Managed daily operations of a $100 million branch banking facility, resulting in top performance in sales and compliance. Ensured the branch achieved and maintained an annual audit score of 95% or above by staying in compliance with bank regulations. Supported branch manager in sales leadership, profit and loss management, and customer services scores. 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. Their main duty is to assist the manager of the branch in administrative purposes. Approached work with clear method and maintained an orderly work area. Demonstrated knowledge and necessary skills in performance of essential functions of the job. This post will help you learn how to make effective branch manager objective whenever you need to write a resume … Proficient in basic computer skills (i.e. Collects loans, closes loans, and may initiate and sustain relationships with dealers. [Insert name of credit union here] is looking for a results-oriented and service-focused individual to join our branch management team at our [insert location here] branch. 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, Successful candidates should have 3 years prior real estate sales experience with a proven track record and hold an active real estate license, 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, Get fantastic experience within a hard‐working close‐knit team, A minimum of 5 years in the financial services industry with leadership experience preferred, 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, 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, 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), Must have achieved a minimum of meets requirements on most recent performance review, Proven team leadership and management capability, Strong relationship and networking skills, Comprehensive understanding of compliance and Branch operations, Six or more years of experience in operations and/or human resources activities, Ability to identify and resolve/escalate problems, Experience having served in an assistant branch manager capacity or related role, 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), Minimum High School Diploma or General Education Degree (GED). Received and stocked all store shipments to ensure inventory was correct and secured. 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, 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, 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, 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. Requirements and Responsibilities Branch Manager Assistant assists the branch manager in the daily activities of the branch office. Asst Branch Manager 0609 JOB DESCRIPTION Title: Assistant Branch Manager Reports to: Branch Manager Purpose: This position will continually assist the credit union in delivering its Service Mission to the members: “We will help our neighbors achieve their financial dreams” by providing high quality service both internally and to the members. Initiate sales to ensure achievement of targeted production goals including promotion and sales of TCF products at outside sales events. Reduced branch bad debt by 83% through efforts of managing and collecting receivables, negotiating payment plans, and preparing write offs for uncollectible amounts. Represent TCF in the community both to promote additional business and fulfill CRA requirements. ), 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, 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, At least 5 years experience in sales for investments and insurance, 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, Communicate, implement and support new policies, procedures and products, Approving all next day commission, account number changes on trades, Approving Mutual Fund trading errors and adjustments, New Accounts – approving and assigning account numbers, 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, Minimum – Bachelor’s Degree in Banking or a related field, Working knowledge of Cayman banking regulatory and Human Resources laws considered an asset, The successful candidate is expected to perform with a high level of on-the-floor retailing behaviors. Reduced rebated fees by 30% under allowed budget. Assistant Branch Manager Resume Summary : Highly motivated Branch Management Professional with years of experience in Banking. Participated in community events that positioned the bank as a leader within the territory. Implemented proactive, customer-oriented practices and service management techniques, resulting in achieving top ranking customer satisfaction awards. Being a Branch Manager Assistant … Coached team on proper execution of sales process and role model desired behaviors - Adhered to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. 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, 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, 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. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Those looking to work in the field should display in their resumes a degree in finance, accounting, management, or a similar field. A bank assistant manager is someone who is the first link between the bank manager and the employees of a branch of the bank. Was responsible for performing individual assigned sales activities and for fulfilling all assigned sales production goals and contributing to the branch strategic initiative an profitability. When writing a resume or cv for a branch manager job, the quality of your objective statement is crucial to the success of the resume. Revenue 4.9m with Pre-tax earnings of 2.1m, Directed all operational functions: loss control, compliance, customer retention, and audit standards, Developed and executed comprehensive Quality Control Program; reduced loss and optimized effectiveness of mitigating controls, Oversaw internal audits on teller cashboxes and all cash entities, Motivated, supervised, and developed top-performing tellers and bankers; led comprehensive performance reviews, Evaluated management reporting; spearheaded action-oriented initiatives. Promoted 2 Assistant managers to Branch manager level, and 6 Management Assistants to Assistant Manager level. Top 22 Branch Manager Resume Objective Examples You Can Apply Now. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) Built a motivated team through continuous communication, timely coaching and feedback, and effective leadership practices. Consulted with two additional branches to bring their annual audit score from below 65 to 98.2. 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. 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), 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, Directly supervises two or more employees in the day-to-day operations of the retail store including compliance, retail sales, warehousing and distribution. 25%: Service Staff Management / Coaching, E. 10%: Branch Manager Coverage (% of time allocated to BM Coverage will vary based on branch hours), 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, Undergraduate degree or equivalent work experienceRISR registered and lending qualified, 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, 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, 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, 3-5 years combination of banking, relevant college education, and/or supervisory experience in a customer service or sales environment, Must have all the same Proficiencies as those they are to Supervise such as, 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, 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. Fostered and built teamwork philosophy in the department/branch. Manage the daily operations sales and administration of the Financial Center. Branch Manager Assistant assists the branch manager in the daily activities of the branch office. Greet customers and ask questions to determine their needs. Job Descriptions » Manager » Assistant Branch Manager Responsibilities The assistant branch manager responsibilities are essential for the functioning of any organization that has more than … Good relationship builder; able to establish both internal and external working relationships in order to identify and implement strategies for business growth, 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, Supervisory/leadership capability and/or experience, Minimum of 5 – 10 years work experience, 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. BUILD MY RESUME Job Description for Branch Managers Branch managers provide on-site oversight of a division of a large corporation. Work with the Compliance and Legal departments for overall updates, procedure changes or development, and resolution of issues, Previous experience in goal driven environment, 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), 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, 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, 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. 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, Ability to engage with and influence others, Ability to think creatively to solve problems, Organized; ability to manage time effectively and to multi-task, 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, Must have completed the CSC & CPH (Canadian Securities Course and Codes and Practices Handbook), Must be fluent in both French and English, A. 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