Assistant Branch Manager Resume Samples
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Assistant Branch Manager Resume Samples
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KB
K Bernier
Kayden
Bernier
558 Nannie Lakes
Chicago
IL
+1 (555) 887 9036
558 Nannie Lakes
Chicago
IL
Phone
p
+1 (555) 887 9036
Experience
Experience
Chicago, IL
Assistant Branch Manager
Chicago, IL
Fahey-Lowe
Chicago, IL
Assistant Branch Manager
- Assist the manager by working on assigned projects and by making recommendations to improve branch operations and development
- Assists the Branch Manager with all team member activities related to sales staff including: interviewing, hiring, coaching, and performance management
- In the absence of the Branch Manager or as otherwise delegated by the Branch Manager, performs assigned duties of Branch Manager
- Coach and Develop to Drive Results: Assist colleagues in achieving their developmental goals and career aspirations
- Work with Office and Yard Managers to develop, lead and drive the team to achieve projected goals
- Works cooperatively with management to effectively communicate and implement performance standards and sales objectives
- Work with the Branch Manager to develop strategies and objectives to maximize productivity and leverage expenses
Chicago, IL
Professional Assistant Branch Manager
Chicago, IL
Nolan LLC
Chicago, IL
Professional Assistant Branch Manager
- Oversee and manage the onboarding of new client relationships and the ongoing servicing of those relationships
- Conduct the review of various different reports and communicating any trends and/or concerns to the management team
- Assist in the negotiation and resolution of significant client issues
- Promote and develop the One TD strategy in local markets and communities serviced by the advisory teams
- Coach, train and oversee the advisory and relationship management activities of both Portfolio Managers and Investment Advisors
- Focus on compliance strategies and issues with the management team to foster the development of a compliance culture
- Ensure necessary due diligence (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc
present
Detroit, MI
Assistant Branch Manager East Robinson BR Consum
Detroit, MI
Hayes Inc
present
Detroit, MI
Assistant Branch Manager East Robinson BR Consum
present
- Open checking accounts, savings accounts, and provide all other deposit product services at the customer’s request
- Maintain work flow and handle scheduling the Tellers
- Conduct meetings to institute new policies and procedures, to promote sales, product knowledge, and customer service to ensure continuous development of staff
- Coordinate and assist with the dual control vault responsibilities
- Promote bank products and further establish business relationships
- Control the inventory of cash, Traveler’s Cheques, Official Checks and Personal Money Orders through dual control
- Alert staff of any suspected fraud, kiting, theft or other illegal activity
Education
Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
Webster University
Bachelor’s Degree in Integrity
Skills
Skills
- Excellent communication and interpersonal skills, ability to build strong professional relationships
- Brilliant at the Basics -Excellent customer service aptitude, Strong management, leadership and coaching capabilities
- Excellent customer service skills with strong phone sales ability
- Strong communication and presentation skills - able to tell a good story
- Strong brokerage and industry knowledge
- Strong understanding of the sales management routines and ability to lead the team to action
- Excellent research/problems solving skills and basic math skills
- Detail oriented with the ability to complete handwritten compliance documentation neatly and accurately
- Should have an understanding of the “big picture” in banking – i.e. answers to questions like: How does a bank make money? What makes a product profitable?
- Proficient working knowledge of Microsoft Office applications (Word, Excel, and Outlook)
15 Assistant Branch Manager resume templates
Read our complete resume writing guides
1
Assistant Branch Manager Resume Examples & Samples
- University graduate with minimum 3 years experience in sales management role with retail banking
- Good knowledge of banking products, compliance and branch operations and procedures
- Strong people management, communication and problem solving skills
- Passed HKSI 1, 7, 8 & IIQE 1, 2, 3, 5 qualifications or equivalent
2
Assistant Branch Manager Resume Examples & Samples
- Provides ongoing coaching and development of staff, ensuring a high level of employee capability and engagement through focused sales management routines
- Accountable to ensure solid succession planning is in place and Senior Account Manager trainees gain the skills and competencies of an Expert Account Manager
- Minimum of 2 years experience in a people management role overseeing a sales team
3
Assistant Branch Manager Resume Examples & Samples
- Minimum 5 years ofbanking experience
- Lendingand mutual fundsare assets
- Strong coachingcapabilities
- Positive, influential leadership skills
- Success in targets
4
Assistant Branch Manager Resume Examples & Samples
- 1 to 2 years previous banking experience required with consumer lending experience preferred
- Excellent computer and data entry skills
- Accomplished time management, organization, and multi-tasking skills
- Strong written and verbal communication skills required
5
Assistant Branch Manager Resume Examples & Samples
- As an Assistant Branch Manager you will assist your Branch Manager in achieving business goals, maximizing share of customer business, retaining existing customers and acquiring new customers
- Manage and oversee the day-to-day scheduling and service activities ensuring customer walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per Policies and Procedures
- Conduct Sales and Service management activities and provide proactive coaching support as defined by the Branch Manager
- Monitor the Service Request and Problem Resolution processes ensuring branch service employees are taking appropriate timely action to meet/exceed customer expectations
- Provide subject matter expertise relative to Operational Effectiveness accountabilities
- Passion for helping customers and ability to role model customer service expectations
- Bilingual French/English
6
Assistant Branch Manager Resume Examples & Samples
- Define great customer experience by consistently providing exceptional customer service
- Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives)
- Associate’s degree or equivalent work experience required; college degree preferred
- Working to in-depth knowledge of all retail bank products and services
- 3 to 5 years of personal banking experience
- Working to in-depth knowledge of state and federal laws and regulation related to Fair Lending and other applicable regulations
- Strong independent judgment and decision-making skills
- Proven management skills
- Previous sales coaching experience a plus
- Ability to influence – asking for the business and closing the sale
- Strong interpersonal and verbal/written communication skills
- Analytical aptitude a must
- Self-starter & assertive
- Attention to detail is critical
7
Assistant Branch Manager Resume Examples & Samples
- Coordinate and oversee the day-to-day service activities, ensuring customer walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per Policies and Procedures
- Manage the daily scheduling of the front line staff to maintain optimum efficiencies and a high level of customer service
- Monitor the Service Request and Problem Resolution processes ensuring branch employees are taking appropriate timely action to meet/exceed customer expectations
- Provide reactive technical training by responding to employee queries and approve transactions within prescribed limits
- Conduct sales and service management activities as prescribed and provide proactive coaching support as defined by the Branch Manager to address identified skilled knowledge and behavioral gaps
- Execute performance plans for CSRs developed by the Branch Manager, observing and providing feedback to employees and the Branch Manager on progress towards desired behaviours/results
- Provide subject matter expertise relative to Operational Effectiveness and if designated, Branch Compliance Officer, accountabilities
- Effectively execute cross functional/collateral accountabilities and authorities
8
Assistant Branch Manager Resume Examples & Samples
- Lead and manage the team to deliver superior client experience, sales and service effectiveness, and profitable business growth
- When selling directly with clients, deliver the full suite of RBC product and service solutions with a focus on high value clients with more complex advice needs
- Partner with the Branch Manager to ensure operational effectiveness of the branch and maximize the performance of the team
- Experience taking on a leadership role and acting as a mentor to Service or Sales Professionals
- Proven success delivering advice to clients resulting in strong client relationships and superior sales results
- Experience in a role which performs service activities in a branch
- Proven decision making skills to balance the rewards of delivering sales with the risk of loss to the client, employee, and shareholder
- Strong time management and organizational skills
- Strong multi-tasker who is comfortable working in a flexible environment
- Self-starter who works independently and seeks out own answers
- Knowledge/fluency in a second language
9
Assistant Branch Manager, Halifax NS Resume Examples & Samples
- Accountable for the growth, acquisition and satisfaction of the core client base
- Balance the rewards of meeting business objectives with the risk of loss to the client, employee and shareholder by following corporate compliance/policies to maintain risk exposure, and to operate within a legal framework, in accordance with securities regulations
- Branch Compliance Officer (BCO) and Investment Funds in Canada (IFIC) accreditations are required for this role
- Experience in both business and personal banking would be an asset
- Strong understanding of the sales management routines and ability to lead the team to action
- Proven partnering success. Good relationship builder; able to establish both internal and external working relationships in order to identify and implement strategies for business growth
10
PCD Assistant Branch Manager Resume Examples & Samples
- Sales and service experience – BMO NB specific experience is an asset
- Demonstrated leadership and a proven ability to implement and manage projects
- Ability to work independently with minimal direction
- Approachable and adaptable
- Supervisory/leadership capability and/or experience
- CSC and CPH
- Minimum of 5 – 10 years work experience
- BM Licensing
- Proficient in Navi-Plan and Salesforce
11
Assistant Branch Manager Resume Examples & Samples
- Ensure smooth day-to-day branch operations
- Opening / closing, inventory management and general branch operational duties
- Resolve sales and service escalations and complaints
- Assume Branch Manager accountabilities when they are away from the branch in addition to regular duties
- Take on management and coaching activities for Financial Services Managers when required
- Coordinate daily and weekly branch meetings as required
- Coordinate Financial Services Managers scheduling when the Branch Manager is away from the office
- Simplify the complex, Understand our customers’ needs, and Guide them with the right options and solutions
- Resolve customer service escalations and complaints
- Fulfill products for customers as backfill for Financial Services Managers as required
- Observe Customer Service Representatives (CSR) and Financial Services Coordinators (FSC) interactions with customers by walking the branch floor and behind wickets
- Evaluate CSR and FSC performance on key evaluative and diagnostic metrics
- Provide regular feedback to CSRs and FSCs through the Coaching for Performance program
- Coordinate schedules using Branch Scheduler scheduling tool
- Ensure CSRs and FSCs complete required training within acceptable timeframe
- Make hiring, promotion and performance management decisions for service staff, as necessary
- Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation. Identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
- Comply with all regulatory, legal and ethical requirements
- RISR registered
12
Assistant Branch Manager, Ottawa Resume Examples & Samples
- Develop strong employee relations with staff by treating employees fairly and consistently and maintaining excellent communication
- Motivate staff through rewards and recognition
- Provide feedback and recommendations to the Branch Manager on development opportunities for Investment Advisors
- Monthly review of statement Pro Accounts
- Monthly activity reviews for accounts generating over $x in YTD production
- Hold regular sales support meetings
- Trades over Investment Advisor or Sales Assistant trading limits and 6 month probationary period
- Use of Branch Manager code for zero commission
- Account number changes
- Conduct mini audits to help ensure successful annual audit
- Know Your Client Form Approvals
- Updated KYCs
- Client Complaints
- Review, investigate and respond to complaints and maintaining files
13
Assistant Branch Manager Resume Examples & Samples
- Service Staff Management/Coaching
- Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets
- Provide regular feedback to CSRs and FSCs through Coaching for Performance program
14
Assistant Branch Manager Resume Examples & Samples
- Staff scheduling and maintaining attendance records
- Support Branch Manager in developing a culture within the branch in which quality and continuous improvement on all performance accountabilities, customer satisfaction
- Develops a team spirit among subordinates and supervisors; motivates every team member to promote and maximize sales and provide the highest possible level of customer service
- Works cooperatively with management to effectively communicate and implement performance standards and sales objectives
- Responsible for on-going evaluation and providing feedback and recommendations on employee performance
- Responsible for developing a staff to meet current and future operating needs through effective selection, assessment and training
- Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services
- Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems
- Acts as a resource to answer difficult questions and to solve escalated service issues for members and staff
- Manages branch in the absence of Branch Manager
- Responsible for monitoring and responding to Patelco’s Promoter Score system and feedback
- All other duties as assigned
- PC proficiency and excellent organizational skills
- Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
- Ability to manage priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
- Demonstrated proficiency in supervising and motivating subordinates
15
Assistant Branch Manager Resume Examples & Samples
- Communicate policies and procedures to personnel ensuring consistent implementation. Establish, maintain, and review accuracy of all control records. Ensure audit controls are adhered to by personnel to consistently achieve satisfactory audit ratings
- Proven sales record; demonstrated strong interest in sales; ability to market and sell all products and services
- Demonstrated problem solving and conflict resolution skills
- Ability to calmly diffuse and manage challenging situations
16
Assistant Branch Manager Resume Examples & Samples
- Accountable to ensure solid succession planning is in place and Account Manager trainees gain the skills and competencies of a qualified Account Manager
- Branch Compliance Officer (BCO) and Investment Funds in Canada (IFIC) accreditations are required for this role. (Must be willing to complete BCO course)
- Mandarin language skills considered an asset, but not mandatory
- LI-KB1
17
Assistant Branch Manager Resume Examples & Samples
- Minimum two years experience in retail banking and minimum one year branch Teller experience required
- Extensive experience with customer contact and ongoing customer relationships
- Demonstrated ability to coach high-quality service interactions
18
Private Client Division Assistant Branch Manager Resume Examples & Samples
- Demonstrated ability to effectively communicate in both a written and oral manner with all types of individuals Proven track record in developing and growing a related business preferred
- Strong operational experience preferred
- Knowledge of BMO NB’s processes and procedures
- Values development of others
- Thorough knowledge on NB’s Investment & Planning Products and Technologies to be able to support IA Trainees and new recruits
19
Cbna-gcg-assistant Branch Manager Resume Examples & Samples
- IT Skills: Microsoft Office (Excel, Word), Email
- Numerical Skills:Understanding figures and financial data
- Verbal Skills: Understanding written information e.g. reports
- Abstract Reasoning Skills: Identify links between component parts; see how something fits into a wider system (e.g. identifying cross-selling opportunities)
20
Assistant Branch Manager Resume Examples & Samples
- Plan, communicate and execute on sales and business development activities to achieve branch business objectives
- Focus on compliance strategies and issues with the management team to foster the development of a compliance culture
- Maintain extensive knowledge of regulatory requirements, compliance and operational issues
- Identify and develop relationships with TD Canada Trust, TD Wealth and external referral sources to build sales and market share
- Actively promote the TD Wealth Private Investment Advice image and brand within the community through participation and leadership in business groups, and related activities
- Recruit sales professionals for the Branch – actively participate in the leadership and development of a high performing team, creating an operating environment that provides a high level of client satisfaction along with opportunities for professional development
- Coach and develop new Investment Advisors to achieve established targets
- Strong compliance/regulatory and business management experience in the brokerage industry
- Sound knowledge of the TD Wealth Private Investment Advice business is an asset
- Proven ability to manage and foster client and business partner relationships
- Possess excellent communication, interpersonal and organizational skills
- Ability to work independently, think critically and make decisions
- Proficient MS Office
21
Assistant Branch Manager Madison & 79th Street Branch Resume Examples & Samples
- Assist in creating a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve scorecard goals
- Support portfolio growth by coaching Tellers to effectively identify referral opportunities and perform sales/referral activities. Develop high performing tellers in order to build bench strength
- Leverage workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service and comply with all legal and regulatory requirements
- Resolve escalated client complaints/issues promptly and effectively
- Conduct "daily proof processes" to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and performance management on decisions and processes used
- Partner with Area Operations Director in the execution of operational excellence and achievement of operational goals
- Partner closely with Branch Manager to manage hiring, performance management and compensation of Tellers. Adhere to staffing guidelines and recommended mix of full-time and part-time employees
- Bachelor's degree preferred
- Three or more years of operations experience; banking experience preferred
- Demonstrated ability to lead, motivate, and influence others
- Effective time management
- Ability to exercise good judgment
- Ability to prioritize multiple demands
- Client service orientation
- Strong problem solving skills
- Detail oriented
22
Assistant Branch Manager Lafayette Resume Examples & Samples
- Share responsibility for attaining branch sales goals with management team. Responsible for staff sales motivation including branch contests and corporate sales and incentive programs. Provide coaching and work direction to branch personnel. Initiate sales to ensure achievement of targeted production goals including promotion and sales of TCF products at outside sales events. Assist manager with business development in the community
- Supervise the work of all branch staff. Interview and hire new personnel, provide on-the-job training, work direction and feedback, schedule staff to ensure departments are optimally staffed, initiate disciplinary action as necessary, assess productivity, and prepare and conduct objective performance appraisals as scheduled
- Assist manager in all areas of the branch as required. Represent TCF in the community both to promote additional business and fulfill CRA requirements. Assume authority and responsibility for necessary management decisions
- Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Work with the Compliance and Legal departments for overall updates, procedure changes or development, and resolution of issues
- Previous experience in goal driven environment
23
Assistant Branch Manager Resume Examples & Samples
- When selling directly with personal and small business clients, deliver the full suite of RBC product and service solutions with a focus on high value clients with more complex advice needs
- Ensure operational effectiveness of the branch and maximize the performance of the team
- Minimum of three years experience as an RBC Sales Professional (Banking Advisor or Financial Advisor)
24
Assistant Branch Manager Resume Examples & Samples
- Minimum 5 years of expertise in the Investment Industry
- Must have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
- Strong Sales, Team Building, Collaboration and Networking Skills
- Excellent ability to set priorities, deal with ambiguity, problem solve, set priorities and manage conflict
- Previous experience as an Investment Advisor is an asset
- Branch Manager License preferred
25
Assistant Branch Manager Resume Examples & Samples
- Assist manager in supervising, organizing, training and evaluating team members in order to increase their productivity and effectiveness
- Acts as a mentor and/or assists with the development of new team members
- Assist the manager by working on assigned projects and by making recommendations to improve branch operations and development
- Act as a source of sales, operational and product expertise and an authority on procedures and policy
- Assume responsibilities of Branch Manager in his/her absence
- Performs more complex functions such as taking member loan applications and IRA origination/maintenance
- Answers member questions regarding provided services and performs a variety of account maintenance functions (e.g., account balances and activity; transfers and adjustments; etc.)
- Reviews account information for restrictions and funds availability; provides information on account status and account actions
- May also process deposits, withdrawals, loan payments and cash advances
- Identifies members and ensures received checks are acceptable
- Opens/closes accounts; check re-orders; stop payments/special handling; and reissuing, reinstating and canceling debit cards
- Provides Notary Services, if commissioned
- May assist with branch vault opening, closing, and balancing procedures
- May serve as an ATM/vault custodian
- Performs loan functions and process ATM transactions
- Resolves the more complex situations pertaining to policies and procedures, loan analysis and loan approvals
- Researches and analyzes account data to effectively resolve multiple types of complex account problems
- One to three years’ prior branch supervisory or team lead experience in a credit union or banking environment
- Strong problem-solving, and analytical skills
26
Cfsi Rbb-assistant Branch Manager Resume Examples & Samples
- At least 5 years experience in sales for investments and insurance
- Proficient in Microsoft applications
- Meticulous and organised
- Certified on the following
27
Assistant Branch Manager Resume Examples & Samples
- Leadership/People Management - The Assistant Branch Manager is accountable for providing expertise and leadership to the branch as it relates to compliance and sales supervision matters
- Educate and coach Investment Advisors on compliance and audit related requirements
- Provide training to Investment Advisors on updates to regulatory or business requirements
- Account Supervision
- Review of the daily commission run
- Communicate, implement and support new policies, procedures and products
- Trade Approvals
- Spectra Equity approvals
- Trading Error approvals
- Cancel/rebill approvals
- Approving all next day commission, account number changes on trades
- Approving Mutual Fund trading errors and adjustments
- New Accounts – approving and assigning account numbers
- Updated KYCs 5. Client Complaints
28
Assistant Branch Manager Resume Examples & Samples
- Supports the Country Manager and AVP, Personal Banking, Cayman by leading the establishment and achievement of team sales objectives, and related activities to achieve superior client experience, optimal business retention, profitable growth and productivity
- Develops RBC and community relationships to capitalise on business opportunities
- Provides ongoing coaching and development of staff, ensuring a high level of employee commitment and capability through focused sales/service management routines
- Balances the rewards of meeting business objectives with the risk of loss to the customer, employee and shareholder by following corporate compliance/policies to maintain risk exposure and to operate within the legal framework
- Oversees Branch operations and escalated servicing issues
- Leads and co-ordinates local initiatives, campaigns and events
- Reports to Country Manager and AVP, Personal Banking, Cayman
- Must have retail banking experience in operations and lending
- Sales Coaching
- Minimum – Bachelor’s Degree in Banking or a related field
- Working knowledge of Cayman banking regulatory and Human Resources laws considered an asset
- Strong Leadership
29
Assistant Branch Manager, Hours, Drayton ON Resume Examples & Samples
- The successful candidate is expected to perform with a high level of on-the-floor retailing behaviors. This position will rely heavily on strong partnering between the front-line service professionals and sales professionals. So, prudent meaningful coaching will be required by the successful Assistant Branch Manager in order to up skill and motivate their team to maximize opportunity spotting to lead the team to high closed sales/renewal through booked appointment numbers. This candidate must be flexible to coach and work from different areas throughout the branch**
- The successful candidate must be flexible with scheduling and availability and must be able to support branch hours of operation as required across a 5 day a week operation with extended hours**
- Build and sustain staff relationships by providing meaningful and timely feedback (formal and informal), partnering with employees in identifying and working toward career goals and conducting routines, performance management and other processes as per RBC processes & folios
- Put clients first and ensure excellent customer service is delivered from the first time point of contact, and taking personal accountability for the resolution of customer concerns
- Contribute to the branch unit by meeting its sales objectives and related strategies, opportunity spotting customers’ needs and referring them to the appropriate co-worker (Account Manager or Investment Retirement Planner role, etc.)
- Develop relationships with service partners and the local market to optimize business opportunities and referrals
- Must be willing to successfully complete the Manager Client Care Training Program
- Possess exceptional customer service skills and the ability to discover and meet the client’s needs
- Minimum 2-3 years people management experience
- Proven understanding of sales and service cycle
- Proven success in a customer service and/or sales role with experience working in a sales environment where formal selling thresholds and targets are routine
- Proven organizational skills, the ability to compile paperwork in an orderly fashion
- A comprehensive background within the financial industry would be an asset
- Customer centric through proven customer loyalty initiatives/activities
- Great listening skills - the ability to accurately listen and understand; then respond appropriately when interacting with clients and co-workers is a definite asset
- Ability to respond calmly and constructively when dealing with irate clients or when working in a stressful situation
- Information-seeking skills - the ability to find out more and improve your understanding of a client’s situation or issue
- Multi-Tasking
30
Assistant Branch Manager Resume Examples & Samples
- Intradepartmental relationships
- Build and maintain professional working relationships with all internal employees of Harris, including but not limited to Private Bank, Harris Investor Services (HIS), Mortgage, Business Banking, Distribution, Sales and Micro Business and Consumer Lending Center to ensure customer satisfaction is achieved
- Actively participates in team huddles and sales meetings to ensure that branch goals are achieved
- Coach and develop the Service Representative Team to ensure desired number of qualified sales referrals is achieved; provide product update and just-in-time training during branch huddles
31
PCD Assistant Branch Manager Resume Examples & Samples
- Sales and service experience – BMO Nesbitt Burns specific experience is an asset
- Knowledge of BMO Nesbitt Burn’s processes and procedures
- Thorough knowledge on Nesbitt Burns’s Investment & Planning Products and Technologies to be able to support IA Trainees and new recruits
- Branch Manager Licensing
32
Ccb-assistant Branch Manager Resume Examples & Samples
- Strong working knowledge of branch operations required
- Minimum two years experience in retail banking and minimum one year branch Teller experience required; Personal Banker experience is a plus
- Extensive experience with customer contact and providing excellent customer service is critical
- Demonstrated proficiency in operations, transaction accuracy, and Teller referrals
- Strong probing, communication, analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer and employee issues
- Sales skill set will vary; demonstrated ability to perform and coach sales interactions is a plus
- Demonstrated leadership skills and regularly goes above and beyond to assist others
- Ability to work all branch hours, including Saturday, and some evenings required
33
Assistant Branch Manager Resume Examples & Samples
- Generates new business through outside calls, in-branch selling, and telemarketing activities
- Analyzes customer portfolio information to identify which Bank of the West products would be a likely fit
- Advises customer as to advantages and disadvantages of different Bank of the West products. Works to expand all customer relationships using this analysis in proactive sales/marketing effort. Provides service support to customer regarding bank products
- Markets and promotes all BusinessLink, deposit, loan, cash management, and insurance products offered by the Bank
- Assists the Branch Manager in coordinating the sales effort in the branch. Leads regular sales meetings. Provides training on bank products and sales/service issue
- Assists Financial Services Consultant and Financial Services Officers with more complex transactions. Trains Financial Services Consultants and Financial Services Officers on bank processess and procedures
- Participates in events that demonstrate support for the community and increase business opportunities for the Bank
- Ensures that sales-related processes are in compliance with all laws/regulations and bank policies/procedures
- Two to three years banking experience
- Knowledge of banking products/services
34
Assistant Branch Manager Trainee Resume Examples & Samples
- Strong management, leadership and coaching capabilities
- Possesses intimate knowledge of all aspects of P&C Canada’s branch operations
- Understands full suite of financial products and comfortable answering questions and referring to the appropriate SME
35
Assistant Branch Manager Resume Examples & Samples
- Successful completion of the Canadian Securities Course and associated IDA licensing requirements
- Completion of relevant IIROC Supervisory Course is required
- Demonstrated leadership and people management
- Extensive experience in the financial services and brokerage industry in a similar capacity
- Working knowledge of Wood Gundy operations/practices/procedures
- Knowledge of various functions of Head Office departments
- Ability to deal with internal and external complex compliance issues
- Superior organizational and time management skills sufficient to deal with numerous activities with varying degrees of priority
- Ability to deal with difficult people and conflicting priorities
- Ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high
- Strong people management and interpersonal skills to work effectively with and to manage and coach support staff
- Excellent communication and problem-solving skills sufficient to resolve numerous issues and conflicts throughout the day
- Effective communications skills to disseminate an array of information to branch staff
- Good knowledge of portfolio management concepts sufficient to recognize high risk vs. blue chip portfolios
36
Assistant Branch Manager Resume Examples & Samples
- A Service Staff Management / Coaching Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets Evaluate CSR and FSC performance on key evaluative and diagnostic metrics Provide regular feedback to CSRs and FSCs through Coaching for Performance program Coordinate schedules using Branch Scheduler scheduling tool Ensure CSRs and FSCs complete required training within acceptable time frame Make hiring, promotion and dismissal decisions for service staff, as necessary
- B Customer Service Resolve customer service escalations and complaints Fulfill products for walk-in customers as backfill for Generalist and Associate Generalist Bankers, when peaks in demand require
- C Operations Ensure smooth day-to-day operations particularly for front-of-house activities Opening / closing, inventory management, general house keeping
- D Regulatory and Audit Compliance Ensure all necessary forms are complete, accurate and submitted in a timely manner
- E Branch Manager Coverage Fill in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties Take on management and coaching activities for Generalist and Associate Generalist Bankers Resolve sales escalations and complaints Coordinate daily and weekly branch meetings Coordinate Generalist and Associate Generalist Banker scheduling during extended BM absences
- F Risk Management Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines Comply with all regulatory, legal and ethical requirements Authorities What authority is needed to deliver on the key accountabilities (e.g. credit limits, budget, decision making, hiring, resourcing)? What kinds of decisions / recommendations does this job make? What kinds of decisions does this job take to its manager or others for approval before taking action? Access to Optimizer and Customer Connect, Calendar Connect and CCAPS/CFS systems to view customer profiles, record identified opportunities, schedule appointments and submit loan applications for processing by Central Credit Lending decisions are made by central credit; ABM may request a review of application and recommend additional discretion ABM has authority to grant other types of discretion (waiving fees, etc.) within pre-defined limits as set out in authority cards ABM is authorized to advise customers on Mutual Fund purchases and have basic financial planning discussions Scope and Impact What is the impact of this jobs decisions or actions? For example, what is the size of budget managed by this job, revenue targets assigned to this job, number of people managed, number of customers impacted? ABM manages CSRs / FSC sIs primary manager responsible for dealing with service escalations or complaints; responsible for significant front-of-house management and customer experience factors
37
Assistant Branch Manager Resume Examples & Samples
- Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients
- Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions
- Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch
- Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
- Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching
- Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions
- Schedule periodic meetings and check-points with clients to provide value-added services
- Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business
- Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- 3-5 years banking, retail other related sales and service experience
- Demonstrated ability to develop and execute a sales plan
- Demonstrated ability to engage in outbound sales activities and acquire new business
- Demonstrated ability to successfully deepen and retain client relationships
- Product/service knowledge; expertise in articulating product/service information to clients
- Demonstrated strong financial/business acumen
- Basic computer skills - ability to interact with clients using banking technology
- Results-oriented; self-starter
- Ability to engage with and influence others
- Ability to think creatively to solve problems
- Organized; ability to manage time effectively and to multi-task
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Assistant Branch Manager Resume Examples & Samples
- Through your experienced coaching skills, assist your team to achieve all sales, service, and operational targets
- Through active participation and visibility within the branch, develop shift schedules to meet the needs of our clients
- Identify client concerns and implement action plans to address client feedback
- Manage cash holdings & compliance while mitigating risk
- Hire new employees to join the branch team and ensure that all new and existing employees have acquired the appropriate knowledge to effectively and efficiently perform their duties
- Monitor branch activities and risk to ensure adherence to policies, procedures, and controls while minimizing fraud, forgeries and irrecoverable losses
- Service the financial needs of clients in partnership with the Advisor(s) and coordinate transactional needs of customers, as required
- Service the financial needs of High Value walk-in clients requests during times when the Advisor is not available and resolve customer issues, concerns and/or problems promptly as required Ability to establish healthy working relations and partnerships with clients, vendors and peers
- Assist the Advisor by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience
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Assistant Branch Manager Resume Examples & Samples
- Must have completed the CSC & CPH (Canadian Securities Course and Codes and Practices Handbook)
- Must be fluent in both French and English
- Branch Manager license is an asset
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Assistant Branch Manager Resume Examples & Samples
- A. 25%: Service Staff Management / Coaching
- B. 25%: Customer Service
- C. 25%: Operations
- D. 15%: Regulatory and Audit Compliance
- E. 10%: Branch Manager Coverage (% of time allocated to BM Coverage will vary based on branch hours)
- F Risk Management
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Assistant Branch Manager Resume Examples & Samples
- 25%: Service Staff Management / Coaching
- 25%: Customer Service
- 25%: Operations
- 15%: Regulatory and Audit Compliance
- 10%: Branch Manager Coverage (% of time allocated to BM Coverage will vary based on branch hours)
- Service Staff Management / Coaching Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets Evaluate CSR and FSC performance on key evaluative and diagnostic metric sProvide regular feedback to CSRs and FSCs through Coaching for Performance programCoordinate schedules using Branch Scheduler scheduling tool Ensure CSRs and FSCs complete required training within acceptable time frame Make hiring, promotion and dismissal decisions for service staff, as necessary
- Customer Service Resolve customer service escalations and complaints Fulfill products for walk-in customers as back fill for Generalist and Associate Generalist Bankers, when peaks in demand require
- Operations Ensure smooth day-to-day operations particularly for front-of-house activities Opening / closing, inventory management, general house keeping
- Regulatory and Audit Compliance Ensure all necessary forms are complete, accurate and submitted in a timely manner
- Branch Manager Coverage Fill in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties Take on management and coaching activities for Generalist and Associate Generalist Bankers Resolve sales escalations and complaints Coordinate daily and weekly branch meetings Coordinate Generalist and Associate Generalist Banker scheduling during extended BM absences
- Risk Management Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines Comply with all regulatory, legal and ethical requirements
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Assistant Branch Manager Resume Examples & Samples
- 15%: Customer Service
- 15%: Operations
- 10%: Regulatory and Audit Compliance
- 25% Risk Management
- Undergraduate degree or equivalent work experienceRISR registered and lending qualified
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Assistant Branch Manager Small Resume Examples & Samples
- Manages 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
- Works with IFL to ensure CSRs and FSCs receive required training in appropriate timeframe
- Maintains connections with other specialized sales staff in the branch and Area to ensure appropriate referral opportunities are being identified
44
PCD Assistant Branch Manager Resume Examples & Samples
- Develop productive working relationships with Bank of Montreal branch personnel (HPB, BMO CM, etc)
- Develop productive working relationships with community partners
- Develop productive working relationships with colleagues in the Branch, Region and across PCD
- Develop productive working relationships with our BMO Nesbitt Burns Insurance specialists, Financial Planning Group and various other internal departments – all of whom are integral to helping our clients achieve their various goals
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Assistant Branch Manager Resume Examples & Samples
- Assumes management responsibility in the absence of the Branch Manager
- Assists in managing customer service objectives including handling exceptions, complex issues, and complaints; monitoring and coaching performance of branch personnel; and performing support duties as needed
- Performs or supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures
- Motivates and encourage employees to meet and exceed monthly sales goals; markets bank products and services and ensures employees have appropriate knowledge levels of bank offerings
- Participates in personnel decisions as appropriate including hiring, scheduling, disciplinary actions, and evaluating performance
- May participate in community events on behalf of the Bank
- Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and banking software applications (Mozart, Bancline)
- Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
- Outstanding listening and communications skills, both written and verbal
- Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices
- Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
- Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines
- Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others
- Flexibility to work weekend or evening hours
- Basic math and accounting skills
- 3-5 years combination of banking, relevant college education, and/or supervisory experience in a customer service or sales environment
- Supervises indirect reports
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PCD Assistant Branch Manager Resume Examples & Samples
- Must have all the same Proficiencies as those they are to Supervise such as
- BMO NB specific experience is an asset
- Demonstrated ability to effectively communicate in both a written and oral manner with all types of individuals
- Proven track record in developing and growing a related business preferred
- Knowledge of BMO NBs processes and procedures
- Demonstrated ability to effectively communicate in both a written and oral manager with al types of individuals in a professional manner
- Exceptional people skills and the ability to communicate with all types of individuals
- Excellent communication skills including written, oral and listening skills
- Values development of others Supervisory/leadership capability and/or experience
- Thorough knowledge on NBs Investment and Planning Products and Technologies to be able to support IA Trainees and new recruits
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Assistant Branch Manager Resume Examples & Samples
- Service Staff Management / Coaching Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets Evaluate CSR and FSC performance on key evaluative and diagnostic metrics Provide regular feedback to CSRs and FSCs through Coaching for Performance program Coordinate schedules using Branch Scheduler scheduling tool Ensure CSRs and FSCs complete required training within acceptable time frame Make hiring, promotion and dismissal decisions for service staff, as necessary
- Customer Service Resolve customer service escalations and complaints Fulfill products for walk-in customers as backfill for Generalist and Associate Generalist Bankers, when peaks in demand require
- Risk Management Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines Comply with all regulatory, legal and ethical requirements Authorities What authority is needed to deliver on the key accountabilities (e.g. credit limits, budget, decision making, hiring, resourcing)?
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Assistant Branch Manager Resume Examples & Samples
- ABM coordinates closely with Branch Manager to ensure smooth day-to-day operations across sales and service teams Manages 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
- Works with IFL to ensure CSRs and FSCs receive required training in appropriate time frame
- Undergraduate degree or equivalent work experience RISR registered and lending qualified
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Assistant Branch Manager, First & Herndon Resume Examples & Samples
- Oversees and administers all human resources activities related to sales staff, including hiring, coaching, performance management, pay and employee terminations
- Ensures that the branch staff meet all regulatory compliance standards. Follows all operating policies and procedures
- Customer Transactions, overrides, NFS/OD guidelines and certifications
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Assistant Branch Manager, Coronado Resume Examples & Samples
- Leads the sales effort in the branch. Implements promotional campaigns and product initiatives
- Supports the Branch Manager in performing human resources activities related to sales staff, including hiring, coaching, performance management, pay and employee terminations
- Bachelor’s Degree in Finance or related field
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Assistant Branch Manager Resume Examples & Samples
- Registered Investment Sales Representative (RISR) (Completion of IFIC or CSC and qualified to sell mutual funds)
- Understands technology and processes well
- Able to multi-task and delegate appropriately
- Possesses intimate knowledge of all aspects of branch operations
- Understands full suite of financial products and comfortable answering questions and referring to the appropriate Subject Matter Expert (SME)
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Assistant Branch Manager Resume Examples & Samples
- The Assistant Manager is expected to support the efforts of the Branch Manager in leading the team, providing a differentiating and exceptional customer experience, achieving results, developing the team and sustaining the branch
- They will do this by managing the branch and individual expectations; day-to-day customer service, compliance with established policies and procedures relative to bank operations, security, human resource management, etc
- In the Branch Manager’s absence, the Assistant Branch Manager has full authority and responsibility for branch activities and team members
- They will monitor performance and results of branch and individual staff members against expectations and establish goals, providing guidance and coaching
- They may have individual sales goals themselves and may be assigned business development responsibilities as well
- They may be required to work at various branches within a region (other than base their base location) as needed
- Experience supervising and/or leading a team
- Exemplary customer service and sales experience
- Detailed knowledge of retail banking products, philosophy, policy, procedures, and documentation
- Excellent sales ability including cross-selling and referral skills
- Strong PC skills and previous experience with retail banking sales and transaction processing systems
- Excellent communication skills (verbal, written and presentation)
- Strong attention to detail and accuracy skills
- Ability to work Saturdays
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Assistant Branch Manager Resume Examples & Samples
- Observe CSR interactions with customer by walking the branch floor and behind wickets
- Evaluate CSR performance on key evaluative and diagnostic metrics
- Provide regular feedback to CSRs through Coaching for Performance program
- Ensure CSRs complete required training within acceptable timeframe
- Make hiring, promotion and dismissal decisions for service staff, as necessary
- Fulfill products for walk-in customers as backfill for Generalist and Associate Generalist Bankers, when peaks in demand require
- Ensure smooth day-to-day operations particularly for front-of-house activities
- Opening / closing, inventory management, general housekeeping
- Ensure all necessary forms are complete, accurate and submitted in a timely manner
- Fill in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties
- Take on management and coaching activities for Generalist and Associate Generalist Bankers
- Resolve sales escalations and complaints
- Coordinate daily and weekly branch meetings
- Coordinate Generalist and Associate Generalist Banker scheduling during extended BM absences
- Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines
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Assistant Branch Manager Resume Examples & Samples
- Your background in relationship management and extensive knowledge of financial services
- Impressive time-management skills and ability to execute on multiple priorities
- You have a natural ability to influence and develop others
- Strong understanding of compliance and regulatory guidelines
- Professional demeanor and excellent communication skills
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Assistant Branch Manager Resume Examples & Samples
- Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market
- Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction
- Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing
- Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place
- Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff
- Lead or assist with regional and/or corporate initiatives
- Act as the interface with difficult clients who need to be guided to the management level
- Assist with the measurement of service levels to determine staffing needs
- 3-5 years of management experience within a financial services environment preferred
- 5 years in financial sales role
- Series 7 and 66 or 63/65 required
- Insurances licenses and Series 9/10 required within 60 days of hire
- Strong brokerage/mutual fund knowledge
- Strong integrity and judgment skills
- Proven management and coaching skills
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Assistant Branch Manager Resume Examples & Samples
- Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being
- Applies diverse tools, tactics and techniques to persuade customers to buy an array from the suite of banking products or services. Identifies prospecting approaches to identifying potential customers and creates opportunities in order to sell financial solutions and ideas to customers
- Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness
- Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
- Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers
- Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies
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Assistant Branch Manager Resume Examples & Samples
- Minimum of ten (10) years of relevant commercial insurance and risk management sales experience
- Ability to design and structure complex insurance programs
- Proven business management experience
- Strong leadership and negotiation skills
- Miller Heiman or similar training, as well as prospecting, sales-initiating and closing techniques
- Risk management training and in-depth knowledge of various insurance and alternative funding techniques
- Experience / training in mentoring, coaching, delegation and change management
- General human resource knowledge (interviewing skills, employment standards, health and safety)
- Project management training and experience is an asset
- Excellent interpersonal, communication and presentation skills, both verbally and written
- Client focused and proven relationship building skills
- Ability to work collaboratively as a key member of a team and independently with minimum supervision
- Meticulous attention to detail, refined organizational skills and the ability to multi-task
- Proven ability to prioritize competing requirements and deadlines under pressure
- Must have strong computer skills and be proficient with the Microsoft Office Package
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Assistant Branch Manager Resume Examples & Samples
- Coach and Develop to Drive Results: Assist colleagues in achieving their developmental goals and career aspirations
- 2 or more years of sales management experience in Retail or Branch Banking environment
- Strong interpersonal skills including ability to build customer base by approaching and establishing dialogue with customers
- Leading by example
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Assistant Branch Manager Resume Examples & Samples
- Recruiting: assists the Branch Manager in recruitment of new and experienced sales agents on an ongoing basis
- Training: participates in new agent orientation and in office training programs. Also provides support and training to agents on the use of office technology and software
- Problem Solving: available to sales agents to answer questions and give advice on the many questions and concerns that surface daily, that are specific to real estate transactions and brokerage operations
- Sales Planning: works with agents in the development of annual business and sales plans. Monitors effectiveness and provides feedback and coaching to meet goals
- Meets with Branch Manager as needed to ensure office goals are met, including development of weekly or monthly reports and providing input to budget for office
- Minimum High School Education, Bachelors’ degree preferred
- Five or more years real estate sales experience
- Should be highly organized, have strong oral and written communication skills and proven negotiation skills
- Prior experience mentoring/coaching sales representatives required, preferably in real estate
- Must have knowledge of city and community in which office is located
- Strong technology skills, including internet, required
- Must have a valid Florida Real Estate or Broker’s license. Must be an active member of the local board of Realtors
- Must be supportive of company events, systems and initiatives and have the ability to take direction from leadership
- General office experience a plus, including basic accounting and finance knowledge
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Assistant Branch Manager Resume Examples & Samples
- College degree with Business or Management concentration or equivalent experience in retail banking. Must have 3-5 years management/supervisory experience
- Extensive consultative sales experience of Bank Products
- In depth knowledge of branch operations including procedures, policies, control, regulations, system hardware, software, and network
- Strong knowledge of deposit and retail loan products; familiarity with business lending products
- Strong knowledge of teller operations and processing
- Strong verbal and written communication skills and presentation skills
- Knowledge of financial fundamentals, including computation of interest and monthly payments. Proficient in basic computer skills (i.e. typing, MS Office)
- Incumbent will be required to stand for intermittent periods of time
- Dexterity is mandatory as this job requires frequent use of hands and fingers
- Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear
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Assistant Branch Manager Resume Examples & Samples
- Four or more years of experience in operations, customer service and/or human resources activities
- Strong decision-making and problem-solving skills
- Ability to resolve complex customer and employee-related issues with minimal guidance
- Demonstrated understanding of branch operations and financial products and services
- Effective verbal and written communications skills
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Assistant Branch Manager Resume Examples & Samples
- Assist in the development of a strong sales team by providing additional coaching and reinforce expectations and performance objectives lead by the Branch Manager
- Mentor branch associates by providing additional feedback to grow business opportunities and strengthen client relationships in order to drive value for the customer and Scottrade
- Ensure adherence to both company and regulatory requirements
- Provide leadership in a managerial capacity when called upon in current branch or as needed in another branch location
- Make proactive business development calls to clients and prospects for asset gathering purposes
- Provide exceptional customer service to clients, continuing to drive revenue opportunities for the firm. Develop relationships with clients and establish new accounts. Perform follow up procedures to ensure that accounts are funded
- Partner with Scottrade Guidance Solutions Group to identify client needs and provide them with appropriate solutions
- Track sales activities in the client relationship management system
- Assist with the daily operations of the branch by running reports and following up with clients as necessary
- Partner with Scottrade Lines of business to service the client
- Present branch seminars in a professional and effective manner, tailoring to client needs as appropriate
- Emerging sales leadership, management and motivational skills. Ability to achieve results through collaboration and teamwork, and foster a positive team environment
- Ability to develop meaningful relationships utilizing interpersonal skills
- Motivated to achieve goals in a performance driven sales atmosphere
- Excellent customer service skills with strong phone sales ability
- Excellent understanding of the stock market
- Excellent organizational skills with the ability to multi-task in a fast paced client-facing environment
- Ability to respond quickly to changing environments
- Excellent research/problems solving skills and basic math skills
- Quick and accurate data entry/typing skills
- High level of integrity and ability to maintain a high degree of confidentiality
- Ability and willingness to relocate to fill a current open position
- Intermediate level proficiency with Microsoft Word, Excel, Outlook, and Internet Explorer
- Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience required
- 1+ year sales experience required
- 2+ year licensed brokerage experience required
- 3+ years related sales or financial services industry experience preferred
- Current Series 7 and 63 licenses required
- Series 24 or 9/10 license required or ability to obtain within 90 days of assuming position
- Clean U4 securities record required
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Assistant Branch Manager Resume Examples & Samples
- Develop and implement business and sales plans
- Build and expand quality personal or corporate customer relationships through individual and team product sales and referrals to specialized areas
- Be responsible for branch operations and keeping the branch in compliance
- Coach, counsel, and make recommendations on hiring, performance management, and salary adjustment decisions
- Handle scheduling and sales activity within the branch
- 1 year of successful sales experience with set goals
- 1 year experience in a leadership role
- Bachelor's degree in a business related field
- Banking and/or lending experience
- Series 6 Securities License and Insurance License or willing to obtain within a timeframe identified by management
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Assistant Branch Manager Resume Examples & Samples
- 1 year of successful sales experience in an environment with set goals required
- Ability to work a flexible schedule with hours between 9am -- 8pm Mon-Fri, 9am -- 5pm Sat, and 11am -- 4pm Sun
- Bachelor's Degree in a business related
- Series 6 Securities License and Insurance License preferred or willing to obtain within a timeframe identified by management
- Previous lending experience
- Must have the desire, ability, and a record of success calling on prospects and existing clients for sales opportunities
65
Assistant Branch Manager Resume Examples & Samples
- Develops a thorough understanding of AFC policies, processes and procedures relative to business development, loan processing, collections, expense control, and staff development
- Participate in providing regular performance feedback to all members of the Branch Financial Services Team. Participate in coaching and counseling other members of the Branch Financial Services Team to achieve improved performance and compliance with AFC policies and standards
- Utilizes all appropriate means to monitor and collect receivables, account for property used to secure loans, and to document business transactions (particularly communications related to “over credit line”, late payments, returned checks, note repayments, and “out of trust” situations)
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Assistant Branch Manager Resume Examples & Samples
- Generate new business policy and premiums sales
- Ensure exceptional customer satisfaction and high customer retention
- Select, coach and develop a sales and service team to meet/exceed their goals
- Prior supervisory experience is helpful
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Assistant Branch Manager Resume Examples & Samples
- Directly supervises two or more employees in the day-to-day operations of the retail store including compliance, retail sales, warehousing and distribution. Supports both the scheduling and performance management efforts for retail store personnel
- Participates in the execution of marketing plans to support the penetration of key market segments in collaboration with our Sales and Operations teams and outside vendors. Assists with sales promotional activities, merchandising and displays
- Collaborates with outside sales to ensure order accuracy and properly scheduled customer deliveries
- Assists with managing the branch inventory, daily hard goods inventory cycle counts and maintain showroom and warehouse appearance
- Assists with managing all hard goods receiving and all dynamic deployment (hard goods inter-branch orders) for completion in a timely and daily. Participates in the annual/bi-annual physical hard goods inventory audits
- Helps monitor SAP reports daily such as open order/delivery reports, billing and delivery block reports and open Purchase Order (PO) reports. Responsible for Daily Cash Reconciliation (DCR). Ensures daily completion and that all errors are addressed and bank deposits are initiated
- Works with our hardware vendors to schedule and hold monthly vendor product training sessions
- Oversees retail employee training in procedural areas such as following all Airgas Operating Standards and safety regulations
- Works in partnership with corporate accounts receivable to manage branch credits and collections
- High School Diploma or GED. Advanced degree preferred
- Minimum of three (3) years of experience in an industrial retail, inside sales, customer service and/or inventory control related position
- One (1) year of prior supervisory and/or demonstrated leadership experience
- Leadership skills; Identifies requirements; allocates, and effectively uses information, personnel, time, and other resources necessary for goal accomplishment; establishes appropriate courses of action for self and/or others to accomplish specific goals; develops evaluation criteria and tracking systems for monitoring goal progress and accomplishment; and specifies objectives, schedules, and priorities
- Math skills; Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percentages
- Must be customer service oriented and able to interact in a professional, respectful and courteous manner
- Strong interpersonal skills with the ability to deal effectively with others in both favorable and unfavorable situations regardless of status of position. Accepts cultural diversity and establishes effective working relationships
- Communicates effectively both verbally and in writing; listens effectively and clarifies information as needed; works well with others in a cross-functional team environment across the organization knowing who to engage to achieve results. Uses candor and sensitivity in their dealings with others
- Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees
- Self-starter; self-motivated; well organized; ability to work independently and as part of a team
- Demonstrated planning skills
- Takes ownership and creates solutions and enjoys working “hands-on” in a high-volume, fast-paced work environment
- Proficient working knowledge of Microsoft Office applications (Word, Excel, and Outlook)
- Ability to routinely lift 25 – 40 lbs. and occasionally lift 40 – 60 lbs
- Employee may occasionally be required to transverse through branch office and/or production, warehouse locations
- Employee will frequently be required to actively listen and exchange information
- Primarily performs duties in an indoor office/production work environment; occasionally may require outdoor environments in various seasonal weather conditions
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Assistant Branch Manager Resume Examples & Samples
- Supervise, train, and evaluate performance of all inside sales representatives, drivers, plant workers (where applicable),and warehouse personnel
- Ensure all customers receive quality customer service from company
- Organize monthly safety meetings and strictly enforce safety rules
- Function in the capacity of Branch Manager when necessary
- Provide direction, leadership and communication and cooperation within the
- Assist customers with equipment set-up and demonstration as
- High school diploma or equivalent (GED) required; Bachelor’s Degree in
69
Assistant Branch Manager Resume Examples & Samples
- Supervise all inside sales representatives, drivers, plant workers (where applicable), and warehouse personnel
- Ensure all customers receive quality customer service from company associates
- Checks accounts receivable as to status of existing accounts; communicates with credit department and contacts customers regarding overdue payments
- Keeps Branch Manager informed of day-to-day activity and any issues that may need to be resolved
- Responsible for all operations associated with the branch including, routing and maintenance of delivery trucks, pump room (where applicable), warehouse, inside sales, and compliance issues (paperwork)
- Other duties and projects as assigned by the Branch Manager
- High school graduate or equivalent required, Bachelor’s Degree in related field preferred
- 3-5 years experience in the welding industry
- Computer experience or basic knowledge in order entry system
- Must have “hands-on” leadership skills and be willing to lead and set the example
- Must be detail oriented, energized and a proven self-starter
- Willing to improve skills and techniques by attending classes on employee’s own time
- Ability to routinely lift 25 – 60 lbs. and frequent bending
- Ability to perform work during prolonged standing up to 8 hours and repetitive motion also required
- Ability to perform functions during occasional climbing, balancing, kneeling, crawling, pushing, pulling, and finger activities
- Ability to read and comprehend material safety data sheets
- Must be able to work overtime, when necessary
- Must be able to operate in a drug-free, tobacco-free workplace
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Assistant Branch Manager Resume Examples & Samples
- Supervise the daily activities of the office (fleet, utilization, depreciation, reservations, schedules, etc)
- Maintain positive and professional rapport with current accounts and support relationships with new accounts
- Assist in fulfilling financial goals created for office
- Communicate consistently and frequently with branch manager
- Prior management experience in sales and customer service
- Excellent written and spoken communication
- Ability to multi-task and contribute to a fast pace environment
- Line management, and previous sales experience is a plus
- Ability to drive multiple types of vehicles (automatic)
- Ability to project a professional appearance
- Ability to engage in verbal interaction with customers
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Assistant Branch Manager Resume Examples & Samples
- Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. ASMs maintain strong knowledge of bank products and services, and ensure the customer's needs are met by partnering with the appropriate specialist (MLO and FC) to serve the customer's mortgage and investment needs. Conduct behaviors to meet with more customers such as proactive outbound calling and generating referrals
- Assist branch manager in maintaining operational soundness for the branch and adhering to bank and regulatory guidelines. May include balancing cash drawers at the end of each shift, processing CTR reports and transactions, opening and closing procedures of the branch, ATM and vault balancing, opening and closing procedures of the branch, etc. Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems
- Process Transactions/Customer Service. Greet customers and ask questions to determine their needs. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist with customer questions and/or issues relating to their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction
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Assistant Branch Manager Resume Examples & Samples
- Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs
- Required to maintain strong knowledge of bank products and services, and
- Ensure the customer's needs are met by partnering with the appropriate specialist (MLO and FC) to serve the customer's mortgage and investment needs
- Certified Lender status (NMLS #) is required
- Works proactively on their own lending production as well as successfully helps team members generate and execute lending opportunities
- Promote and model the Flagstar philosophy - "Live the Mission."
- Assist with sales coaching by observing the branch team from the perspective of the customer. Coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors
- Works closely with the branch manager to develop and drive commitments and behaviors. Proactive leadership is required
- Process Transactions/Customer Service. Greet customers and ask questions to determine their needs
- Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines
- Assist with customer questions and/or issues relating to their accounts
- Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction
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Assistant Branch Manager, Albuquerque Resume Examples & Samples
- Leads the sales effort in the branch by implementing promotional campaigns and product initiatives
- Leads sales meetings and provides training on selling bank products and providing superior customer service
- Manages the more complex sales transactions of the branch and cross sells products and services, including mortgage loans
- Assists the Branch Manager with all team member activities related to sales staff including: interviewing, hiring, coaching, and performance management
- Assists the Branch Manager in leading sales of the Relationship Banker team by: establishing annual performance targets, providing direction and support through activity based coaching and skill development
- Minimum three years of experience in Retail Banking with strong sales and management skills
- Experience with customer transactions, overrides, Insufficient Funds and Overdraft guidelines and certifications
- Computer experience, preferably with Touchpoint Teller and New Account Systems
- Required: High School Diploma or GED
- Preferred: Bachelor’s Degree
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Senior Assistant Branch Manager Resume Examples & Samples
- Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and
- Conduct behaviors to meet with more customers such as proactive outbound calling and generating referrals
- Certified Lender status (NMLS #) is required. Works proactively on their own lending production as well as successfully helps team members generate and
- Process Transactions/Customer Service. Greet customers and ask questions to determine their
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Assistant Branch Manager Resume Examples & Samples
- Successful candidates should have 3 years prior real estate sales experience with a proven track record and hold an active real estate license
- Must exhibit strong management skills
- Strong conflict resolution abilities, tech savvy, and business acumen required
- Must be proficient in MS Office products and be able to multi-task with the ability to communicate with all levels, both internal and external, throughout the organization
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Assistant Branch Manager Designate Resume Examples & Samples
- Get fantastic experience within a hard‐working close‐knit team
- Help run a branch of a top UK employer
- Build your management career
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VP, Assistant Branch Manager Resume Examples & Samples
- A minimum of 5 years in the financial services industry with leadership experience preferred
- Strong brokerage and industry knowledge
- Proven ability to provide ongoing employee coaching, development, and recognition
- Demonstrated business development experience with a strong drive for results
- Demonstrated dedication to treating clients in an ethical, empathetic and proactive way
- Ability to build and sustain strong trusted partnerships with employees, peers and colleagues in other work groups based on mutual trust
- Sound operational and supervisory judgment
- Ability to build and deepen relationships with clients, within the community and within Schwab to achieve desired results
- Demonstrated commitment to holding yourself and others to high degree of integrity
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Instore Assistant Branch Manager Resume Examples & Samples
- Drives sales through service: Build and promote branch identity, drive sales and promote overall ownership and accountability for improving customer service and branch success
- Ensure our customers are extremely satisfied with every interaction – make it memorable and the best part of their day
- Proven ability to coach and develop to drive sales results and operational excellence in a high volume branch environment
- Drive an exceptional customer experience validated through customer satisfaction surveys
- Strong financial and business acumen including experience interpreting reports to drive productivity
- Maintain an active role through partnerships with community and civic organizations
- Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining an unique identifier from the NMLS
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Cornerstone Assistant Branch Manager Resume Examples & Samples
- Must be an existing Assistant Branch Manager in 32FF or 32XH
- Have proven success with ESQI/customer service, fleet growth, employee development/retention and profit
- ESQi must be at or above corporate average 3 or 6 month (Home City)
- ESQi must be at or above Top 50 Airports for either 3 or 6 month (32XH)
- Not on any type of performance probation
- Must have achieved a minimum of meets requirements on most recent performance review
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Assistant Branch Manager, Queenstown Resume Examples & Samples
- Lending experience
- Proven team leadership and management capability
- Strong relationship and networking skills
- Comprehensive understanding of compliance and Branch operations
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Senior Assistant Branch Manager Resume Examples & Samples
- Six or more years of experience in operations and/or human resources activities
- Well-developed customer service skills
- Ability to identify and resolve/escalate problems
- Experience having served in an assistant branch manager capacity or related role
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SFS Assistant Branch Manager Resume Examples & Samples
- Taking applications and processing for approvals closing loans
- Taking payments (may be assigned a cash drawer)
- Soliciting customers for additional funds and/or referrals (telephone or mail)
- Approves loan requests within given authority
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s)
- Other duties as assigned by Manager
- Minimum High School Diploma or General Education Degree (GED). Other education (degrees and advance training) and related experience (job times and type of experience) needed for various positions (if available) and will be considered in determining eligibility for vacancies
- Ability to read and interpret documents such as procedure manuals, instructions, and necessary loan and collection documents. Employee must be able to clearly communicate via the phone and the computer
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw conclusions of those answers
- Ability to apply common sense understanding, interpret, and carry out instructions furnished in written, oral, diagram, or schedule form. Ability to deal with problems involving several concrete variables in standardized situations or where only limited standardization exists
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Professional Assistant Branch Manager Resume Examples & Samples
- Coach, train and oversee the advisory and relationship management activities of both Portfolio Managers and Investment Advisors
- Plan, communicate and execute on sales and business development activities to achieve individual and branch business objectives
- Establish and build on the TD Partner relationships (Retail, Private Banking, Commercial, Financial Planning and others) promoting and support Wealth Management services and assisting in both internal and external business development activities
- Promote and develop the One TD strategy in local markets and communities serviced by the advisory teams
- Oversee and manage the onboarding of new client relationships and the ongoing servicing of those relationships
- Ensure necessary due diligence (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc
- Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
- Assist in the negotiation and resolution of significant client issues
- Actively participate in branch meetings, facilitate presentations/training session and arrange for guest speakers as required
- Coach and develop new Investment Advisors and Portfolio Managers to achieve established targets
- Contribute to a respectful work environment for all employees through focusing on the employee experience and actively managing performance/behaviour issues in a timely and respectful manne
- #LI-ML1
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Assistant Branch Manager Nmls Resume Examples & Samples
- Four or more years of experience in banking operations activities
- Comprehensive knowledge of all applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Thorough knowledge of applicable operating and computer systems
- Effective selling, cross-selling and referral skills
- Effective leadership, problem-solving and negotiation skills
- Well-developed customer relations skills, including ability to resolve customer and employee-related issues
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Scotiamcleod Assistant Branch Manager Resume Examples & Samples
- Compliance and Regulatory
- Ensure client complaints, claims, legal actions and regulatory reviews, examinations and investigations are escalated to the BranchManager and assist to ensure they are handled effectively and corrective actions are implemented in a timely manner
- Managing compliance within the branch: all daily supervision activities as well as document signing and approvals, trade exception overrides and approvals, Account opening approvals, cheque signing, and payables approvals
- Advise the Branch Manager of any relevant upcoming regulatory changes so that appropriate compliance procedures can be prepared
- Coach and develop advisors and other key branch staff
- Work with the Branch Manager to ensure that all staff has established annual objectives that are aligned with the branch business plans and personal development plans
- Provide ongoing feedback and recognition of branch staff, as appropriate
- Provide sales leadership to advisors where required
- Coach, support and contribute to enhancing the effectiveness of the team
- Assist with structuring and promoting practice management sessions
- Proactively lead and implement sales campaigns within the branch, tailoring them as required to local markets, conditions, and advisors
- Develop and implement local sales campaigns to achieve specific branch targets
- Ensure effectiveness of sales campaigns is measured and reported, as required
- Branch Operations, Performance and Profitability
- Ensure Staff Ratios for the branch are in line with firm policy and take corrective action, as required
- Ensure real estate for the branch is managed cost effectively and in line with Scotiabank policies and practices
- Operate the business in a profitable manner
- Participate in and/or provide input to Wealth Management initiatives that could have an impact on the performance of the branch
- Strong self management abilities and results orientation
- Individually motivated & team supportive
- Self-confident, professional integrity
- Strong relationship builder & mentoring ability
- Demonstrates leadership, decisiveness, and possesses excellent communication skills
- Ability to direct & motivate others in achieving goals
- Analytical problem solver and mediator
- Fair and consistent in dealing with people
- Can create a positive community image
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Assistant Branch Manager Binghampton BR Resume Examples & Samples
- Determine and satisfy training needs and establishing performance plans
- Open checking accounts, savings accounts, and provide all other deposit product services at the customer’s request
- Monitor the daily balancing and processing of ATM and night/lobby depositories, including the processing of all entries, servicing and required audits
- Alert staff of any suspected fraud, kiting, theft or other illegal activity
- Monitor the daily teller cash limits through the branch cash balancing report to ensure that the total cash in the branch is balanced daily
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Assistant Branch Manager East Robinson BR Consum Resume Examples & Samples
- Evaluation of employee’s performance and issuing of counseling when needed
- Identify and refer customers to appropriate departments
- Promote bank products and further establish business relationships
- Provide teller line support in order to keep the customer wait time to a minimum and customer service to a maximum
- Ensures all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing
- Use good judgment and follow bank policies when overriding transactions for teller with withdrawals/less cash authority
- Assist Tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors
- Perform branch cash audits as required
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Assistant Branch Manager, Wealth Management Resume Examples & Samples
- Handle day-to-day tasks of running the branch (i.e. meetings; Investment Advisor (IA) support; basic organization of the office)
- Responsible for Tier 1 Supervision
- Handle all incoming phone calls for one of the Branch Managers
- Provide necessary documentation to internal departments (i.e. Human Resources, Payroll and Continuing Education)
- Deal with client calls as they arise, both corporate and Wealth Management
- Maintain the database of clients and prospects that use our website
- Maintain confidential records for Branch Managers (i.e. Handle incoming mail and correspondence, draft up and email responses when necessary)
- Gather and coordinate statistics for Branch Managers and provide them with any necessary information and details regarding Branch and IAs
- Organize meetings and presentations
- Prepare account activity reviews and transaction inquiries for Branch Managers
- Interface with many departments within Canaccord Genuity for approvals/investigation and requests
- Perform additional administrative duties as required
- Must hold IIROC Supervisor License. Must meet all IIROC licensing and ongoing continuing education requirements
- Well-rounded knowledge of brokerage industry
- Demonstrated ability to meet deadlines and work effectively under pressure
- Ability to work with employees and clients at all levels
- Intermediate to advanced Microsoft Office skills
- Dataphile and Execlear experience is an asset
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Instore Assistant Branch Manager Springfield Kroger Resume Examples & Samples
- FINRA Series 6 and 63 registrations (or equivalent)
- Demonstrated ability to meet or exceed sales goals
- Tuition Assistance – financial help for going back to school
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Assistant Branch Manager Cordova BR Resume Examples & Samples
- Maintain work flow and handle scheduling the Tellers
- Generate cross sales and referrals to generate new business and additional services
- Conduct meetings to institute new policies and procedures, to promote sales, product knowledge, and customer service to ensure continuous development of staff
- Explain product benefits, changes, restrictions, requirements, and any other relevant product information to customers and staff
- Ensure proper control and maximum efficiency in the teller line
- Control the inventory of cash, Traveler’s Cheques, Official Checks and Personal Money Orders through dual control
- Secure all applicable cash records and all other transaction records, supplies and computer equipment at the end of the work day
- Assist Branch Manager in monitoring daily transactions including NSF, OD etc… and take appropriate action within the authority to maintain operations within established guide lines
- Coordinate and assist with the dual control vault responsibilities
- Take loan applications for retail/small business loans as required
