different resume sections;
• Once you've created your resume, download it in PDF (unless otherwise specified). This is to ensure readability and that the layout remains fixed.

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The more trusted the organization you've attained your certificate (or degree) from, the more credible your skill set would be.

The six in-demand sections for your branch manager resume:

• Top one-third should be filled with a header, listing your contact details, and with a summary or objective, briefly highlighting your professional accolades
• Experience section, detailing how particular jobs have helped your professional growth
• Notable achievements that tie in your hard or soft skills with tangible outcomes
• Popular industry certificates to further highlight your technical knowledge or people capabilities
• Education to showcase your academic background in the field

What recruiters want to see on your resume:

• Demonstrated leadership and team management experience, showing the ability to guide and motivate a diverse team effectively
• Proven track record in sales, business development, and customer relationship management, emphasizing specific results and achievements
• Experience with financial management, including budgeting, forecasting, and P&L responsibility
• Knowledge of industry-specific regulations, compliance standards, and best practices to ensure the branch operates within legal and ethical guidelines
• Strategic planning and decision making, with the ability to set and meet both short-term and long-term business objectives for the branch

Writing your branch manager resume experience

Within the body of your branch manager resume is perhaps one of the most important sections - the resume experience one. Here are five quick tips on how to curate your branch manager professional experience:

• Include your expertise that aligns to the job requirements;
• Always ensure that you qualify your achievements by including a skill, what you did, and the results your responsibility led to;
• When writing each experience bullet, ensure you're using active language;
• If you can include a personal skill you've grown, thanks to your experience, this would help you stand out;
• Be specific about your professional experience - it's not enough that you can "communicate", but rather what's your communication track record?

Wondering how other professionals in the industry are presenting their job-winning branch manager resumes? Check out how these branch manager professionals put some of our best practices into action:

• Led branch operations effectively, achieving a 25% increase in customer satisfaction by implementing a new customer service training program.
• Managed a loan portfolio of over $50 million, securing a 10% growth in loan volume through targeted marketing strategies.
• Spearheaded the adoption of digital banking services, which accounted for a 40% increase in online transactions among the branch clientele.
• Successfully launched two new products leading to an increase in the branch revenue by 15%.
• Oversaw a team of 30 employees, reducing staff turnover by 20% through enhanced recruitment and staff development programs.
• Facilitated a partnership with local businesses, leading to the deployment of 5 new ATMs in high-traffic areas.
• Developed and executed a branch-wide risk management strategy, reducing non-performing assets by 18%.
• Deployed cost-saving initiatives that cut operational expenses by 12%, without sacrificing service quality.
• Drove the branch to achieve the highest compliance rating for two consecutive years during regional audits.
• Initiated a client retention program, resulting in a 35% reduction in customer churn rate.
• Increased cross-selling ratios by 22% through effective training and sales incentives for branch staff.
• Orchestrated a branch-wide upgrade of banking software, improving transaction processing speed by 50%.
• Restructured the branch lending approach, boosting mortgage sales by 20% in a two-year window.
• Implemented a client feedback system, which provided actionable insights that enhanced product offerings.
• Cultivated a culture of performance excellence, with the branch receiving the ‘Best Branch Award’ in the region.
• Pioneered a sustainable business model focusing on eco-friendly practices, reducing the branch’s carbon footprint by 25%.
• Enhanced staff productivity by 30% through the introduction of a dynamic work schedule and performance analytics.
• Executed a business continuity plan during a significant systems outage, ensuring zero downtime in customer-facing services.
• Managed a branch relocation project that increased foot traffic by 40% due to improved location and facilities.
• Developed strategic partnerships with local businesses, contributing to a 15% increase in B2B accounts.
• Optimized inventory management for cash reserves, resulting in a 5% cost saving on currency operation expenses.
• Directed a customer service overhaul, which saw the branch winning the national ‘Customer First’ award.
• Negotiated with technology vendors to upgrade branch infrastructure, ultimately enhancing customer service capabilities.
• Launched a fin-tech initiative in the branch that attracted a younger demographic, increasing the customer base by 18%.
• Played a pivotal role in the diversification of the branch's portfolio, adding wealth management services that grew assets under management by $10 million.
• Collaborated with marketing to run targeted campaigns, driving a 25% increase in small business lending products adoption.
• Championed a customer outreach program which reinforced community relationships and improved public perception of the brand.
• Led the branch to surpass its annual targets by 20% through the optimization of sales strategies and staff performance.
• Revamped the customer complaint resolution process, slashing resolution times by 30% and enhancing customer loyalty.
• Coordinated with HR to implement a leadership development program, preparing junior staff for future management positions.

Quantifying impact on your resume

• Include the percentage increase in branch revenue under your management to demonstrate growth leadership.
• List the exact number of employees you've supervised to show management scale capacity.
• Mention the reduction percentage of operating costs you've achieved to highlight cost-saving initiatives.
• Specify the number of successful projects led that resulted in increased efficiency or sales.
• Quantify customer satisfaction scores or Net Promoter Score improvements under your leadership.
• Detail the number of training sessions conducted to emphasize investment in team development.
• Report the growth in account numbers or loan volumes to indicate business development success.
• Recount the exact figures of any budget you've managed to demonstrate financial acumen.

Action verbs for your branch manager resume

Making the most of your little to none professional experience

If you're hesitant to apply for your dream job due to limited professional experience , remember that recruiters also value the unique contributions you can offer.

Next time you doubt applying, consider this step-by-step approach for your resume's experience section:

• Rather than the standard reverse chronological order, opt for a functional-based format. This shifts the focus from your work history to your achievements and strengths;
• Include relevant internships, volunteer work, or other non-standard experiences in your branch manager resume's experience section;
• Utilize your education, qualifications, and certifications to bridge gaps in your branch manager resume experience;
• Emphasize your interpersonal skills and transferable skills from various industries. Often, recruiters seek a personality match, giving you an advantage over other candidates.

Recommended reads:

• When You Should (And Not) Add Dean's List On Your Resume
• How to Put Cum Laude on Your Resume

List all your relevant higher education degrees within your resume in reverse chronological order (starting with the latest). There are cases when your PhD in a particular field could help you stand apart from other candidates.

Balancing hard and soft skills in your branch manager resume

Recruiters indeed pay close attention to the specific hard and soft skills candidates possess. Hard skills refer to technical abilities or your proficiency in technologies, while soft skills are the personal attributes and qualities developed over your lifetime.

If you're unsure about effectively quantifying these skills on your resume, follow our step-by-step guide. It's crucial to first understand the key job requirements for the role. Doing so enables you to accurately list your:

• Hard skills in sections like skills, education, and certifications. Your technical expertise is straightforward to quantify. Most organizations find it sufficient to mention the certificates you've earned, along with your proficiency level.
• Soft skills within your experience, achievements, strengths, etc. Defining interpersonal communication traits in your resume can be challenging. Focus on showcasing the accomplishments you've achieved through these skills.

Remember, when tailoring your branch manager resume, ensure that the skills you list match exactly with those in the job requirements. For instance, if the job listing specifies "Microsoft Word," include this exact term rather than just "Word" or "MSO."

Top skills for your branch manager resume:

Financial analysis

Budget management

Banking regulations knowledge

Risk management

Sales and marketing

Business development

Customer service management

Data analysis

Branch operation procedures

Employee training and development

Communication

Problem-solving

Decision-making

Strategic planning

Customer service orientation

Adaptability

Team building

Emotional intelligence

Negotiation

Showcase academic background with education and certifications' sections

Listing your education and certifications should be a rudimentary part of your resume writing.

Including your relevant academic background - in the form of your higher education degree and niche-specific certificates - will prove knowledge of the industry.

For your education section:

• Start by including your degree, followed by start and graduation dates, as well as the institution;
• You could include relevant coursework, major/minor , or GPA, only if your've just graduated from college or if this information would further support your application;
• If you have an "ongoing" degree, you can still list it in case you think your diploma can impress recruiters or it's required;

Follow a similar logic for your certifications section by listing the institution, alongside dates you've obtained the certificate. For some of the most recent and relevant industry certificates , check out the next part of our guide:

The top 5 certifications for your branch manager resume:

• Certified Manager (CM), Institute of Certified Professional Managers
• Project Management Professional (PMP), Project Management Institute
• Certified Financial Services Auditor (CFSA), Institute of Internal Auditors
• Chartered Financial Analyst (CFA), CFA Institute
• Certified Bank Manager (CBM), American Bankers Association

If you're in the process of obtaining your certificate or degree, list the expected date you're supposed to graduate or be certified.

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Deciding between a resume summary or objective for your branch manager role

Understanding the distinction between a resume summary and an objective is crucial for your branch manager resume.

A resume summary, typically three to five sentences long, offers a concise overview of your career . This is the place to showcase your most pertinent experience, key accomplishments, and skills. It's particularly well-suited for those with professional experience relevant to the job requirements.

In contrast, a resume objective focuses on how you can add value to potential employers. It addresses why they should hire you and outlines your career expectations and learning goals. Therefore, it's ideal for candidates with less experience.

In the following section of our guide, explore how resume summaries and objectives differ through some exemplary industry-specific examples.

Resume summaries for a branch manager job

• Seasoned financial services branch manager with over a decade of experience in fostering robust client relationships, optimizing operational efficiency, and leading high-performing teams. Skilled in risk management, strategic planning, and regulatory compliance. Spearheaded a 200% increase in portfolio revenue over five years at a top-tier bank.
• Energetic former retail store director eager to transition into branch management, bringing over 15 years of leadership in customer service and operations. Proven track record of improving sales volume and team performance by over 150%. Expertise in inventory management, sales forecasting, and implementing cost-saving strategies.
• Dynamic marketing agency director pivoting into branch management, armed with a flair for team leadership and strategic business growth. Over 12 years orchestrating successful campaigns, driving brand awareness, and bolstering client acquisition. Adept at translating market analytics into actionable business initiatives.
• Highly motivated branch manager with a 7-year tenure overseeing branch operations in the insurance sector, adept at policy administration, client retention, and claims management. Pioneered a customer service initiative that boosted customer satisfaction scores by 40%. Focus on cultivating a team environment that exceeds sales targets while maintaining compliance.
• Seeking to leverage extensive customer service background and enthusiasm for relationship building in a branch management capacity. Goal-oriented with a passion for leading teams to success and eager to apply transferable skills to achieve operational excellence and exceed performance metrics within a banking environment.
• Driven professional aiming to utilize a strong background in sales and team management in the role of a branch manager. Aspiring to harness a solid foundation in business strategy and customer engagement, keen to cultivate a productive team dynamic, optimize branch profitability, and deliver an exceptional client experience in the banking industry.

Other branch manager resume sections to support your expertise and skills

Recruiters are always on the lookout for that branch manager candidate who brings about even more value to the role.

This can be either via their personality or additional accreditations they have across the industry.

Add to your resume any of the four sections that fit your profile:

• Projects for your most impressive, cutting-edge work;
• Awards or recognitions that matter the most;
• Publications further building up your professional portfolio and accreditations;
• Hobbies and interests to feature the literature you read, how you spend your time outside of work, and other personality traits you deem may help you stand out .

Key takeaways

Securing your ideal job starts with crafting a compelling branch manager resume. It should not only highlight your professional strengths but also reflect your personality. Key aspects to remember include:

• Choose a clear, easily editable format, allowing more time to focus on the content of your resume;
• Emphasize experience relevant to the job, focusing on your impact on the team;
• Opt for a resume summary if you have extensive professional experience, and a resume objective if you're just starting out;
• Include technical skills in the skills section and interpersonal skills in the achievements section;
• Recognize the importance of various resume sections (e.g., My Time, Projects) in showcasing both your professional abilities and personal traits.

Branch Manager resume examples

Explore additional branch manager resume samples and guides and see what works for your level of experience or role.

Looking to build your own Branch Manager resume?

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Branch Manager Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the branch manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Monitor and direct performance by analysing the branch performance scorecard (Performance Management and Risk Framework) and management information
• Manage end-to-end processes including workforce planning, recruitment, performance management and all people management practices
• Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
• Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
• Assist Group Branch Manager in development of management candidates and move to responsibility level
• Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices
• Makes timely and effective decisions related to personnel, assets, customers, sales, operations and management team to continuously improve performance
• To achieve a contracted percentage of 75% of trade- and 50% outstanding capital by ensuring that the team present the assets/vehicles for sale in such a manner that the assets will realise the highest profits on auctions
• To ensure operating expenditure for the team is within budget by checking /controlling and to signing off all expenses in the daily operations of the trade Centre
• To sell assets/vehicles in the store on a monthly basis via a team of staff members
• Some of the tasks entail the organising of audits, negotiating with ABSA legal torelease the vehicles
• To ensure that the trade centre team do not to exceed contracted % of sales budget set by national office at beginning of financial year according to Performance development agreements
• To ensure the end to end process is not compromised and that SLA's are met. SLA meetings conducted to ensure adherence of team efforts within agreed timelines. If non adherence consequent management to be conducted
• To identify and implement any processes which will enhance the operation effectiveness of the Branch. Research via client interaction as well as looking at best practices
• People management – delivering performance through people-supporting performance and development
• Establishes business contacts and networks through community events and activities
• Make regular outside sales calls to develop and deepen business relationships
• Perform all additional duties as assigned by Management
• Recruit, hire, train, supervise, and develop branch staff in an effort to create strong team members that contribute to the success and growth of the branch
• Create and sustain a business culture of well managed growth within your branch, underpinned by
• Proven record of developing and coaching high performance sales and service teams
• Ability to ensure high quality, profitable service levels
• Ability to learn quickly and apply that knowledge along with the ability to work in a team environment
• Expert knowledge of Microsoft office suite. Ability to handle complex analysis using Excel. Strong knowledge of PowerPoint
• Excellent customer service skills with strong phone sales ability
• Strong interpersonal skills and the ability to build professional working relationships with branch team and throughout the organization
• Strong organizational skills with ability to effectively prioritize, follow-through and high attention to detail
• Highly organized with the ability to deliver on multiple priorities, attend to details but maintain focus on the big picture safety
• Strong communication and presentation skills - able to tell a good story
• Strong presentation skills, able to tell a good story
• Strong communication skills with an ability to deal with all levels in a confident and professional manner

15 Branch Manager resume templates

Read our complete resume writing guides

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• Minimumtwo years of financial sales management in a Retail Bank is REQUIRED
• Demonstrated effectiveness in managing operational requirements and procedures
• Ability to develop knowledge of all aspects of branch operations, including paying and receiving transactions, regulatory compliance, and Bank Policy & Procedure
• Job experience with extensive customer contact, including building & maintaining customer relationships
• Advanced proficiency with Windows PC navigation and software, including Excel and Word required

Branch Manager, Non Producing Resume Examples & Samples

• Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales
• Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
• Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs
• Accountable for the Branch’s sales performance and financial performance
• Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices
• Responsible for effectively communicating the status of performance and issues to the Complex Manager
• 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent
• Ability to own projects at a Branch level

Branch Manager, Producing Resume Examples & Samples

• Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
• Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
• Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager
• At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
• Ability to organize and prioritize work, meet deadlines, and complete projects

Branch Manager Assistant, Non Producing Resume Examples & Samples

• Maintain Branch Finance and Expense Management information, including Automated Flexible Grid (AFG), Business Development Allowance (BDA), and P&L
• Coordinate the pre-hire due diligence process for Recruits
• Implement the Onboarding and Orientation of Staff, Financial Advisors, and Recruits, including Sales Force website usage
• Serve as the branch contact for Financial Advisor and Support Staff compensation arrangements and issues
• Act as a resource and liaison for Branch Communications and Technology support
• Provide administrative functionality for HR (CARCO/I-9 processing, New Hire and Termination paperwork, Workday, and Taleo)
• Serve as the Building and Facilities Management point of contact and EMCOR liaison
• Coordinate Staff and Financial Advisor Registration and Licensing
• Assist in the administration of the Branch Business Continuity Plan (BCP)
• Plan/Coordinate Branch and client events, seminars, meetings, etc
• Maintain Branch supplies, process invoices, and prepare T&E’s utilizing the Concur, Ariba, and SMAART Web online systems
• Perform administrative functions including, but not limited to, Branch Manager telephone coverage, business travel arrangements, file maintenance, Branch report preparation, and calendar maintenance
• 2 Years of related experience required
• Series 7 preferred
• Highly effective time management and communication skills
• Ability to prioritize multiple competing demands
• Self-motivated and able to work with minimal direction
• Extensive knowledge of branch procedures
• Proficient in Microsoft Office applications (including Word, Excel and PowerPoint)
• Three years retail sales experience in a consumer or small business environment with leadership/coaching experience or two and a half years financial service and sales experience with at least one year previous experience in a leadership role
• Ability to develop strategic plans to meet sales goals
• Ability to interact confidently with clients
• Achieve business growth by improving revenue/expense, and meeting/exceeding customer expectations
• Set goals, develop and effectively execute strategies against a detailed action plan
• Actively coach employees to achieve sales results, source new customer business and provide superior customer service
• Build effective relationships with customers, business partners, staff, and members of the community
• Minimum 2 years of financial management in a Retail Bank is REQUIRED
• Demonstrated success in managing performance and sales referral leadership
• Ability to manage to P&L and teach concepts of P&L to develop staff knowledge
• Customer service experience, working lobby
• Strong sales planning & management skills
• Floor management and scheduling skills
• Strong probing, analytical, problem solving and decision-making skills
• Computer/navigational skills
• Community involvement experience
• Ability to work Saturday and some evenings required

Citifinancial Branch Manager Trainee Edmonton AB Resume Examples & Samples

• University or College degree an asset
• Ability and willingness to relocate across Canada
• A team player who has the knowledge and desire to continue to learn, grow and excel in a fast-paced, team-oriented environment
• An individual who is driven to take on responsibility at an early stage in their career and who is not afraid of new challenges and opportunities
• Someone who has strong communication, interpersonal and relationship building skills
• Current or previous experience at OneMain Financial or a similar consumer lending organization
• Experience working in a customer service related environment
• Leadership experience with coaching and leading a team
• Experience in multitasking and working to achieve challenging goals
• Basic computer knowledge – have an understanding of relevant computer software applications (Microsoft Word, Outlook, Excel, Power Point) and has basic keyboarding abilities
• General industry knowledge – have a general understanding of industry rules and procedures (e.g. lending processes, collections practices, accounting, etc.)
• Willingness to work flexible hours which may include some Saturday hours
• Manage branch operations and ensure compliance with all business polices/processes
• Train, coach and motivate all staff members
• Participate in the career development of each employee, including training of consumer lending products and services
• Provide exceptional service to ensure customer satisfaction and ensure continued relationships with OneMain Financial
• Manage collection activities including consulting with customers on loan payments for past due accounts
• Drive branch performance to successfully achieve business goals and branch profitably
• Experience working in a goal oriented sales environment
• Willingness to work flexible hours. Typical office hours are Mon, Wed and Fri – 8:30AM to 5:30PM, Tues and Thurs – 10:00AM – 7:00PM and up to 2 Saturdays per month – 9:00AM -12:00PM
• Meet all state-specific mandatory licensing, certification, training, or other requirements
• For GEORGIA, 1 year minimum experience processing or servicing under the Georgia Industrial Loan Act (GILA)
• For MISSISSIPPI, 1 year of previous mortgage lending experience within Mississippi within the two years prior to the date of the application
• For MONTANA, 3 years of related experience
• For NEVADA, 3 years of related experience within the last five years
• For NEW MEXICO, 2 years of verifiable experience
• For NORTH CAROLINA, 3 years related experience
• NOTE** The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. Job grade and job level may vary based on work experience and qualifications

Branch Manager of Shanghai Resume Examples & Samples

• Partnering with the Project Team in the setup of the Shanghai Branch
• Responsible for the overall profitability for the branch
• Responsible for the overall activities within the branch
• Responsible for business development and leading the frontline sales team to achieve financial budget which include client acquisition, revenue generation, attracting Net New Money, etc. via the Branch
• Partnering with Compliance team to manage relationship with regulators and relevant authorities
• Taking ownership on the Corporate Governance of the Branch, supervising the daily operations of the Sub-branch, ensuring that it comply with regulations and internal control standards
• Responsible for the execution of UBS (China) Limited's strategy as approved by the Board of Directors
• Responsible for the hiring, training of the staff required in the Branch Operations
• Longer term, working together with the President to formulate the detailed implementation strategy for Shanghai business
• Strong execution ability to implement UBS (China) Limited's strategy
• International experience and have a strong understanding of the domestic markets
• Strong Leadership and have the drive to take business forwards；
• Chinese language is a must for the position, both written and oral
• Work varies from significant to high complexity involving routine and non-routine situations / challenges
• Position will provide oversight to more complex circumstances and will have designated authority within assigned limits
• Requires significant initiative and independent judgment in completing work, with unfamiliar situations or challenges addressed by the next level manager
• Problem resolution involves judgment in applying or adapting procedures to address situations as well as searching for and setting precedents for continuous improvement
• Decisions have a direct impact on the functional area, other business units, external guests, and direct reports
• May be required to work shifts outside of regular business hours
• University / College degree or combination of equivalent education and experience in banking or related industry
• 5 - 7 years of related work experience in sales / customer related roles
• 3 years of experience leading and managing others
• Mutual Fund Licensing. Requires completion of: investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling
• Completion of HSBC Premier Academy
• World Selection (training provided by Asset Management Canada, AMCA)
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement Advanced Personal Finance
• Excellent communication and customer service skills
• Excellent knowledge of HSBC’s products / services and competitive environment
• Complete knowledge of HSBC’s policies, practices, and procedures within own area
• Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching
• Remote management experience would be an asset
• Experience managing the performance of direct reports through a performance management process
• Strong understanding of accounting and budgeting principles
• Strong understanding of operations and technical procedures in own area and how they link to other areas of operations
• Strong understanding of legislation and regulations as they apply to own area

VP Senior Branch Manager Resume Examples & Samples

• Assist in coaching and mentoring of other Series 6 and Insurance qualified sales representatives, including encouraging customer meetings, performance of needs assessment and other sales activities consistent with the level of licensing
• Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of HSBC Securities (USA) Inc. through proper customer profiling and needs-based selling
• Conduct needs assessment with current and potential Company customers and recommend appropriate investment and insurance products to meet individual needs, based on objectives, risk tolerance and proper asset allocations
• Sell appropriate core financial service products, including investment and insurance products, to meet customer needs while developing and expanding account relationships
• Ensure adherence to established investment and insurance product set and selling limitations
• Comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products. Unless otherwise assigned on an individual basis in writing, role does not include management and supervision of investment and insurance activities and sales, which lies within the brokerage business and supervisory structure of HSBC Securities (USA) Inc., as determined by its senior management
• Minimum of seven years proven and progressive branch banking and/or commercial lending experience or equivalent, including a minimum of five years proven and progressive management experience or equivalent
• Series 6, 63, Life and Health Insurance Licenses required. On an exception basis a sixty day contingency may be granted solely at management's discretion (this period is full-time study, with no client contact). Licenses are required to discuss and sell insurance and investment products with potential and existing customers as well as coach licensed sales professionals in these discussions and sales and make referrals as appropriate (supervision is from HSBC Securities (USA) Inc.)
• Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually
• Monitor the completion of Operational Effectiveness requirements outlined in Policy and Procedures and other communications as received to manage risk within acceptable limits
• Sales and Service Management
• Risk Management and Compliance
• Preferred: Undergraduate College/University Degree or equivalent 1-2 years banking experience and/or Business/Department Manager with previous sales experience
• Minimum: Undergraduate College/University Degree or equivalent 1 year of banking experience and/or Business/Department Manager with previous sales experience
• Decisiveness (Working)
• Customer Focus (In-depth)
• Communication (Working)
• Relationship Building (Working)
• Personal Effectiveness (Working)
• Risk & Compliance Management (Working)
• Preferred: Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience
• Minimum: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
• Sales and Service Management (Expert)
• Business Acumen and Financial Literacy (In-depth)
• Decisiveness (Expert)
• Performance Management (Expert)
• People Development (In-depth)
• Customer Focus (Expert)
• Communication (Expert)
• Relationship Building (Expert)
• Personal Effectiveness (Expert)
• Risk & Compliance Management (Expert)
• This role requires the incumbent to interact with the District Sales Specialists and Managers, District and Regional Operations Managers and One Harris Partners
• Preferred: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
• Decisiveness (In-depth)
• Performance Management (In-depth)
• Relationship Building (In-depth)
• Risk & Compliance Management (In-depth)
• Develop and implement branch and individual sales, service and operational plans to support the achievement of the area business plan
• Coach your employees to achieve their sales targets
• Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal
• Candidates are required to be 100% mobile throughout the BC Interior
• In-depth knowledge of the full range of Barclays retail product set and service and an overview of corporate and small business services
• Awareness of Barclays retail strategy, operating structures and interfaces
• 6-10 Years Of Branch Management Experience
• Team leader experience
• Overtime approvals
• Stationary consumption/telephones etc
• Brand, product and business proposition

Branch Manager Surat Resume Examples & Samples

• Good communication skills: Fluency in English and Hindi languages; Gujrati would be an added advantage
• Perseverance & Patience
• Willing to travel within the city
• AMFI/NISM certification (Advisors’ Module)
• Any Financial Advisory linked Qualification – CFP
• Knowledge of financial products and environment

Senior Branch Manager Resume Examples & Samples

• People Management with Strong Leadership
• Relationship management
• Communication and Presentation
• In-depth understanding of technical support systems e.g. BRAINS, WinFos
• Detailed understanding of the retail network business processes and operating procedures. Thorough knowledge of operating instructions and audit requirements
• Good understanding of Barclays risk policy
• Knowledge of Barclays people policy and procedures
• Understanding of the local competitor market
• Team leader

Instore Branch Manager Resume Examples & Samples

• Interviewing and selection
• Maintain continuing education coursework to keep licenses and/or registrations in active standing
• Four years financial sales and service experience in a retail bank branch environment with one year direct supervisory experience including the mentoring and coaching of staff
• Demonstrated ability to meet or exceed sales goals. Knowledge of retail bank branch operations, policies and procedures
• Build a strong referral source for new potential business
• Work collaboratively with partners and other specialists to optimize marketplace opportunities and maximize overall branch growth and profitability
• Provide ongoing coaching and development to ensure a high level of employee performance and engagement
• Monitor the completion of Operational Effectiveness requirements outlined in the Policy and Procedures and other communications, as received, to manage risk within acceptable limits
• Strong people and relationship management skills
• Exceptional customer service skills and ability to role model customer service expectations
• Demonstrated experience with sales and service management
• Demonstrated experience with Risk Management and Compliance
• Engage advisors and support staff in ongoing endeavor to provide a legendary Client Experience
• Measure and monitor service delivery results to ensure a consistent, high level of service is achieved
• Actively promote TDWPIA image and brand within the community through participation and leadership in business groups, and related activities
• Monitor performance metrics using branch tools etc
• Take ownership of annual sales plan, through the understanding and taking ownership of annual objectives and sales targets, preparing annual strategic sales plan for the branch and providing inputs into network-wide annual strategic sales plan
• Provide clear direction to branch staff on the Absa Retail business objectives, translating and prioritising into business performance measures at branch and individual level
• Own the customer experience within the branch by proactively driving the “Go to Bank” goal in line with One Africa and RBB strategy
• Interview all customers who want to close their accounts because of poor service or high tariffs to determine the root cause and to attempt to retain
• Mitigate and manage risk, frauds and losses in the branch by ensuring Absa policies and procedures are consistently applied and embedded by up skilling and utilising resources where necessary
• Ensure implementation of all service and sales processes, monitor progress and take corrective actions when required
• Maintain compliance in every activity of the business , esuring compliance with operational and risk requirements e.g. Health & Safety standards, Security of premises, Sanctions, Anti-Money Laundering etc
• 2 years managerial experience in managing a branch / business
• 5 years working experience in a Retail / Banking environment
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

Wuxi Branch Manager Resume Examples & Samples

• Satisfy the qualification requirements by the regulators
• Possess strong leadership and seasoned management experience to drive business and control results and achieve branch profitability
• Self-motivated with a strong sense of responsibility and commitment to the Branch’s overall business development
• Be familiar with banking related laws and regulations; possess high-level policy proficiency and application capability
• Be familiar with banking business, risk management and other vocational specialties
• Track record in working performance
• A team player and strategic thinker with good communication skills
• Mature personality in dealing with complex situations
• Take accountability for the overall achievement of Retail performance objectives for the branch
• Manage the outlet infrastructure both internally and externally, the overalll apperance including
• Bachelor Degree in Commerce, Banking or Business Administration or , NQF level 6 equivalent
• Completed RE1 level 1 regulatory examinations, required by the FSB for all individuals in the
• Work with team leaders and branch staff to achieve sales and service through in-branch business development activities and effective Banking Hall management
• Build and develop a high performing team through performance development and coaching
• Agree targets and take accountability for the overall achievement of Retail performance objectives in terms of Cost performance, Income Contribution and total balance sheet performance
• Provide input into regional and branch forums and review business plans for the Region
• Maintain a healthy balance sheet in the branch
• Actively involved and accountable for making purchase or refund business decisions within set limits
• Own discretion to waive certain account opening or loan application credit criteria
• Ensure compliance with operations risk and rigour requirements
• Ensure that staff in the branch adhere to ABSA Information Security policies and procedures through communication
• Assign responsibility for spot checks to Specialist Managers and staff members and review the results
• Audit and conduct regular quality checks on all processes, transactions with high financial levels and operational risks
• Facilitate the investigation and reporting of Fraud and Loss cases in conjunction with the Risk Team
• Deal directly with customers when they request, takes ownership of the query resolution process
• Review monthly query and complaint trend analysis and provide input to action plans to prevent recurring issues
• Interact regularly with internal service providers to ensure fast and efficient service to customers
• Proactively drive implementation of service initiatives
• Accountable for achieving annual sales and customer acquisition targets
• Establish relationships with key clients or business influencers in the local communities, doing client entertainment within overall annual budget limits
• Identify and become involved in appropriate Corporate Social Investment initiatives
• Provide feedback on the performance or service delivery of external service providers and head office sourcing
• Provide cover for Branch Managers at other outlets or for the Regional Manager
• Share knowledge experience and best practice with team members and other branch managers
• A Diploma in Banking or equivalent NQF level 5 qualification or higher
• Five(5) years working experience in a Retail or Banking environment
• Two(2) years managerial experience in managing a branch or business
• Certification in FAIS (Bank-seta) compliance

Branch Manager Mbale Resume Examples & Samples

• Accountable for achieving annual sales targets as cascaded from the Area Manager. Monitoring of progress towards achieving targets is done on a regular basis, at least monthly
• The Branch manager is also responsible for maintaining a healthy balance sheet in the branch i.e. ensuring the assets on the books of the branch are performing to expected standards, that low quality assets are kept to a minimum and that the earnings contribution of the branch is within acceptable levels
• Even though the branch manager may not be the cost centre owner directly, the incumbent is responsible for strict cost management in that branch i.e. reviewing all service provider quotations before the work can proceed. In addition, the branch manager is expected to conduct detailed analysis, on a monthly basis, of the following cost elements
• Active involvement and accountability for making purchase/ refund business decisions within set limits e.g. Sundry loss, Potential Loss Accounts (PLA), customer refunds. Can approve release of deceased funds within predetermined limit

Branch Manager Visakhapatnam Resume Examples & Samples

• Good communication skills: Fluency in English and Telugu languages; Hindi would be an added advantage
• Self starter, self motivated, Go-getter
• Ability to take mature decisions from a business perspective
• (Business) Graduate or Post Graduate
• Related Experience – 3 to 7 years
• Good Knowledge and understanding of Financial Markets
• Mutual Fund Licensing. Requires completion of: investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills
• Builders Course Completion of HSBC Way of Selling
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
• Diplomatic problem solving skills to resolve issues within own functional area and / or across functional areas

Branch Manager, Brisbane Resume Examples & Samples

• Develop, communicate and implement a value-based strategy that produces a sustainable income stream for the branch and leverage on the full product array available to create new client opportunities and deepen existing client relationships
• Ensure Branch goals and targets are met, including:-
• Volume and revenue growth
• Relationship indicators (franchise x-sell, penetration etc)
• Manage the overall branch operations to achieve business targets within resource and expense budgets
• Provide leadership in hiring, developing, coaching and mentoring a high performing solution-based team capable of meeting the needs of all client segments within the branch
• Experience of running a wealth management business is highly desirable
• Proven ability to build, motivate and lead others and experience of leading sales teams to deliver results and deliver on revenue plans
• Operational management experience within a compliant environment
• Knowledge and understanding of financial services industry and retail banking experience
• Plan and implement service strategies, capacity planning and sales management process to achieve service standards and goals
• Responsible for bottom line growth of Branch month on month / quarter on quarter / year on year
• Number of customers
• Utilise your networking flair and expertise to identify appropriate networking opportunities
• Achieving financial performance and business growth goals
• Build strong working relationships within the community to advance the strategic vision of Citi and create opportunities for growth
• To further enhance the relationship proposition you will have the flexibility to be available for clients, attend networking opportunities, and be mobile, both inside and outside normal banking hours
• Results oriented with proven ability to manage business risks
• Passion for creating a culture for delivering superior customer service and meeting needs of clients/staff

Assitant Branch Manager Resume Examples & Samples

• High School diploma or equivalent required with some college coursework and/or degree preferred
• Comprehension of required loan documentation i.e. Appraisals, title products, flood certifications, income, trusts, etc
• Previous administrative assistant experience is preferred
• Demonstrate a strong efficiency with the usage of standard office equipment i.e. phones systems, fax machines, copy machines, printers, etc
• Working knowledge of MS Word and Excel required with PowerPoint and Access Database knowledge preferred
• Work varies from moderate to significant complexity involving mostly routine and some non-routine situations / challenges
• Decisions have a direct impact on the functional area, other potential business units, external guests, and direct reports
• 3 - 5 years of related work experience in sales / customer related roles
• Mutual Fund Licensing. Requires completion of
• Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and
• Mutual Fund Skills Builders Course
• Diplomatic problem solving skills to resolve issues within own functional area
• Excellent interpersonal skills to support the building of strong relationships with diverse groups of people
• May require knowledge of World Selection (training provided by Asset Management Canada, AMCA)
• Demonstrable experience leading others
• Aware of and understands how own area of the business performs (is profitable, conserves costs, etc.)
• Understanding of legislation and regulations as they apply to own area
• Demonstrated ability to build, motivate and lead others
• Proven ability to deliver results through others
• Banking or Financial Services experience preferred
• Take accountability for the overall achievement of Retail performance
• Audit and conduct regular quality checks on all processes
• Take ownership of the query or complaint resolution process
• Undertake root cause analysis of Customer satisfaction measure results and
• Bachelor Degree in Commerce, Banking or Business Administration or , NQF level
• 6 equivalent
• Completed RE1 level 1 regulatory examinations, required by the FSB for all
• Client Development and Service
• Advisory and Sales Management
• Recruiting and People Leadership
• Strategy and Market Coverage
• Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff
• Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service
• Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures
• Supervises daily trading and other office activities
• Documents and resolves client complaints
• Performs reviews of client accounts
• Develops and implements plans to meet office sales goals
• Facilitates sales promotion activities such as seminars and luncheons/dinners
• Develops and monitors office revenue and expense budgets
• Informs FAs about new products and RJA managed underwritings
• Participates in community affairs as a representative of the firm
• May service clients in his/her own book of business
• Company's working structure, policies, mission, strategies, and compliance guidelines
• Legal requirements and federal and state regulations related to employment
• Identifies the needs of customers through effective questioning and listening techniques
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
• Articulate reasons behind decisions

Gcg-senior Branch Manager Resume Examples & Samples

• Degree holder, preferably in Business or related fields
• Minimum 10-12 years of Branch/Sales or equivalent experience
• Thorough understanding of financial / service / operation dynamics of branch
• All compulsory local regulatory licensing requirements in Insurance, Investment, Foreign Exchange etc
• Strong motivational skills to drive a sales team
• Appreciation for operational priorities and sensitivity to compliance requirements
• Demonstrated ability to motivate and influence others
• Keep self updated on changes in any compliance/regulatory processes/norms and ensure implementation and strict adherence to the same
• Take complete ownership for ensuring goal setting, performance appraisals, confirmation appraisals, labour law compliance, hiring and selection support, timely execution of disciplinary actions and that other HR processes are supported
• Take complete ownership to deliver balanced growth of all the products, balance sheet growth and profitability of the branch
• Minimum one year of supervisory experience
• Basic knowledge of the bank's products and services
• Basic knowledge of teller and platform functions
• Good analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace

Branch Manager Ps Resume Examples & Samples

• Build collaborative relationships throughout the organization and your market
• Provide consistent recognition
• Bachelor’s degree or equivalent, preferred

Accountemps Branch Manager Ps Resume Examples & Samples

• Lead and manage change
• Delegate responsibility
• Demonstrated success in business generation, leading and driving business development
• Excellent communication, presentation and problem solving skills
• Proficient in MS Office, databases and other systems
• Ensure that processes are in writing for all duties for the firm, i.e. LCD projector set up, scanning instructions, client file backup, client file notebook upkeep, etc
• Maintain client and other office files inclusive of off-site storage and determine when files are on schedule to be destroyed
• Work with third-party vendors, as needed, to keep office clean, operational and running smoothly (e.g. water supplier, cleaning, UPS, Fed-ex, etc.). Ensure pricing with all vendors is competitive
• Coordinate with Receptionist to maintain postage machine and ensure adequate postage at all times
• Coordinate with Receptionist to check inventory weekly and purchase supplies as needed
• Review and update office insurances including general liability, E&O, life
• Supervise administrative staff: provide guidance and expertise in resolving problems or concerns; coordinate workflows; lead administrative staff meetings; identify the need and approve requests for continuing education
• Serve as a liaison between advisers and clients as needed
• Receive calls and direct client inquiries to proper individuals
• Ensure that all applicable firm software is renewed
• Update and maintain organization of firm shared drive and intranet
• Review and process incoming invoices for payment. Oversee monthly invoicing and banking
• Receive, process and deposit client fees
• Update Form ADV annually and as needed
• Proofread reports; check documentation and electronic data for errors
• Maintain customer and vendor files by updating with pertinent information
• Schedule, update and cancel firm staff meetings
• Coordinate and send out mass mailings and global emails for the firm
• Assist with annual firm certifications – coordinate and obtain requested documentation from appropriate resources
• 7-10 years of experience with office management in a professional environment
• Experience working in the financial services industry is required
• Excellent typing, spelling, and proofreading skills
• Able to develop a network of resources
• Strong knowledge of principles and practices of personnel administration and office management
• Team player, able to work well with all levels of the firm, as well as with clients
• Works well under pressure and thrives in a fast-paced environment
• Able to multi-task and proactively solve problems
• Self-starter, energetic, assertive
• Able to work effectively with the highest standards of confidentiality and ethics
• Able to work independently and establish priorities
• Must be organized, meticulous, and detail-oriented
• Excellent follow-through
• Client-first attitude

Branch Manager Niagara Falls Area Resume Examples & Samples

• Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers
• Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch
• Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships
• Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect
• Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them
• Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters
• Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources
• Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank)
• Develop personal book of business and drive personal practice. Facilitate effective sales meetings and holding workplace/corporate seminars. Service the client: analyzing client cases and providing a broad set of product solutions
• Drive growth in number of overall office Assets Under Management (AUM), High Value Clients (HVC) acquired and number of clients. Effectively lead advisors and staff within an office. Support a large geography with strong market potential. Assist in the development/training of advisors core skills of: high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients
• Drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Provide targeted focus and resources on opportunities with highest potential. Work with CD or RVP to develop ongoing business planning and development for branch through both organic and inorganic strategies. Develop local programs to support client acquisition-leveraging corporate support
• Responsible for supervision of all sales activities of registered personnel assigned to him/her; ensure sales activities are appropriate based on client objectives, goals, risk tolerance, etc. and adequate disclosure was provided. Ensure employees fulfill applicable licensing, registration and compliance requirements; adhere to firm's policies and procedures and conduct business in an ethical manner; maintain records in accordance with FINRA, NYSE and other applicable regulations
• Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation. Line of site to external environment and strong awareness of local and national competitors
• Develop localized recruiting strategy (including EAR, practice acquisition and Targeted Career Changer (TCC)) based on in-depth region knowledge, market conditions and performance of the competition. Manage recruiting pipeline and drive targeting and selection process across site for EAR candidates. Develop site's unique value proposition and grow overall number of advisors in site utilizing localized recruiting strategies
• Identify teaming opportunities and drive Teaming strategy across the site, facilitate partnerships between and within highly tenured, senior advisors and less experienced advisors to maximize mentoring, specialization and production opportunities. Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group. Train and develop advisors emphasizing our unique Dream>Plan>Track strategy
• Quarterly Periodic Business Reviews with CD, RVP and Regional Sales Director (Advisor Business Development Group). Bi-weekly results review with CD (key metrics, high potential advisors, etc). Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff
• College Degree, MBA Preferred
• 5+ yrs experience
• FINRA Series 7, 24, 63/66, 65/66 and 9/10 required
• Maintain the appropriate principal registrations to supervise sales of all products available
• Maintain the appropriate principal registrations to supervise broker dealer operations, training, and marketing/advertising
• Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66)
• Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received
• Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66)
• CFP Designation

Asst Branch Manager Resume Examples & Samples

• At least 1 year retail banking experience and knowledge of branch operations preferred
• Some Supervisory experience is preferred
• Computer skills to include work in Windows based applications

Universal Branch Manager Resume Examples & Samples

• Lead customers through interactive demonstrations of PNC’s capabilities at a variety of venues
• Also acts as a consultant, opening accounts, performing and servicing customer transactions, side by side with the Universal Consultant, with no distinction to the customer
• Have a robust network of partners and work closely to connect customer as needs are identified
• Proactive business development activities inside and outside the branch office that results in the successful acquisition and expansion of consumer and business banking relationships
• Create a branch culture where the universal branch team is committed to doing things right the first time
• Lead by example, demonstrating superior customer servicing behaviors and actions at all times
• Demonstrated leadership capabilities, such as ability to manage to vision & purpose, superior communication skills, ability to influence behavior and create high levels of employee engagement
• Coach for improvement of existing skills, development of new skills and achievement of goals
• Create an environment where employees know what is expected of them
• At least 2 years of leadership/management experience, preferably in the financial services industry
• Sales and/or service leadership and proven success meeting sales goals
• Extraordinary customer service skills
• Strong outside business development skills and knowledge of local centers of influence with established relations in the local community
• Computer and communication skills (both written & verbal)
• A college degree or equivalent

Branch Manager Czcz Resume Examples & Samples

• Manage the sanctions compliance program for the CIB businesses, globally, working closely with the Regional Sanctions Officers
• Partnering with the CIB business, risk executives and Legal and Compliance staff to develop, implement and administer appropriate policies and procedures
• Monitoring the CIB businesses compliance with laws and regulations, identifying weaknesses and developing remedial programs
• Advising the CIB businesses on compliance issues and requirements for new developments and products
• Interfacing with regulators on examinations and other inquiries on a regular basis
• Administering corporate wide compliance policies
• Establishing training programs for sales, relationship management, client service, product and operations. Ensure implementation and conduct ongoing monitoring
• Partnering with individuals within Corporate Compliance, Legal, Audit and/or Risk on various programs
• Participate on project teams responsible for sanctions screening strategy for CIB globally with primary focus on OFAC but also an awareness of other sanctions regimes
• Educate business staff on the meaning and implementation of sanction regulations
• Participate in the development of the sanctions risk assessment for CIB
• Update product level risk assessments required to support the scope of sanctions screening to be applied
• Handle research and follow-up related to events involving sanctions issues with clients
• Establish and develop effective relationships with business partners in sales, product and relationship management
• Research cases to determine appropriate examples for training modules
• Contribute to policy, governance and procedure enhancements
• Four-year degree required
• 5-8 years of compliance or related experience, of which 2 years is in OFAC compliance
• Knowledge of sanctions regulations and screening methodologies
• Product knowledge should include Banking and Security product expertise
• Excellent interpersonal, organizational and writing skills required
• High attention to detail with strong analytical and logical reasoning skills
• Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements
• Communicates effectively at all levels and possess skills in planning with the ability to monitor and report
• Provides on-going training to branch staff on credit union products and services, competitive products and services in trade area, policies and procedures and required employee level testing
• Responsible for on-going evaluation and providing feedback on employee performance. Reviews branch staffing levels as positions turn for appropriate modifications
• Responsible for building cohesive effective teams and fostering positive open communication with branch employees. Good working relationships are established and fostered with branch personnel, management and other departments
• Promote an enthusiastic service/sales culture within their branch so that member service goals and product sales goals established by the Credit Union may be met or exceeded each year. Establishes service/sales goals for individual team members and tracks performance
• Recommends changes to senior management and implements decision within delegated authority
• Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and credit union and area competitors’ products and services affecting branch operations. Maintains and fosters branch participation in community events in support of promoting awareness and growth
• Works cooperatively with management and branch staff to effectively communicate and implement performance standards and sales goals and objectives
• Strives to improve the level of service constantly, and proposes new ideas or suggestions to Regional Director
• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent ( preferred)
• Two to four years’ prior branch supervisory or team lead experience in a credit union or banking environment
• Proficient with Microsoft Word, Excel and Outlook. Ability to operate standard office equipment, including PC, fax machine, telephone, photo copier and check scanner/encoder
• Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• Ability to organize and prioritize information, job tasks and workload in order to consistently complete all branch work in a time sensitive manner
• Ability to work independently and as a team member while using discretion in decision making and good judgment problem solving
• Must have the ability to communicate effectively both verbally and in writing with members, co-workers and management in person, by email and by telephone
• Evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service. Develops and implements plans to meet office sales goals
• Performs reviews of client accounts and documents and resolves client complaints
• Coordinates registrations, continuing education, licensing, etc. of branch personnel
• Oversees daily trading and other office activities
• Facilitates sales promotion activities such as seminars and luncheons/dinners as well as inform FA's about new products and RJA managed underwritings
• May attract, select, orient, train, and retain Financial Advisors (FAs) and support staff
• May conduct ongoing performance appraisals, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files
• May review daily work of associates; evaluate workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow
• May ensure daily staffing levels and cross-training is adequate
• Services clients in his/her own book of business
• Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude
• Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes

Spot Coolers Branch Manager Resume Examples & Samples

• Determine customer needs, generate quotes, quote follow up, and close business
• Deliver, pick-up equipment, and service orders
• Visit job sites to determine needs, as required

Cib-chengdu Branch Manager Resume Examples & Samples

• The Corporate Banker (CB) will partner with the Investment Banking Client Executive (CE) to maximize the firm-wide revenue potential at acceptable returns across targeted clients and prospects
• The Corporate Banker will focus on the Treasurer and Treasury staff on accounts jointly managed with an investment banker
• The Corporate Banker will be the Client Executive where investment banking coverage is less developed and more opportunistic in nature
• The Corporate Banker may also be the General Manager of a new branch to be opened in Eastern Area of China which case he/she will work closely with the management of the China bank subsidiary and be guided by its detailed General Manager job description
• Ensure a holistic client coverage approach
• Drive increased penetration of client wallet and forge a closer relationship with our clients
• Evaluate client's main issues/needs and outline opportunities for JPMorgan
• Serve as a key point of contact within JPMorgan for the client Treasurer and other senior managers where appropriate
• Coordinate product partners to broaden client use of JPMorgan services
• Drive the account planning process and outline the financial view for portfolio accounts and agreed prospects
• Partner with Client Credit Management for all credit related needs and insure that Balance Sheet Committee requests are appropriate
• Work with CE's and Product groups in identifying new market opportunities and converting targeted prospects to clients
• If the Corporate Banker is a branch manager, he/she is responsible for all aspects of the branch's operations, regulatory relationships and branch profitability. The branch manager is also responsible all loans and contingent liabilities on the branch's balance sheet. In terms of staff, he/she is responsible for appropriate branch staffing and for overseeing and, as required, providing performance inputs on deputy general managers, finance manager, operations manager, compliance officer and technology officer
• Able to work with many different types of people, including investment bankers, traders, sales operations support, credit and senior management
• Strong organizational skills to handle a client portfolio of 20-25 accounts or a larger portfolio of prospects
• Credit trained or experienced
• Local language, market familiarity and contacts are a big plus
• Demonstrated ability to work with regulators
• Client focused and partnering in community events to ensure branch is perceived as an Advice Destination
• Experience in building a business
• Proven success in business growth and in establishing community relationships
• Proven change leadership skill and ability to effectively lead, communicate and execute change
• Strong relationship builder, able to establish both internal and external working relationships
• Strong business acumen, able to assess local market conditions and respond appropriately
• Entrepreneurial mindset, business developer mindset
• Strong knowledge and comfort in using and leveraging technology and merchandising assets to drive client experience and business results

Branch Manager Sanford Resume Examples & Samples

• Preferred: Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
• Minimum: Undergraduate College/University Degree or equivalent + 1 year of banking experience and/or Business/Department Manager with previous sales experience
• Sales and Service Management (In-depth)
• Business Acumen and Financial Literacy (working)
• Performance Management (Working)
• People Development (Working)

Branch Manager Apopka Resume Examples & Samples

• Minimum: Undergraduate College/University Degree or equivalent + 2 years of Branch Management and/or Sales/Service Leader experience
• Business Acumen and Financial Literacy (Working)
• Personal Effectiveness (In-depth)
• Responsible for the overall management of the branch’s activities, including business development, sales and service, expense controls, credit, community leadership, budgeting, achieving financial and compliance standards, and facilities management
• Provide personalized banking services to current and prospective customers, consistently seeking to expand customer relationships and provide the highest level customer service through business development and activities
• Analyze credit and financial information for processing of loans and other bank products for customers to ensure applicable lending policies and procedures are followed. Responsible for adherence of compliance regulations
• Manage all product marketing campaigns, sales development activities and referral programs for the branch
• Conduct weekly sales and service performance meetings with branch on a weekly basis. Monitor branch activities and results to insure sales success. Motivate and reward employees for achievement of sales and service goals
• Develop sales, service, and technical skills of team members through training, observing, and providing regular feedback
• Prepare annual business plan and budget
• Coordinate facility needs to maintain an efficient working environment with a quality appearance
• Actively participate in community organizations and activities to project and sustain a favorable bank image in the community
• Respond to and resolve customer service requests according to Great Western Bank policies in a prompt, efficient and courteous manner at all times
• Perform other job-related duties or special projects as assigned
• Bachelor’s degree preferred in business administration, finance, accounting, or related area
• 3 - 5 years of successful sales experience with strong working knowledge of banking products and services. Previous retail or commercial management experience strongly preferred
• Working knowledge of all bank products and services
• Strong management and business development skills
• Effective selling and cross-selling skills
• Undergraduate degree or equivalent work experience
• Registered Investment Sales Representative (RISR) registered and lending qualified
• Brilliant at the Basics
• Understands Canadian Personal & Commercial’s (P&C) technology and processes well, able to multi-task and delegate appropriately
• Possesses intimate knowledge of all aspects of Canadian P&C’s branch operations
• Understands full suite of financial products and comfortable answering questions and referring to the appropriate Subject Matter Expert
• Experience in both business and personal banking preferred
• Sensitive to diverse cultures and able to staff and manage to address local community needs
• Be a proactive sale and customer service leader able to emulate and decimate skills downwards
• Effectively liaise and support all other divisions of bank to meet key business drivers
• Gradually transition branch banking into being an investment center offering need based products
• Ensure effective recruitment and development plan are in place
• Ensure compliance, check and controls are in place
• Take an active role in social work and community development
• 5+ years preferably in the financial services industry
• Support HR manager to ensure compliance and transparency of local labor laws, regulations in employment registrations, social security registrations & management
• Support HR manager in implementing Groups process & SOP, personnel data management, compensations and benefits, recruitment and training in alignment with HR manager
• Be main local contact to work with local labor departments to manage labor topic in alignment with HR manager
• Support HR manager to have periodical reports about Myanmar labor legislation topic
• Great interpersonal, presentation and communication skills
• Highly organized, ability to identify and manage multiple priorities
• Advanced knowledge of standard software applications (Excel, PowerPoint)
• Fluency in English and Burmese
• Knowledge of Footwear industry and manufacturing methods a plus
• University degree majoring in Finance/legal/management
• Minimum 4 years working experience with exposure in Sporting Goods industry and/or industrial relations/legal
• Manufacturing and/or equivalent experience in strategic project management a bonus

Branch Manager, Long Island Resume Examples & Samples

• Grows both the business and personal client relationship
• Strong leadership & management skills
• Problem account management
• Strong communication skills (both oral/written)
• Relationship building & coaching skills
• Effectively manage risk
• Proficiency in Microsoft Office (Word, Excel, Power Point)
• Plans, organizes, directs, and controls the activities of a branch, including exempt and non-exempt employees
• Provides direction and leadership to employees with emphasis on superior customer service skills, achieving sales goals, and teamwork
• Provides operations oversight; ensures compliance with policies and procedures
• Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports
• Supervises branch staff to include conducting performance reviews, selection, and participating in performance counseling
• Focuses on acquiring new customers. Develop new commercial and consumer banking relationships. Calls on and corresponds with local businesses and personal clients to meet the branch’s assigned goals
• Directs financial institution personnel in activities to ensure prompt, accurate and dependable customer service
• Interviews customers for consumer loans, new and renewals
• Represents the financial institution to the community through excellent customer relations
• Provides and maintains a professional, business-like atmosphere within the branch office
• Works closely with Compliance Officer on compliance issues
• Prepares, reviews, and monitors budget for branch financial performance
• Underwrites credit requests for compliance with bank loan policy
• Presents loan requests to loan committees
• Provides loan operations support to the senior credit officer
• Monitors loan portfolio for payment performance, loan maturities, and credit quality
• Manages collection of past due accounts

Branch Manager Alwarpet Resume Examples & Samples

• Ensure timely completion of RCSA checks and follow ups on corrective actions
• Keep self-updated on changes in any compliance/regulatory processes/norms and ensure implementation and strict adherence to the same
• Take complete ownership for ensuring goal setting, performance appraisals, confirmation appraisals, labor law compliance, hiring and selection support, timely execution of disciplinary actions and that other HR processes are supported
• Ensure service levels are reviewed and enhanced to meet customer expectations
• Take wholesome ownership of the branch, its customers, employees and processes; and act as a corporate citizen for the designated Citigroup franchise
• Ensure adequacy of infrastructure to include customer space, workstations, telecommunications, safety & security, ambience and general upkeep of the branch
• Coordinate with respective departments to ensure infrastructural related facilities are provided for

Branch Manager Central / South Jersey Resume Examples & Samples

• Bachelor’s degree or equivalent healthcare experience
• Solid community and professional contacts and reputation in the geographic market
• Proficient with Microsoft applications: Outlook, Word, Excel, and PowerPoint

Spot Coolers Branch Manager Mc Resume Examples & Samples

• Maintain and care for company assets (includes rental fleet, truck, warehouse, etc.)
• Other duties as defined by the Regional Manager
• Commerical and Industry Relations
• Strategic Planning

Branch Manager Trainee / Calgary, Alberta Resume Examples & Samples

• Must have at least 2 years of licensed mutual fund sales experience within the last 3 years
• A minimum of three - five years managing people
• Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder. Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure

Branch Manager Multi Site Resume Examples & Samples

• Ensures that the branch meets all regulatory compliance standards. Follows all operating policies and procedures. Ensures that branch personnel comply with all laws and regulations. Documents and communicates individual compliance performance in annual staff evaluations
• Participates in events that demonstrate support for the community and increase business opportunites for the Bank. Ensures compliance with CRA outreach programs
• Complete knowledge of sales, branch banking and consumer lending

Anticipated Branch Manager Trainee Resume Examples & Samples

• Minimum two years of financial sales management in a Retail Bank is REQUIRED
• Strong probing, communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer and employee issues
• Strong financial management, including profit and loss management, customer and revenue growth, and loss prevention
• Post-high school degree strongly preferred, a BS, BA or foreign equivalent
• Actively participate in all areas of the bank, including teller transactions, new account openings, floor sales, operations and audit functions
• Maintain audit / compliance procedures. Adhere to audit controls to consistently achieve satisfactory audit ratings
• Maintain appropriate controls to protect the bank against fraudulent activity and losses. Ensure all branch personnel are trained in banking policies and procedures, federal and state laws
• Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
• 2-5 years previous Bank Manager experience
• 2-5 years previous lending experience in a financial institution
• Current NMLS registry and/or ability to update registry
• Thorough knowledge of regulatory, policy and compliance
• Demonstrated ability to train, coach, and direct others
• Previous experience in a goal driven environment
• Problem solving and conflict resolution skills
• Must be able to work retail hours including evenings, weekends, and holidays

Asst Branch Manager Havana & Mexico Resume Examples & Samples

• Resolve procedural questions referred by branch employees, interpret company policy, determine reasonableness in deviating from policy to provide equitable service to customers while maintaining a focus on branch profitability. Serve as a resource to bank personnel when dealing with difficult situations and transactions
• High school education or equivalent
• Strong communication and interpersonal skills; strong organizational skills
• Demonstrated ability to supervise, train, coach and motivate others to obtain sales goals
• Drive exceptional service levels within your branch through effective resourcing planning of the teller line and banking hall
• Ensure, at every touch point within the branch, the customer experience is line with Citibank proposition and brand
• Manage and control Operational Risk within your branch. Ensure all regulation, compliance and control procedures adhered to
• Deliver against your lead generation and sale targets set
• Provide coaching and development of your Service Officers
• Managing the sales process

Cbna Rbb Branch Manager Resume Examples & Samples

• Maintain awareness of company policies and procedures
• At least 8 years experience in a banking institution
• Knowledge of banking products and services as well as exposure to investment products and process would be an advantage
• Numerical Reasoning Skills – understanding and analyzing financial information e.g. P&L statements, reports, etc
• Commercial Acumen: Understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
• Should be certified on the following

VP Cluster Branch Manager Resume Examples & Samples

• Very strong sales management, managerial, marketing, sales, planning, financial, leadership, motivational, coaching, sales, project management, cross selling, mathematical, decision making, analytical and communications skills
• Thorough knowledge of the credit approval process, pertinent regulations impacting consumer and commercial banking activities and delivery systems and channels, including market potential
• Thorough understanding of the customer service concept and its importance in developing, maintaining and expanding account relationships
• Ability to provide robust activity management principles, through strong coaching, leadership and sales management skills to drive daily sales activity
• Mutual Fund Registration. Requires completion of
• Depending on Branch needs, the Branch Manager Course or Branch Compliance Officers Course
• Depending on Branch needs, World Selection Portfolio certification (training provided by Asset Management Canada, AMCA)
• Ability to speak & understand French fluently. English language is definitely preferred
• Provides overall management by leading the establishment and achievement of team sales objectives, and related activities to achieve a high standard of customer care, optimal business retention, profitable growth and productivity
• Develops RBC and community relationships to capitalize on business opportunities
• 7 or more years banking experience
• Must have retail banking experience in lending and operations
• Minimum – Bachelor's Degree in Banking or a related field
• MBA/Graduate
• Communication skills and client Management
• Knowlegde of local and global banking regulations , solid knowledge of internal systems, policies and procedures and Banking and Investment products
• Good understanding of risk and market dynamics
• 5+ years progressive supervisory experience in homecare or related field
• Proven understanding of financial processes, P&Ls, budget management and margins
• Strong organizational and analytical skills; ability to balance multiple initiatives and prioritize workload
• This role is part of Humana’s Driver safety program and therefore requires an individual to have a valid state driver’s license and proof of personal vehicle liability insurance with at least 100,000/300,000/100,000 limits
• Requires a Bachelor's in Business Administration, Finance or a related field and 6+ years as a bank branch manager including extensive lending experience or other directly related experience
• A combination of education and experience may meet requirements
• Must have a local active book of business in a commercial bank
• Extensive knowledge of branch management procedures and lending requirements as they relate to moderately complex loans and large branch operations
• Broad application of branch management and lending principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields
• Strong problem resolution and communiction skills

Branch Manager / CPC Manager Resume Examples & Samples

• University graduate or above, over 8 years work experience in banking or consumer finance industry, including 3-5 years experience in managing a sizable team
• Strong customer-focused mindset, financial knowledge and experience
• Strong analytical capability, communication capability and presentation skills
• Ensures that the branch sales/service supports the overall corporate objective to provide superior service
• Plans, implements, and manages the operating and capital budgets to maximize branch profitability. Develops and manages an annual branch marketing plan with specific goals
• Directs branch business development through outside calls, in-branch selling, telemarketing, branch campaigns, and targeted direct mailing. Participates in selling Bank products and providing excellent customer service
• Promotes staff development through training, cross-training, and career planning. Trains staff in area of customer service, sales, operations, and Bank products. Ensures that ongoing sales and product service training is provided
• Bachleor’s degree required
• As a Branch Manager you will lead a team of employees byand honest feedback,as well as,appropriately and fairly assessing and rewarding performance
• Develop,recommend and implement branch and individual sales, service and operational effectiveness plans which support the achievement of the area business/market plan
• Recognize and respond to potential business opportunities and deliver the desired customer experience. Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal and to build a strong referral source for new potential business
• Keep informed of developing trends in the industry
• Perform other duties as assigned by retail senior management
• Superior communication skills and ability to report back to senior management in a detailed-oriented manner
• Ability to supervise workflow with focus on quality results
• Four (4) year business or finance degree preferred
• Extensive sales experience in the retail mortgage industry
• Must have proven success in managing a team with a minimum production of four million of self-sourced business in a Retail Branch environment
• Mutual Fund Registration is required. Requires completion of
• Ability to speak / understand French fluently is required
• Ability to speak / understand English at a conversational level is required
• RISR registered and lending qualified
• Understands P&C Canada’s technology and processes well, able to multi-task and delegate appropriately
• Possesses intimate knowledge of all aspects of BMO’s branch operations
• Works well with P&C Canada’s partner organizations
• True leader of people – able to attract and retain and guide front line staff to success

Compact Branch Manager Resume Examples & Samples

• Manage the branch with a focus on identifying and addressing client sales and service needs in an integrated and client-led manner, as well as managing branch revenue and expenses
• Demonstrate expert ability to leverage technology to uncover opportunities to deepen client relationships; use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc)
• Energetically greet and interact with clients on the bank floor
• Inspire and create a motivating environment through activity-based coaching and performance development; ensure clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients
• Participate on the leadership team within the area/division
• Sales management experience; ability to build highly productive teams
• Ability to manage and develop client relationships
• Able to respond effectively and timely to organizational, business and regulatory changes
• High School Diploma/GED (Bachelor degree preferred)
• Work is complex and requires industry expertise, business acumen, and advanced organizational knowledge
• Work is performed with general authority and individuals primarily achieve results through managers and / or senior professionals
• Requires significant initiative, independent judgment, and critical thinking
• Problem resolution involves creating new processes, setting precedents that support continuous improvement, and the establishment of functional area / branch standards
• Decisions have a direct impact on the functional area and / or branch, other business units, achievement of the short- and long-term strategy, customers and employees
• Manager Level 8
• Cash In: nil
• Cash Out: nil
• Transfer Limit: 250,000,000
• Clearing Limit: 250,000,000
• Officer Approval for Overlimit Account: 250,000,000
• Officer Cr Related Maintenance Approval Limit: 500,000,000
• 7 - 10 years of related work experience
• 4 years of experience leading and managing others
• Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling
• Experience forecasting and budgeting for a functional area
• Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas
• Remote management experience
• In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations
• In-depth understanding of legislation and regulations as they apply to own area
• High School Diploma or 3 years of branch management experience
• 3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team
• General understanding of financial statements and concepts
• Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports
• Demonstrated ability to leverage (COIs) to further promote KeyBank business
• Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals
• Demonstrated ability to effectively communicate and possess strong public speaking skills
• Working knowledge of PC (MS Windows and Office Products)
• Ability to work branch hours to include weekends and occasional evenings
• Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver’s license in order to make outside sales calls
• Managerial experience
• State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)

Branch Manager Sunter Resume Examples & Samples

• Minimum of 7 years experienced in the financial industry
• Have strong leadership skill and discipline in managing daily activities
• High need of achievement
• Proven track record
• Strong entrepreneurial spirit with proven prospecting skills and success in sales and business development
• Ability to formulate and follow through on a business plan with a focus on the growth of assets under management and client base
• Proven ability to manage and foster client relationship with affluent individuals while providing high quality service

Gcg-branch Manager Resume Examples & Samples

• A tertiary degree from a recognised institute
• At least 8 years of branch/sales/operations experience
• Exposure to working in a financial environment; minimum 5 years at a banking institution
• Sound understanding of local/global operational control standards, and requirements under local regulations
• Sound understanding of banking products (liabilities, assets, and investments)
• Licensing requirements (as applicable locally), e.g., insurance, investment, foreign exchange, etc
• Technical grounding in performance management, discipline and grievance policies, and time management
• Understanding of recruitment selection techniques, coaching, and individual and team development
• Understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
• Requires a Bachelor's in Business Administration, Finance or a related field and 5+ years as a bank branch manager including extensive lending experience or other directly related experience
• Working knowledge of branch management procedures and lending requirements
• Full use and application of branch management and lending principles, theories, concepts and techniques
• Ability to make sound decisions, build relationships and work with a variety of clients, employees and management
• Solid problem resolution and communiction skills
• Must be an experienced Commercial Lender with an existing portfolio

Professional Branch Manager, Wealth Resume Examples & Samples

• Draw upon expertise and specialists within TD, bring One TD to bear in providing for all of our clients financial needs
• Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively
• Oversee / direct the negotiation and resolution of significant customer issues
• Demonstrates strong and current working knowledge of evolving financial product landscape
• Possess excellent communication skills
• Ability to work in fast-paced, dynamic environment
• Manager Level 2
• Cash In: 5,000,000
• Cash Out: 5,000,000
• Officer Approval for Overlimit Account: 5,000,000
• Officer Cr Related Maintenance Approval Limit: 5,000,000
• Manager Level 7 may be required when
• They have commercial facilities with controlling limits in excess of $ 5MM or they service other Branch Commercial clients with controlling limits greater than $5MM

Country & Branch Manager Resume Examples & Samples

• Provides overall leadership and management of the branch, team sales objectives, and related activities
• Achieves a high standard of customer care, optimal business retention, profitable growth and productivity
• Ensures high credit quality and full compliance to the bank’s lending guidelines
• Provides ongoing coaching and development of staff, ensuring a high level of employee commitment and capability through focused management routines
• Balances the rewards of meeting business objectives with the risk of loss to the customer, employee and shareholder
• Ensures effective corporate governance oversight by adherence to all the bank’s policies and producers
• 10 or more years banking experience
• Previous experience as a Lending Officer is mandatory
• Strong Leadership & Coaching
• In-depth Credit knowledge of Personal and Business lending
• Problem Account Management
• Bank Operations, Policies & Procedures
• Negotiating/Selling Skills
• Relationship building & People Skills
• Effectively Manage Risk
• Microsoft Office Proficiency
• Provide assistance in managing all functions within the branch through effective communication and implementation of new/revised policies, procedures, and products/services
• Provides leadership to impact and enhance the positive image of bank in the community
• Two to four years prior branch supervisory or team lead experience in a credit union or banking environment
• PStrong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• Exercises good judgment, excellent communication and people skills
• Good judgment with the ability to make timely and sound decisions
• As a Branch Manager you will lead a team of employees by setting context and establishing prescribed limits to ensure
• Apply the Bank’s performance management system by providing open and honest feedback, as well as, appropriately
• Monitor the completion of Operational Effectiveness requirements outlined in Policy and Procedures and other
• University graduate with 6-8 years banking/finance experience in retail banking field
• Have the potential to lead, manage and motivate people
• Have the ability to envision, articulate and act in alignment with the bank's strategic direction
• Have demonstrated technical and professional skills in general banking/ investment/ insurance/ customer service/ operation/ compliance areas
• Have consistently strong performance record
• HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
• Drive Sales, income, service and productivity within the branch
• Lead and develope the staff
• Review and monitor regulatory and compliance
• Oversee the day to day running of the branch
• Ensure optimum and efficient resourcing plans are in place
• Lead and manager change within the branch

Branch Manager Ottawa Resume Examples & Samples

• 3 to 5 years of experience in the Banking field
• A minimum of 5 years’ experience in a management role, managing a team to achieve successful results
• Excellent coaching skills with successful experience developing and mentoring a team of employees and assisting them with their career progression
• Effective sales management and leadership skills are essential, along with the ability to influence and motivate others
• Detailed knowledge of the local market area, including the customer segments and the branch’s competitive positioning within the market area
• Thorough understanding of Retail and Small Business products and services is required
• Sales Staff and ABM Management and Coaching (40%)
• Schedule Financial Services Managers to meet customer demand and branch hours
• Observe Financial Services Managers and ABM performance through scorecards and side-by-sides
• Evaluate Financial Services Managers and ABM performance on key evaluative and diagnostic metrics
• Provide regular feedback to Financial Services Managers and ABM through Coaching for Performance program
• Ensure mentoring and coordination meetings are happening between relevant branch staff and partners: Financial Services Managers – Customer Service Representatives, Financial Services Managers – Branch Partners, Branch Partners – Customer Service Representatives,
• Ensure Financial Services Managers complete required training within acceptable timeframe; ensure ABM is moving CSRs and FSCs through training appropriately
• Act as key point of contact for ongoing recruitment, performance management and career development activities relating to ABM and Financial Services Managers

Branch Manager, Branchville Resume Examples & Samples

• High school diploma or equivalent
• Experience verbal and written communication skills
• Five years financial service and sales experience in a retail branch environment with two years direct supervisory experience
• Monitoring of Sales Metrics – MIS, Mathematics of Retail, Budgets, Activities, Call Reports, Weekly management reports, etc
• Administrative issues of the branch, including escalation of operational issues, etc
• Graduate/ Post Graduate
• Occasional responsibility of externally hired sales force
• University graduate with 6-8 years’ banking/finance experience in retail banking field
• Potential to lead, manage and motivate people
• Ability to envision, articulate and act in alignment with the bank's strategic direction
• Demonstrated technical and professional skills in general banking/ investment/ insurance/ customer service/ operation/ compliance areas
• Consistently strong performance record
• Develops and maintains client relationships to grow base business and improve retention of account base. Accountable for business reviews and key interaction with key clients within local market. Leverages the Business Development Manager and General Manager/District Manager where applicable to manage client visitation schedules for optimal sales and service performance
• Associates or Technical two year degree required. Bachelor’s degree preferred
• Requires critical and high-level business contacts leading difficult negotiations that impact the business. Solves unique and complex problems that have a broad impact on the Market Center business in both the short and long term. Ability to communicate at high efficiency and effectiveness with clients, vendors, internal leadership and operations staff. Ability to respond quickly to changing demands
• At least 7 years of relevant experience with a Bachelor’s degree, 10 years of relevant experience with an Associates/Technical Degree. Key experience in the following categories is an asset: customer service leadership and negotiations, foodservice or route sales operations, training and development of supervisory level direct reports as well as front line personnel
• Client interaction, communication, organization/time management, multi-tasking and computer skills are critical to the success of this role. The ability to work efficiently and independently is important as well

Digital Branch Manager Resume Examples & Samples

• Proactively identify and execute against opportunities to address client sales and service needs; appropriately converting service into sales
• Lead and coach staff regarding Smart Banking sales processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective use of Smart banking technologies
• Resolve complex client issues or needs; connect with relevant specialists and/or senior leaders as needed
• Required to approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients. May require standing 60-70% of the work day
• Digitally-savvy
• Desire to win, results-oriented, strong work ethic; Optimistic, can-do attitude

Branch Manager, Miami West Resume Examples & Samples

• Experience with client service and relationship skill building; proactive sales skills and ability to meet service and sales goals
• Two years of college with focus on business, finance or accounting
• Knowledge of branch operations, policies and procedures
• Time away from work – vacations and holidays

Branch Manager, Bethesda Branch Resume Examples & Samples

• Four and a half years retail sales experience in a consumer or small business environment with two years leadership/coaching experience or four and a half years financial service and sales experience with at least two years previous experience in a leadership/coaching role
• Combined experience as a Teller Lead/Coordinator or Financial Service Representative or Assistant Branch Manager or Branch Manager at SunTrust Bank or comparable financial institution
• Holds insurance licenses (Life, Health and/or Variable Products) and/or holds FINRA Series 6 and 63 registrations; has maintained continuing education coursework to keep licenses and/or registrations in good standing
• Retirement Plan – 401k with matching

Branch Manager Kissimmee West Resume Examples & Samples

• Three years retail sales experience in a consumer or small business environment with 18 months leadership/coaching experience or three years financial service and sales experience with at least 18 months previous experience in a leadership/coaching role
• Ability to respond in a professional manner with a high level of service quality
• Four years financial service and sales experience in a retail branch environment with one year direct supervisory experience including the mentoring/coaching of staff

Ecosystem Branch Manager Resume Examples & Samples

• Drive consumer and small business sales results through own sales activities and those of the team in order to achieve sales goals
• Ensure compliance with Citibank policies, standards and procedures to ensure the security of both the bank and client assets
• Strong client service orientation; Understanding of customer service metrics and execution
• Understanding of and ability to effectively coach team on Smart Banking (combined sales & service orientation with technology enablement)
• Demonstrated success in collaborating with partners across all business lines
• Strong business knowledge in all facets of managing a sales operation, e.g. financials, scorecard, controls, products, business planning
• Knowledge of and commitment to Compliance / Regulatory requirements
• Minimum 5 years relevant experience (preferably banking or retail); strong understanding of banking industry and operations
• NMLS registration; Safe Act compliant

Service Branch Manager Resume Examples & Samples

• Demonstrated skill of people development
• Advanced proficiency in branch operations and teller functionality
• Knowledge of banking products, systems, policies/procedures and regulations
• Ability to balance compliance and audit concerns with customer experience expectations
• Proven customer experience skills
• Proven organizational and time management skills
• Proven sales management abilities
• Ability to build relationships and inspire trust across the organization
• Ability to present and convey information that influences and calls individuals to action
• Proficient math, accounting, debit and credit skills
• Ability to operate general office equipment
• Demonstrates good work habits, attendance and follows policies and procedures
• Experience Leading and building teams
• Proven skills in building collaboration across various departments or teams
• Strong understanding of banking regulations and impact on customer experience
• Confirmed and exercised competency ratings at above expectations, may require panel review
• Executing on joint goals and strategizing with all LOB partners (Internal Partnering, Strategic Orientation, Organizational Awareness, Impact and Influence)
• Detailed documented and confirmed outcomes for Developing Others (Developing Others, Holding People Accountable)
• Proven consultative and solutions based sales abilities
• Ability to build relationships with clients
• Leading sales development programs with associate resulting in measurable outcomes (Achievement Orientation, Strategic Orientation, Customer Orientation, Impact and Influence)
• Creates and executes strategy or SWOT plans for branch market including monitoring the external environment (Strategic Orientation)
• SBB skills in the form of production and analyzing deals for

Producing Branch Manager PWM Resume Examples & Samples

• Maintains and manages established book of business
• Provides the best financial advice and service in a way that builds and sustains strong client relationships
• Successfully anticipates clients’ emerging needs and delivers customized and effective service
• Continues to build a client base of high net worth households by prospecting and developing new client relationships
• Growing the Business
• Inspires and guides Financial Advisors towards business goals and achievements
• Serves as a coach/mentor for the Financial Advisors in their branch through individual support and leadership development
• Provides direction and leverages resources via PWM Business Development Consultants, Products & Services Department, other Baird Business Units and the Firm’s strategic partners
• Works in conjunction with Regional Director to drive revenue growth and profitability of the branch
• Helps to set the annual revenue and growth objectives
• Helps extend the reach of Baird’s brand locally
• Recruitment of quality Financial Advisors
• Continually develops recruiting pipeline for veteran Financial Advisors in the marketplace and can demonstrate the ability to “close the deal” with qualified recruits
• Sources Non Veteran and Trainee candidates to fill “Next Generation” opportunities within teams
• Responsible for all aspects of Retention
• Works to retain valued Financial Advisors by dedicating time and energy to their professional growth and development
• Maintains a positive, productive work environment for all associates within the branch (i.e. Financial Advisors and Support Staff)
• Responsive to associate needs, inspires trust, is an advocate and builds a sense of team
• Encourages and supports professional development
• Understands the dynamics of the Branch, identifies opportunities to form new Financial Advisor teams and recognizes gaps in current teams
• Works with the Regional Director to assist Financial Advisors in their Succession Planning
• Exhibits Strong Business Acumen
• Responsible for all day-to-day branch operations and administrative issues
• Accountable for compliance and legal issues. Alerts Regional Director of serious issues in the branch
• Works with Senior Supervision Officer on maintaining a clean compliance record for the branch
• Works with Human Capital regarding associate relations situations
• Engages in the performance management process to help the sales support staff to reach his/her full potential
• Works with Regional Director on appropriate sales support levels
• Works with Regional Director and Facilities on real estate matters
• Contributes beyond the Branch
• Ensures that Baird is prominent in the community
• Acts as the local “Face of Baird” and is engaged in the marketplace
• Encourages and is active in Baird’s community outreach and diversity initiatives
• Participates in networking activities
• Is proactively involved in corporate initiatives
• Bachelor’s degree required. Plus 5+ years of industry experience. Proven track record as a high producing Financial Advisor
• Must hold series 7 and 66, 9, 10, Life, Health and Variable Annuity Insurance Licenses
• Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance
• Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change
• Is able to source, build and develop talent. Understands and demonstrates the importance of recognition and retention
• Demonstrates self-management abilities

Branch Manager PWM Resume Examples & Samples

• Serves as a coach /mentor for the Financial Advisors in their branch through individual support and leadership development. Inspires and guides Financial Advisors towards business goals and achievements. Work to retain valued Financial Advisors by dedicating time and energy to their professional growth and development Ensures Financial Advisors address client relationship needs, offers valued added product knowledge and understands time management. Celebrates achievements and milestones
• Works in conjunction with Regional Director to drive revenue growth and profitability of the branch. Helps to set the annual revenue and growth objectives. Takes appropriate actions to share sales opportunities to grow revenues
• Grows business by recruiting quality Financial Advisors. Continually develops recruiting pipeline for Financial Advisors in the marketplace ensuring procedures are being followed, and can demonstrate the ability to “close the deal” with qualified recruits. With the Regional Director, coordinates all financial offers to recruits (Veteran and Non Veteran)
• Identifies opportunities to form new Financial Advisor teams and recognizes gaps in current teams. Understands the dynamics of the branch and works with the Regional Director to form successful teams
• Ensures that Baird is prominent in the community. Acts as the “Face of Baird” in the local community. Participates in networking activities
• Responsible for all aspects of retention. Maintains a positive, productive work environment for all associates within the branch (i.e. Financial Advisors and Support Staff)
• Responsible for all day-to-day branch operations and administrative issues. Responsible for compliance and legal issues. Alerts Regional Director of serious issues in the branch. Works with Human Capital regarding associate relations situations. Engages in the performance management process to help the sales support staff to reach his/her full potential. Works with Regional Director on appropriate sales support levels. Works with Regional Director and Facilities on real estate matters
• Bachelor’s degree required. Plus 7+ years of industry experience. Proven track record as a successful Financial Advisor
• Must hold series 7, 63, 65, 9, 10, and 24 licenses
• Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid
• Must be one who drives for results and is goal oriented. Able to motivate a sales force
• Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities
• Is able to build and develop talent. Understands and demonstrates the importance of recognition and retention

Branch Manager Ludhiana Resume Examples & Samples

• Running the Distributor relationships in the territory across all Distribution Channels
• Experience – 4 to 8 years in the Wealth Management /AMC industry
• Should be fluent in English and Hindi. Fluency in Punjabi would be an added advantage
• Any Financial Advisory linked Qualification – CFP, CFA
• Self starter, self motivated and should be a go-getter

Branch Manager, Karratha WA Resume Examples & Samples

• Managing/leading a team of staff
• A sound understanding of lending products, services and procedures
• Proficiency in operating of CAP and DART system

Floating Branch Manager Resume Examples & Samples

• Accommodating to sudden change as well as able to produce new solutions to problems
• Works cooperatively with management to effectively communicate and implement performance standards and service objectives
• Assist Branch Manager in developing a staff capable of meeting current and future operating needs through effective selection, assessment, training, branch
• Acts as a resource to answer difficult questions and to solve escalated service issues for
• Members and staff
• May be required to participate in committees to respond to or fix concerns for the betterment of the member experience
• Assists members as needed
• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent
• Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
• PC proficiency and excellent organizational skillsStrong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• Proven ability and leadership to handle multiple projects and meet deadlines
• Demonstrated proficiency in supervising and motivating subordinate
• Ability to travel to other branches as needed

Tokyo Branch Manager Resume Examples & Samples

• Management of Tokyo Office
• Overall Responsibility of Corporate Banking business in Japan
• Minimum 10 year experience with Bank based in Japan
• Track record in Management
• Native level fluency in written and spoken Japanese and Business level English
• Business level fluency in written and spoken Chinese

Branch Manager, Wood Gundy Resume Examples & Samples

• Successful track record of investment sales within the brokerage industry, including in-depth knowledge of products
• Previous people management experience is an asset
• Proven ability to communicate effectively with Investment Advisors, investors and other key contacts about roles of quantitative and performance analysis, awareness of markets and industry issues, financial planning and other pertinent topics
• Ability to identify business opportunities and implement successful strategies. Requires awareness of business issues, processes, and outcomes as they impact CIBC Wood Gundy and our clients
• Advanced leadership and relationship management skills sufficient to lead, motivate and influence diverse teams or individuals and to effectively implement change, develop synergies and increase profitability of the business
• Advanced accreditation required specifically to ensure registration as a Supervisor
• Ability to achieve results within a matrix environment involving specialists with different skills, knowledge and orientations
• Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving interpretations and opinion
• Ability to handle high levels of complexity and ambiguity. Proven problem solving approach and capability to develop unique approaches and solutions necessary to resolve complex problems and make recommendations to executives
• Well developed writing skills sufficient to prepare interpretive, analytical materials with advanced presentation skills to convey information and ideas

Scotiamcleod Senior Branch Manager Resume Examples & Samples

• Evaluating and reviewing compliance and regulatory changes and potential impact
• Identifying gaps in the existing compliance process and participating in the development, maintenance and implementation of changes to the firm’s compliance policies and procedures
• Ensure compliance with corporate policies and industry regulatory bodies by
• Performing Tier 1 Supervision of Investment Advisors
• Coordinating and monitoring licensing, compliance, administration and new advisor registration
• Reviewing daily and monthly trade blotters
• Approving KYC updates and new accounts
• Ensuring compliance policies and procedures are followed and put into practice
• Reviewing and following up on all head office corporate audits to ensure compliance and attention to deficiencies
• Developing and providing regular reporting to key stakeholders and Retail Compliance
• Acting as the liaison for the business as it may pertain to internal and / or external audits
• Reporting the discovery of irregular activity, the receipt of complaints alleging serious misconduct, the commencement of legal action and all material dealings with any Regulator to Retail Compliance and the Director, National Branch Management
• Working in partnership with the business line and Retail Compliance to ensure that issues are
• Manage the special and restricted accounts and oversee day to day execution of National Branch strategy
• Resolving and responding to problems that arise on a daily basis in a timely manner
• Monitor and supervise reductions of special status and restricted account lists
• Lead National Branch team to deliver on business targets by
• Work with Director, National Branch, to establish both sales and non-sales targets and coaching the team to either meet or exceed those targets
• Identifying and acting on opportunities to improve branch process to increase productivity, improve client experience, reduce cost and mitigate risk
• Ensuring that the process and policy manual is updated or incorporates improvements as necessary
• Work with Director, National Branch in the development of National Branch sales strategies and related special projects
• 5+ years of experience in a securities environment
• Thorough, current knowledge of Industry Regulations and best practices guidelines
• Thorough understanding of the firms’ compliance policies and procedures
• Intimate knowledge of the retail securities and compliance business
• Highly motivated self-starter, strong initiative, results-oriented
• Strong relationship building skills
• Ability to recognize and manage sensitive and confidential information
• Fluency in French is an asset

Sequim Ymca Branch Manager Resume Examples & Samples

• Board & Financial Development- Drive all fund raising and financial development initiatives in the community
• Directs the Annual Campaign to fund the mission related work of the branch
• Community engagement- Enhance the Y’s participation in the community and recruit committed volunteers. Recruits, maintains and engages a productive Board of Advisors
• Staff Development- Direct responsibility and supervision for a branch staff team. Direct reports include; Aquatics Coordinator, Membership Coordinator, Health & Well Being Coordinator and Facilities Coordinator
• Develops, manages, and monitors the branch operating budget and meet or exceeds budget targets
• Directs branch strategic planning efforts and develops the annual operating plan of the branch
• Works with branch staff on a timely basis to correct financial deficiencies
• Participates in the monthly Executive meetings and disseminates information discussed to branch staff
• Provides solutions for Branch specific and/or Association-wide challenges
• Develops and directs high quality relationship-based member engagement strategies. Models relationship-building skills (including Listen First) in all interactions with staff, volunteers, members, and the community
• Fosters a climate of innovation to develop member-focused programs which support the Y mission, goals, and strategies
• Ensures the safety and maintenance of high quality facilities, grounds, and equipment
• Directs branch marketing and communication efforts to effectively communicate benefit to the community
• Serves as a member of Y management and supports the overall objectives of the YMCA
• Annual Campaign targets are accomplished
• A high functioning and committed Board of Advisors
• Operating models are in place and consistently implemented for

Citifinancial Branch Manager Resume Examples & Samples

• 1-2 years of directly related sales experience preferred
• Effective communication skills that demonstrate the ability to work directly with people in a customer service capacity
• Familiarity with PC-like hardware/software, including use of PC keyboard and mouse
• Basic knowledge of accounting is helpful

Branch Manager, Hurstville Sydney NSW Resume Examples & Samples

• Effective management of sales targets in a team environment
• Experience in coaching and mentoring staff members
• You are career driven and strive for success

Instore Asst Branch Manager Resume Examples & Samples

• Two years retail sales experience or 18 months financial sales and service experience (such as an In-Store Financial Services Representative or Personal Banker at SunTrust or a comparable position at another financial institution)
• Demonstrated consistency in meeting sales goals
• Two years experience in a client service and/or financial sales role with previous managerial responsibilities, Previous experience as a Teller and, Personal Banker/In-store Financial Services Representative at SunTrust Bank or comparable roles at another financial institution
• Demonstrated ability to interact confidently with clients and ability to identify evaluate and resolve client financial needs

Sub-branch Manager Resume Examples & Samples

• Bachelor Degree with min. 5-6 years working experience. 3 years working experience in banking, sales and client service environment is preferred
• In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology
• Goal oriented and able to work under pressure
• Good service attitude and strong sales-driven
• Good interpersonal, communication and telesales skills
• Comprehensive knowledge of compliance and security policies and procedures
• Knowledge on financial market and economic trend

Jefferson County Branch Manager Resume Examples & Samples

• CPR & First Aid certification within 30 days of hire
• Pass a Washington State background check
• Ability to relate well to children and adults in all circumstances
• Attends staff meetings and trainings as required and completes all on-line trainings which include child abuse prevention training within 30 days of hire
• Upholds YMCA policies for safety, supervision, mandated reporting and risk management. Adheres to policies related to boundaries with youths

Branch Manager Vancouver Resume Examples & Samples

• Tier 1 Compliance Supervision
• Sales revenues, assets and new accounts growth
• Advisor support
• Train and educate advisors regarding policies and procedures

PCD Branch Manager Resume Examples & Samples

• Able to role model client service expectations
• Able to effectively communicate and implement ongoing changes
• Canadian Securities Course and RISR registered
• Branch Manager license
• Successful Completion of CSC and CPH and RISK registered
• Minimum of 7 – 15 years of relevant professional experience
• Must have all the same Proficiencies as those they are to Supervise such as Derivatives Fundamentals Course / Options Licensing & Options Supervision

Branch Manager Kanak Resume Examples & Samples

• To act as a local interface with government, regulatory and other civic bodies, to represent the best interest of the franchise
• Coach, counsel and engage with all branch employees at appropriate intervals to enhance their efficiency and manage attrition
• Engage with selective customers with the objective of providing a senior interface and a promise to deliver to the best of our abilities
• Seek suggestions/innovative ideas from team members for any enhancements in processes and any changes in product/service deliveries. Implement those suggestions/ideas which can be handled at the branch level and share information about the rest with the concerned department
• Carry out daily huddles with the branch team to communicate franchise related information, business specific information, review financials and seek feedback on any concerns, issues or support required by the team
• Ensure team synergy and effectiveness and address any conflicts arising out of day to day functioning of the branch
• Experience in wealth management - including Insurance, Investments and Forex/Trade and commercial products
• Prior experience in banking set-up required roles in Services/Ops as well as Sales
• Awareness about banking regulations/product regulations around insurance/investments, etc
• Relationship management - especially HNW/HNI segment
• Experience in Team handling for at least 2 years
• Experience in banking operations/service preferred

Home Lending Branch Manager Resume Examples & Samples

• Supervise residential loan production efforts of an assigned office or area, including aspects of loan administration and administrative support, to meet production goals
• Responsible for managing revenue and expenses to ensure monthly and annual profitability goals are met. Manage branch pipeline through review and analysis of office production reports. Monitor and address branch compliance
• Monitor quality of work completed to ensure Bank customer service standards are met and adherence to regulations and Bank policies and procedures
• Responsible for compliance with all Federal, State and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal as defined by the Bank
• Responsible for personal production and selection, development and performance of production and support staff. Manage performance on key Bank initiatives, including cross-selling and customer service surveys. Coach, mentor, and train others; teach coursework as subject matter expert. Ensure staff is up to date on required training
• Responsible for performance of solicitation and origination of all types of single-family loans, including calling on trade, taking applications, reviewing credit, and following through on closing. Attend community and real estate lending related events and establishes partnerships
• Partner with support and operations management to resolve issues and ensure overall operational efficiencies
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
• 8+ employees
• Registered Mortgage Loan Originator (MLO) required
• 10 years of residential mortgage experience, including products and services, operational flow, and regulatory compliance
• 3-5 years of management/leadership experience, with demonstrated ability to manage and develop others
• Strong knowledge of mortgage lending and underwriting
• Advanced knowledge of mortgage lending regulations, policies, procedures, practices and documentation
• Strong sales skills including business development
• Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
• Extensive understanding of residential mortgage lending, mortgage product knowledge (including conventional, FHA, VA, non-confirming, Jumbo, RO, Portfolio, and state loan programs), and quality control
• Intermediate written and verbal communication skills with ability to regularly interact with employees at all levels including senior or executive management. Ability to train and present to small groups and large audiences
• Possess strong analytical and problem solving skills, as well as planning and organization skills, with the ability to change course (adapt) at a moment’s notice
• Proficient personal computer skills and related software packages
• Must be registered as a MLO as per the S.A.F.E. Act requirements

VP & Branch Manager Resume Examples & Samples

• Minimum 15+ years of solid commercial and real estate lending (including real estate project financing) complemented by excellent knowledge of retail banking, with wealth management experience preferred
• Prior full service Branch Manager experience is preferred
• Solid understanding of bank lending policies and guidelines, including an in-depth knowledge of relevant financial service products and services
• Proven experience building inclusive, high-performing work environments, while guiding and developing teams and leaders
• Strong marketing and client focused skills with a proven track record at finding and closing new opportunities for the CWB Group
• Demonstrated ability to work independently and in a collaborative team setting across peer groups and a wide range of internal stakeholders
• Decisive and focused with the ability to challenge the status quo. Understands what needs to be done and moves quickly to that end
• Superior communication, presentation and influencing skills
• Knowledge of Corporate lending including syndications and Equipment Financing and Leasing considered an asset
• Willingness and ability to represent the Bank at business or community associations to help profile the CWB Group
• Responsible for the overall management of the Branch
• Lead the development and execution of the annual strategic and balanced scorecard business plan promoting sound growth and profitability in all areas of business in the branch
• Enhance current relationships with CWB Group clients and lead the efforts to attract new clients
• Ensure we have knowledgeable, courteous and time-efficient delivery of CWB Group’s products and services evident at all levels of branch operations
• Enable a high performance branch environment through effective resourcing, appropriate delegation of responsibilities, leadership development, staff training, succession planning, and timely and effective coaching and performance management
• Facilitate the development of an open, energized, and accountable workplace that embodies the CWB culture and values. Ensure all staff are motivated, guided and developed in a manner that helps them fully contribute to the company’s mission, vision, goals and objectives
• Build on the ongoing transformation of branch operations. Ensure the team is structured effectively to meet strategic goals
• Lead the implementation of the Bank's Being Crucial sales strategy by proactively helping clients to achieve their financial goals
• Build the profile of the CWB Group in the Calgary area through proactive representation and relationship building with relevant community and business associations
• Add value to the Bank’s Senior Management team and develop future leaders within the CWB Group

Branch Manager Nmls Resume Examples & Samples

• Two or more years of experience in sales, retail or banking environment, including sales management, customer experience and relationship management
• Thorough knowledge of teller and platform functions
• Effective leadership, interpersonal and negotiation skills

Branch Manager, VP Resume Examples & Samples

• Your all-encompassing brokerage and mutual fund knowledge and expertise in financial planning
• An impressive ability to manage multiple conflicting priorities
• Your passion for coaching and developing sales associates
• Precise oversight and supervision of operational activities, including risk and compliance adherence
• Your sound judgment and decision-making skills
• Day to Day Tier One Supervision (MFDA and IIROC)
• Key day-to-day contact for Advisors and Branch Managers under their supervision regarding compliance related matters by informing, clarifying and explaining Dealer policy and other regulatory requirements
• Client focus and customer service skills with the ability to build positive relationships between client/company, and represent Manulife’s best interests
• Commitment to achieving high levels of service excellence and ability to work independently or within a team and with direction
• Excellent communications skills (verbal and written-report writing)
• Analytical and problem solving skills being able to influence decisions or change through negotiation with a focus on prevention of future re-occurrence
• Knowledge of both IIROC and MFDA regulations, business policies and concepts
• Organizational/prioritization skills to be able to work in a multitasking environment
• Strong Attention to detail
• Post-secondary education with industry certification is preferred or equivalent work experience
• Ability to quickly understand business processes and their risk implications, analyze complex situations, reach appropriate conclusions and make practical recommendations
• Fully proficient knowledge of our business products, policies, procedures, systems and concepts
• Experience in a financial services firm
• Negotiation/conflict resolution skills
• Proven relationship skills with an ability to deal effectively with staff at all levels
• Act as subject matter expert
• Creative/innovative thinking within the regulatory requirements, in the provision of solutions for our clients
• Leadership skills/experience/competency
• Must qualify to be registered with both MFDA and IIROC
• Must have completed the Canadian Securities Course, CSI Conducts and Practices Handbook, CSI Branch Manager’s Course, Effective Management Seminar, CSI Wealth Management Essentials, CSI ETF Course
• Certified Financial Planner (CFP) designation preferred
• Experience as an advisor or experience working in an advisor’s office preferred
• Minimum of five years’ experience as a salesperson, trading partner, director, officer or compliance officer registered under the applicable securities legislation or have a minimum of two years of equivalent experience to become registered as a Branch Manager

HL Direct Lending Branch Manager Resume Examples & Samples

• Manages and coaches at least five Direct Lending loan officers to achieve required performance levels by establishing a production oriented sales team in a local market
• Ensures quality of work completed by loan officers meets Banks customer service standards, adheres to Federal and State guidelines and regulations, and company’s policies and procedures
• Manages loan officer’s performance on key bank initiatives including cross selling, ROQ, and customer service surveys. Responsible for selection and hiring, training and development, and performance management for all loan officers
• Sells the advantages of the company and various loan products
• Calls on trade, takes applications, reviews credit, negotiates rates within company guidelines and follows through on closing
• Creates a business approach to enable achievement of volume objectives through management of Loan Officers
• Provides guidance and coaching in loan production and financing
• Develops and controls production budgets and marketing plans monthly for assigned Loan Officers
• Reviews the quality and type of loan applications
• Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal rules as defined by the bank
• 5+ years of residential mortgage experience, including products and services, operational flow, and regulatory compliance
• 1-3 years of management/leadership experience, with demonstrated ability to manage and develop others
• Prior experience managing a team preferred
• Strong management and recruiting skills
• Proven sales and marketing success, with track record of success in developing new clients and business through prospecting, sourcing and networking
• Advanced experience in relationship management, business development, and sales skills
• Proficiency with personal computers and related software packages such as Word and Excel

Branch Manager, Stratford Resume Examples & Samples

• Be the main ambassador for the brand
• Use your knowledge of fashion and leadership skills to create a fantastic shopping experience for our customers
• Motivate your team to deliver the ultimate customer experience through ensuring the store is commercial and looks visually captivating at all times
• Deliver excellent sales and KPI results by making the right commercial decisions in store through the support of your management and sales team
• Be accountable for all aspects of the store and staff

Response Branch Manager Resume Examples & Samples

• Applicant must have knowledge of State and Federal laws, rules, regulations and standards relating to emergency management
• Principles and practices of administration, with special reference to organization, fiscal management, strategic planning, control, leadership and supervision, and personnel management and administration
• Effective methods of organization and planning
• State government processes including legislative and administrative processes
• Familiarity with the principles of emergency management, emergency management planning, exercise and training requirements and protocols, and the current nationwide trends
• Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
• Business and management principles involved in strategic planning, resource allocation, procedures for leadership technique, production methods, personnel information systems, and coordination of people and resources
• Principles and processes for providing customer and personal services; customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
• Administrative and clerical procedures and systems such as word processing, managing files and preparing reports
• Grant concepts, spreadsheets, practices and procedures, report writing, emergency management and grant terminology
• Effective communication, both in speaking and writing as appropriate for the needs of the audience
• Understanding written sentences and paragraphs in work related documents
• Active listening and critical thinking, using logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Establishing and maintaining effective interpersonal relationships, including dealing professionally with subject matter experts and political figures
• Anticipating changing customers’ needs and adapting
• Anticipating and pro-actively responding to stakeholder concerns, using diplomacy and persuasiveness to present program concepts, effective solutions and plans in a comprehensive oral and written format
• Leadership that will result in the accomplishment of work products and completed objectives
• Functioning as a team member with interpersonal relations skills; facilitate and encourage communication between team members
• Proficient use of computers, software (Microsoft Word, Power Point, Excel) and graphics (PDF)
• Deal in a positive manner with inter-governmental relationships among local, state, tribal, federal and private agencies involved in emergency management
• Conduct analysis and evaluation of program quality and effectiveness, capable of future thinking and planning
• Conduct policy development, decision making and direction of work activities
• Develop and present instructional programs to political figureheads, emergency management personnel, state/tribal/county/local agencies, volunteer organizations and first responders
• Combine pieces of information to form general rules or conclusions, and to make informed decisions to solve problems
• Listen to and understand information and ideas presented through spoken words and sentences
• Communicate information and ideas in speaking so others will understand
• Read and understand information and ideas presented in writing
• Establish goals and expectations and manage time effectively
• Anticipate changing priorities and pro-actively prepare adjustments to schedules; anticipate needs during absences, and ensure work responsibilities and commitments will be met
• Establish and maintain effective relationships; analyze situations accurately and take appropriate action
• Interact with diverse audiences and be a team member
• Coordinate and facilitate activities

Branch Manager Mississauga Resume Examples & Samples

• Drive initiatives and direct sales force activities to generate sales and profits and improve performance at or above company standards. Conduct field sales training with employees
• In partnership with the human resources function and line management determine staffing requirements, interview, hire, develop, train, and manage employees, and oversee the human resources processes and programs at the branch level
• Ensure all branch employees are properly trained and licensed in accordance with the internal and external requirements. Coach and mentor staff to ensure readiness to level progression. Review and authorize all branch personnel changes as deemed appropriate. Manage all employee performance reviews and ensure they’re completed in a timely manner
• Facilitate the implementation of the new operations model by working closely with all stakeholders and by acting as an advocate of this change through ongoing support and proactive intervention with the staff
• Promote and foster a high performance culture and good employee relations through collaboration with cross functions and sound change management practices
• Provide a high level of focus on quality to ensure customer satisfaction while delivering great customer service. Actively resolve customer problems and ensure disconnect rate is maintained at the lowest level possible
• Consult with the sales staff on all sales and growth activities and opportunities that will positively affect branch sales and recommend local growth activities and opportunities
• Establish and manage a successful working partnership with all Builder and Inspection companies
• Maintain ongoing contact with all relevant local public service agencies including, but not limited to, crime prevention and local crime prevention associations and establish rapport with the local community to promote a positive company image
• Deliver on company, branch and functional KPIs
• A minimum of eight (8) years relevant experience. A combination of operations/general management experience (including financial P & L accountability, recruiting, and training and development, etc) and sales/customer service responsibilities
• Knowledge of business and management principles involved in strategic planning, resource allocation
• Demonstrated budgeting experience and ability to interpret financial results
• Must be flexible and possess independent thinking and sound judgment and decision making and excellent time management, project management, organizational, and strong leadership skills
• Ability to perform cross-departmental functions in an evolving matrix organization
• Must be a self motivated individual with strong analytical and problem solving skills. Self-driven, teaming, positive and dynamic approach to challenges
• Proficiency with MS Office Suite of products

Assistante Branch Manager Resume Examples & Samples

• RISR registered and lending qualified Branch Compliance Officer (BCO) qualified
• Brilliant at the Basics -Excellent customer service aptitude, Strong management, leadership and coaching capabilities
• ABM coordinates closely with Branch Manager to ensure smooth day-to-day operations across sales and service teamsManages and coaches CSR and FSC staff in the branch; ensures quality collaboration with Financial Advisors and other Branch Partners Works with HR, Hewitt and the HRC for ongoing recruitment, performance management and career development activities relating to CSRs and FSCs
• Possesses intimate knowledge of all aspects of PandC Canadas branch operations

Branch Manager, Optumrx Resume Examples & Samples

• Responsible for and overseeing the delivery of care to all patients served by branch
• Represents the organization with all referral sources, physicians, and the community on an as-needed basis in conjunction with other internal clinical and Sales resources
• Communicates as needed with appropriate Corporate leadership concerning new developments and / or problems within the local branch and / or market
• Directly manages clinical & operational functions to ensure smooth daily operations and continuous improvement in patient care (including direct patient care as a clinician, where appropriate)
• Creates, manages, coordinates and executes all operational strategies and implements tactical plans for the branch that meet and exceed company expectations
• Oversee reporting and monitoring of branch performance metrics
• 5+ years of management operations experience
• University degree or equivalent experience
• Solid working knowledge of pharmacy, nursing, budgeting, sales, business development, and strategic planning in healthcare
• A track record of performance excellence meeting targets and objectives
• The ability to articulate a vision and strategy in a way that inspires and motivates a team and focuses their energy on achieving business goals
• The ability to manage multiple, complex priorities within demanding timeframes
• Nurse management experience
• Pharmacy management experience
• Home Infusion experience

ADI Branch Manager Resume Examples & Samples

• To manage the branch in a manner that will achieve sales and gross profit targets and Operating Income, in maximising sales activity to achieve branch objectives and targets
• To ensure all staff in the branch adhere to Company policies and procedures
• To ensure the branch cash, cheque and credit card accounts are controlled efficiently to avoid any losses and that customers taking credit are handled separately in line with the credit control policy
• To control all financial issues (including outstanding debts) and work with the credit control department to ensure accounts are managed and monies are collected
• To ensure that the branch is correctly stocked, that stock levels are efficiently controlled at all times and that the branch meets the Company’s mandatory standards regarding physical stock losses, control of FOC items and returns, perpetual inventory checks and stock rotation
• To be aware of all areas of the business that have a cost implication on the branches profitability and at all times ensure costs are kept to a minimum and in line with P & L budgets
• To deal with all customer orders, enquires and queries in an efficient manner, and promote the company’s product range and services at every opportunity
• To provide motivation and leadership within the branch team by mentoring and guidance in best practice of procedures
• To ensure that the branch is kept clean and tidy and in a presentable manner both internally and externally
• To direct, supervise and train branch staff in their duties
• To establish annual SMART goals (HPD) for all branch staff and review performance regularly
• To ensure that safety of employees and customers by providing a safe working environment and to ensure compliance with the Company Health and Safety policy
• To have a working knowledge of the Company computer system and the associated packages to carry out the role
• To carry out customer visits to ensure that the Company is being actively represented
• To work closely with the regional and KA sales teams in order to meet branch targets
• To work closely with all preferred supplier representatives in order to achieve the goals agreed between the companies
• To implement any new company directives at a local level in a timely manner, ensuring all employees within your remit are kept informed at all times by way of regular communication both on a formal and informal basis
• To increase the levels of service given to the customers and review on a regular basis
• To have a working knowledge of the quality standard procedures and ensure that staff adhere to them
• Manage a High Performing Team: Show accountability by taking ownership of the business and willingness to make customer-focused decisions when needed
• Bring a positive energy and confidence to Citizens every day
• Strong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results
• Ability to work all branch operating hours, as needed, including weekends and some evenings
• Ability to travel, as needed, to required trainings and/or other branch locations
• Customer service
• Risk acumen
• Cross selling
• Front office customer management
• Build a cohesive team that is motivated, engaged and empowered, creating an environment where your team strive to be at their best and an ambition to exceed all current and future customer, brand, business and financial objectives to a high standard of service excellence
• Actively contribute to the design and implementation of the future branch model and associated change programmes and initiatives within your branch and Local Market
• Demonstrable control of the business
• Adherence to compliance, operational, credit and risk policies, procedures and controls
• A culture of responsibility and accountability
• Understand the importance of the Omni channel experience for customers and translate this into specific actions for your branch ensuring that all customer facing staff are Digital Advocates who deliver a complete and connected customer experience to all customer segments
• Customer Relationship Management – Engaging the Customer and adding value
• Retailing - Creating the relevant customer experiences to enable the professional selling of our products and services that translates into customer loyalty and advocacy delivered by a highly motivated and customer focused team who have the right products, processes and service capability at their disposal
• University graduate or above, over 8 years working experience in banking or financial industry
• Obtain P&L responsibility in previous career
• Strong customer focus, financial knowledge and experience

AVP & Branch Manager Resume Examples & Samples

• Minimum 10 years banking experience with previous leadership and coaching experience
• Business Degree or related work experience
• Proven experience in business development specific to relationship management and sales
• Extensive lending experience, with a focus on commercial
• Considerable experience in general banking administrative procedures
• Involvement in various business or charity associations
• Manages and coaches at least five Mortgage loan officers to achieve required performance levels by establishing a production oriented sales team in a local market
• Originates residential loans through solicitation of real estate brokers and consumers
• Obtains required documents, takes special credit applications and follows through to closing
• May recommend loan terms. Communicates regularly with regional manager to resolve issues and ensure overall operational efficiencies
• Participates in the solicitation of all types of single-family loans, focusing on spot and single-family development loans
• Attends community and real estate lending related events and establishes partnerships
• Creates a business approach to enable achievement of volume objectives through management of Mortgage Loan Officers
• Manages the accomplishment of production goals and ensures quality production administration
• Interfaces with internal staff, vendors, borrowers and third party referral sources
• 5+ employees
• Accountable for the Branch’s sales performance and financial performance as well as other assigned branches
• Proactive involvement in lateral and trainee recruiting and development
• Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the complex through identification of risk issues and ensuring they are escalated appropriately to the complex level
• Responsible for following supervisory procedures as outlined in the Branch Manager’s supervisory Manual

Bali Branch Manager Resume Examples & Samples

• Overall customer, P&L (Regional Director) or CMII (Branch Manager) and business development responsibility for the entire region / branch
• Responsible for the safety of employees at work
• Implementation of new tools and development initiatives within the region / branch
• Planning and reporting regional / branch business, e.g. budget, 3YP, monthly / weekly financial reporting etc
• Ensuring the region is in full compliance with KONE business policies, processes and methods
• Maintaining good connections with other regional units, branch managers and members of the unit management team
• The key KONE face to customers and other stakeholders in the region/branch
• May have active participation to FL management team work, communicating the needs of the region and implementing the decisions made in the regional management meeting
• Lead, direct, evaluate and develop employee competences and motivation in region/branch in cooperation with MD and Unit HR
• Prior experience of min 8 years of business management in sales and/or operational management with budget responsibility or Prior experience of min 6 years in a management/leadership position
• At the minimum BSc. degree in Economics, Business or other relevant field completed, fluency in English
• Successful track record of developing and executing successful business strategies and plans
• Proven ability to achieve tangible business results
• Solid operational and commercial business experience
• Understanding of business accounting principles and budget preparation
• Prior experience in leading others in an international matrix organization
• Experience of dealing with local authorities
• Change management, financial & sales management and project management skills

Branch Manager, Halifax & St John Resume Examples & Samples

• Responsible for managing HR related processes including people development, staffing, compensation, performance management, etc
• Responsible for creating an environment of customer satisfaction and delight
• Handles / manages local litigation issues
• Directs Department leaders to achieve planned goals and initiatives
• Familiarity of competitor product offerings and practices
• General accounting and financial management principles
• Laws and regulations regarding safety and environmental governmental regulations
• Demonstrated ability at leading and sponsoring change
• Ability to conduct financial analysis for the purpose of making sound business decisions
• Ability to motivate people to attain their maximum potential
• Effective oral, written and presentation skills
• Strong persuasive skills
• A competitive compensation package (salary plus performance based bonus)
• A comprehensive group health and dental plan
• A health, safe and positive teambased work environment

Branch Manager, North Upper Egypt Resume Examples & Samples

• Managing the retail & wholesale environments
• Handling the selling out and executing POS in addition to the selling out and executing the agreed on KPIs
• Owning & building sales force capabilities in North Upper Egypt
• Increasing market share for our categories as per the set plan
• High level of communication with our customers
• Enhancing yearly growth for his/her area
• Proficiency in MS office, especially PowerPoint & excel
• Minimum 5 years of experience in sales; with minimum 2 – 3 in the traditional trade environment
• Sales field experience in Upper Egypt preferred
• Planning & Priority Settings

Branch Manager Windsor Resume Examples & Samples

• To have overall responsibility for managing and delivering KPI performance for the store
• Provide leadership to the team and motivate them to drive and deliver results
• To maintain the highest merchandising standards, provide exceptional customer service, and ensure that effective cost reduction and profit protection procedures are in place

Citibank Berhad Jb-branch Manager Resume Examples & Samples

• A self-motivated individual who possesses a strong drive for excellence and success
• Graduated and minimum 5 years branch banking experience in Sales and People Management, Human Resources, Training and Coaching, Risk and Control and Expenses Management
• Definite abilities in leadership, planning and organizational decision making and team building

Selling Branch Manager, Peoplemark Resume Examples & Samples

• Successfully meet and/or exceed sales expectations for branch growth
• Markets the company's temporary, temp to hire, and direct hire services through sales calls, sales appointments, customer presentations, ect
• Establishing and maintaining key client relationships
• Maintain accurate manual and CRM automated records and historical data on the sales process
• Build and nurture both a sales and recruitment culture within the branch
• Promoting to customers the company's full service capabilities in alignment with strategic objectives
• Comply with all Allied Universal policies and procedures
• Collaborate with peers in the region to promote business growth across territory boundaries, sharing leads when necessary
• Proven track record of excellence in sales activity (awards, top rankings, etc.) using consultative sales techniques
• Ability to understand the dynamics of leading a service operating unit
• Strong financial acumen, P&L and budgeting experience
• A true hunter with the ability to leverage social media and professional networks (i.e. LinkedIn) to prospect and follow up with consistency
• Ability to negotiate an persuade while enhancing business relationships
• Dedication to high quality customer service delivery and integrity through proven client and customer relationships
• Strong organizational skills with demonstrated ability to strategically plan sales calls, sales presentations and cold calling
• Highly effective leader with the ability to build strong relationships internally with all levels of the organization and manage under difficult service delivery timeframes
• Ability to travel throughout all areas of the territory

Maintenance Branch Manager Resume Examples & Samples

• Supervise a large number of multi-skilled craftsmen and foremen
• Manage and implement the latest technologies within the scope of a variety of highly technical Maintenance Projects
• Evaluate Code compliance and application for all applicable codes to include Life Safety, Uniform Building Codes, NASA specific Codes and standards. Many other codes and standards will be a requirement of many of the IDIQ Projects
• Manage IDIQ Maintenance Projects to ensure specific goals and metrics are met per contract requirements. Prepare estimate, negotiate with customer on costs, and be accountable for budget requirements and schedules for each and every project
• Ensure environmental and safety compliance with Federal, State, and local regulations and/or contractual requirements as related to the business of the unit or section
• Ensure customer satisfaction while working within the limits of established policy, procedures and work instructions
• Provide guidance to foremen to assist in the interpretation of codes and work instructions
• Interface with union officials to resolve issues and/or complaints. Also union interfaces a requirement

Branch Manager, Canal Zone Resume Examples & Samples

• Responsible for achieving set sales and distribution targets in addition to ensuring forecast accuracy
• Manage sell-in & execution of POS for each category in all outlets in the territory
• Implement the POS & take corrective actions where deviations occur
• Accountable for sell-in & execution of the category /cross-category promotional plan in every outlet in the territory
• Evaluate sales force performance with view of making improvements or changes that will build capability, motivating, coaching and developing the sales team & drive in-store execution
• Build strong teams & maintain high level of morale to achieve company objectives
• Accountable for providing different analysis/ reports on a regular basis on coverage, distribution, out of stock, competitors, display and sales to facilitate on going control of sales activities against the plan
• Maintain market awareness and identify market opportunities to help our company to maintain a competitive advantage
• Orchestrating in-market activities, overseeing product placement, display, POS materials, merchandizing standards implementation and trade promotions activities
• Building and maintaining relationships with the distributor(s) and with the trade
• Sales field experience in the geography of Canal Zone is preferred

Rental Branch Manager Resume Examples & Samples

• Valid Driver's license required
• Expected travel approximately 5% of the time, including possible overnight travel
• Prior management of customer service and sales focused employees, preferred
• Manage acquisition and service cost for Branch assignment
• Requires excellent organizational skills, effective time management, strong leadership, interpersonal and analytical skills
• Ability to secure property, casualty and life license

Branch Manager Montreal Resume Examples & Samples

• Knowledge of the Canadian Agricultural sector (Grain, Meat, Fishery, etc.) is required
• Candidates must be proficient in using various types of computer software (Word, Excel. PowerPoint & Outlook)
• Candidates must demonstrate excellent verbal and written communication skills including grammar and composition
• Proven time management skills and a strong attention to detail
• Extended hours and shift work may be required from time to time
• Travel to other SGS locations or client location may be required from time to time

Home Infusion Branch Manager Resume Examples & Samples

• Monitor and manage the Profit and Loss (P&L)
• Oversee purchasing, inventory and patient care operations
• Work closely with the sales team to visit customers and focus efforts to drive profitability
• Assist in introducing new infusion products/services to prospective physicians and managed care customers
• Optimize resource allocation to achieve maximum productivity of workforce while meeting business needs
• Ensure product deadlines and performance standards are established and met
• Ensure compliance with policies and procedures as well as state,federal and Joint Commission requirements
• Develop and implement new policies and best practices
• Monitor branch performance through routine surveys, audits and site visits
• Hiring, coaching, performance management, appraisal and disciplining of staff including clinicians
• HS Diploma, GED or Foreign Equivalent required; Bachelor’s degree in business-related major or comparable work experience preferred
• Life, Health, Series 6/63 preferred; NMLS Registration required
• 4 years branch banking management experience required (2 years as a branch manager)
• OR- 2 or more years of branch manager experience and 3 or more years retail (non-banking) sales management experience with proven results
• Demonstrated effectiveness in managing operational requirements and procedures in a Retail Bank
• Desire and willingness to call on prospects and existing clients for sales opportunities
• Proven sales execution
• Strong listening, verbal and written communication skills
• Demonstrated ability to work well in a team environment
• Demonstrated ability to follow company policies, guidelines and procedures
• Strong attention to detail and ability to multi-task
• Demonstrated ability to maintain confidentiality using tact and diplomacy
• Maintain professional dress attire and demeanor
• Ability to work branch hours, including weekends and some evenings
• Job Responsibilities
• Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team
• Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors
• When appropriate, provide disciplinary actions and exit non-performers while adhering to
• Company policies. Successfully recruits and hires the appropriate staff to deliver on expectations
• Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals
• Regularly communicate branch performance and priorities with all team members
• Stay informed of key priorities and business updates. Execute corporate sales processes
• Promote and model the company standard of always doing what is best for the customer by providing
• Recommendations to improve the financial quality of their life
• Ensure an excellent customer experience by being knowledgeable of all bank products and
• Services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction
• Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking Partners.)
• Internal Use Band F
• Respond to all customer inquiries in a professional and timely manner
• Analyze customers’ financial status, credit and property to determine available mortgage products
• Obtain required information deemed necessary to complete the loan process: Originating, locking and closing home loan transactions
• Develop new business through a variety of means including, personal and professional referrals, telemarketing, direct mail prospects and other sources that derive from special marketing campaigns
• Establish a referral base to generate business
• Observe developing trends in the industry and remain knowledgeable of changing guidelines, regulations and business practices
• Attend scheduled meetings, training sessions and courses
• Additional responsibilities as assigned by management
• Accountable for financial performance, customer satisfaction, and ensures the branch adheres to policies, objectives, and practices of the company
• Drive team to achieve sales, loan production and revenue goals
• Excellent interpersonal skills along with strong verbal and written communication skills
• Manage sales activities that include responding and contacting existing customers with the objective of managing the following functional areas: quality of loans, compliance, loan production, retention, profitability, controlling expenses and interacting with the management team
• Hire, train and motivate staff
• Originate mortgage loans that meet Flagstar bank credit and underwriting requirements. Perform all origination tasks in accordance with industry and regulatory guidelines and requirements. Achieve sales and referral goals by developing a world class customer experience. Refer clients to other Flagstar business partners so that they may explore obtaining additional financial products and services that Flagstar offers (i.e. retail banking products, investments, commercial services). Market to and manage referral relationships. Referral relationships include realtors, builders, professional and personal contacts. Participate in in business related development opportunities community efforts to promote home ownership. Proactively seek ways to develop and expand customer relationships in order to achieve branch and personal goals
• Recruit, hire, develop, lead and retain high quality loan officers. Monitor sales activity within the sales team. Responsible for conducting training for any new hire or existing hires in both skills development and product training. Manage sales team to ensure development of relationships with referral sources to obtain mortgage leads. Maintain a broad understanding of products, guidelines and pricing strategies. Champions adherence to quality
• Provide status updates and assist processing with the collection of any trailing borrow documentation needed to complete loan processing and closing
• Attend Flagstar required production meetings. Attend/complete all Flagstar and industry required training. Actively participate in opportunities to expand knowledge, influencing and interpersonal skills. Professional development of loan officer team

VP Branch Manager Resume Examples & Samples

• Responsible for the overall management of a large-sized banking office
• Promotes Eastern Bank through community involvement via memberships in local organizations (i.e. Chamber of Commerce, Rotary, etc.), participation in city/town events, engaging local business networks, and the like
• Although the assistant manager is responsible for managing daily branch operations and compliance issues, the branch manager has ultimate responsibility for the branch’s performance in these areas which include, but are not limited to, overdraft management, vault management, branch schedules, the opening and closing of the office, and other such duties
• Consistently applies Human Resource policy for routine aspects of management, and as performance issues arise
• For incumbents who have tenure with the bank, must have a history of solid sales, service and management successes
• Strong written and verbal communication skills are critical
• Must be flexible with ability to adapt to change
• Must retain and build upon product knowledge base as a member of the division’s management team

Service Center Branch Manager Resume Examples & Samples

• Respond to clients in a professional and ethical business manner
• Manage cash sales reporting and submissions
• Manage the branch within company policies and standards
• Monitor equipment and supplies
• Troubleshoot and resolve problematic orders and customer complaints
• Ability to assess/troubleshoot customer software and hard copy orders for production problems or issues
• Strong competency with Word, Sub-Hub, Planwell, and other proprietary software
• Work effectively with internal and external customers
• Ability to multi-task while maintaining quality and accuracy
• Extensive computer and software knowledge
• 3 years’ experience managing or owning a print shop or printing facility
• 2 years’ of supervisory experience

Branch Manager Trade Cntr Sec Lend Resume Examples & Samples

• To sell assets/vehicles in the store on a monthly basis via a team of staff members. Some of the tasks entail the organising of audits, negotiating with ABSA legal to release the vehicles
• To ensure that the trade Centre team do not to exceed contracted % of sales budget set by national office at beginning of financial year according to Performance development agreements
• To monitor statistics and drive production targets via % of trade, and effective driving down of stock
• To manage ageing of stock according to contracted budget. Negotiations with ABSA legal to assist them in identifying possible assets that could be made available for sales
• To monitor movable assets (Vehicles, Boats, Computers, Trailers, and Trucks) in safekeeping in order to identify assets to be made available for sale
• Manager and team need to focus on relationship building. Ongoing interaction formal and informal, via meetings of on a social level
• To ensure management information is timeously and accurately submitted to relevant role players
• Manager responsible for the monthly trading report, as well as compliance/HR reports. Check team members who have to submit information for relevant reports, and focus on trends of deviations
• To ensure exceptional service delivery standards towards internal and external stakeholders, via SLA's and Performance development
• To ensure that regulatory and compliance procedures are adhered to by the entire Trade Centre team on an ongoing basis, i.e. RCA, RCSA, SOX, CASA, FICA, KYC, NCA. Audits, Meetings, Reports to ensure compliance that standards are adhered to
• To take ownership and agree to corrective action items with Internal Audit and Management Assurance for findings related to the functional area under management and arrange issue assurance for closed audit findings
• To ensure that the Business Continuity Tool is updated regularly and signed off annually in consultation with the BCM Co-ordinator. Ensure that the BCM Plan for the area is tested as required and corrective actions executed
• Work with managers/SME in the team, develop Risk and Control Assessments (RCA's + RCSA’s) for the function and update at the required intervals (normally quarterly). Complete attestations to testify to the adequacy of controls on request
• To ensure that the Trade Centre area has a Health and Safety Rep, Fire Warden and Evacuation rep and First aider
• To develop a high performing team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between the team members
• To interview and recruit new members if team, including determining appropriate compensation levels with input from Human Resources
• Approve Leave requests for team members and create leave plan to ensure adequate coverage
• To participate in the creation and implementation pf Employee Opinion Survey (EOS) actions for the Trade Centre Team
• To coordinate the efforts of the different operational areas under management to ensure minimal duplication of efforts, maximum efficiency and to maximise value for money
• Contribute to the development of business unit strategy for the next 2-3 years by providing a view on potential improvements for products or services and an assessment of the existing situation and anticipated changes in the external environment
• Agree targets and take accountability for the overall achievement of performance objectives in the business area in terms of employee satisfaction, customer experience, cost performance, return on investments, risk, compliance and governance requirements
• Manage departmental budgets including signing off of invoices and quotes within mandate. Escalate out of budgets items to the Managing Executive for approval
• Sign off capital expenditure within budget. This includes approving purchase or sell decisions for desktop computers, laptops, departmental equipment etc
• Provide clear direction to team members on the Trade Centre strategic plan and key focus areas and ensure their understanding and buy-in
• Analyse effectiveness of processes and systems in use in the department and make recommendations for improvements. Review performance against balanced scorecard components as prescribed by the Executive, discuss gaps and agree action plans to close gaps
• Benchmark productivity of the department against industry standards and createmeasures to improve productivity
• Agreed and manage service offerings and SLAs with internal customers (agree annually and measure on a monthly basis)
• Management Development Programme (No. of years) years (Technical/Managerial) experience
• IT Literacy Level: Do without Supervision
• Delivering results and meeting customer expectation Level: Do and Instruct
• Interpersonal skills Level: Do and Instruct

Cluster Branch Manager Resume Examples & Samples

• Responsible for instilling the BB&T Mission, Vision, and Values within the assigned cluster
• Responsible for sales management and revenue generation within cluster. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Responsible for the execution of the BB&T sales process within the branch through BB&T supported sales processes and other Community Bank initiatives
• Responsible for consumer and small business loan performance within the cluster pertaining to growth, profitability, and quality
• Responsible for the balanced growth, servicing, and profitability of the Bank’s deposit products
• Responsible for providing leadership and coaching to all members of the branch sales teams to ensure maximum performance and attainment of personal goals and improvement plans
• Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel related duties to the Tellers, including
• Three years of experience in financial services
• One year of leadership experience
• Strong interpersonal, sales and relationship management skills
• Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check
• Bachelor’s degree in Business, Accounting, Finance or Banking
• Completion of BB&T’s Retail Academy within six months of employment in this role
• Graduate of BB&T’s Leadership Development Program

AVP Branch Manager Resume Examples & Samples

• Responsible for the overall management of a mid-to-large-sized banking office
• Proactively guides the sales activities of the assistant manager and platform staff toward achievement of their personal sales objectives, as well as established branch goals
• Through tested techniques, engages in sales and service coaching sessions with sales staff
• With a focus on building commercial relationships, conducts business development activities to include personal visits and outbound teleservicing as components, several of which may be joint with partners from the business banking unit
• Manages customer service levels within the branch, adhering to established guidelines
• Prepare and deliver performance appraisals for subordinates
• Expected to have / gain full understanding of the teller function
• Bachelor’s Degree (or equivalent experience) required; three-to-five years of management experience and proven leadership capabilities required, preferably in a retail banking environment
• Ability to quickly learn all there is to know about the products and services offered by the bank

Branch Manager Nelson Resume Examples & Samples

• Must offer knowledge of oil industry terminals, bunkers, tankers, tank cleaning and lubes
• A minimum of 5 years experience in the oil industry is essential
• Proven experience building and maintaining positive business relationships
• Staff management experience is essential
• Small job pricing skills a strong advantage
• Excellent communication skills, negotiation and interpersonal skills, both verbal and written
• Demonstration of a mechanical aptitude
• Experience with understanding of health and safety best practices in a safety critical discipline
• High degree of analytical and detailed problem-solving skills
• Proven ability to work well under pressure
• Computer competency in Microsoft Office, particularly in Excel and Word – must be at least an Intermediate level
• Must be physically fit and capable for the physical demands of the role
• Must offer the ability to work safely at heights and in confined spaces
• Ability to work flexible time (being a 24/7 operation) and on call
• Must hold a full and current New Zealand drivers licence
• Analytical skills - Ability to apply an objective, logical reasoning process to develop a recommendation or conclusion
• Verbal Communication I Interpersonal Skills - Ability to communicate effectively at all levels and develop positive relationships with both internal and external clients
• Teamwork - Ability to work competently and effectively on your own as well as a member of a team
• Self-Management of Time and Priorities - Ability to exercise self control and effectively manage time and priorities

Leisure Branch Manager Resume Examples & Samples

• Minimum of 5 years experience as a Senior Corporate/Leisure Travel Counsellor with proven leadership capabilities or 3-5 years experience within a similar supervisory or management position within the retail travel industry
• Completion of an accredited travel school program
• Leadership, team building and coaching skills
• Exceptional business building and sales skills
• Superior communication and interpersonal skills
• Working knowledge of Microsoft Office: Word, Excel, PowerPoint, Outlook
• Proficiency in Sabre and Matrix accounting systems

Selling Branch Manager Resume Examples & Samples

• Must develop and increase top line revenue and bottom line results for the branch with emphasis on establishing and building client relationships
• Achieve sales, gross profit and earnings objectives through management of branch plans implemented by staff initiating face-to-face and telephone contacts with referral sources – i.e., hospitals, physician groups, community agencies, and potential customer
• Direct recruitment efforts to secure and retain a broad range of qualified healthcare staff, sufficient to maintain an effective balance of available staff to service client
• Manage and supervise sales and marketing efforts in the geographic area by negotiating and establishing profitable contract
• Review and establish pay and bill rates to ensure successful recruitment and retention of both office and field personnel to service a growing customer Determine bill rates through analysis of gross profit factors, market conditions, business volume and mix, competition, and operational costs and requirements
• Partner with other Cross Country divisions to identify cross-selling and multiple service line opportunities
• Ensure services provided are consistent with company policies, service standards, and applicable laws and regulations through management of the services and ongoing assessment and supervision of all client and assigned staff
• Supervise and maintain billing and payroll procedures consistent with company requirement
• Interview, hire, train, manage and evaluate employee perform
• Implement disciplinary action and/or termination of employees through established company procedure
• Increase awareness of the Company’s services through participation in community and professional organization
• Handle special assignments or any other duties required by executive management
• Oral communication – Able to communicate clearly and professionally across a broad corporate landscape
• Planning/Organizing – Prioritizes and plans work activities, use time efficient
• Adaptability – Manages competing demands and changing priority
• Quality Control – Demonstrates accuracy and Monitors own work to ensure accuracy and quality
• High School diploma required. Bachelor’s degree in business, healthcare or other similar discipline preferred
• Two – three years’ experience in sales or staffing environment, preferably in healthcare industry
• Two years’ experience in a managerial role with P&L responsibility
• Proven business development and effective leadership skills
• Individual must have strong interpersonal, written and verbal communication skill
• Individual must be able to quickly react to potentially critical situations and have strong problem solving ability

Os-branch Manager Resume Examples & Samples

• Responsible for the management and development of the city’s management team
• Responsible for business development (prospecting and marketing to new clients) to increase CPS’ market share
• Manage the accounting function within the city to insure accuracy and receipt of all income
• Human resources administration, which includes recruitment, selection, training, coaching, counseling, problem resolutions, performance management and terminations
• Manage and monitor the overall city operations to insure adherence to corporate guidelines and standards
• Preparation of city budgets
• Develops a strategic business plan and direction for the city
• Completes and submits monthly reports, as required
• May be required to serve on special business related committees and task forces
• Responsible for developing client relationships and business retention
• Job duties may be modified at any time

Branch Manager SK Resume Examples & Samples

• Collaborate with Sales Managers to enhance branch sales performance
• Lead the Customer Service Manager and Route Sales and Service professionals to maximize revenues and client satisfaction
• Maximize branch profitability through sales volume, margin attainment, and cost controls
• Conduct weekly branch meetings with Route Sales and Service professionals to drive branch performance and promote teamwork
• Manage pricing across all lines of business
• Manage customer service and response time through Customer Retention Management system
• Hire, train and develop all branch employees
• Ensure branch Environmental, Health and Safety (EHS) Compliance
• Ensure all training and compliance documentation is maintained

Float Branch Manager Resume Examples & Samples

• Plans and organizes activities to attain internal performance objectives: increased business volume, deposit growth, profitability and safety and soundness of branch
• Assists in coordination of sales and service activities; provides training, guidance and support to Customer Service staff; holds weekly staff sales meetings; reviews sales efforts and deposit growth with staff
• Documents calls, referrals and cross selling opportunities and efforts through Synapsis; actively seeking and referring loan and wealth management opportunities
• Manages all facets of branch including but not limited to the safety and soundness of the branch and of the day to day operations of the branch; assists staff in resolving out-of-balance reconciliations; accountable for surprise audits, as required, for tellers, vault and ATM
• As needed in designated assignments may supervisor staff; appropriately delegates duties and tasks, training for staff on all policies and procedures, including safety/security issues and compliance training, creates schedule, communicates information on a timely basis ensuring comprehension, trains staff on procedures and processes, ensures appearance standards are met and work areas are maintained per Bank policy
• When not assigned to a Branch the primary duty may be making outside business calls or a special project/assignment as determined by the needs of the assigned market or region
• Complete all required BVS courses by due date
• Primarily a Consumer Banking atmosphere located inside a building
• A minimum of 2 years outside sales experience with proven results
• Prior management and/or sales management experience in a related field or industry
• Previous P&L responsibility and/or exposure
• Previous experience servicing, supporting, developing and generating major accounts
• Associate's Degree or Bachelor's Degree in comparable field preferred. An equivalent combination of education and experience may be considered

Branch Manager Avcaf Trade Centre RMC Resume Examples & Samples

• To set up meetings to inform, manage and control new systems that need to be implemented to ensure systems without any interruptions
• To achieve "other income budget" by ensuring that for e.g. commissions, documentation fee charged on all vehicles sold, storage costs of all vehicles that are stored at the Trade Centre are collected and allocated to relevant accounts
• To ensure the end to end process is not compromised and that SLA's are met. SLA meetings conducted to ensure adherence of team efforts within agreed timelines. If non adherence consequent management to be conducted
• Mainly stock that is in the store for 60 plus days
• To build and maintain relationships with key role players i.e. Dealers, ABSA Legal
• To ensure effective SLA management between Trade Centre and relevant bodies i.e. auctioneers. Conducting SLA meetings, put actions in place, manage the actions, to ensure adherence
• To ensure management information is timeously and accurately submitted to relevant role players. Manager responsible for the monthly trading report, as well as compliance/HR reports. Check team members who have to submit information for relevant reports, and focus on trends of deviations
• To ensure that regulatory and compliance procedures are adhered to by the entire
• Trade Centre team on an ongoing basis, i.e. RCA, RCSA, SOX, CASA, FICA, KYC, NCA
• Audits, Meetings, Reports to ensure compliance that standards are adhered to
• To ensure that all audit findings by Risk and Compliance Officer are rectified by identifying actions, implementation of corrective measures, and manage within defined timelines
• To ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood by all members of the team
• To work with Absa Internal Audit and Management Assurance during the scoping of audits to ensure fair coverage
• To ensure that the team understands all compliance requirements and call for the area's Compliance Officer to conduct briefing sessions if gaps are identified
• To ensure that all regulatory requirements are adhered to
• Work with managers/SME in the team, develop Risk and Control Assessments (RCA's + RCSA’s) for the function and update at the required intervals (normally quarterly)
• Complete attestations to testify to the adequacy of controls on request
• Participate in the development of Key Risk Scenarios including the determination of likelihood of occurrence and potential impact. Actively work to minimise the amount of economic capital that has to be set aside for operational risk
• To ensure that manager and team leaders in the team understand their responsibilities for physical and systems access control and information security requirements
• To ensure that the Trade centre area has a Health and Safety Rep, Fire Warden and Evacuation rep and First aider
• To determine and analyse development needs for the team and ensure that identified training requirements are budgeted for and executed
• To oversee the activities of the Trade Centre Staff to ensure effective delivery of service to the clients
• To establish and maintain a succession plan for the team
• To create effective workforce and recruitment demand plans to ensure that current and future business requirements can be met. Plans should be revised at least twice a year
• To review and update the department's organisation structure and role description on at least an annual basis to ensure that they are fit for purpose and contain all the accountabilities of each team member
• Initiate disciplinary processes (when needed) for team members and calling on support for Human Resources when required
• Resolve grievances rose by team members and escalate only if required
• To address poor performance of any team member through the formal Performance Accelerator programme and ensure that continued poor performance is appropriately dealt with
• To motivate team members and ensure that their efforts are recognised
• To keep up to date with and complete all compliance training applicable to the position i.e. Business Continuity Management Awareness training, Money Laundering
• Rebalance resources between different areas e.g. reallocating headcount and budgets, but within overall approved resources for the year
• Benchmark productivity of the department against industry standards and create measures to improve productivity
• Leadership Level: Do and Instruct
• Process knowledge Level: Do and Instruct
• Achieving targets Level: Do and Instruct
• Negotiation skills Level: Do without Supervision
• Verbal and written communication Level: Do without Supervision
• Interpersonal skills Level: Do and Instructed
• Mentoring skills Level: Do without Supervision
• Ability to interact, negotiate on different levels Level: Do without Supervision
• Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team. Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors. When appropriate, provide disciplinary actions and exit non-performers while adhering to company policies. Successfully recruits and hires the appropriate staff to deliver on expectations
• Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals. Regularly communicate branch performance and priorities with all team members. Stay informed of key priorities and business updates. Execute corporate sales processes
• Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction
• Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking partners)
• Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, fee refunds, work schedules, and overall branch operation

Multi Branch Manager Resume Examples & Samples

• Conducts sales debriefs, weekly staff meetings, goal setting, and in-branch promotions to ensure support of current campaigns & alignment to corporate strategy
• Supports Operations Manager in the FTE Staffing & Scheduling process ensuring the branch has appropriate staffing considering scheduling, training, vacation, leaves of absence, sickness, and duty assignments ensuring the efficient operation of the branch
• Provides guidance, leadership, and coaching to the Operations Manager & platform staff; confers with subordinate personnel to discuss operational & procedural changes; provides counseling and recognition
• Conducts monthly Operations Manager cash audits as part of the Risk Management Review process ensuring proper cash control
• Maintains a customer service culture by focusing on customer needs and managing staff to high customer service levels
• Leads the branch staff to achieve optimum sales referrals through effective sales campaigns/programs, sales coaching, development and behavior modeling
• Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
• Participates in and manages the lending function of the branch to include both consumer and small business; examines and evaluates loan applications
• Directs, coordinates, and monitors activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans
• Actively involved in the outside calling program developing existing customers, centers of influence, and prospects; Contacts customers and businesses, community, and civic organization to promote goodwill and generate new business
• Manages asset quality through delinquency tracking and past due loan collection
• Directs activities involving implementation of establishment services and functions including collecting delinquent accounts, authorizing loans or opening savings accounts
• Compiles required and special branch reporting as requested
• Compiles and accurately reports all financial data as required by governmental regulations
• Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping
• Collects data to analyze the present and future financial status of the branch
• Ensures Branch Opening and Closing procedures are followed to include balancing the branch, locking the vault, and setting the alarms
• Completes monthly Branch Assessment ensuring branches are professional in appearance
• Coordinates completion of branch regulatory compliance through computer-based training module completion and other Hancock University efforts/classes
• Coordinates Branch Disaster Recovery Planning with Branch Operations Manager to ensure employees are prepared for all facets of pre and post-disaster events
• Coordinates or provides employee training to improve efficiency and ensure conformance to standard procedures and practices
• Attends Branch Manager meetings conducted by Area or Division Manager to stay informed
• Handles in-branch operational customer complaints from inception to resolution
• Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities
• Serves as an authorized signer on official checks
• Enforces personnel professionalism to include demeanor, dress, and station orderliness
• Bachelor's degree (preferably in a business related field) from a four-year college or university
• Minimum 3-4 years retail/branch banking experience
• Minimum 1 year previous success in sales as an individual contributor
• Minimum 1 year experience managing and leading teams is preferred
• Registration with NMLS o This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
• Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

Manaus Branch Manager Resume Examples & Samples

• Creates, articulates and drives the local strategies for different customer segments
• Maintains senior relationships with top accounts
• Makes joint sales calls with sales representatives and channel managers
• Ensures optimal activity management and account management to truly understand customers and their needs
• Oversees forecasting and budgeting processes to align with business goals
• Drives campaigns to generate a healthy pipeline and yield
• Liaises actively with Cluster Management to ensure optimal product coverage and dynamic pricing in line with yield and utilisation targets
• Leverages understanding of the local business environment to support development of the sales strategy
• Ensures performance meets targets
• Provides an exemplary customer experience

Branch Manager, Hamilton Resume Examples & Samples

• Responsible for development, implementation and attainment of an annual business plan, operating budget and orders budget utilizing KONE business processes
• Executes implementation of corporate objectives/initiatives (i.e. Safety, Quality, Maintenance, Performance contracts, reference pricing, etc)
• Manages Corporate Compliance, proper business practices and code of conduct. Ensures operations conform with local, provincial and federal regulations
• Manages labour relations with Union
• Establishes and maintains positive public relations to promote a reputation of quality for KONE Elevator
• Comprehensive understanding of KONE’s processes, procedures, policies contracts and product offerings
• Ability to develop and foster teamwork
• Ability to apply principles of logical or scientific thinking to define problems, collect data, establish facts, and draw valid conclusions
• Able to manage multiple concurrent tasks through effective organization and time management
• A defined contribution pension plan
• A company car
• Opportunities to grow and develop in your chosen career field

Branch Manager Omf-e Resume Examples & Samples

• Minimum four years of lending, leadership and/or related experience
• Motivated by controlling your financial earning potential
• Ability to thrive in a fast-paced team environment
• College experience a plus
• Daily supervision of operations, operations personnel, and coordination of customer service, consumer lending, and business development activities of the branch
• Responsible for expanding the customer base through successful selling of bank products
• Performs the job in a manner that will enhance the quality of service provided to our internal and external customers
• Advanced knowledge of standard bank products and services
• Schedule, supervise, monitor and coach banking office staff
• Closely monitor and adhere to banking office(s) budget
• Establish performance goals for the banking office(s) staff
• Responsible for hiring, discipline and termination of banking office(s) staff
• Work a flexible schedule including weekends
• Demonstrate effective, exceptional and professional interpersonal/customer service skills
• Correspond with appropriate support departments
• Communicate clearly and effectively with customers, coworkers and vendors
• Demonstrate strong written and verbal communications in all aspects
• Proactively identify opportunities to enhance customer service goals, needs and make referrals
• Manage sales efforts for both existing and potential customers
• Process transactions accurately and efficiently with a high degree of accuracy
• Reconcile and balance currency and coin
• Successfully complete all required training
• Maintain confidentiality at all times by protecting customer and bank non-public information
• Follow written policies and procedures
• Demonstrate problem-solving, teamwork abilities and ability to be proactive
• Arrive to work on time and as scheduled
• Rotate job tasks as applicable
• Drive an automobile on company business
• Perform any other related duties as required or assigned
• Knowledge of new account and teller operation procedures
• Knowledge of banking regulations
• Ability to work as a teller and customer service representative
• Design workflow and procedures
• Identify and resolve problems in a timely manner
• Respond promptly to customer needs
• Speak clearly and persuasively in positive and negative situations
• Demonstrate accuracy, thoroughness and attention to detail
• Demonstrate knowledge of market and competition
• Exhibit sound and accurate judgment
• Ability to deal with frequent change, delay or unexpected events
• Demonstrate leadership and supervisory skills
• Ability to drive an automobile on company business
• Ability to work extended hours as needed
• 10-Key Calculator
• Photocopy/Fax/Scanning Equipment
• Instant Issue Debit Card machine
• Coin sorter/wrapper
• Currency counter
• Check Protector
• Automatic Teller Machine
• 2 wheel-4 wheel dolly
• Credit Card machine
• Minimum two (2) years teller operations and new accounts experience
• Minimum two (2) years’ experience in a leadership role such as Head Teller, Assistant Branch Manager, or equivalent
• Minimum two (2) years of sales experience is preferred but not required
• Minimum three (3) years’ related management experience
• Bachelor’s degree in business related field with 5 years’ related experience or equivalent combination of education and experience
• Valid driver’s license and good driving record

Vice Presiden, Branch Manager Resume Examples & Samples

• A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Comprehensive industry and investment knowledge
• 5-7 years of experience in a leadership position ideally within the elevator industry
• A strong understanding of finance, prior experience selling new equipment and/or service products
• Strong leadership and teambuilding skills

Assistant to the Branch Manager Resume Examples & Samples

• Identifies and assists those working in the office in terms of helping with meetings, scheduling, supplies and other items
• Operates standard office equipment and uses required software applications
• May perform essential job functions of various positions related to assigned functional area
• Investment concepts, practices and procedures used in the securities and banking industry
• Implementing processes and procedures for efficient and timely work flow
• Promoting effective coordination between work groups
• Plan, assign, monitor, review, evaluate and supervise the work of others
• Lead others in providing a high level of customer service
• Bachelor’s Degree in Business Administration or other discipline related to assigned functional area and a minimum of one (1) year experience in assigned function or an equivalent combination of education, training or experience
• Partner with management to coordinate and attain branch, region and company objectives
• Assist with hiring, coaching and leading a strong support team of tellers and CSRs
• Comply with all company policies and procedures
• Must have the ability and knowledge to backup all positions within the branch
• Ensures all operational functions are performed accurately and timely
• May originate, process and close various consumer and small business loan products
• Responsible for maintaining and developing business for the branch
• May require participation in civic and community organizations
• Responsible for completion of regular monthly audits
• Ensures all security procedures are strictly followed
• Responsible for prevention of monetary loss
• Conducts regular staff meetings to keep staff informed
• Assists with timely completion of annual performance reviews and disciplinary action as needed
• Maintain a safe and professional business environment. Ensure all equipment is in good working order
• Completes required BSA/AML training and other compliance training as assigned
• Participate in regular SWOT analysis for competitive advantage
• Lift coin bags up to 50 lbs

Title Branch Manager Resume Examples & Samples

• Ensure daily branch operations are conducted in accordance with operations standards
• Establish and monitor processes for accurate and timely processing of title, scheduling, closing preparation, closing and post-closing
• Coordinate with business partners to ensure smooth transitions and support between land, construction, sales, accounting and mortgage
• Ensure quality customer service. Monitor and respond to Pulte Group’s customer service management system (CQE)
• Review and respond to monthly quality and accounting audits
• Serve as point of contact for customer questions and concerns as needed
• Ensure proper handling of all funds and closings
• Prepare and adhere to departmental budgets with focus on expense reduction and maximizing revenue
• Market value of PGP to Pulte Group and Pulte Mortgage, customers, realtors and other lenders
• Perform as a team member in allocating and coordinating the work flow
• Maintain thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures
• Keep abreast of area competitors’ products, services and costs
• Maintain and foster branch participation in division/community events and promote Pulte values and culture
• Ensure that all security procedures are followed, branch is operationally sound, and satisfactory audits are achieved
• Identify & mitigate operational risk and to ensure ongoing adherence with compliance procedures
• Notary Public preferred (required in some states)
• Escrow Officer license may be required
• Minimum of 3-5 years escrow operations experience
• Supervisory Minimum of 2 years at a supervisory level or above
• Specialize in RESPA with understanding of company's underwriting guidelines
• Understanding of title and settlement rules and regulations
• Effective communication, presentation, and organization skills
• Knowledge of real estate law and title escrow curative procedures
• Knowledge of abstracting and examining preferred

Branch Manager Richardsbay Resume Examples & Samples

• Monitor performance metrics
• Take ownership of annual sales plan
• Ensure that the branch achieves Absa’s transformation objectives e.g. Financial Services Charter (FSC), Code of Good Practice (CoGP) and Black Economic Empowerment (BEE)
• Mitigate and manage risk, frauds and losses in the branch by ensuring policies and procedures are consistently applied and embedded
• Be the local face of Absa by being visible and available in the branch and the community
• Link community initiatives to both business opportunities and colleague events
• Perform people management functions, including but not limited to
• Monitor and manage the Profit and Loss(P&L)
• Ensure compliance with policies and procedures as well as state, federal and Joint Commission requirements
• Hiring, coaching, performance management,appraisal and disciplining of staff including clinicians

Veritiv Express Branch Manager Resume Examples & Samples

• Prior Inventory Management and Control Experience
• A thorough understanding of warehouse, delivery and traffic operations within a distribution setting, as well as government regulations (e.g., DOT, OSHA, HazMat, etc.)
• PC proficient in Windows based software programs specifically Microsoft Office
• Demonstrated leadership and interpersonal skills, including but not limited to performance management (employee evaluations, discipline, corrective action, coaching) and recruiting and selection required
• Planning and organization skills are required
• Customer Service Experience
• Education: High School Diploma / College Preferred with a specialty in Logistics / Supply Chain Management Preferred
• Experience with operating material handling equipment including a pallet jack and/or fork lift
• 3+ years supervisory/management experience preferable in warehouse operations
• Must have valid drivers license

Branch Manager, Menomonee Falls Resume Examples & Samples

• Strong sales coaching skills as evidenced by prior branch results
• Willingness to become involved with and participate community events
• Ability to work well with business partners within the organization
• Minimum 3 years retail management experience
• Strong lending skills
• Strong knowledge of operation policies and procedures
• Proven ability to sell and cross-sell bank products and services
• Proven ability to develop new business
• Proven ability to manage retail sales team to achieve threshold activity levels and performance goals
• Excellent supervisory, interpersonal, problem-solving, communication, and customer service skills
• Position will require you to obtain a NMLS License

Branch Manager, Northern Rhode Island Area Resume Examples & Samples

• Analyzes branch expenses and implements strategies to reduce overhead
• Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the Bank
• Takes responsibility for delivering Customer First Service Excellence which meets and exceeds the customers’ expectations
• Graduation from a nationally recognized sales management trainee program

Branch Manager Industrial Services Resume Examples & Samples

• Post-Secondary Education or equivalent
• 5 – 15 years related petroleum industry experience
• Strong interpersonal, organization and analytical skills to lead large dynamic organization
• Strong Knowledge of industry safety requirements and industry best practices
• Leadership experience in a unionized environment
• Operations management experience
• Strong Computer Skills & Proficient in Microsoft Suite of Programs
• Ability to Cost Estimate Industrial Cleaning Jobs
• Proven leadership skills and building leadership capabilities
• Experience with managing contract personnel
• Self-starter, highly motivated, enjoys working in a team environment
• Strong knowledge and understanding of Operations management methodologies
• As The Branch Manager, you will provide leadership, coaching, and mentoring to promote Clean Harbors best practices for all Operating personnel
• In conjunction with the Director of Operations ensure Clean Harbors’s standards for Performance & Attendance Management are adhered to for all Operational staff
• You will provide input & participate in the recruitment process for the Operation team
• Work as part of Operations Management Team to steward the Operations budget on a weekly/Monthly/yearly bases
• You will provide input & Stewardship of Operations performance indicators. (KPI’s)
• You will ensure the safety of staff, equipment and environment is your prime objective by Implementing, Managing & Stewarding the utilization of Clean Harbors safety management systems
• Working with the Operations Training Department Identify & Implement Training Requirements for Operations Staff to Clean harbors Expectations & Standards
• Ensure Clean harbors staff & hourly personnel vacations are planned & scheduled to meet Clean harbors expectations
• Manage all Over time accumulations (Hrs) to align with Company Expectations
• Adhere to the Collective Agreement between Clean harbors & Teamsters Union
• Will provide leadership & Mentorship to Implement & Manage Autonomous, Focused & Continuous Improvement Ideas
• Ensure all Operations Procedures are developed and being utilized including identification & Development of Critical procedures
• Accountable for developing the Budget, Stewardship and the P&L for your Branch
• Required to work with cross functional teams; Sales, Staff, Purchasing, Logistics, Finance, Safety to meet customer expectations

NDT Branch Manager Resume Examples & Samples

• Business/Finance Associates Preferred
• 10 years experience in NDT industry with managerial expernience
• Knowledge of Microsoft Office to include; Outlook, Word, Excel, PowerPoint and Projects
• Basic Method Training with advanced knowledge in one or more fields. UT, MT, PT, VT, RT, ET, EMT
• Minimum 4-5 years retail/branch banking experience
• Minimum 2 years previous success in sales as an individual contributor
• Minimum 1 year experience managing and leading teams is required

Branch Manager Lending Resume Examples & Samples

• Direct and manage the sales and service of all bank products and services; including branch level merchandising
• Develop and maintain a sales culture environment
• Interview customers to determine and analyze financial needs
• Sell appropriate products and services
• Maximize sales opportunities by developing business through new and existing relationship management, including external business calls
• Deliver quality service to customers within designated authority levels
• Responsible for facility management, including security, opening and closing procedures
• Deepen customer relationships through the sales of multiple products and services
• Maximize sales and fee income through the effective delivery of products and services
• Handle customer problem resolution on the branch level
• Obtain and retain product knowledge
• Take, process and close consumer loan applications through credit administration
• Manage controllable expenses for the office
• Prepare written performance appraisals for appropriate office employees
• Communicate performance appraisals with staff members
• Ensure branch employees receive appropriate training, including self
• Provide information to Executive Officer on market and product specific issues for both new and current products
• Provide Executive Officer with appropriate feedback on sales tracking and customer feedback programs
• Will be involved in community activities
• Perform other duties as assigned
• High school diploma or equivalent,
• Two (2) years’ experience as Customer Service Representative, Teller, or equivalent,
• Technical knowledge and proficiency to handle the activities and responsibilities of job,
• Good decision making skills,
• Good oral communication skills,
• Sales ability,
• Planning and organizing skills, and
• Ability to obtain a State insurance license
• Initiate, direct and participate heavily in outside retail and small business client development and in-house marketing programs. Responsible for branch prospecting for new consumer and small business households, as well as providing additional solutions that will expand existing household relationships
• Participate in civic, government, professional, business and community affairs, associations and groups to solicit and develop new consumer and small business households for the branch. Promote BB&T’s positive public image in the community
• Responsible for balanced growth, servicing and profitability of Bank’s deposit products
• Responsible for staffing branch team to include: hiring, goal setting, performance reviews and ratings, salary reviews, promotional transfers, terminations and training
• Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel- related duties to the Tellers, including
• Four years of financial services experience

VP, Branch Manager Resume Examples & Samples

• Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank
• College degree in business or finance preferred
• At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred
• Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations
• Leadership qualities: ability to plan, organize, motivate, supervise, and delegate
• Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions
• Strong sales and sales management ability. Ability to exercise sound judgment
• Excellent interpersonal and verbal/written communication skills
• Interpersonal skills necessary to conduct business development calls
• Bilingual Mandarin or Cantonese preferred

Branch Manager, Geomatics Resume Examples & Samples

• Plan, administer and control budgets relating to the Geomatics operation of the Grande Prairie office
• Be the primary contact for any Geomatics work which originates from other WSP National Business Lines
• Apply established project management processes in initiating, planning, executing, controlling and closing projects
• Work closely with Project Managers providing guidance when required
• Deliver the Geomatics Strategic goal with alignment to the WSP Canada’s strategic plan
• Assist with work/crew schedules as the business grows and develops
• Develop and maintain strong client relationships; this includes managing and developing business, managing client expectations and ensuring project deliverables, schedules and budgets met
• Co-ordinate business development sales activities with a view to meeting branch and corporate budget targets
• Be responsible for proposals and contractual agreements originating within the branch
• Be responsible to ensure projects are completed on time, on budget and are technically accurate and conform to WSP standards
• Oversee, either directly or indirectly, all administrative/office and technical procedures
• Manage the branch with a strong emphasis on the overall corporate goals of growth and diversification
• Participate in and advance the WSP safety program
• Attend client, field, and corporate meetings as necessary
• Supervise, coordinate, schedule and review the activities of field and office personnel
• Provide leadership and direction to staff with respect to performance management, training; and
• 5 years of managerial experience dealing directly with employees and clients specifically in the Geomatics and land surveying industry ideally within Alberta or another closely related jurisdiction
• Professional Land Surveyor designation in Alberta or in another jurisdiction with the willingness to become licensed in Alberta
• Strong project management skills and have managed a variety mid to large size survey projects
• Possess the ability to handle confidential and sometimes difficult human resource issues
• Capable of building and leading a high performing and efficient team
• Commitment to Operational excellence, Quality and Safety
• Strong financial acumen including experience building and managing budgets, with accountability for achieving revenue and profitability targets
• Exceptional interpersonal skills, communication skills, and commitment to promoting strong communication amongst other office locations within all business lines in WSP
• Strong change management skills and can lead others accordingly; and
• Effective decision maker, holding both yourself and others accountable to same

Branch Manager, Greater Norfolk Area Resume Examples & Samples

• Develops a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees
• Formulates and executes a customized team plan to acquire new, retain and grow existing SME and personal relationships
• Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence
• Leadership skills and demonstrated experience mentoring and developing a team

Branch Manager, Assistant VP Resume Examples & Samples

• The branch manager position requires 5 to 7 years of community banking experience with an emphasis in sales, small business lending, business development
• Proven successful supervisory, administrative and analytical skills
• General knowledge of Windows, MS Outlook, Excel and Word
• Develop staffing sales through a combination of methods that may include all or in part: research, lead generation, prospecting, networking and in-person appointments with new and inactive clients
• Daily preparation before branch opens. Branch Manager will prepare arrival calls, open requisitions, QC calls, last week's interviews, hot list, availability list, extensions calls

Branch Manager, Union Turnpike Resume Examples & Samples

• More than 7 years in a supervisory or managerial role
• Proven track record of excellent sales management in a financial service
• Ability to manage, supervise, instruct and coach; ability to meet deadlines; make independent decisions and utilize sound judgment
• Advanced knowledge of all Retail and Small business products and services and fluency in business acumen and in SME credit
• Highly motivated and competitive with proven leadership quality and very goal driven
• Understands all appropriate polices and procedures and process that impact work activities

Branch Manager of Beijing Huamao Sub-branch Resume Examples & Samples

• Proven track-record in running a business and leading a team
• Relevant experience in Wealth Management Business (Sales, Operations, Risk Management, Compliance, etc)；
• Strong Leadership and have the drive to take business forwards
• Manage branch operations and ensure compliance with all business policies/procedures
• Train, coach and motivate all staff member
• Build strong, trusting relationships with new and existing customers
• Ensures effective and successful operations through personal effort, supervision, and control
• Accountable for giving direction, guidance and support to their designated staff
• Maintains effective communication with Senior Regional Management regarding the fulfillment of goals and objectives
• Accountable for the achievement of Branch sales and profitability goals
• Must be personally acquainted with all customers and maintain frequent contact
• Assures that all required reports are completed and submitted in a timely fashion
• Monitors the performance of all personnel within area of operation
• Assures compliance with company policies and procedures
• Participates in the formulation of long-range plans for continued growth
• Formulates and presents an operating budget to Regional Management
• Reviews monthly financial statements & budgets
• Prepares job pricing and service proposals
• Assures that all increased costs are recovered through an active rate increase program
• Prepares written evaluations of staff and recommends salary adjustments
• Complies with the Code of Business Conduct and assures compliance by all subordinates
• Participates in industry-related organizations
• Bachelors Degree in Business Administration or equivalent combination of education and experience
• Must have a minimum of 3 years supervisory experience managing large projects
• Must have 3 years experience in working with property managers
• Ability to motivate and lead multiple sites and large teams to excel in their job performance
• Strong computer skills required (Microsoft Word/Excel)

Branch Manager Edmonton Resume Examples & Samples

• Oversee day-to-day activities of the branch and its personnel
• Drive initiatives and direct sales force activities to generate sales and improve performance at or above company standards. Conduct field sales training with employees
• Direct efforts of the technical departments (service and installation) to achieve operational and financial goals
• Review and maintain branch P&L, sales activity reports and other performance data to measure productivity and goal achievement to determine areas needing improvement utilizing basic understanding of company-wide operational and financial goals
• Prepare annual budget, manage revenues and expenses, drive new customer acquisitions, and manage and prepare reports to document results. Authorize all expenditures handled directly by the branch in adherence to annual budget
• Determine staffing requirements, interview, hire, develop, train, and manage new employees, or oversee the personnel processes. Ensure all branch employees are properly trained and licensed based requirements. Coach and mentor staff to ensure readiness to level progression. Review and authorize all branch personnel changes as deemed appropriate. Manage all employee performance reviews and ensure they’re completed in a timely manner
• Manage adherence to all company policies and procedures and ensure that all areas of branch and employee safety are obtained. Make contributions to those procedures as appropriate
• Consult with the Sales Development Managers on all sales and growth activities and opportunities that will positively affect branch sales and recommend local growth activities and opportunities
• A minimum of five (5) years experience in operations management, including financial P & L accountability, recruiting, and training and development are required. Must have strong sales experience in a relative field and exceptional customer service skills
• Leadership technique and coordination of people and resources
• Mathematical and reasoning skills
• Ability to contribute to a high-performing, motivated workgroup by applying interpersonal and collaboration skills to achieve project goals and realize value
• Ability to perform cross-departmental functions
• Must be a self motivated individual with strong analytical and problem solving skills
• Working knowledge of ADT operating systems
• Proficiency of Excel and Access

Branch Manager Intake Resume Examples & Samples

• Creating a positive working environment
• Championing CIBC in the Community
• Encourage employees to quickly resolve client complaints, and to escalate where necessary
• Set and execute sales appointments with key decision makers who hire at prospective clients
• Develop, write and present solutions based proposed services to potential clients
• Conduct and attend local networking and marketing events to generate additional leads and referrals
• Manage all onboarding activities to ensure compliance
• Exceed required monthly quotas and new account goals

Branch Manager, VP, Las Tunas Resume Examples & Samples

• Candidates fluent in Mandarin are highly preferred
• The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, specialty segments such Cash and Save, Priority etc
• Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word
• In addition, current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred
• Develop full knowledge of assigned sales territory
• Develop and implement strategy for achieving necessary sales results
• Ability to respond in a timely, positive and creative manner to last minute needs from drivers and customers
• Handle scheduling needs from clients both just in time and future
• Must be able to multi task and effectively manage their time
• Develop relationships with employees, clients and internal staff
• Excellent Sales Skills Needed
• Learn, understand, and follow policies and regulations
• Lead, train, and develop staff

Branch Manager, Dumbo, Brooklyn Queens, NY Resume Examples & Samples

• Manages the delivery of customer first service excellence
• Responsible for the administration of sales, service, operational efficiency, risk applications, internal control and Human Resources management activities to meet bank objectives for the branch
• Focuses on increasing Bank products and services, sales, number of clients, its business relation with the bank and always following the established policy and procedures
• Proven capacity to manage a sales process within an incentive based environment
• People management with strong leadership
• Communication and presentation
• In depth knowledge of the full range of barclays retail product and service and an overview of corporate and small business service
• In depth understanding of the technical support system’s: Brains, Winfos
• Detailed understanding of the retail network business processes and operating procedures through knowledge of operating instructions and audit requirements
• Good understanding of barclays risk policy
• Awareness of Barclay’s retail strategy, operating structures and interfaces
• 6-10 years of Branch Management Experience
• Team Leader Experience
• Selling Skills
• Lead a team of recruiters who will recruit, interview and match candidates with our clients' temporary assignments, temp-to-hire and direct hire opportunities
• Direct the staffing sales efforts of the Business Development team, as well as make personal sales contributions including lead generation
• Ensure client retention by conducting business reviews, customer surveys, appreciation events and relationship development
• Maintain responsibility for the branch's Profit & Loss (P&L) and budget
• Responsible for ensuring completion of all required reports and detailed documentation, including timely entry of data into Volt's automated systems. Maintain consistency and integrity of data
• Handle general Human Resources functions such as compensation, WOTC, UI, wage and salary, fair employment practices and other regulations regarding employment including performance reviews, disciplinary actions and terminations of in-house employees
• Conduct daily open order, daily "WIN" and candidate availability meetings
• Perform functions of any staff position within the office as necessary to achieve branch goals and coverage
• Management experience in staffing and recruiting, ideally within light industrial and clerical service lines
• Demonstrated success leading staffing sales & recruiting teams to achieve and exceed revenue and profit expectations
• Strong communication, organizational and time-management skills
• Bachelor's Degree preferred. An equivalent combination of education and experience may be considered

Branch Manager PCS Resume Examples & Samples

• Support business development initiatives for the Care Center
• High School Diploma/GED, Bachelor’s Degree preferred
• Two years of branch or department supervisory experience required
• Two or more years in Process and team management
• Two or more years in Client Facing experience
• One or more years of Business Development experience preferred
• One or more years in Reporting experience
• Intermediate in Microsoft Excel
• Home Care or Staffing Experience preferred
• Experience with after hours on-call service is a plus
• Excellent verbal and written communication skills, as well as interpersonal/listening skills are required
• Ability to work effectively with all levels of employees
• Must exhibit effective conflict management and negotiation skills

Branch Manager, Michigan Region Resume Examples & Samples

• A minimum of 5 years of experience managing an operation with full P&L responsibility—preferably in a route-oriented, service environment
• Ability to relocate within Michigan and Ohio
• Strong leadership skills in mentoring, coaching, motivating and training
• Proven ability to achieve profitable revenue growth
• Ability to cultivate new business opportunities
• Strong Microsoft Office skills
• Bachelor Degree a plus

Commerical Branch Manager Resume Examples & Samples

• MUST HAVE a Bachelor's in Business Administration, Finance or a related field and 5+ years of banking management and lending experience.A combination of education and experience may meet requirements
• Working knowledge of banking management techniques and lending concepts
• Full use and/or application of basic branch management principles, theories and concepts
• Must have new account experience and business development acumen
• Must have solid knowledge of mathematical calculations and standard banking products, services and transactions
• Must have solid knowledge of all retail products, services and consumer lending applications
• Proven customer service, interpersonal and communication skills, both verbal and written
• Solid problem resolution, negotiation and communication skills
• Ability to manage staff
• Must Have cash handling experience
• Strong attention to detail and time management
• Nice to have Bilingual skills – Mandarin Chinese

Branch Manager Sugarland, TX Resume Examples & Samples

• 2- 4 years’ experience with 2+ years’ experience directly handling escrow transactions as an escrow assistant or in a related field
• To perform this job successfully, an individual should have knowledge of Microsoft Office applications
• Ability to read and interpret documents such as guidelines, operating and maintenance instructions, and procedure manuals
• Oversee branch operations, including hiring, training, scheduling, and facility management
• Perform Personal Banker duties as necessary
• Manage the sales performance of the banking center staff by conducting coaching sessions, overseeing staff development, and addressing employee performance issues as needed
• Resolve escalated customer matters
• Bachelor’s degree or equivalent retail banking experience
• Previous retail banking and managerial experience
• Previous business development experience and experience working with small business customers
• May require NMLS certification
• Plan, administer and control budgets relating to the Geomatics operation of the Regina office
• Perform business development activities in order to generate revenue and create business relationships
• Manage internal and external clients’ expectations regarding safety, quality, and performance
• Manage surveying projects in conjunction with other department managers based in Regina to ensure a profitable division
• Quality assurance - performance assessments and process improvements
• Manage client relations
• Graduate of a Geomatics program from a recognised institution
• Preference would be given to a Professional Land Surveyor holding a designation in Saskatchewan or in another jurisdiction with the willingness to become licensed in Saskatchewan
• An understanding of laser scanning, UAV, GIS/mapping and other alternative tools and processes, as well as, previous experience working in a survey capacity on large infrastructure / transportation projects in the region would be assets
• 10+ years’ of experience at the professional level
• Strong business development, survey, project management, and financial management background
• Exceptional people management and relationship building skills
• Excellent communication, organizational, and management skills

Branch Manager Surface Rentals Resume Examples & Samples

• Ensures Health and Safety is the number one goal “lead by example” following policies, processes, and act in a safe manner at all times to ensure everyone arrives home safe
• Review operational and financial reports with particular attention to operational problems, customer concerns, and regulatory compliance and safety issues, and provide operational input
• Monitor overall branch performance and actively work with sales on new opportunities and pricing to ensure job profitability. Customer billing, month end financial close, revenue and EBITDA forecasting and managing the branch P&L are key aspects of the position
• Conduct periodic field visits to inspect the equipment and working environment and foster business relationships with our customers in the region
• Monitor safety statistics and ensure compliance with reporting procedures regarding accidents/incidents and reporting. Branch Manager is responsible to review all safety incidents, participate in safety investigations and provide corrective actions and discuss incidents with peer group monthly during incident review call
• Prepare annual budget, based on market projections, needs for equipment, R&M, capital expenditures and fleet additions including the enforcement of cost controls and general efficiencies to ensure achievement of financial targets and profit margins
• Effective communication and leaderships skills will be required to lead 10-40 employees depending on activity levels in the region. Branch Manager is also responsible to work closely with shared service groups within the organization, HR, Transportation Compliance and Finance
• Monitor equipment repairs and parts inventories and general purchasing process to ensure quality and cost effectiveness while ensuring 100% compliance with regulated certification requirements for equipment and personnel training
• 3-5 years of experience in a management position
• 3-5 years in Oil and Gas service industry
• Experience in Solids Controls or Surface Rentals
• Excellent ability to use PC applications, proficient in Excel
• Responsible for the operational excellence of the MIT branch
• Accountable for supervision and development of the escrow team within the branch
• Monitor/measure workload, quality of output and overall performance of the branch
• Make continuing improvement on cost reduction, process efficiencies, increased output while maintaining reduced errors
• Responsible for monthly customer service scores of the branch
• Coordinates closing dates with customers, as necessary within the Division
• Ability to interact with the Builder Division and M/I Financial, LLC, resolving any pre-closing issues
• Ability to interact with MIF Post Closing Department, resolving any post-closing issues
• Reviews title commitments and relays curative requirements to parties involved
• Reviews and ensures the work performed by Escrow staff is in compliance with generally accepted practices
• Reviews appropriate documents for timely submission to the county recorder
• Bachelor's Degree and 5 years of related experience
• Knowledge of title insurance practices
• Proven leadership abilities and demonstrated ability to successfully coach and develop staff
• Ability to manage conflict
• Must create and maintain positive relationships with M/I Homes Divisions, M/I Financial Branches, M/I Financial Corporate Underwriting and Post Closing Departments

Surety Branch Manager Resume Examples & Samples

• Working closely with the Home Office and branch staff in the underwriting process. Make underwriting and production recommendations and decisions according to established parameters
• Work with Sr. Management, staff, and agents, to meet overall department and branch goals
• Operate within the branch structure and help train surety team members
• Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the branch office objectives
• Providing training, coaching, development and motivation for branch personnel
• Review and monitor all assigned account files, reports and documentation to ensure rate compliance and underwriting guidelines
• Maintain complete and well-documented account files
• Developing forecasts, financial objectives and business plans
• Responsible to ensure timely collection of premium
• 5+ years of surety underwriting experience
• Strong written, oral and interpersonal skills
• Assist in training team members
• Travel territory frequently to visit producers and accounts
• Maintain existing and develop new business relationships
• Must have a high degree of knowledge in both contract and subdivision surety underwriting
• Must be detail oriented, organized, and possess strong and effective analytical and interpersonal skills
• Knowledge of word processing software; spreadsheet software, project or contact management systems with experience in using Excel, Word, Outlook, and other Windows software
• Registered as a Supervisor and Registered Representative with IIROC as well as a Branch Manager with the MFDA
• Responsible for Tier 1 supervision
• Assist with investigations related to complaints and regulatory inquiries
• Perform branch audits/examinations under Manulife Securities audit program
• Identify and escalate any areas of non-compliance
• Review and approve new accounts
• Build on the strength of the compliance team by actively participating in team meetings, contributing toward team goals and participating on projects
• Professional background in the financial services industry preferably with an IIROC or MFDA dealer (minimum of 3-5 years)
• Completion of the CSC, CPH and Branch Managers courses
• Must qualify to be registered with both IIROC and MFDA
• Organizational and prioritization skills to be able to work in a multitasking environment
• Strong communication ,interpersonal, negotiations and influence skills
• Highly developed conflict resolution skills
• Comfortable making presentations to groups
• Bilingual, English and French, spoken and written

Branch Manager Montreal East Resume Examples & Samples

• Build lasting relationships with branch clients through various acquisition and retention activities
• Based on your academic background, at least 8 to 10 years' experience in managing and coaching a sales team and in sales and business development in the financial industry
• College diploma and 10 years' experience
• University certificate and 9 years' experience
• Master's degree and 5 years' experience
• Bilinguism French and English (spoken and written) required

Producing Branch Manager Resume Examples & Samples

• Actively recruit and hire successful candidates for Originator roles
• Supervise and mentor Originators in the Branch
• Supervise and mentor processors and support staff within a branch
• Manage Branch revenue and expenses to meet the Company's objectives
• Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
• Procure new loan applications that result in funded loans
• Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures. This must be done in coordination with processing as well as underwriting
• Adhere to all Envoy standards, including, but not limited to production minimums and customer service
• Educate borrowers on current offerings and programs for which they qualify
• Stay current on personal finance principles in order to offer comprehensive mortgage
• advice to clients
• Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan
• Present complete and accurate files to the Processor
• Coordinate the flow of information to all concerned parties
• Prospect for new loan applications by meeting with and presenting products to
• potential referral sources such as realtors, CPAs, financial planners and past clients
• Stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines
• Maintain contact with past clients to promote Envoy's products
• Ensure all marketing is performed in a manner that is compliant
• Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
• Comply with local, state and federal laws regarding position
• Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's
• core values in mind
• Any additional duties that may be assigned by the Regional Vice President
• Must hold State NMLS or obtain applicable State license within 60 days of employment or employment will be terminated
• Bachelor Degree or higher preferred
• One to three years related Branch Management experience
• Demonstrated proficiency in management/motivation of employees
• Commitment to high standards and adherence to company policy
• Strong organizational, problem solving and analytical skills
• Ability to manage priorities and workflow
• Proven leadership skills
• Ability to make timely and sound decisions
• Creative, flexible and a team player
• Ability to communicate professionally and effectively in person/phone
• Satisfactorily pass background check

Branch Manager of Surabaya & Denpasar Resume Examples & Samples

• Controlling and monitoring DSO, billing and collection incl. aging accrual cost and income
• Keep good relationships with customers, carriers, customs and all concerns Surabaya operations activities
• Strategy preparation and execution to achieve company growth targets in Jawa Timur
• Work closely with Product Management and sales to set up financial and volume targets and support Key Account business development in the respective area

Allied Universal Branch Manager Resume Examples & Samples

• Proven track record of excellence in customer service and financial management
• Superior, world class interpersonal and communication skills as well as solid writing skills
• Proficient in web-based applications, computer systems and programs (Microsoft Word, Excel and PowerPoint), to effectively edit and create reports, database entries and presentation materials
• Willingness to attend professional networking or community events
• Keep records and prepare accurate and timely feedback

Asst Branch Manager / PB Resume Examples & Samples

• Profiles customers to determine and recommend appropriate S&T loan and deposit products
• Exercises lending authority within lending limits
• Prepares loan applications using Banker Insight software, and either produces loan documents or coordinates loan document preparation
• Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents
• Uses a combination of Service and Trust skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the trust, discount brokerage and commercial loan departments when appropriate
• Follows up on loans and deposit accounts opened, and corrects deficiencies or document exceptions
• May call on new and existing customers to generate new business
• Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
• Performs other duties as assigned, and as necessary to support the successful operation of the branch
• A score of 85% or better on the Personal Banker Product Knowledge Test including questions on loan and deposit products, as well as operational, regulatory and compliance details of opening accounts
• Successful completion of the Banker Insight Proficiency Test with a score of 85%, which will include navigation and use of the software as a sales tool
• Completion of S&T Bank Consumer Lending course with a score of 80% or better
• 10 deposit and 6 loan accounts opened per month for 3 consecutive months
• Attaining 90% or better on Sales Observations
• 1-2 years: One to two years of experience
• Drive sales team towards achieving/exceeding sales metrics
• Develop and coach the sales team
• Establish long-lasting relationships with customers in order to maintain high customer retention and satisfaction
• Oversee operational functions of the Branch
• Generate strategic and innovative ideas in order to drive new business development

Branch Manager, Barrie Ontario Resume Examples & Samples

• Handle complaints and provide branch employees with the necessary support to ensure that complaint resolution results in improved client satisfaction
• Manage transactional activities as necessary
• University certificate and 7 years' experience

Branch Manager, Briovarx Infusion Services Resume Examples & Samples

• Accountable for driving the branch to achieve and surpass productivity, profitability, cash flow and business goals & objectives
• In partnership with GM, directs short-term and long-range planning and budget development for the branch to support strategic business goals
• Accountable for compliance with state and federal Pharmacy & Nursing regulations for branch location
• Participates in the interviewing, hiring, training, and firing of employees
• Participates in business development activities to support development of functional, efficient, and patient-oriented programs for the branch
• Ability to meet attendance, overtime, on-call, and other reliability requirements of the job
• 5+ years of operational management experience
• Analytical, planning, forecasting and budgeting / financial experience
• P&L Oversight
• Strong patient service orientation
• Experience managing multiple, complex priorities within demanding time-frames

Branch Manager Briovarx Infusion Services Resume Examples & Samples

• Communicates as needed with appropriate Corporate leadership concerning new developments and/or problems within the local branch and/or market
• Provides guidance and leadership through direct and indirect management of Intake, Nursing, and Pharmacy as a cohesive process of patient care
• Home health care, health care, hospital or related experience
• Strong analytical, planning, forecasting and budgeting / financial skills
• Possess a strong patient service orientation
• Respectful and outstanding leadership skills that motivates staff to exceed expectations
• Experience articulating a vision and strategy in a way that inspires and motivates a team and focuses their energy on achieving business goals
• Proven ability to lead a proactive clinical & sales organization and ensure accountability for results that maximize contribution to business objectives
• Branch Management or past GM experience

District Branch Manager Resume Examples & Samples

• Create, in consultation with Managing Principal, an Annual Business Plan and monitor through Quarterly Review Process
• Manage the day to day operations of the branch
• Increase revenue and assets under management
• Demonstrate, observe and confirm development opportunities are offered to assigned advisor(s) for use in their individual practices
• Develop and work with Managing Principal to implement new advisor recruitment plan
• Develop external relationships, collaborations, agreements and partnerships for Financial Advisor referral sources
• Develop, implement and manage system for tracking incoming recruitment calls and referrals
• Effectively communicate and have understanding of recruitment and referral process and techniques
• Interview and assess Financial Advisor candidates
• Make recommendations to Managing Principal regarding Financial Advisor candidates and actively participate in selection process
• Participate in the negotiation of compensation and initial affiliation terms with Financial Advisors
• Provide input and solutions to develop, monitor and/or revise the Company’s recruitment and selection systems, policies and procedures
• Prepare and distribute timely reports and tracking regarding recruitment and selection of Financial Advisors
• Analyze recruiting yield and identify populations and areas for Financial Advisor recruitment
• Manage branch office expenses and profitability
• Communicate effectively both orally and in written form
• Monitor and effectively resolve conflict
• Lead change management in a dynamic environment
• Complete District Branch Manager Training Program (administered at division level) and attend manager training functions
• Possess and demonstrate leadership attributes such as integrity, honesty, trustworthiness, inspiration, encouragement and humility
• Professional development of district members (and others as designated by the Managing Principal) through offering field training, classroom training, product knowledge, sales skills and financial planning training
• Support and execute corporate initiatives as defined by company management
• Report management activity as required by Managing Principal and Regional Vice President
• Foster mentoring activities within the district office
• Provide sales support, supervision and leadership of advisors for use in their personal practice through offering activities such as focus meetings, quarterly and year-end production reviews
• Handle/oversee administration, operations and project management of branch office(s)
• Responsible for all delegated field supervision of advisors and support staff. Work closely with FAD OSJ as delegated by the Managing Principal to support the firm’s multifaceted supervisory platform, in part, by

Branch Manager, Collingwood Ontario Resume Examples & Samples

• Motivate your team to ensure a superior client experience
• Act as a Business Unit Compliance Officer (BCO) to supervise all Mutual Fund Representatives (MFRs) assigned to the unit and ensure that all transactions comply with suitability and compliance rules
• Based on your academic background, at least 3 to 8 years' experience in managing and coaching a sales team and in sales and business development in the financial industry
• Bachelor's degree, Finance option, and 5 years' experience

Branch Manager, Lavaltrie Resume Examples & Samples

• Meet the branch's expected financial contribution (based on the regional business plan) by presenting it to your team and identifying the expected behaviours and sales activities
• Ensure that members of your team apply and adhere to the established rules of engagement regarding client segmentation, referrals, transactions, risk management, regulatory compliance and branch procedures
• College diploma and 9 years' experience
• Mutual fund representative (MFR) licence

Licensed Branch Manager Resume Examples & Samples

• Maintain proper office notifications as it pertains to originations, marketing and employment
• Responsible for communication and implementation of company policies and procedures at the Branch level
• Field inquiries, phone and email, from solicitations received by the branch
• Responsible for producing personal loan volume at or above target expectations
• Develops and Maintain active recruiting database
• Promotes Ditech brand in assigned geography; support efforts that enhance the Brand
• Manages expenses for branch within plan requirements
• Complete performance reviews and improvement plans at designated milestones
• Identifies new business opportunities in order to meet Branch goals
• Working knowledge of Originations and all applicable applications in the application process
• Support agents with loan origination questions and concerns
• Answer questions related to policies and procedures or use of desktop systems
• Working relationship with Operation, Underwriting, Compliance and Marketing departments, keeping abreast of current processes and guidelines
• Assist Consumer Lending Compliance in identifying Policy and Procedure gaps
• Represent Sales on special projects
• Assist with testing of new Encompass & IMP Releases
• Performs all other duties and projects assigned
• Energetic and inquisitive, quick learner, takes initiative
• Fluent in Microsoft Office – Excel, Word & PowerPoint
• Ability to influence others and work effectively in a cross-functional matrix environment
• Working knowledge of Encompass preferable
• Acting Pharmacist in Charge
• In partnership with VP, directs short-term and long-range planning and budget development for the branch to support strategic business goals
• 5 or more years of operational management experience
• Clinician experience (pharmacist or nurse)

Branch Manager / Directeur de Succursale Resume Examples & Samples

• Four (4) years in automotive, financial services or related industry required
• Two (2) years in supervisory or management position required
• Have a basic understanding of financial statements
• Good organizational, clerical and verbal/written communication skills
• Telephone, computer literacy, software competencies; specifically Customer Relationship Management (CRM) systems
• Motor vehicle operator required
• Notary preferred

Branch Manager, Beauport Resume Examples & Samples

• Act as a Business Unit Compliance Officer (BCO), overseeing all Mutual Fund Representatives (MFRs) assigned to the unit and ensuring that all transactions comply with suitability and compliance rules
• Bachelor's degree and 7 years' experience
• Be a Business Unit Compliance Officer (BCO) or become one within 3 to 6 months of hiring

Branch Manager Tier Resume Examples & Samples

• Create a Service Environment: Build and promote branch identity, drive sales and promote overall ownership and accountability for improving customer service and branch success
• Provide sales leadership to ensure franchise growth: Leading by example, through accountability, reward and recognition to drive outstanding sales and service results
• Bring apositive energy and confidence to Citizens every day
• Leadership experience; successful record of coaching and mentoring colleagues to improved results
• 4 years sales management experience in Retail or Branch Banking environment
• Proven ability to manage objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
• Supervise and coach the team to achieve sales excellence, ensure the delivery of world class customer service as well as operational integrity
• Maintain strong partnerships with community & civic organizations
• Adaptability, flexibility and ability to work branch hours, including some weekends and evenings
• Experience managing a branch with an FTE count up to: Tier I – 8 or more preferred; Tier II up to 7 or more; Tier III up to 7 or less; Tier 4 up to 6 or less
• For Multi-Site locations qualified candidate will be skilled in remote or multi-unit management
• For an Evergreen position your assigned location will be determined within 90 days and could be in an In-Store or Traditional branch
• Holding others accountable
• Business partnering
• Talent sourcing & assessment

Branch Manager, VP, Seattle Resume Examples & Samples

• Responsible for the achievement of both assigned Branch and individual sales and profitability goals
• Implement branch sales plan, develop Branch staff and lead sales activities
• Maintain Branch at approved staffing level
• Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities
• Strategize and implement a course of action to acquire, retain, and deepen the Branch's customer base
• Provide solutions for complex or difficult customer issues
• 30% - Branch Operations
• Oversee branch operations in conjunction with the Assistant Manager
• Provide back-up in operations as needed and maintain proficiency in operating policies and procedures
• Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements (if needed)
• Exercise sound judgment when processing customer transactions and providing approvals

VP-branch Manager, Fullerton Resume Examples & Samples

• Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training
• Supports the company’s philosophy of Building Excellence; promotes the corporate culture through coaching, guidance, and staff motivation
• Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures
• Works with staff to ensure excellent customer service and sales. Leads staff to accomplish company goals
• Identifies and implements marketing strategies and plans events to support sales
• Handles customer service issues and assists customers with special issues, questions, new accounts, and IRA’s
• Performs and reviews, as needed, all the duties of the branch operations staff to ensure audit compliance
• Oversees daily check scanning, vault settlement, and ATM settlement, night drop deposits, and assists with opening/closing branch procedures
• Monitors and works negative balance report, Reg. D excess transfer activity report, and maturing CD Report
• Works with customers to collect on negative balance accounts
• Approves wire transfers up to designated limit and approves exceptions to new accounts, check holds, and CD discretionary rate adjustments
• Meets with potential, new, and existing customers outside the office for lunches, sales calls, and on-site visits in order to foster relationships
• Delegates day to day operations to the Branch Service Manager, Customer Service Officer, or other branch personnel
• Participates in community affairs to increase the company's visibility and to enhance new and existing business opportunities
• Coordinates with Compliance and Branch Administration regarding responses for independent third party and regulatory audits; ensures deficiencies identified from such audits are corrected
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
• Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation, and all lending activities and terminology
• Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
• Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
• Ability to cross-sell and explain all Company products and services with confidence and authority
• Ability to make decisions that have moderate impact on the immediate work unit
• Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis
• Ability to work with no supervision while performing duties
• Bachelor’s Degree from an accredited college or University and a minimum of 10 years’ of related experience and/or training. Work related experience should consist of branch management operations and/or lending experience within the financial services industry
• Prior experience in a Supervisory position preferred
• Current California driver’s license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities

Branch Manager, Lasalle Resume Examples & Samples

• Act as an ambassador for the Bank within the local community and build profitable relationships with primary business partners
• Bachelor's degree and 6 years' experience
• French (spoken and written), English, an asset
• Facilitate an engaging environment in which agents are inspired and feel supported
• Knowledge of personal lines products and services preferred
• Proven success with prior sales or service or related experience required
• Must possess highly effective oral and written communication skills, including group and individual presentation, persuasion, negotiation and customer service skills

Group Branch Manager Resume Examples & Samples

• Minimum 10 years of branch management experience in a branch environment
• Minimum 7 years of supervisory experience required
• Minimum 7 years of experience performing lending and business development activities
• Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
• Strong managerial skills with emphasis on planning, organization, leadership and execution
• Comprehensive knowledge of all phases of branch management, including customer service, sales and risk management
• Thorough knowledge of lending as applicable to branch's target markets
• Knowledge of Bank policies and procedures and advanced knowledge of overall Bank products
• Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customerdissatisfaction
• Ensure collaboration between branch team members and business partners (MLOs, FCs,and Business Bankingpartners)
• Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, feerefunds, work schedules, and overall branch operation
• 2 years branch banking management experience required (Assistant Manager experience can be applied)-OR-1 or more years of branch manager experience and 2 or more years retail (non-banking) sales management experiencewithproven results
• Desire and willingness to call on prospects and existing clients for sales opportunities.Proven sales execution
• Internal Use Only: Band G
• 60% - Sales and Branch Management
• Effectively manage the branch budget
• Maintain proficiency in new account opening systems and procedures
• Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees
• Prepare frequent updates and communications to senior management on Branch sales and profitability results
• Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures
• Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs
• Ensure customer information meets bank and regulatory documentation

Related Job Titles

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35 Bank Manager Job Description & Duties for 2024

A bank manager is an individual responsible for overseeing the operations of a financial institution. They are responsible for supervising employees, managing daily operations, and ensuring compliance with governing regulations. Bank managers also develop strategies to attract and retain customers, manage budgets, and evaluate financial data.

The role of a bank manager is vital to the success of any financial institution. They are responsible for creating a culture of exceptional customer service, developing and implementing policies and procedures, and managing the overall financial health of the bank. Bank managers also lead their teams in delivering efficient and effective financial services to customers. Without a skilled bank manager, a bank may struggle to stay competitive in the marketplace and meet the needs of its customers.

Key Skills and Qualifications of a Bank Manager

Bank Managers play a crucial role in the success of a financial institution. They are responsible for overseeing the daily operations of a bank and ensuring that all operations run smoothly to satisfy the needs of customers. The following are the key qualifications, skills, and experience needed to succeed in this role.

A. Qualifications Required

Bank Managers are required to have a Bachelor’s Degree in finance, accounting, economics, or any other related fields. In some cases, a Master’s Degree in business administration or finance may be preferred. This level of education proves that the manager has the necessary skills and knowledge to handle the complex and demanding financial responsibilities of the job. Additionally, bank managers are required to pass exams to get a license as per their state’s financial regulatory authorities.

B. Skillset Required

A successful bank manager must have an array of skills to execute their daily duties with precision. They should have strong communication and leadership skills to manage a team of bank employees effectively. Bank managers need to have strong analytical capabilities, problem-solving skills, and critical thinking to recognize any loopholes in the bank’s operations, evaluate risks, and proactively take appropriate action before they create problems. They must be familiar with financial analysis, accounting, budgeting, and banking regulations. In addition, a bank manager must be proficient in using various computer programs such as MS Excel, PowerPoint, and Outlook.

C. Experience Required

The ideal candidate for a bank manager role should have at least five years of experience in banking, finance, or accounting. They should have a proven record of success in handling wide-ranging banking operations and financial management duties. Experienced bank managers have a strong sense of how to improve customer experience, retain customer loyalty, and create sustaining relationships with clients. They should be conversant with banking procedures and regulations, understand the challenges that arise in banking operations, and show the ability to adapt and strategize.

Bank Manager positions are in high demand, and achieving the required qualifications, skills, and experience takes time and dedication. Candidates who possess excellent leadership skills, strong analytical skills, and financial know-how always stand a better chance of securing a bank manager role.

Roles and Responsibilities of a Bank Manager

As a bank manager, you are responsible for overseeing the day-to-day operations of the bank, as well as the long-term direction and growth of the institution. Here are some of the most important duties and responsibilities associated with this role:

A. Planning and Coordinating Activities

One of your primary responsibilities as a bank manager is to plan and coordinate the various activities that take place within the bank. This includes everything from setting goals and benchmarks, to developing strategies for growth and expansion, to ensuring that all employees are working together efficiently and effectively.

To achieve this, you will need to work closely with each department within the bank to identify areas of improvement and to develop plans to address those areas. You will also need to be able to communicate effectively with both employees and customers, in order to ensure that everyone is on the same page and working towards the same goals.

B. Meeting Sales Targets

Meeting sales targets is another important responsibility of a bank manager. This involves setting targets for the bank’s various products and services, and then working with your team to ensure that those targets are met.

To accomplish this, you will need to develop a strong understanding of the various products and services offered by your bank, as well as the needs and preferences of your customer base. You will also need to be able to motivate and inspire your team to work towards those targets, through effective coaching and performance management.

C. Managing Customer Service Operations

Another important responsibility of a bank manager is to manage the customer service operations of the bank. This involves ensuring that all customers are treated with respect and courtesy, and that their needs and concerns are addressed in a timely and effective manner.

To achieve this, you will need to work closely with your customer service team to develop training programs and procedures, as well as to monitor and evaluate customer satisfaction levels. You will also need to be able to establish and maintain positive relationships with customers, in order to build long-term loyalty and trust.

D. Ensuring Compliance with Laws and Regulations

As a bank manager, you will be responsible for ensuring that your bank is in compliance with all relevant laws and regulations. This involves staying up-to-date with the latest regulatory changes, and developing policies and procedures to ensure that the bank is operating in accordance with those regulations.

To achieve this, you will need to work closely with your legal and compliance teams, as well as with third-party auditors and regulators. You will also need to be able to communicate effectively with all employees, in order to ensure that they understand and are following all relevant laws and regulations.

E. Managing Funds and Budgets

Finally, as a bank manager, you will be responsible for managing the funds and budgets of the bank. This involves ensuring that the bank’s assets are being used effectively and efficiently, and that the bank is operating within its budgetary constraints.

Key Competencies of a Bank Manager

As a bank manager, there are several key competencies that you need to have in order to be successful in the role. Here are five of the most important competencies:

A. Leadership

Leadership is a crucial competency for a bank manager. You need to be able to inspire and motivate your team to achieve their goals, while also setting a good example by demonstrating integrity and accountability. A good leader is someone who is able to communicate effectively, delegate tasks appropriately, and create a positive work environment for their team.

B. Decision-making

Bank managers are often faced with difficult decisions that can have significant consequences. Being able to make good decisions quickly and confidently is therefore a crucial competency for the role. This involves being able to gather and analyze relevant information, weighing up the pros and cons of different courses of action, and making a decision based on sound judgment.

C. Communication Skills

Effective communication is an essential skill for any bank manager. You need to be able to convey complex information clearly and concisely, both verbally and in writing. This includes communicating with staff, customers, and other stakeholders, and being able to adapt your communication style to suit different audiences.

D. Business Acumen

Bank managers need to have a good understanding of the banking industry, as well as broader business and economic trends. This involves keeping up to date with changes in regulations, technology, and consumer behavior, and being able to use this knowledge to make informed decisions and identify opportunities for growth.

E. Analytical Thinking

Finally, bank managers need to be able to think analytically and strategically. This involves being able to analyze data, identify patterns and trends, and make informed decisions based on this information. It also involves being able to anticipate potential problems and proactively develop strategies to mitigate any risks.

The five key competencies for a bank manager are leadership, decision-making, communication skills, business acumen, and analytical thinking. By developing and honing these competencies, you will be well-equipped to succeed in this challenging and rewarding role.

Job Duties of a Bank Manager

A bank manager holds a critical position in a financial institution. He or she must be able to manage a sales team, ensure that business goals are met, develop and implement policies and procedures, monitor employee performance, and ensure customer satisfaction. In this section, we will explore each of these job duties in more detail.

A. Managing a Sales Team

One of the most important job duties of a bank manager is managing a sales team. Bank managers must be able to provide leadership and support to their sales team, motivating them to achieve their sales quotas and goals. Managers should identify areas for improvement through tracking sales figures, providing sales training to their team, and setting realistic targets.

B. Meeting Business Goals

Bank managers are responsible for ensuring that their branch meets business goals. These goals could include increasing loan volume or deposits, attracting new customers, and providing outstanding customer service. To achieve these goals, managers must have a deep understanding of the banking industry, trends, and challenges. Managers must review reports to evaluate bank performance and modify strategies to improve outcomes.

C. Developing and Implementing Policies

Developing and implementing policies is another vital job duty of a bank manager. Managers must ensure branch compliance with all applicable regulations and policies. For example, they might implement liquidity ratios, anti-fraud policies, and loan-to-deposit ratios. Managers have to work with multiple stakeholders, such as compliance and legal teams, to develop these policies.

D. Monitoring Employee Performance

Bank managers monitor employee performance within a branch. This job duty includes performing regular employee evaluations to ensure that the branch is meeting its goals, providing targeted training and development, and addressing any employee issues as they arise. Managers play a critical role in supporting employee growth and performance.

E. Ensuring Customer Satisfaction

Lastly, the bank manager must ensure that customers at their branch are satisfied. They must understand and adopt a customer-centric approach and maintain regular interaction with customers. The manager must ensure a high level of customer service, implement feedback programs, and maintain accountability for customer engagement metrics.

A bank manager’s job duties encompass a wide range of activities. They need to have strong problem-solving skills, leadership qualities, business acumen, and excellent communication skills. By effectively managing a sales team, meeting business goals, developing and implementing policies, monitoring employee performance, and ensuring customer satisfaction, the bank manager can help ensure the long-term success of the financial institution.

Types of Bank Managers

There are several types of bank managers, each with their own specific responsibilities and duties. In this section, we will discuss the four main types of bank managers: retail bank managers, investment bank managers, commercial bank managers, and private bank managers.

A. Retail Bank Manager

A retail bank manager oversees the daily operations of a bank’s branch or branches that serve individual customers. They are responsible for managing the bank’s personnel, budget, and sales goals. Retail bank managers are also charged with ensuring that customers are provided with quality service and products, managing the bank’s finances, and meeting regulatory requirements.

Depending on the size of the bank, the retail bank manager may have to perform additional duties such as handling customer complaints or assisting with loan applications. They may also be responsible for maintaining the bank’s records and ensuring that all financial transactions are accurately recorded.

B. Investment Bank Manager

An investment bank manager is responsible for overseeing the investment banking division of a bank. They manage a team of investment bankers who work with corporate clients to raise capital and provide financial advice. Investment bank managers are also responsible for managing the division’s finances and ensuring that the team meets its sales and revenue goals.

Investment bank managers must have a deep understanding of financial markets and economic trends, as well as the ability to build and maintain relationships with clients. They must also have strong leadership and management skills in order to effectively manage their team.

C. Commercial Bank Manager

A commercial bank manager oversees the daily operations of a bank’s commercial banking division. They manage a team of commercial bankers who work with business clients to provide loans, lines of credit, and other financial products and services. Commercial bank managers are also responsible for managing the division’s finances and ensuring that the team meets its sales and revenue goals.

Commercial bank managers must have strong financial and analytical skills, as well as the ability to build and maintain relationships with clients. They must also have strong leadership and management skills in order to effectively manage their team.

D. Private Bank Manager

A private bank manager is responsible for managing the bank’s portfolio of high net worth individuals and families. They work with clients to develop customized investment strategies and provide financial advice on estate planning, tax planning, and wealth management. Private bank managers also oversee a team of private bankers who work with clients to provide personalized financial solutions.

Private bank managers must have a deep understanding of financial markets and investment strategies, as well as the ability to build and maintain relationships with clients. They must also have strong leadership and management skills in order to effectively manage their team.

Bank managers play a crucial role in the success of a bank. Whether they are managing a retail, investment, commercial, or private banking division, bank managers must have strong financial and analytical skills, as well as the ability to build and maintain relationships with clients. They must also possess strong leadership and management skills to effectively manage their teams and meet their division’s goals.

Qualities of an Effective Bank Manager

A successful bank manager is not only responsible for overseeing the daily operations of a branch and ensuring customer satisfaction but also needs to possess certain qualities that will enable them to lead, motivate, and guide their team towards achieving the overall objectives of the bank. Here are some essential qualities that an effective bank manager must have:

A. Strategic Planning Skills

Strategic planning is crucial for the success and growth of any organization, and a bank is no exception. An effective bank manager should have the ability to analyze market trends, identify growth opportunities and threats, and develop a strategic plan that aligns with the bank’s vision and goals. This includes setting targets, creating action plans, and making informed decisions that will drive the bank’s growth and profitability.

B. Adaptability to Change

The banking industry is constantly evolving, and an effective bank manager should be able to adapt quickly to changes in the market, technology, and regulations. They must be able to pivot their strategies and work collaboratively with their team to adjust to new situations and stay ahead of the competition.

C. Strong Work Ethics

An effective bank manager should lead by example and have a strong work ethic that inspires their team to perform at their best. They need to be punctual, dependable, and accountable, and they should take ownership of their responsibilities. They should also promote a culture of integrity, honesty, and respect within their team and across the bank.

Compassion and understanding are vital qualities of an effective bank manager. They need to relate well to their team and customers, listen actively to their concerns, and ensure that their needs are met. This includes showing empathy towards customers who may be going through difficult financial situations and supporting their team members who may be facing challenges.

E. Transparency

Transparency is critical to building trust and confidence between the bank, its customers, and staff members. An effective bank manager should communicate openly and honestly with their team, customers, and stakeholders. This includes providing clear and comprehensive information about the bank’s operations, fees, and policies that affect customers. It also means being transparent about the bank’s financial performance and reporting it accurately and timely.

Being an effective bank manager requires a combination of skills, qualities, and experience. Strategic planning skills, adaptability to change, strong work ethics, empathy, and transparency are some of the essential qualities that an effective bank manager should have. By possessing these qualities, a bank manager can lead their team towards achieving the bank’s goals, retaining customers, and ensuring profitability.

Career Opportunities for Bank Managers

Banking is a dynamic sector, and there are a lot of opportunities for growth for ambitious and dedicated bank managers. In this section, we’ll take a closer look at some of the job roles available to bank managers, salary projections, and the various promotion and growth opportunities that exist within this field.

A. Job Roles

Bank managers are responsible for overseeing the daily operations of a bank branch, dealing with customer inquiries and complaints, and managing a team of employees. However, there are a few different job roles within this profession that you may be interested in pursuing.

Some of the different job roles that bank managers may hold include:

• Branch Manager – responsible for the overall management of a bank branch and its employees
• Assistant Branch Manager – supports the branch manager in day-to-day operations
• Operations Manager – oversees the operational side of the bank, ensuring that it runs smoothly and efficiently
• Relationship Manager – manages customer relationships and helps to grow the bank’s customer base

Depending on your strengths and interests, you may be better suited to one of these roles than another. It’s worth considering what you enjoy doing most and what skills you bring to the table when looking at potential job roles.

B. Salary Projections

Bank managers are highly skilled professionals who play an instrumental role in ensuring the success of a bank. As such, salaries for this role tend to be quite competitive. According to data from the research, the median annual salary for a bank manager in the United States is around $87,000, though this can range from around $68,000 to over $110,000 depending on your experience level and the size of the bank you’re working for.

In addition to a competitive salary, bank managers may also be eligible for bonuses and other benefits. These can include things like health insurance, retirement benefits, and paid time off.

C. Promotions and Growth Opportunities

One of the great things about a career in banking is that there are many opportunities for growth and advancement. As a bank manager, there are a few different ways that you can progress in your career:

• Moving into a more senior position within your current branch (e.g. from assistant branch manager to branch manager)
• Taking on a leadership role within the broader organization (e.g. regional manager)
• Pursuing a more specialized role within the bank (e.g. credit analyst or investment banker)

One of the most important things you can do to increase your chances of getting promoted and advancing in your career is to continually invest in your own professional development. This might involve attending training programs, pursuing additional qualifications or certifications, or simply seeking out opportunities to take on new challenges and responsibilities.

Ultimately, the career opportunities available to bank managers are vast and varied. Whether you’re interested in moving up the ranks within your current branch or exploring new opportunities within the broader financial sector, there are plenty of options available to you.

Educational Requirements for Bank Managers

Bank Managers are responsible for overseeing the daily operations and finances of a bank. In order to become a bank manager, you must meet certain educational requirements. These requirements include a degree in a related field, additional certifications, and continuous education.

A. Degree Requirements

Most banks require a bachelor’s degree in finance, accounting, economics, or a related field to become a bank manager. Some banks may accept degrees in business administration or management as well. Additionally, a master’s degree in business administration (MBA) or finance is strongly preferred and may be a requirement for higher-level bank management positions.

B. Additional Certifications

In addition to a degree, bank managers must also possess certain certifications. The most common certification is the Certified Bank Manager (CBM) or Certified Community Bank Manager (CCBM) from the Institute of Certified Bankers. This certification program demonstrates high levels of expertise in banking, and requires in-depth knowledge of banking laws and regulations, customer service, and bank management.

C. Continuing Education

Bank managers must constantly keep up with the ever-changing financial industry. This is achieved by continuous education and training. Bank managers must attend regular training sessions and seminars on topics such as financial regulations, customer service, and risk management.

Becoming a bank manager requires a combination of education, certification, and continuous education. A bachelor’s degree in a related field, such as finance or accounting, is typically required. Additionally, bank managers must obtain certifications such as the CBM or CCBM, as well as attend regular training and seminars to stay up-to-date on industry changes.

Hiring Bank Managers

A. job posting and advertising.

When it comes to hiring bank managers, the first step is to create a compelling and detailed job posting that will attract the right candidates. This should include a clear job title, a summary of the position’s responsibilities, and a list of qualifications and required experiences. It’s also important to provide an overview of the bank’s culture and mission, as this can help potential candidates determine if they align with the organization’s values.

In addition to posting the job on the bank’s website and social media channels, it’s also a good idea to advertise the position on job boards and industry-specific websites. Networking in the banking community can also help spread the word about the job opening.

B. Interview Process

Once a pool of candidates has been identified, the interview process can begin. Typically, this will involve several rounds of interviews, with each round building on the previous one. For example, a first-round interview may be a phone screen to gauge basic qualifications, while a second-round interview could focus more specifically on the candidate’s skills and experience related to the job.

It’s important to ask open-ended questions that require candidates to give detailed answers, rather than simple yes or no responses. Questions that focus on real-world scenarios and how the candidate would handle them can also provide valuable insight into their problem-solving abilities.

C. Background Checks

One of the final steps in hiring a bank manager is to complete comprehensive background checks. This can include verifying employment history, conducting credit checks, and checking for any criminal records or legal issues that may impact the candidate’s ability to perform the job.

It’s important to follow all relevant laws and regulations related to background checks, as well as to inform the candidate that this step will be taken. If any issues arise from the background check, it’s important to consider them in light of the candidate’s overall qualifications and experience before making a final hiring decision.

Hiring bank managers is a multi-step process that requires careful consideration and attention to detail. By creating a detailed job posting, conducting thorough interviews, and performing comprehensive background checks, banks can ensure that they are bringing on the right candidate for the job.

Training and Development of Bank Managers

The success of any banking institution largely depends on the effectiveness and capability of its managers. As such, it is essential that these managers receive adequate training and development opportunities to hone their skills and stay abreast of emerging trends.

There are various ways in which banks can provide training and development opportunities for their managers, including on-the-job training, mentoring and coaching, and professional development programs.

A. On-the-Job Training

On-the-job training involves providing bank managers with hands-on learning experiences that are relevant to their roles. This may include job shadowing, job rotation, or projects that allow managers to acquire new skills and knowledge while carrying out their current responsibilities.

The beauty of on-the-job training is that it allows managers to learn in a practical environment, where they can immediately apply the concepts they learn. With the guidance of experienced professionals in the organization, managers can safely test new ideas and approaches to problem-solving and decision-making.

B. Mentoring and Coaching

Mentoring and coaching programs offer a more personalized approach to training and development. In these programs, experienced managers or external coaches are assigned to guide and support the development of their mentees.

Mentors and coaches work closely with the bank managers, providing feedback, advice, and support as they tackle new challenges. These programs encourage open communication and give managers a safe space to discuss their strengths and weaknesses, with the aim of building strengths and reducing gaps.

C. Professional Development Programs

Professional development programs aim to provide managers with comprehensive training that covers a range of skills and competencies. These programs are usually organized by the bank and may include workshops, seminars, and conferences.

Professional development programs offer a structured approach to learning, covering a wide range of topics such as leadership, strategic planning, risk management, and customer service. They provide opportunities for networking and learning from industry experts and peers.

The training and development of bank managers are critical to the success of any banking institution. Providing on-the-job training, mentoring and coaching, and professional development programs can help managers acquire the skills and knowledge they need to perform their roles effectively and stay ahead of the curve.

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