Branch Operations Resume Samples
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Branch Operations Resume Samples
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DR
D Reinger
Deshaun
Reinger
148 Cristopher Parks
Los Angeles
CA
+1 (555) 643 4760
148 Cristopher Parks
Los Angeles
CA
Phone
p
+1 (555) 643 4760
Experience
Experience
Detroit, MI
Branch Operations
Detroit, MI
Nader, Pfannerstill and Legros
Detroit, MI
Branch Operations
- Assist Private Client Groups with wire transfers, new account paperwork, foreign wires, collections etc
- Oversee, coach and motivate Tellers in the absence of Financial Center Manager; assist with training
- Coordinate and assist back office operations in resolving credit problems, delinquent payment issues and other related client issues
- Provide excellent client service and respond to inquiries/requests from clients; promptly resolve issues regarding client accounts
- Proactively track projects/tasks to ensure work is completed on schedule
- Project Management
- Issue and Risk Management analysis
Dallas, TX
Branch Operations Spec
Dallas, TX
Streich-Reilly
Dallas, TX
Branch Operations Spec
- Performs data entry
- Assists with mass mailings
- Answers incoming calls, and assists callers with a professional Service 1st greeting and tone of voice
- Performs other duties and responsibilities as assigned
- May direct the work of others and train other associates
- Ensures branch manager reviews branch activity
- Receives checks, cashier's checks, money orders, etc. from clients
present
San Francisco, CA
Branch Operations Specialist
San Francisco, CA
Farrell-Upton
present
San Francisco, CA
Branch Operations Specialist
present
- Analyze existing supply chain network and provide input to future strategies (facility network design, location, network optimization)
- Assist Branch Operations Manager with creation and/or revising Branch Operations instructional procedural job aides and branch operations forms
- Assists branch manager with compliance visits and replies
- Works directly with home office to coordinate branch to home office workflow, requests, and procedures
- Assists branch managements with audit preparation
- Provides general administrative support to branch management
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Education
Education
Bachelor’s Degree in Exercise Science
Bachelor’s Degree in Exercise Science
Belmont University
Bachelor’s Degree in Exercise Science
Skills
Skills
- Excellent verbal and written communications skills, ability to analyze and interpret requests and directions
- Strong analytical, time management, detail orientation and organizational skills
- Team players with strong relationship building skills to enable them to adapt to the dynamic business of Citi
- Business Analyst with a strong track record developing functional knowledge
- Presents one’s self in a highly cooperative and professional manner
- Excellent written and verbal communication skills
- A good understanding of investment banks and Operations
- Strong team player
- Strong proponent of project management discipline principle
- Ability to interact effectively with all levels of the organization
15 Branch Operations resume templates
Read our complete resume writing guides
1
Branch Operations Spec-center City, PA Resume Examples & Samples
- Determines callers' needs, connects calls and takes messages
- May sets up and confirm appointments
- May provide clerical support for other branch associates as needed
- May receive cross-training and assists with other operational functions as required, including cashiering functions
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
2
Branch Operations Spec Resume Examples & Samples
- Receives checks, cashier's checks, money orders, etc. from clients
- Deposits client funds at local bank
- Disburses checks to clients
- Transmits orders for securities transactions
- Delivers securities to home office according to proper mailing procedures
- Maintains files related to cashiering according to compliance requirements
3
Branch Operations Spec Resume Examples & Samples
- Works directly with home office to coordinate branch to home office workflow, requests, and procedures
- Orders supplies, complete purchase orders, and monitor postage usage
- Transmits orders and receive reports
- Responsible for accounts payable
- Multi-line telephone systems and their use
4
Branch Operations Spec Resume Examples & Samples
- Receives, accommodates, announces and directs clients and visitors
- Opens, sorts, and distributes incoming mail
- Assists with mass mailings
- Performs data entry
5
Branch Operations Specialist Resume Examples & Samples
- May receive cross-training and assist with other operational functions as required, including cashiering functions
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
6
Gcg Branch Operations & Service Manager Resume Examples & Samples
- Analytical, strong appreciation of processes, and detail oriented
- Strong leadership – ability to lead all functions to deliver a common objective
- Thrive in a fast-paced environment
7
Branch Operations Head Resume Examples & Samples
- Matrix management and leadership of the Branch Operations and Services team including Service Bankers, Service Relationship Managers, Tellers and Operations Managers across the national branch network to provide effective operational, sales & compliance support in all control functions
- Direct management of 4 in the Retail Branch Operations team including cash operations
- Monitoring of key risk indicators & monitoring the effectiveness of branch controls and detect any patterns of non-compliance
- Implementation and adherence to the Regional Consumer Controls procedures
- Work with Global on branch controls work streams as requested, to evolve process and procedures and bring about greater consistency and standards
- Be in partnership with internal audit
- Proactively advise branches during internal audits and provide support to branches and Retail Bank Management as required
- Oversight and operational management of administrative and service tasks assigned to the Branch Operations and Service Team in each Branch
- Partner with the Branch Management team for delivery of all services in an efficient and compliant manner
- Partner with the Branch Management team to provide support as a trainer to branch staff; examples include Branch Induction training, various projects and Rainbow training
- Identification, analysis and resolution of process “breakages” and “bottlenecks” impacting service delivery and business performance
- Tertiary education or relevant professional qualifications in Business / Finance
- Minimum 5 years retail banking operational management experience - particularly within a branch environment (risk, controls and audit experience an advantage)
- Strong people and relationship management skills
- Solid process, vendor and project management experience
- Ability to manage people across multiple remote sites is highly regarded
8
Divisional Manager of Branch Operations Northern California Resume Examples & Samples
- Monitors branch performance (losses, customer satisfaction, financials, defect reports, etc) to insure optimal balance between risk and reward
- Develop coaching acumen of Area Directors and Branch leaders
- Implement proactive risk control processes in the branches within span of control to maintain operational integrity and reduce losses
- Coordinate implementation of national service and operational programs (lobby leadership, loss prevention, etc)
- Insure operational and associate readiness for introduction of change initiatives (same day FX, systems conversions, etc)
- Manage implementation of distribution actions (branch openings, closures, relocations) to insure operational readiness and effective coordination with other groups
- Coordinate and provide input to branch quarterly self-assessments
- Extensive knowledge of activities and control environment of a retail branch
- Demonstrated track record of coaching and influencing at senior management levels
- Demonstrated ability to drive a differentiated customer experience
- Excellent interpersonal skills and well developed judgment
- Minimum of 5 years’ experience in a branch leadership role
- BA/BS or professional qualification preferred
9
Head of Asia Branch Operations Resume Examples & Samples
- Manage Branch Operations for 12 markets with 450 + branch locations and 2,500+ ATMS
- Manage controls in branch processes
- Keen understanding and focus on risk, controls, compliance and regulatory framework
- Strong customer focus and management of client expectations
10
Branch Operations Specialist Resume Examples & Samples
- Cancels and corrects orders for securities transactions as applicable
- Maintains daily Purchase and Sales (P&S) blotter
- Transmits and receives messages with home office
- Enters deposits and disbursements into system daily
- Processes money market liquidations
- Receives securities and ensures they are in good delivery
- May receive cross-training and assists with other operational functions as required
- Use mathematics sufficient to complete deposit, tickets, reports, etc
11
Branch Operations Risk Manager Resume Examples & Samples
- Ability to interact confidently with senior management and branch personnel as required
- Ability to own projects at a regional level
- Ability to proactively identify issues and trends in order to provide recommended comprehensive solutions and remedies, liaising with appropriate stakeholders as and when required
- Ability to organize and prioritize work, meet deadlines, and see a risk initiatives and projects through to completion
- Bachelors degree required or equivalent education and experience
- Finance industry experience
12
Branch Operations Specialist Resume Examples & Samples
- Minimum one year of experience in banking operations activities
- Advanced knowledge of bank operations policies and procedures
- Advanced knowledge of applicable banking laws and regulations
- Advanced knowledge of applicable operating and computer systems
- Good knowledge of retail products
13
Branch Operations VP Firmwide Operations Resume Examples & Samples
- Responsible for supervision of daily operations and governance program for operations, reporting to ED and Head of Canada Operations
- Lead and provide direction to team to resolve issues as they arise
- Demonstrate project management leadership and execution skills required to address business requirement and changes
- Risk assessment and reporting
- Minimum of 7 years’ experience in the brokerage/investment industry
- Bachelor’s Degree and GPA > 3.0
- Strong understanding of Canadian equities market
- Well developed PC skills (Microsoft Office - Excel, Word and Power Point are critical) and able to learn new applications quickly
- Experience in operational processing front to back
- Control modeling and execution
14
Associate India Branch Operations Resume Examples & Samples
- Trade Booking, Break Resolution, Client Reporting and Giveup/ Givein Trade processing
- Communication with the Traders, Custodians, Clients for account setup
- Regulatory Reporting on NSE (Eg, FII Collateral, Client Margin Report, Client Code report)
- Sending intraday Trade confirmations
- Client/ Member level Position Limits monitoring
- Monitoring Collateral/ Margins for Clients
- Coordinate with FCG/ IT/ Client Relationship teams
- Strong customer service focus, interpersonal and communication skills
- Good Team-player
- Well conversant with Equity Derivatives market rules and regulations preferred
- Knowledge of SEBI /Exchange Regulations preferred
- Experience in Front office support & Client servicing
15
Branch Operations Specialist Resume Examples & Samples
- Transmits and receives messages from home office
- Ensures branch manager reviews branch activity
- Receives cross-training and assists with other operational functions as required
- May direct the work of others and train other associates
- Analyzing to be able to research account information
16
Branch Operations Resume Examples & Samples
- Responsible for managing a team of Client Sales Assistants (15-20), both licensed and non-licensed
- Partners with other members of the NIC management team with a focus on identifying and increasing synergies in order to further support revenue generating efforts
- Provide leadership focused on building a unified team, improving productivity, quality metrics as well as identification/implementation of cost effective process re-engineering
- Manages the OneSource utility support that facilitates entry of Enhanced Due Diligence data for the NIC. Coordinates and liaises with FIU, AML, OSJ, and MOO to ensure an efficient process for identifying, managing, and documenting risks associates with high net worth, off-shore and senior public figure clients. Serves as second level approval on high risk EDDs
- Coordinates Virtual CSA support
- Coordinates and implements compliance and risk best practices; considered the subject matter expert on Firm and industry policies and procedures with regards to Risk and Compliance
- Manages research and resolution of all escalated supervisory, surveillance and risk issues originating from the Advisors or other area of the Firm; Facilitates and oversees resolution of escalated operational and service issues. Evaluates significant compliance, regulatory, reputational and/or financial risk situations requiring escalation to the SRCO, Compliance and/or Legal
- Communicates CPWM compliance policies and procedures and regulatory guidance through periodic meetings in order to promote risk awareness and a compliant environment
- Facilitates the training of team on compliance policies and procedures
- Liaises with the Legal and Compliance Division as well as Middle Office for resolution of escalated matters
- Consults with Human Resources on any HR issues related to risk, compliance, service or operations; Administers annual compensation and performance management processes including individual development planning and goal setting for all CSAs
- Prior broker/dealer supervisory experience
- Progressive levels of experience and responsibilities in management or supervisory roles
- Experience as a supervisor with a bank–based or independent brokerage model a plus
- Bachelor’s Degree, or equivalent experience, in business or related discipline
- Series 7, S63, & S9/10 (S8) or S4/24/53 securities licenses required
- This position requires a subject matter expert in brokerage and investment advisory products, as well as transactional processes and control requirements, including in particular a superior level of knowledge and experience, such as the following
17
Branch Operations Analyst Resume Examples & Samples
- Checking that all trades are booked in the global risk system in a timely and accurate manner by checking the trading system matches against the trader’s recap, liaising with the broker or direct with the sales force or counterpart
- Responsible to book trades into the local system, Info treasury and ensure registration at CETIP/SELIC
- Ensuring all control reports are checked to establish that there are no breaks between the trading system and back office systems, on a T+0 and T+1 basis
- Responsible for the chasing of trade confirmations until executed, along with metric production
- Develop and maintain Firm-wide stakeholder relationships between the business, Financial Control, IT and other Operations teams, these relationships are fundamental to ensure we leverage global support to deliver tactical and strategic solutions
- Active participation in Global Fixed Income Operation meetings and forums, designed to deliver a robust global governance structure around core business lines
- Risk ownership a comprehensive suite of risk management tools are used to identify and actively manage risk across our business. The successful candidate will be required to demonstrate commitment to our risk management agenda
- Ideally, Fixed Income experience
- Proven ability to work as part of a team
- A methodical approach to analyzing/interpreting data and problem solving
- Ability to work under pressure, to time critical deadlines
- The ability to prepare written reports to a high professional standard alongside effective verbal communication skills
- The ability to communicate clearly and decisively to colleagues and senior stakeholders will be a key candidate attribute
- Experience working with Regulators, for example in the interpretation and analysis of information requests, data mining, report preparation and presentations would be beneficial
- A desire to develop their career at Morgan Stanley by demonstrating willingness over time, to develop their role and acquire new responsibilities
18
Branch Operations Specialist Resume Examples & Samples
- Typically requires a high school degree or equivalent and 4 years experience in branch banking including assignments as senior teller and intermediate-level new accounts
- Broad application of branch operations, new accounts and sales principles, theories, and concepts
- Proficient knowledge of senior teller and intermediate new accounts duties
- Proficient training skills
19
Head Branch Operations & Oversight Resume Examples & Samples
- Strong analytical, process engineering, project management and problem solving skills, including a thorough understanding of how to interpret business and operation processes
- Agile, with the ability to work under tight deadlines and to prioritize conflicting and changing priorities
- Ability to establish strong partnerships with in country stake holders and Regional teams
20
Branch Operations Analyst Resume Examples & Samples
- Motivated by challenge and opportunity
- Exceptional interpersonal skills and excellent verbal and written communication skills
- Intermediate user of MS Excel, MS Outlook, MS Word, MS Sharepoint, MS Access, MS Powerpoint
- Ability to organize and present information clearly and accurately for a variety of audiences (senior managers, internal team members, etc.)
- Ability to prioritize, use good judgment and discretion, and be able to work independently as well as in a team environment
- Ability to respond to change quickly and appropriately
21
Branch Operations Specialist Resume Examples & Samples
- Serve as the retail branch operations subject matter expert for the credit union
- Act as a primary contact for Retail Branches and Member Contact Center in answering operational questions to resolve in a timely manner
- Assist Retail Branches with new account opening processes, procedures and exception requests if applicable
- Assists Retail Branches and Member Contact Center with special account administration needs such as trust/fiduciary accounts, decedent accounts, Power- of- Attorneys, membership exceptions, and other specials review as necessary
- Responsible for core system user set up, user changes and user terminations
- Responsible for core system user password resets and system lock outs
- Provides first line of support for core system and new membership/ loan system issues
- Troubleshoot new membership booking errors
- Manage Help Desk Tickets to comply with service level standards
- Process member travel notification requests from members
- At the direction of the Branch Operations Manager, update changes in branch operations procedures
- Assist Branch Operations Manager with creation and/or revising Branch Operations instructional procedural job aides and branch operations forms
- Ensure department’s operations are aligned with organizational standards
- Must have HS Diploma/GED
- Must have at least 3 years’ operational and/or banking retail experience within the financial industry
- Minimum of 2 years working with credit union/bank branch policies and procedures strongly preferred
- Ability to be well organized, team-player, motivated and flexible with working hours which will include Saturdays
- Must have PC/Windows-based software experience and proficient in various Microsoft applications
- Demonstrated ability and desire to thrive in a challenging fast paced work environment
- Proven ability to lead people and get positive results through others, requiring in-depth experience of collaborating between staff and members for best results
- Strong interpersonal skills, excellent communication skills, the ability to work effectively and build relationships both internally and externally
- Must be flexible and adjust to schedule and adapt to the changing needs of the credit union
- Possesses excellent decision quality and is able to make independent decisions
22
Branch Operations & Service Head-nandyal Resume Examples & Samples
- Representing business as a service champion at different forums such as a SQ, service committee meetings, tech enhancement programs, product development
- Managing key customer relationships in the Bank
- Direct & close coordination with different units
- Performance Appraisals
- Entitlement reviews and authorization
- Total experience of 6-8years
- Should preferably have a prior experience in Operations especially in Cash
- Prompt & efficient in redressal of client issues
23
Head-branch Operations South Resume Examples & Samples
- The ideal candidate should have a minimum of 7+ years banking operations experience which should include managing / interaction with a team
- Legal, documentation or operations experience would have a strong advantage
- Strong analytical and problem solving skills, including strong MS Office product suite experience
- Strong exposure to operations controls, defining, implementing, calibrating, and reporting on controls
- Degree holder, post graduate degree would be an added advantage
- Working knowledge of operations processes in financial services
- Able to communicate with internal and external business partners
- Strong execution skills in a multitasking mode
- Exposure to technology and handling of system, testing and rollouts
- Ability to coach and develop people, identifying and retaining talent
- Able to strive under pressure and covert opportunity from risk
- To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice
24
Branch Operations & Service Head-pondicherry Resume Examples & Samples
- Branch Operations and Service Head of a branch is responsible for customer service and administration of a branch
- Ensuring that CSLM scores are achieved
- Tracking service indicators
- Ensuring superior customer branch walk-in/voice based experience
- Drive service initiatives
- Customer complaints are sensitively handled as per the prescribed guideline
- Supporting other branches within the city & new branches in the region to provide seamless service
- Tracking Problem Incidences
- Reviewing/Streamlining processes
- Reducing cycle time
- Tasks to be performed on an individual basis without involving subordinates
- Representing business as a service champion at different forums such as a SQ, service committee meetings, tech enhancement programs and product development
- Managing key customer relationships in the bank
- Direct and close coordination with different units
- Job rotation
- Review of processes/PI
- Total experience of 6-8 years
- Should preferably have a prior experience in Operations especially in cash
25
Branch Operations Resume Examples & Samples
- Proactively track projects/tasks to ensure work is completed on schedule
- Prepare reports and correspondence
- Create and deliver intra departmental written and verbal communication to ensure that coordination is successful
- Exhibit extreme discretion in handling of all business matters
- Pursues delegated tasks to completion for finance, real estate, operations and branch president
- Clearly and professionally communicates with constituencies
- Back up additional support staff assistants as needed
- Five years of Administrative experience or related experience
- Ability to learn and use company and customer system(s)
- Presents one’s self in a highly cooperative and professional manner
- Getting Organized - Can marshal resources to get things done; can orchestrate multiple activities at once to accomplish a goal
- Communicating Effectively- Writes and presents effectively; adjusts to fit the audience and the message; strongly gets a message across
- Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers
26
Branch Operations Specialist Resume Examples & Samples
- Supports the assigned branch by performing duties in branch operations, new accounts and branch lending
- May occasionally be assigned to safe deposit, vault, or credit departments
- May also assist with special projects or bank conversions
- Ensures high quality customer service goals are met
- May train staff on proper bank procedures
- Has signing authority up to assigned limits
- Assignments are located throughout the assigned region and may range in duration from one day to several months
- Typically requires a high school degree or equivalent and 5 years experience in branch banking including experience as a branch supervisor
- Contributes to the development of branch operations, new accounts and sales principles, theories, and concepts
- Advanced knowledge of supervisory, senior teller and senior new accounts duties
27
Gcg-branch Operations & Service Manager Resume Examples & Samples
- Keep product, banking operations and legal compliance knowledge up-to-date
- Keep up-to-date with bank systems and technology
- At least 8-10 years of experience in the retail banking environment leading and supervising a team
- In-depth knowledge of company policies and systems
- Analytical, strong appreciation of processes and detail-oriented
28
Branch Operations Head Resume Examples & Samples
- Participate in the design and effective implementation of all branch processes
- Drive process efficiency and improvements; focus on digitization and optimization of resources through Smart Banking initiatives
- Drive teller/service staff efficiency; adapt and deploy new technologies to improve branch efficiency
- Lead efforts that result in remarkable client experience; accountable to drive NPS30 branch services related work items
- Track and ensure smooth working of the ATM network including adherence to uptime and availability standards
- Work closely with the Regional Branch Operations team in driving country/regional initiatives
- Ensure all Branch Control Risk Indicators display positive trends for all regions; ensure corrective actions are taken where necessary
- Drive branch operational control readiness at all time; deliver branch audit pass ratings as per scorecards
- Monitor behaviors and activities utilizing data produced and obtained from branch risk rankings, outliers and reviews to implement timely corrective actions as required
- Work closely with Country IBC team and other stakeholders to review, implement and refine control policies and procedures as defined in RCCPM
- Ensure appropriate escalation and socialization of issues
- Participate in Regulatory/Statutory Examination Management and “Deep Dive” reviews
- Minimum of 10 years in the Financial Services industry
- Prior experience in Branches/Operations or Risk Management or Control functions is preferred, though not a necessary requirement
- Minimum of Bachelor’s degree or equivalent professional qualification
- Ability to lead and drive large teams across the network irrespective of reporting lines
- Ability to build rapport and work closely with key country and regional stakeholders and partners within and outside the country branch network; strong understanding of Consumer Branch processes and products as well as Operations and Technology
- Up-to-date understanding of key risk and control concepts, tools and trends relating to risk identification, rating and prioritization, mitigation and reporting
- Risk based thinking and analytical mindset
- Ability to multitask and manage concurrent projects and deliverables
29
Branch Operations Head O&T O&T Management Resume Examples & Samples
- Prior experience in Branches/ Operations or Risk Management or Control functions preferred, though not a necessary requirement
- Ability to manage through influence (e.g. management in the absence of reporting lines or with matrix reporting)
- Ability to build rapport and work closely with key country and regional stakeholders and partners within and outside the country branch network. Strong understanding of Consumer branch processes and products as well as Operations and Technology
- Up-to-date understanding of key risk and control concepts, tools and trends relating to risk identification, rating and prioritization, mitigation, and reporting
- Proven people and team management skills
- Risk-based thinking and analytical mindset
- Self-starter who can work independently
- Ability to multi-task and manage concurrent projects and deliverables
30
Branch Operations Analyst Resume Examples & Samples
- Bachelor’s Degree in Business or related work experience
- 2 to 5 years retail branch operations or back office operations experience
- High proficiency in MS Office: Excel and PowerPoint
- Business Banking and cash/treasury management experience, credit skills (preferred)
- Strong analytical, problem solving and financial budgeting skills
- Financial and Operational Banking Product knowledge
- Working understanding of operations process behind bank transactions
- Strong interpersonal skills, ability to work well with other people from various departments
- Ability to multi task and prioritize tasks
- Ability to work with limited direct supervision
- Client service orientation
31
Branch Operations Head Resume Examples & Samples
- Self-starter with ability to work independently
- Familiar with banking products, services and business activities
- Ability to think critically and respond to the time-sensitive needs of the business
32
Ops Specialist, Branch Operations Resume Examples & Samples
- Communicating with the Traders, Custodians, Clients and ensuring that the trade is booked timely and accurately
- Collateral/ Margins Management
- Sound Technical knowledge
- Exhibit a strong sense of urgency, accountability, ownership
- Being Accurate, Taking Initiatives
- Experience in client servicing
33
Cbna-o&t-core Operations & Branch Operations Head Resume Examples & Samples
- Strong leadership, analytical, interpersonal and communication skills
- Strong knowledge of the local Banking and labor regulations
- Extensive knowledge of credit card association regulations
- Extensive hands-on experience in handling and managing production line operations
- Strong understanding of the banking products and services
34
Head of Branch Operations Resume Examples & Samples
- Participate in the design and effective implementation of all Branch Processes
- Drive process efficiency and improvements. Focus on digitization and optimization of resources through Smart banking initiatives
- Drive teller/service staff efficiency. Adapt and deploy new technologies to improve branch efficiency
- Lead efforts that result in remarkable client experience. Accountable to drive NPS30 branch services related work items
- Track and ensure smooth working of the ATM network, including adherence to uptime and availability standards
- Work closely with the Regional Branch Operations team in driving country / regional initiatives
- Ensure all Branch Control Risk Indicators display positive trends. Ensure corrective actions are taken where necessary
- Drive branch operational control readiness at all time. Deliver branch audit pass ratings as per scorecards
- Work closely with Country CBORC team and other stakeholders to review, implement and refine control policies and procedures as defined in RCCPM
- Participate in Regulatory/ Statutory Examination Management and “Deep Dive” reviews
- Strong knowledge of financial products and services
- Track record in delivering results – recognized for strong execution skills
- Strong and demonstrated leadership skills with the ability to work with and influence a diverse and senior team of business leaders
- Results driven with strong drive and finely tuned business judgment
- Sets standards for product , service and client experience delivery
- Experience in operating internationally across large, highly matrixes organizations
- Experience in leading large teams across multiple locations
- Experience in managing branch setup will be an added advantage
- Superior problem solving ability
- Ability to communicate, read and write Mandarin is required
- Strong pedigree in the financial services sector
- Minimum of 10 years’ experience in the financial sector
- Prior experience in branch related setup will be preferred
35
Director of Branch Operations Resume Examples & Samples
- Bachelor's degree in human services, recreation, business or a related field,
- Ability to direct assigned operations including volunteer development, supervision of staff, development and monitoring of budgets, marketing and public relations and program development
- Prefer knowledge of and previous experience with, diverse populations. Ability to speak another language, in addition to fluent English is a plus
- Proven leadership in establishing and maintaining collaborations with community organizations
- The YMCA is open 120 hours per week. Qualified candidates should be able to work flexible and varying work hours
- YMCA Team Leader or Multi-Team/Branch Leader certification preferred
- CPR and First Aid certifications are required
- In harmony with overall YMCA objectives, establish with the branch Director, long range plans for the growth of programs and services
- Recruit, hire, train, develop and support staff team consisting of full-time program directors. Review and evaluate staff performance. Develop strategies to motivate staff, pursue and achieve goals
- Build and monitor operating budget to meet and exceed targets. Recommend timely adjustments to programming to assure balanced operations and submit current reports
- Facilitate a positive group culture with a team approach, within the branch, the association and the community at large
- Direct high quality member engagement strategies which supports the YMCA Mission. Aligns branch marketing and communication efforts
- Support membership goals. Initiate systems that incorporate the entire branch in these efforts
- Lead by example to strengthen a culture of exceptional member service. Work with program directors on services that meet the needs of membership and community
- Conduct member and program surveys and develop action plan to respond to results
- Support the Branch Director by nurturing relationships with community organizations, participating in the success of branch events, attending networking affairs, assist with the progress of the branch Advisory Committee and fund-raising objectives
- Hold active drives to support branch annual support campaign, special events and other fiduciary activities at the branch and across the Metronorth association
- Work with YMCA Senior Management in specialty areas of expertise including childcare, marketing, facilities, fundraising, inclusion and outreach
- Serves as a member of YMCA branch management team and supports the overall objectives of the YMCA
36
Branch Operations & Service Head-mt Road Resume Examples & Samples
- Branch Operations and Service Head of a branch responsible for customer service and administration of a branch
- Has oversight of the service team to ensure requisite service delivery (walk-ins as well as voice based), premises upkeep, controls, processes and expenses at the branch are effectively managed
- The primary goal of this function is to achieve overall service and quality objectives stated by the business, including the customer satisfaction scores
- Further, the incumbent needs to ensure that the branch complies with all local and Citigroup guidelines from a process and control standpoint
- To enhance Citibank image as a good corporate citizen. The branch service team including service managers, CSR, cash officers, greeter and operation unit reports into the BOSH
- MBA/CA
- Should preferably have a prior experience in Ops especially in cash
- Prompt and efficient in redressal of client issues
37
Branch Operations Specialist Resume Examples & Samples
- Assigned to safe deposit, vault, or credit departments
- Assist with special projects or bank conversions
- Train staff on proper bank procedures
- Maintains signing authority up to assigned limits
- 4 years of experience in branch banking which includes senior teller and intermediate-level new accounts
- Broad knowledge of branch operations, new accounts and sales principles, theories and concepts
- Proficient training skills/experience
38
Branch Operations Head-team Member Resume Examples & Samples
- Core responsibility of the BOH team member is to ensure
- Bachelor's/master's degree
- 5-10 years
39
Manager, Singapore Branch Operations Resume Examples & Samples
- 1) Manage and control the Branch Proximity Operational services to ensure a cost efficient and effective service is provided to meet the needs of Branch’s business activities in Lending, Financial Markets, Payments and Account Opening
- 2) Ensure that the business receive the correct level of operational support in order for them to achieve their business objectives
- 3) Review and check Account Opening Documents and follow up on discrepancies and rectification
- 4) Daily operational support activities in sending advices, statements, confirmations, guarantees, cheques/drafts for closing accounts, swift messages distribution, static data changes, setups for Swift payment channels etc
- 5) Monitor Monthly CDD reports and follow up on closure of bad, exit or expired CDD Customers
- 2) Experience in regulatory matters relating to Banking Operations (FATCA, CRS, Local regulations and etc.)
- 3) Experience in complex stakeholder-management with Front Office and Support Functions
- 4) At least 5 to 6 years experiences in various aspect of back office operations
- 5) Excellent Interpersonal skills
- 6) Excellent in written and spoken English and Mandarin (added advantage)
- 7) Good Organizational ability and multi-tasking capability
- 8) Good presentation skills
- 9) Good Team player
- 10) Ability to handle pressure and tight deadlines
40
Citibank Berhad Usj-branch Operations & Service Manager Resume Examples & Samples
- Branch Operations and Service Manager
- Graduated and minimum 5 years branch banking experience
- With cash management will be advantage
41
Branch Operations Resume Examples & Samples
- Project planning and control
- Governance / stakeholder management
- Financial management and Return on Investment (cost / benefit tracking)
- Status Tracking and Reporting
- Coordination of changes across multiple teams
- Lead detailed analysis with line staff, wider Ops groups and Business units to formulate and consolidate business requirements
- Document screens and screen flows
- Prepare test strategy and approach
- Oversee/carry out test execution
- Provide progress reporting through effective and meaningful metrics
- Co-ordinate and provide training for test users during UAT
- Input to production support of the deployed process/system, as required
- Business Analyst with a strong track record developing functional knowledge
- Strong proponent of project management discipline principle
- Driven by a role which has changing priorities and objectives
- Demonstrated Project / Software Delivery Management skills including issue and risk management, planning and control
- Ability to interact effectively with all levels of the organization
- Advanced MS Office skills, including MS Project/ MS PowerPoint
42
Director of Branch Operations Resume Examples & Samples
- Five or more years of management experience, preferably in a YMCA or other not-for-profit healthy living or child development agency
- CPR, First Aid & other program specific certifications required upon or after hire
- Responsible for leading and managing all program areas within the YMCA branch operation; Aquatics, Health & Wellness, Membership, Youth & Family Programming, Child Watch and Housekeeping
- Establish, with the branch leadership team, long range plans for programs and services, in harmony with overall YMCA objectives
- Provide staff support for assigned committees. Provide staff leadership for annual support campaign. (Teams Campaign)
- Represent and promote the YMCA in the local community and develops positive working relationships with other organizations, businesses and governmental entities. Develop and maintain collaborative relationships with community agencies in service delivery area
- Recruit, hire, train, develop and direct employees and volunteers. Review and evaluate staff performance. Develop strategies to motivate staff and achieve goals
- Develop and direct high quality member engagement strategies and programs which support branch and Association mission, goals and strategies
- Ensure the cleanliness, safety and operational condition of facilities, equipment and grounds of the branch to assure the highest standards
- Serve as a member of YMCA management and supports the overall objectives of the YMCA
- Ensure growth in membership, health & fitness, aquatics, sports, youth & teen programs
- Maintain a professional image and manner consistent with the YMCA mission and goals
43
Branch Operations Assitant Resume Examples & Samples
- Appraises level of risk involved in life insurance applications with adverse medical findings or applications where medical opinions or decisions are necessary for the acceptance or rejection of insurance coverage
- Submits daily collection report to Billing & Collection Department
- Reports any system error and monitor status until resolved
- Participates and supports department/company initiatives to improve staff engagement
- Acts as a back-up to the Branch Operations Team Leader to ensure timely and effectively delivery of day to day transactions
- Any other duties/projects assigned from time to time, within or beyond working hours, as needed
- Willing to be assigned in Butuan
44
Avp-branch Operations Resume Examples & Samples
- Manage and supervise all aspects of Branch & Trade operations (Exports, Imports & Inland Trade) as per bifurcation of responsibilities laid down in Bank’s manual to accomplish a clean audit rating
- Compliance with Internal (Head office) & Central Bank’s (RBI) guidelines including exchange control regulations for all Loan & Trade transactions
- Ensure that all Exports, Imports, WCDL, Discounting, Merchanting Trade, LC, Buyers Credit related transactions are carried out in adherence the agreed TATs with business thereby ensuring customer satisfaction
- Co-ordinate fortimely regularization and ratification of noted exceptions with BU
- Manage overall branch governance together with BH including and not limited to Security, Admin, Real Estate, BCP etc
- Manage & control all branch related activities including Corporate Account Opening, RTGS / NEFT processing, Clearing & teller related activities
- Manage and control all trade related activities whilst ensuring documents are screened and processed in line with URC / UCP / ISBP guidelines
- Ensure regulatory reporting’s on the Trade front (XOS, BEF, EBW etc) are carried out in a timely manner in accordance with the regulatory guidelines
- Ensure adequate coordination with centralized operations teams to maintain high quality service and internal and external customer satisfaction
- Participate in process improvement exercises within T&O
- Identify areas where productivity enhancement and cost reduction initiatives can be introduced
- Monitor SLAs with the central operations units
- Any other special assignments given from time to time
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Scotiamcleod Assistant Branch Admin\branch Operations Assist Resume Examples & Samples
- Gathering research & product information from internal and external sources
- Entering client trades as directed by the client or Advisor
- Remaining up to date with the regulatory rules and trading activities as it relates to client accounts
- Ability to take initiative and work independently
- Knowledge of Microsoft systems: Word, Excel and PowerPoint
- Previous industry experience
46
Divisional Manager of Branch Operations Resume Examples & Samples
- Monitors branch performance (losses, customer satisfaction, financials, defect reports, etc.) to insure optimal balance between risk and reward
- Spends 70% of time in market to observe and influence Area and Division level performance effectiveness
- Support Division Manager in identification of performance improvement priorities; drive development of divisional action plans to accelerate performance
- Drive root cause analysis of performance defects; develop and oversee execution of performance improvement plans
- Coordinate implementation of national service and operational programs (lobby leadership, loss prevention, etc.)
- Insure operational and associate readiness for introduction of change initiatives (same day FX, systems conversions, etc.)
- Review results of audit exams and branch inspections to identify trends and focus areas
47
CIB Branch Operations Resume Examples & Samples
- Communication skills with multiple cultures/ countries across the globe
- Being reactive and flexible, disciplined, organized to monitor changing priorities
- Taking initiatives
- Excellent PowerPoint, high level of familiarity with Excel (ability to create meaningful Pivot tables, perform vlookups etc.)
- Experience using/administrating SharePoint desirable
- Comfortable operating in a remote working environment
48
Gcg-senior Branch Operations & Service Manager Resume Examples & Samples
- Keep product, banking operations and legal compliance knowledge up to date
- Keep up to date with bank systems and technology
- At least 8-10 years experience in the retail banking environment leading and supervising a team
- Analytical, strong appreciation of processes and detail oriented
49
Branch Operations Specialist Resume Examples & Samples
- Receives and directs visitors and telephone calls; maintains record of inquiries, as required
- Sorts, screens and distributes incoming and outgoing mail
- Processes money movement of funds, disbursements and check delivery
- Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt
- Maintains documentation to cashiering according to compliance requirements
- Assists branch managements with audit preparation
- Assists with opening client accounts by properly completing and submitting required forms
- Supports client onboarding
- Monitors document status through importing, scanning and submission of documents
- Provides general administrative support to branch management
- Maintains, processes and updates files, records and other documents
- Maintains inventory, stocks and distributes office supplies
- Financial services industry investment concepts, practices and procedures
- Use mathematics sufficient to complete money movement and reporting tasks
- High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred
50
Branch Operations Specialist South Resume Examples & Samples
- Minimum six months of experience in banking operations activities
- Strong knowledge of applicable banking laws and regulations
- Strong knowledge of applicable operating and computer systems
51
Branch Operations Specialist Resume Examples & Samples
- Bachelors degree in business or related field, OR equivalent related work experience
- Working knowledge of CAD software a plus
- Hands-on experience with XPD2, Eclipse and/or PathGuide WMS desired
- Weekly / Monthly / On-demand operational reporting using XPD2 / Eclipse / PathGuide WMS
- Analyze data for key performance indicator (KPI) development / update
- Recommend measurements to track productivity
- Evaluate cross-banner (Gexpro/Rexel) optimization opportunities of supply chain, operations, and lean enterprise activities
52
Senior Branch Operations Specialist Resume Examples & Samples
- Transmits orders and receives reports
- Prepares and processes requests for accounts payable
- Assists branch manager with compliance visits and replies
- Monitors daily required activities and ensures compliance by branch management
- Cross-trains and assists with other operational functions as required
- Company’s working structure, policies, mission, and strategies
- General office practices, procedures, and methods
- Analyzing account information
- Use mathematics sufficient to process account and transaction information
- Associates Degree and a minimum of two (2) years’ experience in industry or related field
53
Country Branch Operations Head Resume Examples & Samples
- Drive branch operations process and service improvements
- This will include teller and service staff efficiency and driving client experience
- Adapt and deploy new technologies to improve branch efficiency
- Review and approve operational processes for branches and any deviations
- Champion customer service, process improvements in policies and procedures, and provide strategic recommendations for sustainable branch operations
- Ensure that Branch activities and Branch controls are operating appropriately and that Branch Managers and staff are functioning within the scope and accountabilities of their respective positions
- Review and approve appointment of key branch roles and responsible officers for performing specific activities
- Approval authority for all key branch operations exceptions. Responsible for assigning branch asset limits (vault and teller) in consultation with CSIS
- Monitor branch call recordings , branch displays and regulatory reportings
- Responsible for creation and implementation of training curriculum for the various Branch Service roles. Implement changes in the curriculum as appropriate in partnership with the training team
- Perform training for branch staff on risk and control concepts, processes, tools, and on effective issue self-identification and testing
- Create Permanent Control Readiness awareness across branch network
- South Asia O&T Leadership Team Member
- As a key member of the South Asia O&T Leadership team, partner with the O&T Head, the Business Heads and in-country/regional peers to lead and drive the strategic transformation agenda not just for Branch Operations but for the broader franchise
- Team size: 7
- Direct Reports: 7
- Minimum 10 years management experience in Consumer Banking products, services and operations
54
Branch Operations Resume Examples & Samples
- Travel to various locations and assist with Financial Center operations including: opening and closing financial center, invoice payments, overrides, financial center proof, financial center reports, audits, etc
- Oversee, coach and motivate Tellers in the absence of Financial Center Manager; assist with training
- Coordinate and assist back office operations in resolving credit problems, delinquent payment issues and other related client issues
- Assist Private Client Groups with wire transfers, new account paperwork, foreign wires, collections etc
- Provide excellent client service and respond to inquiries/requests from clients; promptly resolve issues regarding client accounts
- Prepare, review, and ensure compliance with new account documentation and wire transfer requirements
- Minimum 3 years Banking experience in a similar role required
- Minimum 2 years supervisory experience in a branch setting, managing tellers, handling financial center operations and compliance required (i.e. Head Teller, Teller Supervisor, Assistant Branch Manager, etc)
- Experience with Commercial Banking, Business Accounts, or Private Clients highly preferred
- Must be able to travel to Manhattan, Brooklyn, Queens, Nassau, and other locations as needed
- Knowledge of new account opening, wire transfers, and reviewing new account documentation
- Client-service oriented and enthusiastic team player with a positive can-do attitude; able to maintain positive relationships with managers, tellers, clients, and various Private Client Groups
- Strong leadership ability to direct, coach, motivate and supervise staff
- Excellent problem solving skills, able to manage multiple projects/priorities and work well in a changing dynamic environment
- Highly motivated and able to work independently with minimal supervision
- Demonstrated integrity, tact, and professionalism; good verbal and written communication skills
55
Area Branch Operations Coord Resume Examples & Samples
- Must review and understand Standard Operating Procedures Manual, Human Resources Manual, Safety Management System, Branch Dock Stock Manual, and SAP Reference Manual
- Provide training and conduct audits on Standard Operating Procedures
- Access need and provide training on Airgas Intranet Tools
- Access need and provide training on Microsoft Outlook
- Provide training to new personnel at the branch level on procedures and processes
- Communicate Best Practices used throughout all branches
- Train on the use of Zip Files and Excel
- Must possess extensive industry knowledge and be able to teach others what you know
- Communicate monthly with Area Vice President regarding progress, obstacles, issues, and process improvement suggestions
- Demonstrates full knowledge of all order entry, data research and computer skills necessary to service customers and suppliers
- Help branches comply with Safety Management Systems procedures
- Must be willing to travel up to 75% of the time
- Offer assistance to all departments that may be able to utilize a field trainer
- Must be a self-starter, have a sense of urgency, be personable, well organized, have the ability to achieve goals and the ability to focus on details
- Knowledge of the corresponding geographical areas
- Willing to improve skills by attending classes and/or vendor training on your own time
- Have the ability to work independently and under some pressure to meet deadlines
- Must be able to work with a variety of different people and their personalities
- Must be able to work outdoors in varying weather and temperatures
- Must be able to work in a drug and tobacco free work environment
- Bachelors Degree in Business, Management, Accounting or related field, or equivalent combination of experience and/or training and education
- 7+ years experience in the welding industry and/or sales, preferably both
- Ability to read, analyze and interpret common scientific and technical journals, financial reports, legal documents and regulatory requirements
- Ability to read, speak, write, spell and understand the English language
- Ability to read and comprehend Material Safety Data Sheets (MSDS)
- Ability to apply mathematical concepts such as fractions, percentages, ratios and proportions to practical solutions
56
Gcg-branch Operations & Service Manager Resume Examples & Samples
- Diploma/Degree holder, preferably in business
- Strong people, process and project management skills
- Appreciation for operational priorities and sensitivity to compliance requirements
57
Head of FTZ Sub-branch Operations Resume Examples & Samples
- Manage and responsible for running and efficiency of day to day Operations of FTZ Sub-branch
- Train, groom and develop staff
- Monitor operation risk and control. Ensure Operational Risk and Internal Control Checklists (ICC’s) are created and kept up to date for Operation teams and records of ICC’s are retained
- Streamline work flow and work organization of sub-branch Operations department. Co-ordinate and solve problems occurred between Sub-branch Operations and China Limited Various Operational Teams
- Implement operational guidelines and procedures of Head Office to all type of products and services in the sub-branch
- Handle enquiries related to operation process from client, RMs and all other departments
- Data enhancement: implementing actions to improve the quality/integrity of data
- Ensure the quality of data for regulatory statistical reporting
- Anti-Money Laundering / Financial Sanctions (AML/FS) related duties
- Contributes to develop innovation (bring ideas re. new processes etc.)
- Contributes to new products development from Operations perspective
58
Branch Operations Specialist Resume Examples & Samples
- May handle a wide variety of situations and conflicts involving the clerical and administrative function of the office
- Responsible for confidential and time sensitive material and prepares routine and advanced correspondence including letters, memoranda, and reports. Provides assistance to the branch service group in performing their tasks in an efficient, accurate and timely manner
- Coordinates and performs the collection of accounts receivable and past due accounts
- Prepares weekly and monthly reporting
- Support in the preparation of financial data and responds to accounting audit requests
- Supports human resources functions at the branch level.Verify accuracy and input timecards for payroll
- Special projects and other related duties as assigned by the supervisor
- Reviews and codes accounts payable items to send to GBS for SAP entry
- Ensures integrity of data input into SAP
- Maintain team member information boards as well as appropriate employment postings
- Facilitate good internal and external communication, assistance with all-hands meetings, telephones and general office coordination
- Generates weekly invoicing
- Ensure business records are maintained, including job and customer files, accounting records, and historical files
- Provide a high level of communication with both Customer and Office
- Excellent interpersonal skills and the ability to work well with people at all levels including team members, customers and vendors
- 2+ years general office/clerical experience
- 3 years experience in accounting
- 1+ year of experience with SAP or utlizing computer
- Experience with supervision and Customer Service strongly preferred
- Comprehensive problem solving skills
- Neat, organized, enthusiastic, willing to learn and able to work well in a team atmosphere
- Strong PC skills including Microsoft Office with emphasis on Word and Excel as well as database systemsExcellent interpersonal and communication skills, written and verbal
- Detail oriented, organizedComplete, process and route appropriate paperworkAbility to meet deadlines and multitaskAbility to work effectively in a fast paced environment
- Commitment to company values
59
Branch Operations Operator Resume Examples & Samples
- Responsible for timely, accurate and complete processing and settlement of Fixed income transactions (including performing all relevant controls if appropriate) within own area of responsibility
- Ensure day-to-day process are in compliance with internal and external policies/guidelines and requirements of the regulators
- Review all reconciliations including inter-system, nostro and end of day position reconciliations . Follow-up on resolution where appropriate
- Partcipate and contribute to regulatory reportingrelated discussion
- Coordinate with trading desk on booking and settlement issues, including new counterparty or books setup
- Participate in continuous process improvement initiatives and identify opportunities to eliminate process inefficiencies with an aim to improve efficiency, performance and control
- Liaison with Regional office and offshore vendors on operational related matters
- Participate in Regional initiatives and system testing wherever appropriate
- Relevant banking experience or related experience in financial institution. Preferably with prior experience in treasury products
- Bachelor degree from an accredited college or university and/or relevant practical experience
60
Manager, Branch Operations Resume Examples & Samples
- Develops a strategy that outlines the capacity planning requirements, including facilities, equipment, and staff, to meet the current and anticipated growth goals of the company. Maintains documented procedures for work processes
- Provides clear expectations on metrics and goals to all site associates. Manages performance of DC management and associates and recognizes, trains, coaches, counsels, and takes corrective action when warranted
- Understands and uses financial indicators/metrics and profits and losses to measure the performance of business
- Maintains compliance with all safety and Hazmat rules and regulations, legal regulations, and human resource policies
- Typically requires BS/BA in related discipline. Generally 7+ years experience in related field. May require certification. Advanced degree may offset less experience in some disciplines
- 5-10 years experience preferred specifically in DC facilities
- 5 or more years of employment experience in the fire protection industry, demonstrates leadership in managing staff, has a full understanding of inventory management, fabrication processes and delivery
61
SVP Functional Lead-global Branch Operations Resume Examples & Samples
- Hold leadership role in various steering committees and strategic programs
- Leadership representation for branch operations in all cross functional meetings
- Operations leadership representation in global ATM steering committee
- Operations leadership representations in global smart banking meetings
- Ensure creation of performance dashboards and MIS relating to FTE, expense and productivity. Identify and deliver KPIs delivering Citi Execution 2.0
- Ability to lead and influence stakeholders to a common objective to accept and champion change
- Ability to establish strong partnerships with Regional and Global business teams
- Strong interpersonal, advisory, influencing, persuasion and written/verbal communication skills
62
Associate, India Branch Operations Resume Examples & Samples
- Trade Booking (Trade bookings, trade confirmations, exchanging the confirmations on system applications etc)
- Regulatory Reporting on BSE & NSE (Eg, 6A7A, NSE OTR, CP/CLD)
- Trade Support Management
- Coordinate with Risk/ Client Relationship teams
- Settlements
- Ability to absorb information and learn quickly
- Well conversant with Equity market rules and regulations preferred
- Knowledge of Exchange Regulations
- Knowledge of Primary market processes like IPOs, OFS, QIP etc
63
Branch Operations Specialist Floating Teller Resume Examples & Samples
- Oakland
- Hayward
- Albany
- Walnut Creek
- San Francisco Main
- Japan Town
- Geary
- High school degree or equivalent
- MUST HAVE at least 4 years of experience in branch banking including assignments as senior teller and intermediate-level new accounts
- Highly proficient training skills
64
VP-india Branch Operations Resume Examples & Samples
- Managing daily operations in the Cash Equity Operations team
- Responsible for managing the daily risks ensuring all Supervisory controls performed
- Identification and timely escalation of risk items to senior management
- Main point of contact for India IED Business Unit
- Partner with the business unit on ongoing initiatives that impact operations
- Drive to improve process efficiency across the department
- Managing team capacity to ensure all risks are appropriately managed
- Developing staff within the department
- Stakeholder Management, Extensive interaction with Sales/Traders, Cross infrastructure teams, Agent Banks, Custodians, Brokers, Local regulators and Market forums
- 5-6 years experience in the Indian broking industry (preferably performing trade support or settlements role)
- Sound product/business knowledge and good understanding of the local regulations in the related field, able to drive new initiatives and put forward new ideas
- Attention to detail, accuracy & quality
- People management experience (1-2-1?s, annual appraisals, performance management)
- Strong leadership and management skill, able to motivate/develop people to make deliverables within target
- Prepared to work in a dynamic and fast paced environment
- A proven track record of delivering exceptional customer service
65
Branch Operations, Assistant Manager Resume Examples & Samples
- Oversee branch operations, address, investigate, resolve and respond to Partner enquiries and disputes that are escalated to the team in a timely and accurate manner. The ability to manage relationships in-person, as well as over email and call would be an added advantage
- Work closely with the team and other departments to resolve driver issues/enquiries
- Refine existing processes, build a knowledge base and drive operational process improvements (both within the team and with other teams) to enable the delivery of a high standard of support to GrabCar Partners
- As a people manager, you will also
- Manage & direct daily team operations
- Supervise, coach & manage the team to ensure outstanding performance
- Report to management on team’s performance
66
Branch Operations Specialist Resume Examples & Samples
- Works in conjunction with the Retail Sales Manager on the operational functioning of each branch within their area and the ability to communicate regularly and effectively
- Evaluates and identified deficiencies in operations, collect and analyze data, establish facts, draw valid conclusions and recommend solutions to the Corporate Branch Operations Manager, Retail Sales Manager, or branch staff
- Assists the Branch Operations Designate with the completion of the Quarterly Self Audit Checklist and visits each office regularly
- Communicates clearly and directly with branch staff and the Retail Sales Manager concerning the branch’s performance on operational tasks and holds them accountable against the standard process or procedure
- Ensures that employee training is conducted for branch operations
- Communicates and reinforces with staff the operational objectives established for the bank. Maintains open communication with Regional Bank management, Retail Sales Manager and Corporate Branch Administration. The Branch Operations Specialist will incorporate the mission and vision of the company in daily activities and lead by example
- Proficiency in reading, analyzing, and interpreting bank reports, technical procedural instructions, and governmental regulations
- Proficient in writing reports, procedures and business correspondence; ability to effectively present information and respond to questions from managers, employees, and customers
- Superior interpersonal skills
- Maintains professional poise in difficult situations
- Must have proficient verbal and written communication skills
67
Branch Operations Manger Resume Examples & Samples
- Provides a supporting role ensuring platform team members are also aware and adhering to operations policies and procedures
- Meets established sales goals and acts as a leader in the branch
- General working knowledge of the Banks products and services
- Ability to multitask and juggle competing priorities while successfully
68
Branch Operations Senior Assistant Resume Examples & Samples
- Recommends, accepts or rejects insurance coverage within limits set by underwriting policy
- Elevates complaints to the concerned department (with guidance/endorsement of superior) for proper resolution
- Processes request for policy changes such as mode, beneficiary and address change
- Secures collection and mitigates risks of fraud through complete, accurate and timely recording in admin and collection system and timely deposit in bank
- Assists in the training of newly-hired team members
- Participates and supports department/company initiatives
- Effective record management
- Personal qualities of integrity, credibility and strong work ethic
69
Analyst, Asia Branch Operations Resume Examples & Samples
- Cash Equity Client On-boarding (including Exchange Account opening and AML/CIP compliance) and static data maintenance
- Cash Equity trade booking and settlement, including client queries
- Stock Loan process, including client on-boarding and day-to-day booking and CA process
- Listed Derivative process, including client on-boarding and day-to-day clearing and margin process
- 2+ years industry experience is required
- Willing to take on ownership and be proactive for problem shooting or issue follow-up
- Fluent in English conversations and entry-level of business writing
- Good understanding of local regulations as well as market practices
- Ability to handle critical situations
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AVP, Branch Operations & Management Resume Examples & Samples
- Perform risk analysis to determine risk and potential business impacts
- Liaise and co-ordinate with Information System Security Manager on all Information System security activities within department
- Ensure compliance on Information System Security standards and IS Security guidelines are adhere to within department
- Drives own personal development
- Coaches team members to design and implement their development plan
- Minimum of 5 years experience in and /or similar role / capacity
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Branch Operations Operator Resume Examples & Samples
- Taking Ownership and tracking of items to resolution
- Dealing with Senior Personnel across business lines and product lines
- Delivering against set timelines and objectives
- Understanding and defining Data Reports & Data Analysis to support projects
- Reviewing priorities and adjust in order to meet targets
- Co-ordinating across teams and individuals to remediate issues and provide feedback on recurring themes
- Advanced Excel / Access / VBA / SQL knowledge
- ORACLE Database understanding is an added advantage
- Powerpoint & Presentation skills in order to prepare and present Management Information (MI) Packs
- Strong organisational abilities, with ability to proactively manage multiple responsibilities and tasks simultaneously
- Capable of working effectively in a multi-site organisation, with ability to co-ordinate across teams and individuals globally
- Methodical and meticulous, with excellent attention to detail
- Proven ability to cope with conflict and critical deadlines
- Effective problem solving and mediation skills
- Strong analytical skills – able to form and present findings
- Proven ability to work using own initiative without close supervision and exercise sound judgment
- Ability to challenge processes to benefit the business
- Knowledge of the banks On-Boarding systems (such as dbCAR / dbClient)
- Experience of Tax / Tax Regulation or working in a Regulatory based environment
- Ability to travel to attend workshops / training if required
- Fluent in English essential. Other languages extremely beneficial as the team support Client On-Boarding throughout the world
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Manager, Branch Operations Resume Examples & Samples
- Develops a strategy that outlines the capacity planning requirements, including facilities, equipment, and staff, to meet the current and anticipated growth goals of the company. Maintain documented procedures for work processes
- Manages dedicated delivery processes and carrier services. Partners with support staff to ensure compliance with all DOT regulations. Manages fleet resources to meet daily customer service delivery requirements
- Logistics certification
- Experience in fleet management
- Prior waterworks distribution Management, Sales, or Inside Sales experience
