Access to Optimizer and Customer Connect, Calendar Connect and CCAPS/CFS systems to view customer profiles, record identified opportunities, schedule appointments and submit loan applications for processing by Central Credit Lending decisions are made by central credit; ABM may request a review of application and recommend additional discretion ABM has authority to grant other types of discretion (waiving fees, etc.) Collects loans, closes loans, and may initiate and sustain relationships with dealers. Participated in community events that positioned the bank as a leader within the territory. Key skills for this job are sales skills, coaching, interpersonal and communication abilities, a business focused attitude, teamwork, flexibility, and customer service orientation. Implemented proactive, customer-oriented practices and service management techniques, resulting in achieving top ranking customer satisfaction awards. Assume authority and responsibility for necessary management decisions, Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Promoted 2 Assistant managers to Branch manager level, and 6 Management Assistants to Assistant Manager level. Develop relationships with clients and establish new accounts. Held fully responsible for daily coaching of staff on how to meet customer's needs; facilitated the implementation of branch promotion and seminars. Find out what is the best resume for you in our Ultimate Resume Format Guide. Cross- trained staff with introduction of EFT program. 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 Defined strategy and business plans for Event Staffing for world's largest crowd management company. © 2020 Job Hero Limited. Directed employee performance review to identify and recognize top-performing staff. typing, MS Office), Incumbent will be required to stand for intermittent periods of time, Dexterity is mandatory as this job requires frequent use of hands and fingers, Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear, Four or more years of experience in operations, customer service and/or human resources activities, Strong decision-making and problem-solving skills, Ability to resolve complex customer and employee-related issues with minimal guidance, Demonstrated understanding of branch operations and financial products and services, Effective verbal and written communications skills, Assist in the development of a strong sales team by providing additional coaching and reinforce expectations and performance objectives lead by the Branch Manager, Mentor branch associates by providing additional feedback to grow business opportunities and strengthen client relationships in order to drive value for the customer and Scottrade, Ensure adherence to both company and regulatory requirements, Provide leadership in a managerial capacity when called upon in current branch or as needed in another branch location, Make proactive business development calls to clients and prospects for asset gathering purposes, Provide exceptional customer service to clients, continuing to drive revenue opportunities for the firm. 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. 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). Partnered with Branch Manager to manage hiring, performance management and compensation for bankers/tellers. Guide the recruiter to the conclusion that you are the best candidate for the assistant branch manager job. Supports both the scheduling and performance management efforts for retail store personnel, Participates in the execution of marketing plans to support the penetration of key market segments in collaboration with our Sales and Operations teams and outside vendors. Assist Branch Manager to achieve sales target and projected profit. Those looking to work in the field should display in their resumes a degree in finance, accounting, management, or a similar field. in an accurate and efficient manner in accordance with operational and regulatory guidelines, Assist with customer questions and/or issues relating to their accounts, Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction, Leads the sales effort in the branch by implementing promotional campaigns and product initiatives, Leads sales meetings and provides training on selling bank products and providing superior customer service, Manages the more complex sales transactions of the branch and cross sells products and services, including mortgage loans, Assists the Branch Manager in leading sales of the Relationship Banker team by: establishing annual performance targets, providing direction and support through activity based coaching and skill development, Minimum three years of experience in Retail Banking with strong sales and management skills, Experience with customer transactions, overrides, Insufficient Funds and Overdraft guidelines and certifications, Computer experience, preferably with Touchpoint Teller and New Account Systems, Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and, Conduct behaviors to meet with more customers such as proactive outbound calling and generating referrals, Certified Lender status (NMLS #) is required. 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. Managed all operational functions of the banking center including customer transactions, coaching and compliance, Sociology And Early Childhood Development. Participated in community organizations and activities to enhance the company's awareness and image within the community. Facilitated weekly meetings to disseminate pertinent changes in policy and procedures. Assistant Bank Managers list such tasks on their resumes as overseeing daily branch operations while maintaining strict compliance controls, and resolving customer concerns in a timely and effective … 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. Are you ready to take your knowledge and experience in banking to the next level? ABM coordinates closely with Branch Manager to ensure smooth day-to-day operations across sales and service teams Manages and coaches CSR and FSC staff in the branch; ensures quality collaboration with Financial Advisors and other Branch Partners Works with HR, Hewitt and the HRC for ongoing recruitment, performance management and career development activities relating to CSRs and FSCs, Works with IFL to ensure CSRs and FSCs receive required training in appropriate time frame, Undergraduate degree or equivalent work experience RISR registered and lending qualified, Oversees and administers all human resources activities related to sales staff, including hiring, coaching, performance management, pay and employee terminations, Ensures that the branch staff meet all regulatory compliance standards. Ensured the branch achieved and maintained an annual audit score of 95% or above by staying in compliance with bank regulations. 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