meetings; Investment Advisor (IA) support; basic organization of the office), Handle all incoming phone calls for one of the Branch Managers, Provide necessary documentation to internal departments (i.e. Requirements and Responsibilities Branch Manager Assistant assists the branch manager in the daily activities of the branch office. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc, Assist the manager by working on assigned projects and by making recommendations to improve branch operations and development, Assists the Branch Manager with all team member activities related to sales staff including: interviewing, hiring, coaching, and performance management, In the absence of the Branch Manager or as otherwise delegated by the Branch Manager, performs assigned duties of Branch Manager, Coach and Develop to Drive Results: Assist colleagues in achieving their developmental goals and career aspirations, Work with Office and Yard Managers to develop, lead and drive the team to achieve projected goals, Works cooperatively with management to effectively communicate and implement performance standards and sales objectives, Work with the Branch Manager to develop strategies and objectives to maximize productivity and leverage expenses, Excellent communication and interpersonal skills, ability to build strong professional relationships, Brilliant at the Basics -Excellent customer service aptitude, Strong management, leadership and coaching capabilities, Excellent customer service skills with strong phone sales ability, Strong communication and presentation skills - able to tell a good story, Strong understanding of the sales management routines and ability to lead the team to action, Excellent research/problems solving skills and basic math skills, Detail oriented with the ability to complete handwritten compliance documentation neatly and accurately. Reduced rebated fees by 30% under allowed budget. Advised clients on ways to effectively save for future college costs ensuring affordability. Adhere to staffing guidelines and recommended mix of full-time and part-time employees, Three or more years of operations experience; banking experience preferred, Demonstrated ability to lead, motivate, and influence others, Share responsibility for attaining branch sales goals with management team. This position will rely heavily on strong partnering between the front-line service professionals and sales professionals. No need to think about design details. Being a Branch Manager Assistant … Managed staff of five to accomplish goals and objectives, Monitored five databases tracking all branch activity for accurate reporting, Maintained over 600 business portfolios with over a million dollars in assets, Prospecting and developing new business customer relationships while retaining and growing existing relationships, Provided onsite foundations account training for new clients, Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews, Quoted, coordinated, and executed sales of large roofing jobs for multiple commercial roofing contractors. Participated in community events that positioned the bank as a leader within the territory. Analyzed, prepared and delivered performance appraisals. • Math skills: At the heart of an assistant branch manager’s job is the ability to be around large sums of money. Uses candor and sensitivity in their dealings with others, Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees, Self-starter; self-motivated; well organized; ability to work independently and as part of a team, Takes ownership and creates solutions and enjoys working “hands-on” in a high-volume, fast-paced work environment, Ability to routinely lift 25 – 40 lbs. Implements promotional campaigns and product initiatives, Supports the Branch Manager in performing human resources activities related to sales staff, including hiring, coaching, performance management, pay and employee terminations, Bachelor’s Degree in Finance or related field, Registered Investment Sales Representative (RISR) (Completion of IFIC or CSC and qualified to sell mutual funds), Understands technology and processes well, Able to multi-task and delegate appropriately, Possesses intimate knowledge of all aspects of branch operations, Understands full suite of financial products and comfortable answering questions and referring to the appropriate Subject Matter Expert (SME), The Assistant Manager is expected to support the efforts of the Branch Manager in leading the team, providing a differentiating and exceptional customer experience, achieving results, developing the team and sustaining the branch, They will do this by managing the branch and individual expectations; day-to-day customer service, compliance with established policies and procedures relative to bank operations, security, human resource management, etc, In the Branch Manager’s absence, the Assistant Branch Manager has full authority and responsibility for branch activities and team members, They will monitor performance and results of branch and individual staff members against expectations and establish goals, providing guidance and coaching, They may have individual sales goals themselves and may be assigned business development responsibilities as well, They may be required to work at various branches within a region (other than base their base location) as needed, Experience supervising and/or leading a team, Exemplary customer service and sales experience, Detailed knowledge of retail banking products, philosophy, policy, procedures, and documentation, Excellent sales ability including cross-selling and referral skills, Strong PC skills and previous experience with retail banking sales and transaction processing systems, Excellent communication skills (verbal, written and presentation), Strong attention to detail and accuracy skills, Observe CSR interactions with customer by walking the branch floor and behind wickets, Evaluate CSR performance on key evaluative and diagnostic metrics, Provide regular feedback to CSRs through Coaching for Performance program, Ensure CSRs complete required training within acceptable timeframe, Make hiring, promotion and dismissal decisions for service staff, as necessary, Fulfill products for walk-in customers as backfill for Generalist and Associate Generalist Bankers, when peaks in demand require, Ensure smooth day-to-day operations particularly for front-of-house activities, Opening / closing, inventory management, general housekeeping, Ensure all necessary forms are complete, accurate and submitted in a timely manner, Fill in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties, Take on management and coaching activities for Generalist and Associate Generalist Bankers, Coordinate daily and weekly branch meetings, Coordinate Generalist and Associate Generalist Banker scheduling during extended BM absences, Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines, Your background in relationship management and extensive knowledge of financial services, Impressive time-management skills and ability to execute on multiple priorities, You have a natural ability to influence and develop others, Strong understanding of compliance and regulatory guidelines, Professional demeanor and excellent communication skills, Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market, Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction, Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing, Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place, Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff, Lead or assist with regional and/or corporate initiatives, Act as the interface with difficult clients who need to be guided to the management level, Assist with the measurement of service levels to determine staffing needs, 3-5 years of management experience within a financial services environment preferred, Insurances licenses and Series 9/10 required within 60 days of hire, Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being, Applies diverse tools, tactics and techniques to persuade customers to buy an array from the suite of banking products or services. 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. Monitors effectiveness and provides feedback and coaching to meet goals, Meets with Branch Manager as needed to ensure office goals are met, including development of weekly or monthly reports and providing input to budget for office, Minimum High School Education, Bachelors’ degree preferred, Five or more years real estate sales experience, Should be highly organized, have strong oral and written communication skills and proven negotiation skills, Prior experience mentoring/coaching sales representatives required, preferably in real estate, Must have knowledge of city and community in which office is located, Strong technology skills, including internet, required, Must have a valid Florida Real Estate or Broker’s license. Promoted 2 Assistant managers to Branch manager level, and 6 Management Assistants to Assistant Manager level. Interview and hire new personnel, provide on-the-job training, work direction and feedback, schedule staff to ensure departments are optimally staffed, initiate disciplinary action as necessary, assess productivity, and prepare and conduct objective performance appraisals as scheduled, Assist manager in all areas of the branch as required. credit limits, budget, decision making, hiring, resourcing)? Reached 117% of branch goals - 2011, office awarded #1 Branch bank-wide out of 150 offices. Assistant branch managers are required in all businesses. It’s actually very simple. 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. Effectively coached and developed lower performing branches to become higher performing locations including moving one branch from the bottom 10 percent to the top ten percent in a year. Handle incoming mail and correspondence, draft up and email responses when necessary), Gather and coordinate statistics for Branch Managers and provide them with any necessary information and details regarding Branch and IAs, Prepare account activity reviews and transaction inquiries for Branch Managers, Interface with many departments within Canaccord Genuity for approvals/investigation and requests, Perform additional administrative duties as required, Must hold IIROC Supervisor License. What kinds of decisions / recommendations does this job make? Implemented training and delivered exceptional assistance and guidance to staff in order to carry out quick steps in achieving goals. Analyzed work flows, coached representatives and made recommendations, which resulted in improved efficiency. Branch Managers make sure that security and cash-handling procedures are properly followed while supervising branch staff, evaluating loan applications, and overseeing the flow of cash and financial … Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction, Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs, Required to maintain strong knowledge of bank products and services, and, Ensure the customer's needs are met by partnering with the appropriate specialist (MLO and FC) to serve the customer's mortgage and investment needs, Certified Lender status (NMLS #) is required, Works proactively on their own lending production as well as successfully helps team members generate and execute lending opportunities, Promote and model the Flagstar philosophy - "Live the Mission. © 2020 Job Hero Limited. Developed, enhanced and implemented business and sales plans in order to increase branch profitability. The most effective assistant manager job descriptions turn interested job seekers into actual applicants with a compelling call to action, letting them know who to contact at your company to apply, how to submit an application and resume… Directed employee performance review to identify and recognize top-performing staff. Conduct behaviors to meet with more customers such as proactive outbound calling and generating referrals, Assist branch manager in maintaining operational soundness for the branch and adhering to bank and regulatory guidelines. Demonstrated knowledge and necessary skills in performance of essential functions of the job. 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). 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