Should have an understanding of the âbig pictureâ in banking â i.e. • Ability to learn and utilize new … Ensured the branch achieved and maintained an annual audit score of 95% or above by staying in compliance with bank regulations. Conducted internal unannounced audits in other branch offices. in an accurate and efficient manner in accordance with operational and regulatory guidelines. Ability to deal with problems involving several concrete variables in standardized situations or where only limited standardization exists, Plan, communicate and execute on sales and business development activities to achieve individual and branch business objectives, Establish and build on the TD Partner relationships (Retail, Private Banking, Commercial, Financial Planning and others) promoting and support Wealth Management services and assisting in both internal and external business development activities, Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets, Actively participate in branch meetings, facilitate presentations/training session and arrange for guest speakers as required, Coach and develop new Investment Advisors and Portfolio Managers to achieve established targets, Contribute to a respectful work environment for all employees through focusing on the employee experience and actively managing performance/behaviour issues in a timely and respectful manne, Four or more years of experience in banking operations activities, Comprehensive knowledge of all applicable bank and branch policies, procedures and support systems, Thorough knowledge of all retail products and services, Thorough knowledge of applicable operating and computer systems, Effective selling, cross-selling and referral skills, Effective leadership, problem-solving and negotiation skills, Well-developed customer relations skills, including ability to resolve customer and employee-related issues, Ensure client complaints, claims, legal actions and regulatory reviews, examinations and investigations are escalated to the BranchManager and assist to ensure they are handled effectively and corrective actions are implemented in a timely manner, Managing compliance within the branch: all daily supervision activities as well as document signing and approvals, trade exception overrides and approvals, Account opening approvals, cheque signing, and payables approvals, Advise the Branch Manager of any relevant upcoming regulatory changes so that appropriate compliance procedures can be prepared, Coach and develop advisors and other key branch staff, Work with the Branch Manager to ensure that all staff has established annual objectives that are aligned with the branch business plans and personal development plans, Provide ongoing feedback and recognition of branch staff, as appropriate, Provide sales leadership to advisors where required, Coach, support and contribute to enhancing the effectiveness of the team, Assist with structuring and promoting practice management sessions, Proactively lead and implement sales campaigns within the branch, tailoring them as required to local markets, conditions, and advisors, Develop and implement local sales campaigns to achieve specific branch targets, Ensure effectiveness of sales campaigns is measured and reported, as required, Branch Operations, Performance and Profitability, Ensure Staff Ratios for the branch are in line with firm policy and take corrective action, as required, Ensure real estate for the branch is managed cost effectively and in line with Scotiabank policies and practices, Operate the business in a profitable manner, Participate in and/or provide input to Wealth Management initiatives that could have an impact on the performance of the branch, Strong self management abilities and results orientation, Strong relationship builder & mentoring ability, Demonstrates leadership, decisiveness, and possesses excellent communication skills, Ability to direct & motivate others in achieving goals, Fair and consistent in dealing with people, Determine and satisfy training needs and establishing performance plans, Open checking accounts, savings accounts, and provide all other deposit product services at the customerâs request, Monitor the daily balancing and processing of ATM and night/lobby depositories, including the processing of all entries, servicing and required audits, Monitor the daily teller cash limits through the branch cash balancing report to ensure that the total cash in the branch is balanced daily, Evaluation of employeeâs performance and issuing of counseling when needed, Identify and refer customers to appropriate departments, Provide teller line support in order to keep the customer wait time to a minimum and customer service to a maximum, Ensures all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing, Use good judgment and follow bank policies when overriding transactions for teller with withdrawals/less cash authority, Assist Tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors, Handle day-to-day tasks of running the branch (i.e. This position will rely heavily on strong partnering between the front-line service professionals and sales professionals. Assistant branch manager job profile and description. [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. BUILD MY RESUME Job Description for Branch Managers Branch managers provide on-site oversight of a division of a large corporation. Cross-sold banking services and products to clientele. Advanced degree preferred, Minimum of three (3) years of experience in an industrial retail, inside sales, customer service and/or inventory control related position, One (1) year of prior supervisory and/or demonstrated leadership experience, Leadership skills; Identifies requirements; allocates, and effectively uses information, personnel, time, and other resources necessary for goal accomplishment; establishes appropriate courses of action for self and/or others to accomplish specific goals; develops evaluation criteria and tracking systems for monitoring goal progress and accomplishment; and specifies objectives, schedules, and priorities, Math skills; Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percentages, Must be customer service oriented and able to interact in a professional, respectful and courteous manner, Strong interpersonal skills with the ability to deal effectively with others in both favorable and unfavorable situations regardless of status of position. Vast knowledge of finance regulatory requirements and general … Assists with sales promotional activities, merchandising and displays, Collaborates with outside sales to ensure order accuracy and properly scheduled customer deliveries, Assists with managing the branch inventory, daily hard goods inventory cycle counts and maintain showroom and warehouse appearance, Assists with managing all hard goods receiving and all dynamic deployment (hard goods inter-branch orders) for completion in a timely and daily. Assistant Branch Manager October 2016 to Current Enterprise Rent-A-Car ï¼ Sacramento , CA Manage branch employees in providing a high level of customer service by consulting directly with clients to achieve monthly goals • Communication skills: The only way to be an effective manager … Read our assistant manager resume guide and learn how to take your resume to the next level. An Assistant branch manager is someone who supposed to assist and support in all the administrative tasks of the branch manager … Proficient in basic computer skills (i.e. Researched and developed business to business marketing relationships, and promoting growth resulting in an expansion of clientele base by 40%. Assistant Branch Manager Sample Job Description Template [Compensation] Fulltime/Part Time. within pre-defined limits as set out in authority cards ABM is authorized to advise customers on Mutual Fund purchases and have basic financial planning discussions Scope and Impact What is the impact of this jobs decisions or actions? Develop relationships with clients and establish new accounts. Being a Branch Manager Assistant develops and maintains dealer relationships, collects loans, and closes loans. Works to expand all customer relationships using this analysis in proactive sales/marketing effort. This way, you can position yourself in the best way to get hired. and occasionally lift 40 â 60 lbs, Employee may occasionally be required to transverse through branch office and/or production, warehouse locations, Employee will frequently be required to actively listen and exchange information, Primarily performs duties in an indoor office/production work environment; occasionally may require outdoor environments in various seasonal weather conditions, Supervise, train, and evaluate performance of all inside sales representatives, drivers, plant workers (where applicable),and warehouse personnel, Ensure all customers receive quality customer service from company, Organize monthly safety meetings and strictly enforce safety rules, Function in the capacity of Branch Manager when necessary, Provide direction, leadership and communication and cooperation within the, Assist customers with equipment set-up and demonstration as, High school diploma or equivalent (GED) required; Bachelorâs Degree in, Supervise all inside sales representatives, drivers, plant workers (where applicable), and warehouse personnel, Ensure all customers receive quality customer service from company associates, Checks accounts receivable as to status of existing accounts; communicates with credit department and contacts customers regarding overdue payments, Keeps Branch Manager informed of day-to-day activity and any issues that may need to be resolved, Responsible for all operations associated with the branch including, routing and maintenance of delivery trucks, pump room (where applicable), warehouse, inside sales, and compliance issues (paperwork), Other duties and projects as assigned by the Branch Manager, High school graduate or equivalent required, Bachelorâs Degree in related field preferred, 3-5 years experience in the welding industry, Computer experience or basic knowledge in order entry system, Must have âhands-onâ leadership skills and be willing to lead and set the example, Must be detail oriented, energized and a proven self-starter, Willing to improve skills and techniques by attending classes on employeeâs own time, Ability to routinely lift 25 â 60 lbs. Responsibilities listed on sample resumes of Assistants Branch Manager include supervising and motivating staff, ensuring compliance with laws and regulations, monitoring sales, implementing safety procedures, and maintaining good customer relationships. 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. 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 âover credit lineâ, late payments, returned checks, note repayments, and âout of trustâ 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. Defined strategy and business plans for Event Staffing for world's largest crowd management company. 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 hardâworking closeâknit 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 â 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). Bank assistant branch manager job profile and description. Fostered and built teamwork philosophy in the department/branch. Are you ready to take your knowledge and experience in banking to the next level? So, prudent meaningful coaching will be required by the successful Assistant Branch Manager in order to up skill and motivate their team to maximize opportunity spotting to lead the team to high closed sales/renewal through booked appointment numbers. Consulted with two additional branches to bring their annual audit score from below 65 to 98.2. identifying cross-selling opportunities), Plan, communicate and execute on sales and business development activities to achieve branch business objectives, Maintain extensive knowledge of regulatory requirements, compliance and operational issues, Identify and develop relationships with TD Canada Trust, TD Wealth and external referral sources to build sales and market share, Actively promote the TD Wealth Private Investment Advice image and brand within the community through participation and leadership in business groups, and related activities, Recruit sales professionals for the Branch â actively participate in the leadership and development of a high performing team, creating an operating environment that provides a high level of client satisfaction along with opportunities for professional development, Coach and develop new Investment Advisors to achieve established targets, Strong compliance/regulatory and business management experience in the brokerage industry, Sound knowledge of the TD Wealth Private Investment Advice business is an asset, Proven ability to manage and foster client and business partner relationships, Possess excellent communication, interpersonal and organizational skills, Ability to work independently, think critically and make decisions, Assist in creating a strong sales, service and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve scorecard goals, Support portfolio growth by coaching Tellers to effectively identify referral opportunities and perform sales/referral activities. Assistant Branch Manager Job Description Resume Resume resume clipart a good resume shsu career services resume professional resume 2019 simple but effective resume Ten seconds is typically all you get to make your spark some interest from a potential employer for any job. Provide coaching and work direction to branch personnel. Identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering, Comply with all regulatory, legal and ethical requirements, Develop strong employee relations with staff by treating employees fairly and consistently and maintaining excellent communication, Motivate staff through rewards and recognition, Provide feedback and recommendations to the Branch Manager on development opportunities for Investment Advisors, Monthly activity reviews for accounts generating over $x in YTD production, Trades over Investment Advisor or Sales Assistant trading limits and 6 month probationary period, Use of Branch Manager code for zero commission, Conduct mini audits to help ensure successful annual audit, Review, investigate and respond to complaints and maintaining files, Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets, Provide regular feedback to CSRs and FSCs through Coaching for Performance program, Staff scheduling and maintaining attendance records, Support Branch Manager in developing a culture within the branch in which quality and continuous improvement on all performance accountabilities, customer satisfaction, Develops a team spirit among subordinates and supervisors; motivates every team member to promote and maximize sales and provide the highest possible level of customer service, Responsible for on-going evaluation and providing feedback and recommendations on employee performance, Responsible for developing a staff to meet current and future operating needs through effective selection, assessment and training, Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services, Oversees individual accountability for the handling of cash and assists tellers in resolving balancing problems, Acts as a resource to answer difficult questions and to solve escalated service issues for members and staff, Manages branch in the absence of Branch Manager, Responsible for monitoring and responding to Patelcoâs Promoter Score system and feedback, PC proficiency and excellent organizational skills, Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels, Ability to manage priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, Demonstrated proficiency in supervising and motivating subordinates, Communicate policies and procedures to personnel ensuring consistent implementation. Assistant branch manager responsibilities are no less than the manager's, except for the fact that the supreme authority remains in the hands of the branch manager. Provides training on bank products and sales/service issue, Assists Financial Services Consultant and Financial Services Officers with more complex transactions. Must meet all IIROC licensing and ongoing continuing education requirements, Well-rounded knowledge of brokerage industry, Demonstrated ability to meet deadlines and work effectively under pressure, Ability to work with employees and clients at all levels, Intermediate to advanced Microsoft Office skills, Dataphile and Execlear experience is an asset, FINRA Series 6 and 63 registrations (or equivalent), Demonstrated ability to meet or exceed sales goals, Tuition Assistance â financial help for going back to school, Generate cross sales and referrals to generate new business and additional services, Explain product benefits, changes, restrictions, requirements, and any other relevant product information to customers and staff, Ensure proper control and maximum efficiency in the teller line, Control the inventory of cash, Travelerâs Cheques, Official Checks and Personal Money Orders through dual control, Secure all applicable cash records and all other transaction records, supplies and computer equipment at the end of the work day, Assist Branch Manager in monitoring daily transactions including NSF, OD etcâ¦ and take appropriate action within the authority to maintain operations within established guide lines, Take loan applications for retail/small business loans as required. Ten years banking experience as assistant manager and manager of several branches with progressive responsibility and consistent promotions, Focused on building sales and controlling inventory in a location generating $22 million in sales. These top resume tips should help you fine-tune your resume and achieve better results. 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. / recommendations does this job take to its manager or others for approval before taking action, establish priorities and. 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