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Branch Manager Resume Samples

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Monitor and direct performance by analysing the branch performance scorecard (Performance Management and Risk Framework) and management information
Manage end-to-end processes including workforce planning, recruitment, performance management and all people management practices
Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
Assist Group Branch Manager in development of management candidates and move to responsibility level
Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices
Makes timely and effective decisions related to personnel, assets, customers, sales, operations and management team to continuously improve performance
To achieve a contracted percentage of 75% of trade- and 50% outstanding capital by ensuring that the team present the assets/vehicles for sale in such a manner that the assets will realise the highest profits on auctions
To ensure operating expenditure for the team is within budget by checking /controlling and to signing off all expenses in the daily operations of the trade Centre
To sell assets/vehicles in the store on a monthly basis via a team of staff members
Some of the tasks entail the organising of audits, negotiating with ABSA legal torelease the vehicles
To ensure that the trade centre team do not to exceed contracted % of sales budget set by national office at beginning of financial year according to Performance development agreements
To ensure the end to end process is not compromised and that SLA's are met. SLA meetings conducted to ensure adherence of team efforts within agreed timelines. If non adherence consequent management to be conducted
To identify and implement any processes which will enhance the operation effectiveness of the Branch. Research via client interaction as well as looking at best practices
People management – delivering performance through people-supporting performance and development
Establishes business contacts and networks through community events and activities
Make regular outside sales calls to develop and deepen business relationships
Perform all additional duties as assigned by Management
Recruit, hire, train, supervise, and develop branch staff in an effort to create strong team members that contribute to the success and growth of the branch
Create and sustain a business culture of well managed growth within your branch, underpinned by
Proven record of developing and coaching high performance sales and service teams
Ability to ensure high quality, profitable service levels
Ability to learn quickly and apply that knowledge along with the ability to work in a team environment
Expert knowledge of Microsoft office suite. Ability to handle complex analysis using Excel. Strong knowledge of PowerPoint
Excellent customer service skills with strong phone sales ability
Strong interpersonal skills and the ability to build professional working relationships with branch team and throughout the organization
Strong organizational skills with ability to effectively prioritize, follow-through and high attention to detail
Highly organized with the ability to deliver on multiple priorities, attend to details but maintain focus on the big picture safety
Strong communication and presentation skills - able to tell a good story
Strong presentation skills, able to tell a good story
Strong communication skills with an ability to deal with all levels in a confident and professional manner

15 Branch Manager resume templates

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Minimumtwo years of financial sales management in a Retail Bank is REQUIRED
Demonstrated effectiveness in managing operational requirements and procedures
Ability to develop knowledge of all aspects of branch operations, including paying and receiving transactions, regulatory compliance, and Bank Policy & Procedure
Job experience with extensive customer contact, including building & maintaining customer relationships
Advanced proficiency with Windows PC navigation and software, including Excel and Word required

Branch Manager, Non Producing Resume Examples & Samples

Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales
Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs
Accountable for the Branch’s sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for effectively communicating the status of performance and issues to the Complex Manager
5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent
Ability to own projects at a Branch level

Branch Manager, Producing Resume Examples & Samples

Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager
At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
Ability to organize and prioritize work, meet deadlines, and complete projects

Branch Manager Assistant, Non Producing Resume Examples & Samples

Maintain Branch Finance and Expense Management information, including Automated Flexible Grid (AFG), Business Development Allowance (BDA), and P&L
Coordinate the pre-hire due diligence process for Recruits
Implement the Onboarding and Orientation of Staff, Financial Advisors, and Recruits, including Sales Force website usage
Serve as the branch contact for Financial Advisor and Support Staff compensation arrangements and issues
Act as a resource and liaison for Branch Communications and Technology support
Provide administrative functionality for HR (CARCO/I-9 processing, New Hire and Termination paperwork, Workday, and Taleo)
Serve as the Building and Facilities Management point of contact and EMCOR liaison
Coordinate Staff and Financial Advisor Registration and Licensing
Assist in the administration of the Branch Business Continuity Plan (BCP)
Plan/Coordinate Branch and client events, seminars, meetings, etc
Maintain Branch supplies, process invoices, and prepare T&E’s utilizing the Concur, Ariba, and SMAART Web online systems
Perform administrative functions including, but not limited to, Branch Manager telephone coverage, business travel arrangements, file maintenance, Branch report preparation, and calendar maintenance
2 Years of related experience required
Series 7 preferred
Highly effective time management and communication skills
Ability to prioritize multiple competing demands
Self-motivated and able to work with minimal direction
Extensive knowledge of branch procedures
Proficient in Microsoft Office applications (including Word, Excel and PowerPoint)
Three years retail sales experience in a consumer or small business environment with leadership/coaching experience or two and a half years financial service and sales experience with at least one year previous experience in a leadership role
Ability to develop strategic plans to meet sales goals
Ability to interact confidently with clients
Achieve business growth by improving revenue/expense, and meeting/exceeding customer expectations
Set goals, develop and effectively execute strategies against a detailed action plan
Actively coach employees to achieve sales results, source new customer business and provide superior customer service
Build effective relationships with customers, business partners, staff, and members of the community
Minimum 2 years of financial management in a Retail Bank is REQUIRED
Demonstrated success in managing performance and sales referral leadership
Ability to manage to P&L and teach concepts of P&L to develop staff knowledge
Customer service experience, working lobby
Strong sales planning & management skills
Floor management and scheduling skills
Strong probing, analytical, problem solving and decision-making skills
Computer/navigational skills
Community involvement experience
Ability to work Saturday and some evenings required

Citifinancial Branch Manager Trainee Edmonton AB Resume Examples & Samples

University or College degree an asset
Ability and willingness to relocate across Canada
A team player who has the knowledge and desire to continue to learn, grow and excel in a fast-paced, team-oriented environment
An individual who is driven to take on responsibility at an early stage in their career and who is not afraid of new challenges and opportunities
Someone who has strong communication, interpersonal and relationship building skills
Current or previous experience at OneMain Financial or a similar consumer lending organization
Experience working in a customer service related environment
Leadership experience with coaching and leading a team
Experience in multitasking and working to achieve challenging goals
Basic computer knowledge – have an understanding of relevant computer software applications (Microsoft Word, Outlook, Excel, Power Point) and has basic keyboarding abilities
General industry knowledge – have a general understanding of industry rules and procedures (e.g. lending processes, collections practices, accounting, etc.)
Willingness to work flexible hours which may include some Saturday hours
Manage branch operations and ensure compliance with all business polices/processes
Train, coach and motivate all staff members
Participate in the career development of each employee, including training of consumer lending products and services
Provide exceptional service to ensure customer satisfaction and ensure continued relationships with OneMain Financial
Manage collection activities including consulting with customers on loan payments for past due accounts
Drive branch performance to successfully achieve business goals and branch profitably
Experience working in a goal oriented sales environment
Willingness to work flexible hours. Typical office hours are Mon, Wed and Fri – 8:30AM to 5:30PM, Tues and Thurs – 10:00AM – 7:00PM and up to 2 Saturdays per month – 9:00AM -12:00PM
Meet all state-specific mandatory licensing, certification, training, or other requirements
For GEORGIA, 1 year minimum experience processing or servicing under the Georgia Industrial Loan Act (GILA)
For MISSISSIPPI, 1 year of previous mortgage lending experience within Mississippi within the two years prior to the date of the application
For MONTANA, 3 years of related experience
For NEVADA, 3 years of related experience within the last five years
For NEW MEXICO, 2 years of verifiable experience
For NORTH CAROLINA, 3 years related experience
NOTE** The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. Job grade and job level may vary based on work experience and qualifications

Branch Manager of Shanghai Resume Examples & Samples

Partnering with the Project Team in the setup of the Shanghai Branch
Responsible for the overall profitability for the branch
Responsible for the overall activities within the branch
Responsible for business development and leading the frontline sales team to achieve financial budget which include client acquisition, revenue generation, attracting Net New Money, etc. via the Branch
Partnering with Compliance team to manage relationship with regulators and relevant authorities
Taking ownership on the Corporate Governance of the Branch, supervising the daily operations of the Sub-branch, ensuring that it comply with regulations and internal control standards
Responsible for the execution of UBS (China) Limited's strategy as approved by the Board of Directors
Responsible for the hiring, training of the staff required in the Branch Operations
Longer term, working together with the President to formulate the detailed implementation strategy for Shanghai business
Strong execution ability to implement UBS (China) Limited's strategy
International experience and have a strong understanding of the domestic markets
Strong Leadership and have the drive to take business forwards；
Chinese language is a must for the position, both written and oral
Work varies from significant to high complexity involving routine and non-routine situations / challenges
Position will provide oversight to more complex circumstances and will have designated authority within assigned limits
Requires significant initiative and independent judgment in completing work, with unfamiliar situations or challenges addressed by the next level manager
Problem resolution involves judgment in applying or adapting procedures to address situations as well as searching for and setting precedents for continuous improvement
Decisions have a direct impact on the functional area, other business units, external guests, and direct reports
May be required to work shifts outside of regular business hours
University / College degree or combination of equivalent education and experience in banking or related industry
5 - 7 years of related work experience in sales / customer related roles
3 years of experience leading and managing others
Mutual Fund Licensing. Requires completion of: investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling
Completion of HSBC Premier Academy
World Selection (training provided by Asset Management Canada, AMCA)
Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement Advanced Personal Finance
Excellent communication and customer service skills
Excellent knowledge of HSBC’s products / services and competitive environment
Complete knowledge of HSBC’s policies, practices, and procedures within own area
Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching
Remote management experience would be an asset
Experience managing the performance of direct reports through a performance management process
Strong understanding of accounting and budgeting principles
Strong understanding of operations and technical procedures in own area and how they link to other areas of operations
Strong understanding of legislation and regulations as they apply to own area

VP Senior Branch Manager Resume Examples & Samples

Assist in coaching and mentoring of other Series 6 and Insurance qualified sales representatives, including encouraging customer meetings, performance of needs assessment and other sales activities consistent with the level of licensing
Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of HSBC Securities (USA) Inc. through proper customer profiling and needs-based selling
Conduct needs assessment with current and potential Company customers and recommend appropriate investment and insurance products to meet individual needs, based on objectives, risk tolerance and proper asset allocations
Sell appropriate core financial service products, including investment and insurance products, to meet customer needs while developing and expanding account relationships
Ensure adherence to established investment and insurance product set and selling limitations
Comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products. Unless otherwise assigned on an individual basis in writing, role does not include management and supervision of investment and insurance activities and sales, which lies within the brokerage business and supervisory structure of HSBC Securities (USA) Inc., as determined by its senior management
Minimum of seven years proven and progressive branch banking and/or commercial lending experience or equivalent, including a minimum of five years proven and progressive management experience or equivalent
Series 6, 63, Life and Health Insurance Licenses required. On an exception basis a sixty day contingency may be granted solely at management's discretion (this period is full-time study, with no client contact). Licenses are required to discuss and sell insurance and investment products with potential and existing customers as well as coach licensed sales professionals in these discussions and sales and make referrals as appropriate (supervision is from HSBC Securities (USA) Inc.)
Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually
Monitor the completion of Operational Effectiveness requirements outlined in Policy and Procedures and other communications as received to manage risk within acceptable limits
Sales and Service Management
Risk Management and Compliance
Preferred: Undergraduate College/University Degree or equivalent 1-2 years banking experience and/or Business/Department Manager with previous sales experience
Minimum: Undergraduate College/University Degree or equivalent 1 year of banking experience and/or Business/Department Manager with previous sales experience
Decisiveness (Working)
Customer Focus (In-depth)
Communication (Working)
Relationship Building (Working)
Personal Effectiveness (Working)
Risk & Compliance Management (Working)
Preferred: Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience
Minimum: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
Sales and Service Management (Expert)
Business Acumen and Financial Literacy (In-depth)
Decisiveness (Expert)
Performance Management (Expert)
People Development (In-depth)
Customer Focus (Expert)
Communication (Expert)
Relationship Building (Expert)
Personal Effectiveness (Expert)
Risk & Compliance Management (Expert)
This role requires the incumbent to interact with the District Sales Specialists and Managers, District and Regional Operations Managers and One Harris Partners
Preferred: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
Decisiveness (In-depth)
Performance Management (In-depth)
Relationship Building (In-depth)
Risk & Compliance Management (In-depth)
Develop and implement branch and individual sales, service and operational plans to support the achievement of the area business plan
Coach your employees to achieve their sales targets
Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal
Candidates are required to be 100% mobile throughout the BC Interior
In-depth knowledge of the full range of Barclays retail product set and service and an overview of corporate and small business services
Awareness of Barclays retail strategy, operating structures and interfaces
6-10 Years Of Branch Management Experience
Team leader experience
Overtime approvals
Stationary consumption/telephones etc
Brand, product and business proposition

Branch Manager Surat Resume Examples & Samples

Good communication skills: Fluency in English and Hindi languages; Gujrati would be an added advantage
Perseverance & Patience
Willing to travel within the city
AMFI/NISM certification (Advisors’ Module)
Any Financial Advisory linked Qualification – CFP
Knowledge of financial products and environment

Senior Branch Manager Resume Examples & Samples

People Management with Strong Leadership
Relationship management
Communication and Presentation
In-depth understanding of technical support systems e.g. BRAINS, WinFos
Detailed understanding of the retail network business processes and operating procedures. Thorough knowledge of operating instructions and audit requirements
Good understanding of Barclays risk policy
Knowledge of Barclays people policy and procedures
Understanding of the local competitor market
Team leader

Instore Branch Manager Resume Examples & Samples

Interviewing and selection
Maintain continuing education coursework to keep licenses and/or registrations in active standing
Four years financial sales and service experience in a retail bank branch environment with one year direct supervisory experience including the mentoring and coaching of staff
Demonstrated ability to meet or exceed sales goals. Knowledge of retail bank branch operations, policies and procedures
Build a strong referral source for new potential business
Work collaboratively with partners and other specialists to optimize marketplace opportunities and maximize overall branch growth and profitability
Provide ongoing coaching and development to ensure a high level of employee performance and engagement
Monitor the completion of Operational Effectiveness requirements outlined in the Policy and Procedures and other communications, as received, to manage risk within acceptable limits
Strong people and relationship management skills
Exceptional customer service skills and ability to role model customer service expectations
Demonstrated experience with sales and service management
Demonstrated experience with Risk Management and Compliance
Engage advisors and support staff in ongoing endeavor to provide a legendary Client Experience
Measure and monitor service delivery results to ensure a consistent, high level of service is achieved
Actively promote TDWPIA image and brand within the community through participation and leadership in business groups, and related activities
Monitor performance metrics using branch tools etc
Take ownership of annual sales plan, through the understanding and taking ownership of annual objectives and sales targets, preparing annual strategic sales plan for the branch and providing inputs into network-wide annual strategic sales plan
Provide clear direction to branch staff on the Absa Retail business objectives, translating and prioritising into business performance measures at branch and individual level
Own the customer experience within the branch by proactively driving the “Go to Bank” goal in line with One Africa and RBB strategy
Interview all customers who want to close their accounts because of poor service or high tariffs to determine the root cause and to attempt to retain
Mitigate and manage risk, frauds and losses in the branch by ensuring Absa policies and procedures are consistently applied and embedded by up skilling and utilising resources where necessary
Ensure implementation of all service and sales processes, monitor progress and take corrective actions when required
Maintain compliance in every activity of the business , esuring compliance with operational and risk requirements e.g. Health & Safety standards, Security of premises, Sanctions, Anti-Money Laundering etc
2 years managerial experience in managing a branch / business
5 years working experience in a Retail / Banking environment
Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

Wuxi Branch Manager Resume Examples & Samples

Satisfy the qualification requirements by the regulators
Possess strong leadership and seasoned management experience to drive business and control results and achieve branch profitability
Self-motivated with a strong sense of responsibility and commitment to the Branch’s overall business development
Be familiar with banking related laws and regulations; possess high-level policy proficiency and application capability
Be familiar with banking business, risk management and other vocational specialties
Track record in working performance
A team player and strategic thinker with good communication skills
Mature personality in dealing with complex situations
Take accountability for the overall achievement of Retail performance objectives for the branch
Manage the outlet infrastructure both internally and externally, the overalll apperance including
Bachelor Degree in Commerce, Banking or Business Administration or , NQF level 6 equivalent
Completed RE1 level 1 regulatory examinations, required by the FSB for all individuals in the
Work with team leaders and branch staff to achieve sales and service through in-branch business development activities and effective Banking Hall management
Build and develop a high performing team through performance development and coaching
Agree targets and take accountability for the overall achievement of Retail performance objectives in terms of Cost performance, Income Contribution and total balance sheet performance
Provide input into regional and branch forums and review business plans for the Region
Maintain a healthy balance sheet in the branch
Actively involved and accountable for making purchase or refund business decisions within set limits
Own discretion to waive certain account opening or loan application credit criteria
Ensure compliance with operations risk and rigour requirements
Ensure that staff in the branch adhere to ABSA Information Security policies and procedures through communication
Assign responsibility for spot checks to Specialist Managers and staff members and review the results
Audit and conduct regular quality checks on all processes, transactions with high financial levels and operational risks
Facilitate the investigation and reporting of Fraud and Loss cases in conjunction with the Risk Team
Deal directly with customers when they request, takes ownership of the query resolution process
Review monthly query and complaint trend analysis and provide input to action plans to prevent recurring issues
Interact regularly with internal service providers to ensure fast and efficient service to customers
Proactively drive implementation of service initiatives
Accountable for achieving annual sales and customer acquisition targets
Establish relationships with key clients or business influencers in the local communities, doing client entertainment within overall annual budget limits
Identify and become involved in appropriate Corporate Social Investment initiatives
Provide feedback on the performance or service delivery of external service providers and head office sourcing
Provide cover for Branch Managers at other outlets or for the Regional Manager
Share knowledge experience and best practice with team members and other branch managers
A Diploma in Banking or equivalent NQF level 5 qualification or higher
Five(5) years working experience in a Retail or Banking environment
Two(2) years managerial experience in managing a branch or business
Certification in FAIS (Bank-seta) compliance

Branch Manager Mbale Resume Examples & Samples

Accountable for achieving annual sales targets as cascaded from the Area Manager. Monitoring of progress towards achieving targets is done on a regular basis, at least monthly
The Branch manager is also responsible for maintaining a healthy balance sheet in the branch i.e. ensuring the assets on the books of the branch are performing to expected standards, that low quality assets are kept to a minimum and that the earnings contribution of the branch is within acceptable levels
Even though the branch manager may not be the cost centre owner directly, the incumbent is responsible for strict cost management in that branch i.e. reviewing all service provider quotations before the work can proceed. In addition, the branch manager is expected to conduct detailed analysis, on a monthly basis, of the following cost elements
Active involvement and accountability for making purchase/ refund business decisions within set limits e.g. Sundry loss, Potential Loss Accounts (PLA), customer refunds. Can approve release of deceased funds within predetermined limit

Branch Manager Visakhapatnam Resume Examples & Samples

Good communication skills: Fluency in English and Telugu languages; Hindi would be an added advantage
Self starter, self motivated, Go-getter
Ability to take mature decisions from a business perspective
(Business) Graduate or Post Graduate
Related Experience – 3 to 7 years
Good Knowledge and understanding of Financial Markets
Mutual Fund Licensing. Requires completion of: investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills
Builders Course Completion of HSBC Way of Selling
Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
Diplomatic problem solving skills to resolve issues within own functional area and / or across functional areas

Branch Manager, Brisbane Resume Examples & Samples

Develop, communicate and implement a value-based strategy that produces a sustainable income stream for the branch and leverage on the full product array available to create new client opportunities and deepen existing client relationships
Ensure Branch goals and targets are met, including:-
Volume and revenue growth
Relationship indicators (franchise x-sell, penetration etc)
Manage the overall branch operations to achieve business targets within resource and expense budgets
Provide leadership in hiring, developing, coaching and mentoring a high performing solution-based team capable of meeting the needs of all client segments within the branch
Experience of running a wealth management business is highly desirable
Proven ability to build, motivate and lead others and experience of leading sales teams to deliver results and deliver on revenue plans
Operational management experience within a compliant environment
Knowledge and understanding of financial services industry and retail banking experience
Plan and implement service strategies, capacity planning and sales management process to achieve service standards and goals
Responsible for bottom line growth of Branch month on month / quarter on quarter / year on year
Number of customers
Utilise your networking flair and expertise to identify appropriate networking opportunities
Achieving financial performance and business growth goals
Build strong working relationships within the community to advance the strategic vision of Citi and create opportunities for growth
To further enhance the relationship proposition you will have the flexibility to be available for clients, attend networking opportunities, and be mobile, both inside and outside normal banking hours
Results oriented with proven ability to manage business risks
Passion for creating a culture for delivering superior customer service and meeting needs of clients/staff

Assitant Branch Manager Resume Examples & Samples

High School diploma or equivalent required with some college coursework and/or degree preferred
Comprehension of required loan documentation i.e. Appraisals, title products, flood certifications, income, trusts, etc
Previous administrative assistant experience is preferred
Demonstrate a strong efficiency with the usage of standard office equipment i.e. phones systems, fax machines, copy machines, printers, etc
Working knowledge of MS Word and Excel required with PowerPoint and Access Database knowledge preferred
Work varies from moderate to significant complexity involving mostly routine and some non-routine situations / challenges
Decisions have a direct impact on the functional area, other potential business units, external guests, and direct reports
3 - 5 years of related work experience in sales / customer related roles
Mutual Fund Licensing. Requires completion of
Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and
Mutual Fund Skills Builders Course
Diplomatic problem solving skills to resolve issues within own functional area
Excellent interpersonal skills to support the building of strong relationships with diverse groups of people
May require knowledge of World Selection (training provided by Asset Management Canada, AMCA)
Demonstrable experience leading others
Aware of and understands how own area of the business performs (is profitable, conserves costs, etc.)
Understanding of legislation and regulations as they apply to own area
Demonstrated ability to build, motivate and lead others
Proven ability to deliver results through others
Banking or Financial Services experience preferred
Take accountability for the overall achievement of Retail performance
Audit and conduct regular quality checks on all processes
Take ownership of the query or complaint resolution process
Undertake root cause analysis of Customer satisfaction measure results and
Bachelor Degree in Commerce, Banking or Business Administration or , NQF level
6 equivalent
Completed RE1 level 1 regulatory examinations, required by the FSB for all
Client Development and Service
Advisory and Sales Management
Recruiting and People Leadership
Strategy and Market Coverage
Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff
Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service
Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures
Supervises daily trading and other office activities
Documents and resolves client complaints
Performs reviews of client accounts
Develops and implements plans to meet office sales goals
Facilitates sales promotion activities such as seminars and luncheons/dinners
Develops and monitors office revenue and expense budgets
Informs FAs about new products and RJA managed underwritings
Participates in community affairs as a representative of the firm
May service clients in his/her own book of business
Company's working structure, policies, mission, strategies, and compliance guidelines
Legal requirements and federal and state regulations related to employment
Identifies the needs of customers through effective questioning and listening techniques
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Articulate reasons behind decisions

Gcg-senior Branch Manager Resume Examples & Samples

Degree holder, preferably in Business or related fields
Minimum 10-12 years of Branch/Sales or equivalent experience
Thorough understanding of financial / service / operation dynamics of branch
All compulsory local regulatory licensing requirements in Insurance, Investment, Foreign Exchange etc
Strong motivational skills to drive a sales team
Appreciation for operational priorities and sensitivity to compliance requirements
Demonstrated ability to motivate and influence others
Keep self updated on changes in any compliance/regulatory processes/norms and ensure implementation and strict adherence to the same
Take complete ownership for ensuring goal setting, performance appraisals, confirmation appraisals, labour law compliance, hiring and selection support, timely execution of disciplinary actions and that other HR processes are supported
Take complete ownership to deliver balanced growth of all the products, balance sheet growth and profitability of the branch
Minimum one year of supervisory experience
Basic knowledge of the bank's products and services
Basic knowledge of teller and platform functions
Good analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace

Branch Manager Ps Resume Examples & Samples

Build collaborative relationships throughout the organization and your market
Provide consistent recognition
Bachelor’s degree or equivalent, preferred

Accountemps Branch Manager Ps Resume Examples & Samples

Lead and manage change
Delegate responsibility
Demonstrated success in business generation, leading and driving business development
Excellent communication, presentation and problem solving skills
Proficient in MS Office, databases and other systems
Ensure that processes are in writing for all duties for the firm, i.e. LCD projector set up, scanning instructions, client file backup, client file notebook upkeep, etc
Maintain client and other office files inclusive of off-site storage and determine when files are on schedule to be destroyed
Work with third-party vendors, as needed, to keep office clean, operational and running smoothly (e.g. water supplier, cleaning, UPS, Fed-ex, etc.). Ensure pricing with all vendors is competitive
Coordinate with Receptionist to maintain postage machine and ensure adequate postage at all times
Coordinate with Receptionist to check inventory weekly and purchase supplies as needed
Review and update office insurances including general liability, E&O, life
Supervise administrative staff: provide guidance and expertise in resolving problems or concerns; coordinate workflows; lead administrative staff meetings; identify the need and approve requests for continuing education
Serve as a liaison between advisers and clients as needed
Receive calls and direct client inquiries to proper individuals
Ensure that all applicable firm software is renewed
Update and maintain organization of firm shared drive and intranet
Review and process incoming invoices for payment. Oversee monthly invoicing and banking
Receive, process and deposit client fees
Update Form ADV annually and as needed
Proofread reports; check documentation and electronic data for errors
Maintain customer and vendor files by updating with pertinent information
Schedule, update and cancel firm staff meetings
Coordinate and send out mass mailings and global emails for the firm
Assist with annual firm certifications – coordinate and obtain requested documentation from appropriate resources
7-10 years of experience with office management in a professional environment
Experience working in the financial services industry is required
Excellent typing, spelling, and proofreading skills
Able to develop a network of resources
Strong knowledge of principles and practices of personnel administration and office management
Team player, able to work well with all levels of the firm, as well as with clients
Works well under pressure and thrives in a fast-paced environment
Able to multi-task and proactively solve problems
Self-starter, energetic, assertive
Able to work effectively with the highest standards of confidentiality and ethics
Able to work independently and establish priorities
Must be organized, meticulous, and detail-oriented
Excellent follow-through
Client-first attitude

Branch Manager Niagara Falls Area Resume Examples & Samples

Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers
Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch
Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships
Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect
Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them
Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters
Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank)
Develop personal book of business and drive personal practice. Facilitate effective sales meetings and holding workplace/corporate seminars. Service the client: analyzing client cases and providing a broad set of product solutions
Drive growth in number of overall office Assets Under Management (AUM), High Value Clients (HVC) acquired and number of clients. Effectively lead advisors and staff within an office. Support a large geography with strong market potential. Assist in the development/training of advisors core skills of: high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients
Drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Provide targeted focus and resources on opportunities with highest potential. Work with CD or RVP to develop ongoing business planning and development for branch through both organic and inorganic strategies. Develop local programs to support client acquisition-leveraging corporate support
Responsible for supervision of all sales activities of registered personnel assigned to him/her; ensure sales activities are appropriate based on client objectives, goals, risk tolerance, etc. and adequate disclosure was provided. Ensure employees fulfill applicable licensing, registration and compliance requirements; adhere to firm's policies and procedures and conduct business in an ethical manner; maintain records in accordance with FINRA, NYSE and other applicable regulations
Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation. Line of site to external environment and strong awareness of local and national competitors
Develop localized recruiting strategy (including EAR, practice acquisition and Targeted Career Changer (TCC)) based on in-depth region knowledge, market conditions and performance of the competition. Manage recruiting pipeline and drive targeting and selection process across site for EAR candidates. Develop site's unique value proposition and grow overall number of advisors in site utilizing localized recruiting strategies
Identify teaming opportunities and drive Teaming strategy across the site, facilitate partnerships between and within highly tenured, senior advisors and less experienced advisors to maximize mentoring, specialization and production opportunities. Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group. Train and develop advisors emphasizing our unique Dream>Plan>Track strategy
Quarterly Periodic Business Reviews with CD, RVP and Regional Sales Director (Advisor Business Development Group). Bi-weekly results review with CD (key metrics, high potential advisors, etc). Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff
College Degree, MBA Preferred
5+ yrs experience
FINRA Series 7, 24, 63/66, 65/66 and 9/10 required
Maintain the appropriate principal registrations to supervise sales of all products available
Maintain the appropriate principal registrations to supervise broker dealer operations, training, and marketing/advertising
Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66)
Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66)
CFP Designation

Asst Branch Manager Resume Examples & Samples

At least 1 year retail banking experience and knowledge of branch operations preferred
Some Supervisory experience is preferred
Computer skills to include work in Windows based applications

Universal Branch Manager Resume Examples & Samples

Lead customers through interactive demonstrations of PNC’s capabilities at a variety of venues
Also acts as a consultant, opening accounts, performing and servicing customer transactions, side by side with the Universal Consultant, with no distinction to the customer
Have a robust network of partners and work closely to connect customer as needs are identified
Proactive business development activities inside and outside the branch office that results in the successful acquisition and expansion of consumer and business banking relationships
Create a branch culture where the universal branch team is committed to doing things right the first time
Lead by example, demonstrating superior customer servicing behaviors and actions at all times
Demonstrated leadership capabilities, such as ability to manage to vision & purpose, superior communication skills, ability to influence behavior and create high levels of employee engagement
Coach for improvement of existing skills, development of new skills and achievement of goals
Create an environment where employees know what is expected of them
At least 2 years of leadership/management experience, preferably in the financial services industry
Sales and/or service leadership and proven success meeting sales goals
Extraordinary customer service skills
Strong outside business development skills and knowledge of local centers of influence with established relations in the local community
Computer and communication skills (both written & verbal)
A college degree or equivalent

Branch Manager Czcz Resume Examples & Samples

Manage the sanctions compliance program for the CIB businesses, globally, working closely with the Regional Sanctions Officers
Partnering with the CIB business, risk executives and Legal and Compliance staff to develop, implement and administer appropriate policies and procedures
Monitoring the CIB businesses compliance with laws and regulations, identifying weaknesses and developing remedial programs
Advising the CIB businesses on compliance issues and requirements for new developments and products
Interfacing with regulators on examinations and other inquiries on a regular basis
Administering corporate wide compliance policies
Establishing training programs for sales, relationship management, client service, product and operations. Ensure implementation and conduct ongoing monitoring
Partnering with individuals within Corporate Compliance, Legal, Audit and/or Risk on various programs
Participate on project teams responsible for sanctions screening strategy for CIB globally with primary focus on OFAC but also an awareness of other sanctions regimes
Educate business staff on the meaning and implementation of sanction regulations
Participate in the development of the sanctions risk assessment for CIB
Update product level risk assessments required to support the scope of sanctions screening to be applied
Handle research and follow-up related to events involving sanctions issues with clients
Establish and develop effective relationships with business partners in sales, product and relationship management
Research cases to determine appropriate examples for training modules
Contribute to policy, governance and procedure enhancements
Four-year degree required
5-8 years of compliance or related experience, of which 2 years is in OFAC compliance
Knowledge of sanctions regulations and screening methodologies
Product knowledge should include Banking and Security product expertise
Excellent interpersonal, organizational and writing skills required
High attention to detail with strong analytical and logical reasoning skills
Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements
Communicates effectively at all levels and possess skills in planning with the ability to monitor and report
Provides on-going training to branch staff on credit union products and services, competitive products and services in trade area, policies and procedures and required employee level testing
Responsible for on-going evaluation and providing feedback on employee performance. Reviews branch staffing levels as positions turn for appropriate modifications
Responsible for building cohesive effective teams and fostering positive open communication with branch employees. Good working relationships are established and fostered with branch personnel, management and other departments
Promote an enthusiastic service/sales culture within their branch so that member service goals and product sales goals established by the Credit Union may be met or exceeded each year. Establishes service/sales goals for individual team members and tracks performance
Recommends changes to senior management and implements decision within delegated authority
Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and credit union and area competitors’ products and services affecting branch operations. Maintains and fosters branch participation in community events in support of promoting awareness and growth
Works cooperatively with management and branch staff to effectively communicate and implement performance standards and sales goals and objectives
Strives to improve the level of service constantly, and proposes new ideas or suggestions to Regional Director
Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent ( preferred)
Two to four years’ prior branch supervisory or team lead experience in a credit union or banking environment
Proficient with Microsoft Word, Excel and Outlook. Ability to operate standard office equipment, including PC, fax machine, telephone, photo copier and check scanner/encoder
Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Ability to organize and prioritize information, job tasks and workload in order to consistently complete all branch work in a time sensitive manner
Ability to work independently and as a team member while using discretion in decision making and good judgment problem solving
Must have the ability to communicate effectively both verbally and in writing with members, co-workers and management in person, by email and by telephone
Evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service. Develops and implements plans to meet office sales goals
Performs reviews of client accounts and documents and resolves client complaints
Coordinates registrations, continuing education, licensing, etc. of branch personnel
Oversees daily trading and other office activities
Facilitates sales promotion activities such as seminars and luncheons/dinners as well as inform FA's about new products and RJA managed underwritings
May attract, select, orient, train, and retain Financial Advisors (FAs) and support staff
May conduct ongoing performance appraisals, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files
May review daily work of associates; evaluate workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow
May ensure daily staffing levels and cross-training is adequate
Services clients in his/her own book of business
Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude
Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes

Spot Coolers Branch Manager Resume Examples & Samples

Determine customer needs, generate quotes, quote follow up, and close business
Deliver, pick-up equipment, and service orders
Visit job sites to determine needs, as required

Cib-chengdu Branch Manager Resume Examples & Samples

The Corporate Banker (CB) will partner with the Investment Banking Client Executive (CE) to maximize the firm-wide revenue potential at acceptable returns across targeted clients and prospects
The Corporate Banker will focus on the Treasurer and Treasury staff on accounts jointly managed with an investment banker
The Corporate Banker will be the Client Executive where investment banking coverage is less developed and more opportunistic in nature
The Corporate Banker may also be the General Manager of a new branch to be opened in Eastern Area of China which case he/she will work closely with the management of the China bank subsidiary and be guided by its detailed General Manager job description
Ensure a holistic client coverage approach
Drive increased penetration of client wallet and forge a closer relationship with our clients
Evaluate client's main issues/needs and outline opportunities for JPMorgan
Serve as a key point of contact within JPMorgan for the client Treasurer and other senior managers where appropriate
Coordinate product partners to broaden client use of JPMorgan services
Drive the account planning process and outline the financial view for portfolio accounts and agreed prospects
Partner with Client Credit Management for all credit related needs and insure that Balance Sheet Committee requests are appropriate
Work with CE's and Product groups in identifying new market opportunities and converting targeted prospects to clients
If the Corporate Banker is a branch manager, he/she is responsible for all aspects of the branch's operations, regulatory relationships and branch profitability. The branch manager is also responsible all loans and contingent liabilities on the branch's balance sheet. In terms of staff, he/she is responsible for appropriate branch staffing and for overseeing and, as required, providing performance inputs on deputy general managers, finance manager, operations manager, compliance officer and technology officer
Able to work with many different types of people, including investment bankers, traders, sales operations support, credit and senior management
Strong organizational skills to handle a client portfolio of 20-25 accounts or a larger portfolio of prospects
Credit trained or experienced
Local language, market familiarity and contacts are a big plus
Demonstrated ability to work with regulators
Client focused and partnering in community events to ensure branch is perceived as an Advice Destination
Experience in building a business
Proven success in business growth and in establishing community relationships
Proven change leadership skill and ability to effectively lead, communicate and execute change
Strong relationship builder, able to establish both internal and external working relationships
Strong business acumen, able to assess local market conditions and respond appropriately
Entrepreneurial mindset, business developer mindset
Strong knowledge and comfort in using and leveraging technology and merchandising assets to drive client experience and business results

Branch Manager Sanford Resume Examples & Samples

Preferred: Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
Minimum: Undergraduate College/University Degree or equivalent + 1 year of banking experience and/or Business/Department Manager with previous sales experience
Sales and Service Management (In-depth)
Business Acumen and Financial Literacy (working)
Performance Management (Working)
People Development (Working)

Branch Manager Apopka Resume Examples & Samples

Minimum: Undergraduate College/University Degree or equivalent + 2 years of Branch Management and/or Sales/Service Leader experience
Business Acumen and Financial Literacy (Working)
Personal Effectiveness (In-depth)
Responsible for the overall management of the branch’s activities, including business development, sales and service, expense controls, credit, community leadership, budgeting, achieving financial and compliance standards, and facilities management
Provide personalized banking services to current and prospective customers, consistently seeking to expand customer relationships and provide the highest level customer service through business development and activities
Analyze credit and financial information for processing of loans and other bank products for customers to ensure applicable lending policies and procedures are followed. Responsible for adherence of compliance regulations
Manage all product marketing campaigns, sales development activities and referral programs for the branch
Conduct weekly sales and service performance meetings with branch on a weekly basis. Monitor branch activities and results to insure sales success. Motivate and reward employees for achievement of sales and service goals
Develop sales, service, and technical skills of team members through training, observing, and providing regular feedback
Prepare annual business plan and budget
Coordinate facility needs to maintain an efficient working environment with a quality appearance
Actively participate in community organizations and activities to project and sustain a favorable bank image in the community
Respond to and resolve customer service requests according to Great Western Bank policies in a prompt, efficient and courteous manner at all times
Perform other job-related duties or special projects as assigned
Bachelor’s degree preferred in business administration, finance, accounting, or related area
3 - 5 years of successful sales experience with strong working knowledge of banking products and services. Previous retail or commercial management experience strongly preferred
Working knowledge of all bank products and services
Strong management and business development skills
Effective selling and cross-selling skills
Undergraduate degree or equivalent work experience
Registered Investment Sales Representative (RISR) registered and lending qualified
Brilliant at the Basics
Understands Canadian Personal & Commercial’s (P&C) technology and processes well, able to multi-task and delegate appropriately
Possesses intimate knowledge of all aspects of Canadian P&C’s branch operations
Understands full suite of financial products and comfortable answering questions and referring to the appropriate Subject Matter Expert
Experience in both business and personal banking preferred
Sensitive to diverse cultures and able to staff and manage to address local community needs
Be a proactive sale and customer service leader able to emulate and decimate skills downwards
Effectively liaise and support all other divisions of bank to meet key business drivers
Gradually transition branch banking into being an investment center offering need based products
Ensure effective recruitment and development plan are in place
Ensure compliance, check and controls are in place
Take an active role in social work and community development
5+ years preferably in the financial services industry
Support HR manager to ensure compliance and transparency of local labor laws, regulations in employment registrations, social security registrations & management
Support HR manager in implementing Groups process & SOP, personnel data management, compensations and benefits, recruitment and training in alignment with HR manager
Be main local contact to work with local labor departments to manage labor topic in alignment with HR manager
Support HR manager to have periodical reports about Myanmar labor legislation topic
Great interpersonal, presentation and communication skills
Highly organized, ability to identify and manage multiple priorities
Advanced knowledge of standard software applications (Excel, PowerPoint)
Fluency in English and Burmese
Knowledge of Footwear industry and manufacturing methods a plus
University degree majoring in Finance/legal/management
Minimum 4 years working experience with exposure in Sporting Goods industry and/or industrial relations/legal
Manufacturing and/or equivalent experience in strategic project management a bonus

Branch Manager, Long Island Resume Examples & Samples

Grows both the business and personal client relationship
Strong leadership & management skills
Problem account management
Strong communication skills (both oral/written)
Relationship building & coaching skills
Effectively manage risk
Proficiency in Microsoft Office (Word, Excel, Power Point)
Plans, organizes, directs, and controls the activities of a branch, including exempt and non-exempt employees
Provides direction and leadership to employees with emphasis on superior customer service skills, achieving sales goals, and teamwork
Provides operations oversight; ensures compliance with policies and procedures
Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports
Supervises branch staff to include conducting performance reviews, selection, and participating in performance counseling
Focuses on acquiring new customers. Develop new commercial and consumer banking relationships. Calls on and corresponds with local businesses and personal clients to meet the branch’s assigned goals
Directs financial institution personnel in activities to ensure prompt, accurate and dependable customer service
Interviews customers for consumer loans, new and renewals
Represents the financial institution to the community through excellent customer relations
Provides and maintains a professional, business-like atmosphere within the branch office
Works closely with Compliance Officer on compliance issues
Prepares, reviews, and monitors budget for branch financial performance
Underwrites credit requests for compliance with bank loan policy
Presents loan requests to loan committees
Provides loan operations support to the senior credit officer
Monitors loan portfolio for payment performance, loan maturities, and credit quality
Manages collection of past due accounts

Branch Manager Alwarpet Resume Examples & Samples

Ensure timely completion of RCSA checks and follow ups on corrective actions
Keep self-updated on changes in any compliance/regulatory processes/norms and ensure implementation and strict adherence to the same
Take complete ownership for ensuring goal setting, performance appraisals, confirmation appraisals, labor law compliance, hiring and selection support, timely execution of disciplinary actions and that other HR processes are supported
Ensure service levels are reviewed and enhanced to meet customer expectations
Take wholesome ownership of the branch, its customers, employees and processes; and act as a corporate citizen for the designated Citigroup franchise
Ensure adequacy of infrastructure to include customer space, workstations, telecommunications, safety & security, ambience and general upkeep of the branch
Coordinate with respective departments to ensure infrastructural related facilities are provided for

Branch Manager Central / South Jersey Resume Examples & Samples

Bachelor’s degree or equivalent healthcare experience
Solid community and professional contacts and reputation in the geographic market
Proficient with Microsoft applications: Outlook, Word, Excel, and PowerPoint

Spot Coolers Branch Manager Mc Resume Examples & Samples

Maintain and care for company assets (includes rental fleet, truck, warehouse, etc.)
Other duties as defined by the Regional Manager
Commerical and Industry Relations
Strategic Planning

Branch Manager Trainee / Calgary, Alberta Resume Examples & Samples

Must have at least 2 years of licensed mutual fund sales experience within the last 3 years
A minimum of three - five years managing people
Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder. Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure

Branch Manager Multi Site Resume Examples & Samples

Ensures that the branch meets all regulatory compliance standards. Follows all operating policies and procedures. Ensures that branch personnel comply with all laws and regulations. Documents and communicates individual compliance performance in annual staff evaluations
Participates in events that demonstrate support for the community and increase business opportunites for the Bank. Ensures compliance with CRA outreach programs
Complete knowledge of sales, branch banking and consumer lending

Anticipated Branch Manager Trainee Resume Examples & Samples

Minimum two years of financial sales management in a Retail Bank is REQUIRED
Strong probing, communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer and employee issues
Strong financial management, including profit and loss management, customer and revenue growth, and loss prevention
Post-high school degree strongly preferred, a BS, BA or foreign equivalent
Actively participate in all areas of the bank, including teller transactions, new account openings, floor sales, operations and audit functions
Maintain audit / compliance procedures. Adhere to audit controls to consistently achieve satisfactory audit ratings
Maintain appropriate controls to protect the bank against fraudulent activity and losses. Ensure all branch personnel are trained in banking policies and procedures, federal and state laws
Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
2-5 years previous Bank Manager experience
2-5 years previous lending experience in a financial institution
Current NMLS registry and/or ability to update registry
Thorough knowledge of regulatory, policy and compliance
Demonstrated ability to train, coach, and direct others
Previous experience in a goal driven environment
Problem solving and conflict resolution skills
Must be able to work retail hours including evenings, weekends, and holidays

Asst Branch Manager Havana & Mexico Resume Examples & Samples

Resolve procedural questions referred by branch employees, interpret company policy, determine reasonableness in deviating from policy to provide equitable service to customers while maintaining a focus on branch profitability. Serve as a resource to bank personnel when dealing with difficult situations and transactions
High school education or equivalent
Strong communication and interpersonal skills; strong organizational skills
Demonstrated ability to supervise, train, coach and motivate others to obtain sales goals
Drive exceptional service levels within your branch through effective resourcing planning of the teller line and banking hall
Ensure, at every touch point within the branch, the customer experience is line with Citibank proposition and brand
Manage and control Operational Risk within your branch. Ensure all regulation, compliance and control procedures adhered to
Deliver against your lead generation and sale targets set
Provide coaching and development of your Service Officers
Managing the sales process

Cbna Rbb Branch Manager Resume Examples & Samples

Maintain awareness of company policies and procedures
At least 8 years experience in a banking institution
Knowledge of banking products and services as well as exposure to investment products and process would be an advantage
Numerical Reasoning Skills – understanding and analyzing financial information e.g. P&L statements, reports, etc
Commercial Acumen: Understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
Should be certified on the following

VP Cluster Branch Manager Resume Examples & Samples

Very strong sales management, managerial, marketing, sales, planning, financial, leadership, motivational, coaching, sales, project management, cross selling, mathematical, decision making, analytical and communications skills
Thorough knowledge of the credit approval process, pertinent regulations impacting consumer and commercial banking activities and delivery systems and channels, including market potential
Thorough understanding of the customer service concept and its importance in developing, maintaining and expanding account relationships
Ability to provide robust activity management principles, through strong coaching, leadership and sales management skills to drive daily sales activity
Mutual Fund Registration. Requires completion of
Depending on Branch needs, the Branch Manager Course or Branch Compliance Officers Course
Depending on Branch needs, World Selection Portfolio certification (training provided by Asset Management Canada, AMCA)
Ability to speak & understand French fluently. English language is definitely preferred
Provides overall management by leading the establishment and achievement of team sales objectives, and related activities to achieve a high standard of customer care, optimal business retention, profitable growth and productivity
Develops RBC and community relationships to capitalize on business opportunities
7 or more years banking experience
Must have retail banking experience in lending and operations
Minimum – Bachelor's Degree in Banking or a related field
MBA/Graduate
Communication skills and client Management
Knowlegde of local and global banking regulations , solid knowledge of internal systems, policies and procedures and Banking and Investment products
Good understanding of risk and market dynamics
5+ years progressive supervisory experience in homecare or related field
Proven understanding of financial processes, P&Ls, budget management and margins
Strong organizational and analytical skills; ability to balance multiple initiatives and prioritize workload
This role is part of Humana’s Driver safety program and therefore requires an individual to have a valid state driver’s license and proof of personal vehicle liability insurance with at least 100,000/300,000/100,000 limits
Requires a Bachelor's in Business Administration, Finance or a related field and 6+ years as a bank branch manager including extensive lending experience or other directly related experience
A combination of education and experience may meet requirements
Must have a local active book of business in a commercial bank
Extensive knowledge of branch management procedures and lending requirements as they relate to moderately complex loans and large branch operations
Broad application of branch management and lending principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields
Strong problem resolution and communiction skills

Branch Manager / CPC Manager Resume Examples & Samples

University graduate or above, over 8 years work experience in banking or consumer finance industry, including 3-5 years experience in managing a sizable team
Strong customer-focused mindset, financial knowledge and experience
Strong analytical capability, communication capability and presentation skills
Ensures that the branch sales/service supports the overall corporate objective to provide superior service
Plans, implements, and manages the operating and capital budgets to maximize branch profitability. Develops and manages an annual branch marketing plan with specific goals
Directs branch business development through outside calls, in-branch selling, telemarketing, branch campaigns, and targeted direct mailing. Participates in selling Bank products and providing excellent customer service
Promotes staff development through training, cross-training, and career planning. Trains staff in area of customer service, sales, operations, and Bank products. Ensures that ongoing sales and product service training is provided
Bachleor’s degree required
As a Branch Manager you will lead a team of employees byand honest feedback,as well as,appropriately and fairly assessing and rewarding performance
Develop,recommend and implement branch and individual sales, service and operational effectiveness plans which support the achievement of the area business/market plan
Recognize and respond to potential business opportunities and deliver the desired customer experience. Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal and to build a strong referral source for new potential business
Keep informed of developing trends in the industry
Perform other duties as assigned by retail senior management
Superior communication skills and ability to report back to senior management in a detailed-oriented manner
Ability to supervise workflow with focus on quality results
Four (4) year business or finance degree preferred
Extensive sales experience in the retail mortgage industry
Must have proven success in managing a team with a minimum production of four million of self-sourced business in a Retail Branch environment
Mutual Fund Registration is required. Requires completion of
Ability to speak / understand French fluently is required
Ability to speak / understand English at a conversational level is required
RISR registered and lending qualified
Understands P&C Canada’s technology and processes well, able to multi-task and delegate appropriately
Possesses intimate knowledge of all aspects of BMO’s branch operations
Works well with P&C Canada’s partner organizations
True leader of people – able to attract and retain and guide front line staff to success

Compact Branch Manager Resume Examples & Samples

Manage the branch with a focus on identifying and addressing client sales and service needs in an integrated and client-led manner, as well as managing branch revenue and expenses
Demonstrate expert ability to leverage technology to uncover opportunities to deepen client relationships; use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc)
Energetically greet and interact with clients on the bank floor
Inspire and create a motivating environment through activity-based coaching and performance development; ensure clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients
Participate on the leadership team within the area/division
Sales management experience; ability to build highly productive teams
Ability to manage and develop client relationships
Able to respond effectively and timely to organizational, business and regulatory changes
High School Diploma/GED (Bachelor degree preferred)
Work is complex and requires industry expertise, business acumen, and advanced organizational knowledge
Work is performed with general authority and individuals primarily achieve results through managers and / or senior professionals
Requires significant initiative, independent judgment, and critical thinking
Problem resolution involves creating new processes, setting precedents that support continuous improvement, and the establishment of functional area / branch standards
Decisions have a direct impact on the functional area and / or branch, other business units, achievement of the short- and long-term strategy, customers and employees
Manager Level 8
Cash In: nil
Cash Out: nil
Transfer Limit: 250,000,000
Clearing Limit: 250,000,000
Officer Approval for Overlimit Account: 250,000,000
Officer Cr Related Maintenance Approval Limit: 500,000,000
7 - 10 years of related work experience
4 years of experience leading and managing others
Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling
Experience forecasting and budgeting for a functional area
Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas
Remote management experience
In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations
In-depth understanding of legislation and regulations as they apply to own area
High School Diploma or 3 years of branch management experience
3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team
General understanding of financial statements and concepts
Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports
Demonstrated ability to leverage (COIs) to further promote KeyBank business
Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals
Demonstrated ability to effectively communicate and possess strong public speaking skills
Working knowledge of PC (MS Windows and Office Products)
Ability to work branch hours to include weekends and occasional evenings
Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver’s license in order to make outside sales calls
Managerial experience
State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)

Branch Manager Sunter Resume Examples & Samples

Minimum of 7 years experienced in the financial industry
Have strong leadership skill and discipline in managing daily activities
High need of achievement
Proven track record
Strong entrepreneurial spirit with proven prospecting skills and success in sales and business development
Ability to formulate and follow through on a business plan with a focus on the growth of assets under management and client base
Proven ability to manage and foster client relationship with affluent individuals while providing high quality service

Gcg-branch Manager Resume Examples & Samples

A tertiary degree from a recognised institute
At least 8 years of branch/sales/operations experience
Exposure to working in a financial environment; minimum 5 years at a banking institution
Sound understanding of local/global operational control standards, and requirements under local regulations
Sound understanding of banking products (liabilities, assets, and investments)
Licensing requirements (as applicable locally), e.g., insurance, investment, foreign exchange, etc
Technical grounding in performance management, discipline and grievance policies, and time management
Understanding of recruitment selection techniques, coaching, and individual and team development
Understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
Requires a Bachelor's in Business Administration, Finance or a related field and 5+ years as a bank branch manager including extensive lending experience or other directly related experience
Working knowledge of branch management procedures and lending requirements
Full use and application of branch management and lending principles, theories, concepts and techniques
Ability to make sound decisions, build relationships and work with a variety of clients, employees and management
Solid problem resolution and communiction skills
Must be an experienced Commercial Lender with an existing portfolio

Professional Branch Manager, Wealth Resume Examples & Samples

Draw upon expertise and specialists within TD, bring One TD to bear in providing for all of our clients financial needs
Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively
Oversee / direct the negotiation and resolution of significant customer issues
Demonstrates strong and current working knowledge of evolving financial product landscape
Possess excellent communication skills
Ability to work in fast-paced, dynamic environment
Manager Level 2
Cash In: 5,000,000
Cash Out: 5,000,000
Officer Approval for Overlimit Account: 5,000,000
Officer Cr Related Maintenance Approval Limit: 5,000,000
Manager Level 7 may be required when
They have commercial facilities with controlling limits in excess of $ 5MM or they service other Branch Commercial clients with controlling limits greater than $5MM

Country & Branch Manager Resume Examples & Samples

Provides overall leadership and management of the branch, team sales objectives, and related activities
Achieves a high standard of customer care, optimal business retention, profitable growth and productivity
Ensures high credit quality and full compliance to the bank’s lending guidelines
Provides ongoing coaching and development of staff, ensuring a high level of employee commitment and capability through focused management routines
Balances the rewards of meeting business objectives with the risk of loss to the customer, employee and shareholder
Ensures effective corporate governance oversight by adherence to all the bank’s policies and producers
10 or more years banking experience
Previous experience as a Lending Officer is mandatory
Strong Leadership & Coaching
In-depth Credit knowledge of Personal and Business lending
Problem Account Management
Bank Operations, Policies & Procedures
Negotiating/Selling Skills
Relationship building & People Skills
Effectively Manage Risk
Microsoft Office Proficiency
Provide assistance in managing all functions within the branch through effective communication and implementation of new/revised policies, procedures, and products/services
Provides leadership to impact and enhance the positive image of bank in the community
Two to four years prior branch supervisory or team lead experience in a credit union or banking environment
PStrong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
Exercises good judgment, excellent communication and people skills
Good judgment with the ability to make timely and sound decisions
As a Branch Manager you will lead a team of employees by setting context and establishing prescribed limits to ensure
Apply the Bank’s performance management system by providing open and honest feedback, as well as, appropriately
Monitor the completion of Operational Effectiveness requirements outlined in Policy and Procedures and other
University graduate with 6-8 years banking/finance experience in retail banking field
Have the potential to lead, manage and motivate people
Have the ability to envision, articulate and act in alignment with the bank's strategic direction
Have demonstrated technical and professional skills in general banking/ investment/ insurance/ customer service/ operation/ compliance areas
Have consistently strong performance record
HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
Drive Sales, income, service and productivity within the branch
Lead and develope the staff
Review and monitor regulatory and compliance
Oversee the day to day running of the branch
Ensure optimum and efficient resourcing plans are in place
Lead and manager change within the branch

Branch Manager Ottawa Resume Examples & Samples

3 to 5 years of experience in the Banking field
A minimum of 5 years’ experience in a management role, managing a team to achieve successful results
Excellent coaching skills with successful experience developing and mentoring a team of employees and assisting them with their career progression
Effective sales management and leadership skills are essential, along with the ability to influence and motivate others
Detailed knowledge of the local market area, including the customer segments and the branch’s competitive positioning within the market area
Thorough understanding of Retail and Small Business products and services is required
Sales Staff and ABM Management and Coaching (40%)
Schedule Financial Services Managers to meet customer demand and branch hours
Observe Financial Services Managers and ABM performance through scorecards and side-by-sides
Evaluate Financial Services Managers and ABM performance on key evaluative and diagnostic metrics
Provide regular feedback to Financial Services Managers and ABM through Coaching for Performance program
Ensure mentoring and coordination meetings are happening between relevant branch staff and partners: Financial Services Managers – Customer Service Representatives, Financial Services Managers – Branch Partners, Branch Partners – Customer Service Representatives,
Ensure Financial Services Managers complete required training within acceptable timeframe; ensure ABM is moving CSRs and FSCs through training appropriately
Act as key point of contact for ongoing recruitment, performance management and career development activities relating to ABM and Financial Services Managers

Branch Manager, Branchville Resume Examples & Samples

High school diploma or equivalent
Experience verbal and written communication skills
Five years financial service and sales experience in a retail branch environment with two years direct supervisory experience
Monitoring of Sales Metrics – MIS, Mathematics of Retail, Budgets, Activities, Call Reports, Weekly management reports, etc
Administrative issues of the branch, including escalation of operational issues, etc
Graduate/ Post Graduate
Occasional responsibility of externally hired sales force
University graduate with 6-8 years’ banking/finance experience in retail banking field
Potential to lead, manage and motivate people
Ability to envision, articulate and act in alignment with the bank's strategic direction
Demonstrated technical and professional skills in general banking/ investment/ insurance/ customer service/ operation/ compliance areas
Consistently strong performance record
Develops and maintains client relationships to grow base business and improve retention of account base. Accountable for business reviews and key interaction with key clients within local market. Leverages the Business Development Manager and General Manager/District Manager where applicable to manage client visitation schedules for optimal sales and service performance
Associates or Technical two year degree required. Bachelor’s degree preferred
Requires critical and high-level business contacts leading difficult negotiations that impact the business. Solves unique and complex problems that have a broad impact on the Market Center business in both the short and long term. Ability to communicate at high efficiency and effectiveness with clients, vendors, internal leadership and operations staff. Ability to respond quickly to changing demands
At least 7 years of relevant experience with a Bachelor’s degree, 10 years of relevant experience with an Associates/Technical Degree. Key experience in the following categories is an asset: customer service leadership and negotiations, foodservice or route sales operations, training and development of supervisory level direct reports as well as front line personnel
Client interaction, communication, organization/time management, multi-tasking and computer skills are critical to the success of this role. The ability to work efficiently and independently is important as well

Digital Branch Manager Resume Examples & Samples

Proactively identify and execute against opportunities to address client sales and service needs; appropriately converting service into sales
Lead and coach staff regarding Smart Banking sales processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective use of Smart banking technologies
Resolve complex client issues or needs; connect with relevant specialists and/or senior leaders as needed
Required to approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients. May require standing 60-70% of the work day
Digitally-savvy
Desire to win, results-oriented, strong work ethic; Optimistic, can-do attitude

Branch Manager, Miami West Resume Examples & Samples

Experience with client service and relationship skill building; proactive sales skills and ability to meet service and sales goals
Two years of college with focus on business, finance or accounting
Knowledge of branch operations, policies and procedures
Time away from work – vacations and holidays

Branch Manager, Bethesda Branch Resume Examples & Samples

Four and a half years retail sales experience in a consumer or small business environment with two years leadership/coaching experience or four and a half years financial service and sales experience with at least two years previous experience in a leadership/coaching role
Combined experience as a Teller Lead/Coordinator or Financial Service Representative or Assistant Branch Manager or Branch Manager at SunTrust Bank or comparable financial institution
Holds insurance licenses (Life, Health and/or Variable Products) and/or holds FINRA Series 6 and 63 registrations; has maintained continuing education coursework to keep licenses and/or registrations in good standing
Retirement Plan – 401k with matching

Branch Manager Kissimmee West Resume Examples & Samples

Three years retail sales experience in a consumer or small business environment with 18 months leadership/coaching experience or three years financial service and sales experience with at least 18 months previous experience in a leadership/coaching role
Ability to respond in a professional manner with a high level of service quality
Four years financial service and sales experience in a retail branch environment with one year direct supervisory experience including the mentoring/coaching of staff

Ecosystem Branch Manager Resume Examples & Samples

Drive consumer and small business sales results through own sales activities and those of the team in order to achieve sales goals
Ensure compliance with Citibank policies, standards and procedures to ensure the security of both the bank and client assets
Strong client service orientation; Understanding of customer service metrics and execution
Understanding of and ability to effectively coach team on Smart Banking (combined sales & service orientation with technology enablement)
Demonstrated success in collaborating with partners across all business lines
Strong business knowledge in all facets of managing a sales operation, e.g. financials, scorecard, controls, products, business planning
Knowledge of and commitment to Compliance / Regulatory requirements
Minimum 5 years relevant experience (preferably banking or retail); strong understanding of banking industry and operations
NMLS registration; Safe Act compliant

Service Branch Manager Resume Examples & Samples

Demonstrated skill of people development
Advanced proficiency in branch operations and teller functionality
Knowledge of banking products, systems, policies/procedures and regulations
Ability to balance compliance and audit concerns with customer experience expectations
Proven customer experience skills
Proven organizational and time management skills
Proven sales management abilities
Ability to build relationships and inspire trust across the organization
Ability to present and convey information that influences and calls individuals to action
Proficient math, accounting, debit and credit skills
Ability to operate general office equipment
Demonstrates good work habits, attendance and follows policies and procedures
Experience Leading and building teams
Proven skills in building collaboration across various departments or teams
Strong understanding of banking regulations and impact on customer experience
Confirmed and exercised competency ratings at above expectations, may require panel review
Executing on joint goals and strategizing with all LOB partners (Internal Partnering, Strategic Orientation, Organizational Awareness, Impact and Influence)
Detailed documented and confirmed outcomes for Developing Others (Developing Others, Holding People Accountable)
Proven consultative and solutions based sales abilities
Ability to build relationships with clients
Leading sales development programs with associate resulting in measurable outcomes (Achievement Orientation, Strategic Orientation, Customer Orientation, Impact and Influence)
Creates and executes strategy or SWOT plans for branch market including monitoring the external environment (Strategic Orientation)
SBB skills in the form of production and analyzing deals for

Producing Branch Manager PWM Resume Examples & Samples

Maintains and manages established book of business
Provides the best financial advice and service in a way that builds and sustains strong client relationships
Successfully anticipates clients’ emerging needs and delivers customized and effective service
Continues to build a client base of high net worth households by prospecting and developing new client relationships
Growing the Business
Inspires and guides Financial Advisors towards business goals and achievements
Serves as a coach/mentor for the Financial Advisors in their branch through individual support and leadership development
Provides direction and leverages resources via PWM Business Development Consultants, Products & Services Department, other Baird Business Units and the Firm’s strategic partners
Works in conjunction with Regional Director to drive revenue growth and profitability of the branch
Helps to set the annual revenue and growth objectives
Helps extend the reach of Baird’s brand locally
Recruitment of quality Financial Advisors
Continually develops recruiting pipeline for veteran Financial Advisors in the marketplace and can demonstrate the ability to “close the deal” with qualified recruits
Sources Non Veteran and Trainee candidates to fill “Next Generation” opportunities within teams
Responsible for all aspects of Retention
Works to retain valued Financial Advisors by dedicating time and energy to their professional growth and development
Maintains a positive, productive work environment for all associates within the branch (i.e. Financial Advisors and Support Staff)
Responsive to associate needs, inspires trust, is an advocate and builds a sense of team
Encourages and supports professional development
Understands the dynamics of the Branch, identifies opportunities to form new Financial Advisor teams and recognizes gaps in current teams
Works with the Regional Director to assist Financial Advisors in their Succession Planning
Exhibits Strong Business Acumen
Responsible for all day-to-day branch operations and administrative issues
Accountable for compliance and legal issues. Alerts Regional Director of serious issues in the branch
Works with Senior Supervision Officer on maintaining a clean compliance record for the branch
Works with Human Capital regarding associate relations situations
Engages in the performance management process to help the sales support staff to reach his/her full potential
Works with Regional Director on appropriate sales support levels
Works with Regional Director and Facilities on real estate matters
Contributes beyond the Branch
Ensures that Baird is prominent in the community
Acts as the local “Face of Baird” and is engaged in the marketplace
Encourages and is active in Baird’s community outreach and diversity initiatives
Participates in networking activities
Is proactively involved in corporate initiatives
Bachelor’s degree required. Plus 5+ years of industry experience. Proven track record as a high producing Financial Advisor
Must hold series 7 and 66, 9, 10, Life, Health and Variable Annuity Insurance Licenses
Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance
Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change
Is able to source, build and develop talent. Understands and demonstrates the importance of recognition and retention
Demonstrates self-management abilities

Branch Manager PWM Resume Examples & Samples

Serves as a coach /mentor for the Financial Advisors in their branch through individual support and leadership development. Inspires and guides Financial Advisors towards business goals and achievements. Work to retain valued Financial Advisors by dedicating time and energy to their professional growth and development Ensures Financial Advisors address client relationship needs, offers valued added product knowledge and understands time management. Celebrates achievements and milestones
Works in conjunction with Regional Director to drive revenue growth and profitability of the branch. Helps to set the annual revenue and growth objectives. Takes appropriate actions to share sales opportunities to grow revenues
Grows business by recruiting quality Financial Advisors. Continually develops recruiting pipeline for Financial Advisors in the marketplace ensuring procedures are being followed, and can demonstrate the ability to “close the deal” with qualified recruits. With the Regional Director, coordinates all financial offers to recruits (Veteran and Non Veteran)
Identifies opportunities to form new Financial Advisor teams and recognizes gaps in current teams. Understands the dynamics of the branch and works with the Regional Director to form successful teams
Ensures that Baird is prominent in the community. Acts as the “Face of Baird” in the local community. Participates in networking activities
Responsible for all aspects of retention. Maintains a positive, productive work environment for all associates within the branch (i.e. Financial Advisors and Support Staff)
Responsible for all day-to-day branch operations and administrative issues. Responsible for compliance and legal issues. Alerts Regional Director of serious issues in the branch. Works with Human Capital regarding associate relations situations. Engages in the performance management process to help the sales support staff to reach his/her full potential. Works with Regional Director on appropriate sales support levels. Works with Regional Director and Facilities on real estate matters
Bachelor’s degree required. Plus 7+ years of industry experience. Proven track record as a successful Financial Advisor
Must hold series 7, 63, 65, 9, 10, and 24 licenses
Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid
Must be one who drives for results and is goal oriented. Able to motivate a sales force
Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities
Is able to build and develop talent. Understands and demonstrates the importance of recognition and retention

Branch Manager Ludhiana Resume Examples & Samples

Running the Distributor relationships in the territory across all Distribution Channels
Experience – 4 to 8 years in the Wealth Management /AMC industry
Should be fluent in English and Hindi. Fluency in Punjabi would be an added advantage
Any Financial Advisory linked Qualification – CFP, CFA
Self starter, self motivated and should be a go-getter

Branch Manager, Karratha WA Resume Examples & Samples

Managing/leading a team of staff
A sound understanding of lending products, services and procedures
Proficiency in operating of CAP and DART system

Floating Branch Manager Resume Examples & Samples

Accommodating to sudden change as well as able to produce new solutions to problems
Works cooperatively with management to effectively communicate and implement performance standards and service objectives
Assist Branch Manager in developing a staff capable of meeting current and future operating needs through effective selection, assessment, training, branch
Acts as a resource to answer difficult questions and to solve escalated service issues for
Members and staff
May be required to participate in committees to respond to or fix concerns for the betterment of the member experience
Assists members as needed
Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent
Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
PC proficiency and excellent organizational skillsStrong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
Proven ability and leadership to handle multiple projects and meet deadlines
Demonstrated proficiency in supervising and motivating subordinate
Ability to travel to other branches as needed

Tokyo Branch Manager Resume Examples & Samples

Management of Tokyo Office
Overall Responsibility of Corporate Banking business in Japan
Minimum 10 year experience with Bank based in Japan
Track record in Management
Native level fluency in written and spoken Japanese and Business level English
Business level fluency in written and spoken Chinese

Branch Manager, Wood Gundy Resume Examples & Samples

Successful track record of investment sales within the brokerage industry, including in-depth knowledge of products
Previous people management experience is an asset
Proven ability to communicate effectively with Investment Advisors, investors and other key contacts about roles of quantitative and performance analysis, awareness of markets and industry issues, financial planning and other pertinent topics
Ability to identify business opportunities and implement successful strategies. Requires awareness of business issues, processes, and outcomes as they impact CIBC Wood Gundy and our clients
Advanced leadership and relationship management skills sufficient to lead, motivate and influence diverse teams or individuals and to effectively implement change, develop synergies and increase profitability of the business
Advanced accreditation required specifically to ensure registration as a Supervisor
Ability to achieve results within a matrix environment involving specialists with different skills, knowledge and orientations
Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving interpretations and opinion
Ability to handle high levels of complexity and ambiguity. Proven problem solving approach and capability to develop unique approaches and solutions necessary to resolve complex problems and make recommendations to executives
Well developed writing skills sufficient to prepare interpretive, analytical materials with advanced presentation skills to convey information and ideas

Scotiamcleod Senior Branch Manager Resume Examples & Samples

Evaluating and reviewing compliance and regulatory changes and potential impact
Identifying gaps in the existing compliance process and participating in the development, maintenance and implementation of changes to the firm’s compliance policies and procedures
Ensure compliance with corporate policies and industry regulatory bodies by
Performing Tier 1 Supervision of Investment Advisors
Coordinating and monitoring licensing, compliance, administration and new advisor registration
Reviewing daily and monthly trade blotters
Approving KYC updates and new accounts
Ensuring compliance policies and procedures are followed and put into practice
Reviewing and following up on all head office corporate audits to ensure compliance and attention to deficiencies
Developing and providing regular reporting to key stakeholders and Retail Compliance
Acting as the liaison for the business as it may pertain to internal and / or external audits
Reporting the discovery of irregular activity, the receipt of complaints alleging serious misconduct, the commencement of legal action and all material dealings with any Regulator to Retail Compliance and the Director, National Branch Management
Working in partnership with the business line and Retail Compliance to ensure that issues are
Manage the special and restricted accounts and oversee day to day execution of National Branch strategy
Resolving and responding to problems that arise on a daily basis in a timely manner
Monitor and supervise reductions of special status and restricted account lists
Lead National Branch team to deliver on business targets by
Work with Director, National Branch, to establish both sales and non-sales targets and coaching the team to either meet or exceed those targets
Identifying and acting on opportunities to improve branch process to increase productivity, improve client experience, reduce cost and mitigate risk
Ensuring that the process and policy manual is updated or incorporates improvements as necessary
Work with Director, National Branch in the development of National Branch sales strategies and related special projects
5+ years of experience in a securities environment
Thorough, current knowledge of Industry Regulations and best practices guidelines
Thorough understanding of the firms’ compliance policies and procedures
Intimate knowledge of the retail securities and compliance business
Highly motivated self-starter, strong initiative, results-oriented
Strong relationship building skills
Ability to recognize and manage sensitive and confidential information
Fluency in French is an asset

Sequim Ymca Branch Manager Resume Examples & Samples

Board & Financial Development- Drive all fund raising and financial development initiatives in the community
Directs the Annual Campaign to fund the mission related work of the branch
Community engagement- Enhance the Y’s participation in the community and recruit committed volunteers. Recruits, maintains and engages a productive Board of Advisors
Staff Development- Direct responsibility and supervision for a branch staff team. Direct reports include; Aquatics Coordinator, Membership Coordinator, Health & Well Being Coordinator and Facilities Coordinator
Develops, manages, and monitors the branch operating budget and meet or exceeds budget targets
Directs branch strategic planning efforts and develops the annual operating plan of the branch
Works with branch staff on a timely basis to correct financial deficiencies
Participates in the monthly Executive meetings and disseminates information discussed to branch staff
Provides solutions for Branch specific and/or Association-wide challenges
Develops and directs high quality relationship-based member engagement strategies. Models relationship-building skills (including Listen First) in all interactions with staff, volunteers, members, and the community
Fosters a climate of innovation to develop member-focused programs which support the Y mission, goals, and strategies
Ensures the safety and maintenance of high quality facilities, grounds, and equipment
Directs branch marketing and communication efforts to effectively communicate benefit to the community
Serves as a member of Y management and supports the overall objectives of the YMCA
Annual Campaign targets are accomplished
A high functioning and committed Board of Advisors
Operating models are in place and consistently implemented for

Citifinancial Branch Manager Resume Examples & Samples

1-2 years of directly related sales experience preferred
Effective communication skills that demonstrate the ability to work directly with people in a customer service capacity
Familiarity with PC-like hardware/software, including use of PC keyboard and mouse
Basic knowledge of accounting is helpful

Branch Manager, Hurstville Sydney NSW Resume Examples & Samples

Effective management of sales targets in a team environment
Experience in coaching and mentoring staff members
You are career driven and strive for success

Instore Asst Branch Manager Resume Examples & Samples

Two years retail sales experience or 18 months financial sales and service experience (such as an In-Store Financial Services Representative or Personal Banker at SunTrust or a comparable position at another financial institution)
Demonstrated consistency in meeting sales goals
Two years experience in a client service and/or financial sales role with previous managerial responsibilities, Previous experience as a Teller and, Personal Banker/In-store Financial Services Representative at SunTrust Bank or comparable roles at another financial institution
Demonstrated ability to interact confidently with clients and ability to identify evaluate and resolve client financial needs

Sub-branch Manager Resume Examples & Samples

Bachelor Degree with min. 5-6 years working experience. 3 years working experience in banking, sales and client service environment is preferred
In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology
Goal oriented and able to work under pressure
Good service attitude and strong sales-driven
Good interpersonal, communication and telesales skills
Comprehensive knowledge of compliance and security policies and procedures
Knowledge on financial market and economic trend

Jefferson County Branch Manager Resume Examples & Samples

CPR & First Aid certification within 30 days of hire
Pass a Washington State background check
Ability to relate well to children and adults in all circumstances
Attends staff meetings and trainings as required and completes all on-line trainings which include child abuse prevention training within 30 days of hire
Upholds YMCA policies for safety, supervision, mandated reporting and risk management. Adheres to policies related to boundaries with youths

Branch Manager Vancouver Resume Examples & Samples

Tier 1 Compliance Supervision
Sales revenues, assets and new accounts growth
Advisor support
Train and educate advisors regarding policies and procedures

PCD Branch Manager Resume Examples & Samples

Able to role model client service expectations
Able to effectively communicate and implement ongoing changes
Canadian Securities Course and RISR registered
Branch Manager license
Successful Completion of CSC and CPH and RISK registered
Minimum of 7 – 15 years of relevant professional experience
Must have all the same Proficiencies as those they are to Supervise such as Derivatives Fundamentals Course / Options Licensing & Options Supervision

Branch Manager Kanak Resume Examples & Samples

To act as a local interface with government, regulatory and other civic bodies, to represent the best interest of the franchise
Coach, counsel and engage with all branch employees at appropriate intervals to enhance their efficiency and manage attrition
Engage with selective customers with the objective of providing a senior interface and a promise to deliver to the best of our abilities
Seek suggestions/innovative ideas from team members for any enhancements in processes and any changes in product/service deliveries. Implement those suggestions/ideas which can be handled at the branch level and share information about the rest with the concerned department
Carry out daily huddles with the branch team to communicate franchise related information, business specific information, review financials and seek feedback on any concerns, issues or support required by the team
Ensure team synergy and effectiveness and address any conflicts arising out of day to day functioning of the branch
Experience in wealth management - including Insurance, Investments and Forex/Trade and commercial products
Prior experience in banking set-up required roles in Services/Ops as well as Sales
Awareness about banking regulations/product regulations around insurance/investments, etc
Relationship management - especially HNW/HNI segment
Experience in Team handling for at least 2 years
Experience in banking operations/service preferred

Home Lending Branch Manager Resume Examples & Samples

Supervise residential loan production efforts of an assigned office or area, including aspects of loan administration and administrative support, to meet production goals
Responsible for managing revenue and expenses to ensure monthly and annual profitability goals are met. Manage branch pipeline through review and analysis of office production reports. Monitor and address branch compliance
Monitor quality of work completed to ensure Bank customer service standards are met and adherence to regulations and Bank policies and procedures
Responsible for compliance with all Federal, State and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal as defined by the Bank
Responsible for personal production and selection, development and performance of production and support staff. Manage performance on key Bank initiatives, including cross-selling and customer service surveys. Coach, mentor, and train others; teach coursework as subject matter expert. Ensure staff is up to date on required training
Responsible for performance of solicitation and origination of all types of single-family loans, including calling on trade, taking applications, reviewing credit, and following through on closing. Attend community and real estate lending related events and establishes partnerships
Partner with support and operations management to resolve issues and ensure overall operational efficiencies
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
8+ employees
Registered Mortgage Loan Originator (MLO) required
10 years of residential mortgage experience, including products and services, operational flow, and regulatory compliance
3-5 years of management/leadership experience, with demonstrated ability to manage and develop others
Strong knowledge of mortgage lending and underwriting
Advanced knowledge of mortgage lending regulations, policies, procedures, practices and documentation
Strong sales skills including business development
Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
Extensive understanding of residential mortgage lending, mortgage product knowledge (including conventional, FHA, VA, non-confirming, Jumbo, RO, Portfolio, and state loan programs), and quality control
Intermediate written and verbal communication skills with ability to regularly interact with employees at all levels including senior or executive management. Ability to train and present to small groups and large audiences
Possess strong analytical and problem solving skills, as well as planning and organization skills, with the ability to change course (adapt) at a moment’s notice
Proficient personal computer skills and related software packages
Must be registered as a MLO as per the S.A.F.E. Act requirements

VP & Branch Manager Resume Examples & Samples

Minimum 15+ years of solid commercial and real estate lending (including real estate project financing) complemented by excellent knowledge of retail banking, with wealth management experience preferred
Prior full service Branch Manager experience is preferred
Solid understanding of bank lending policies and guidelines, including an in-depth knowledge of relevant financial service products and services
Proven experience building inclusive, high-performing work environments, while guiding and developing teams and leaders
Strong marketing and client focused skills with a proven track record at finding and closing new opportunities for the CWB Group
Demonstrated ability to work independently and in a collaborative team setting across peer groups and a wide range of internal stakeholders
Decisive and focused with the ability to challenge the status quo. Understands what needs to be done and moves quickly to that end
Superior communication, presentation and influencing skills
Knowledge of Corporate lending including syndications and Equipment Financing and Leasing considered an asset
Willingness and ability to represent the Bank at business or community associations to help profile the CWB Group
Responsible for the overall management of the Branch
Lead the development and execution of the annual strategic and balanced scorecard business plan promoting sound growth and profitability in all areas of business in the branch
Enhance current relationships with CWB Group clients and lead the efforts to attract new clients
Ensure we have knowledgeable, courteous and time-efficient delivery of CWB Group’s products and services evident at all levels of branch operations
Enable a high performance branch environment through effective resourcing, appropriate delegation of responsibilities, leadership development, staff training, succession planning, and timely and effective coaching and performance management
Facilitate the development of an open, energized, and accountable workplace that embodies the CWB culture and values. Ensure all staff are motivated, guided and developed in a manner that helps them fully contribute to the company’s mission, vision, goals and objectives
Build on the ongoing transformation of branch operations. Ensure the team is structured effectively to meet strategic goals
Lead the implementation of the Bank's Being Crucial sales strategy by proactively helping clients to achieve their financial goals
Build the profile of the CWB Group in the Calgary area through proactive representation and relationship building with relevant community and business associations
Add value to the Bank’s Senior Management team and develop future leaders within the CWB Group

Branch Manager Nmls Resume Examples & Samples

Two or more years of experience in sales, retail or banking environment, including sales management, customer experience and relationship management
Thorough knowledge of teller and platform functions
Effective leadership, interpersonal and negotiation skills

Branch Manager, VP Resume Examples & Samples

Your all-encompassing brokerage and mutual fund knowledge and expertise in financial planning
An impressive ability to manage multiple conflicting priorities
Your passion for coaching and developing sales associates
Precise oversight and supervision of operational activities, including risk and compliance adherence
Your sound judgment and decision-making skills
Day to Day Tier One Supervision (MFDA and IIROC)
Key day-to-day contact for Advisors and Branch Managers under their supervision regarding compliance related matters by informing, clarifying and explaining Dealer policy and other regulatory requirements
Client focus and customer service skills with the ability to build positive relationships between client/company, and represent Manulife’s best interests
Commitment to achieving high levels of service excellence and ability to work independently or within a team and with direction
Excellent communications skills (verbal and written-report writing)
Analytical and problem solving skills being able to influence decisions or change through negotiation with a focus on prevention of future re-occurrence
Knowledge of both IIROC and MFDA regulations, business policies and concepts
Organizational/prioritization skills to be able to work in a multitasking environment
Strong Attention to detail
Post-secondary education with industry certification is preferred or equivalent work experience
Ability to quickly understand business processes and their risk implications, analyze complex situations, reach appropriate conclusions and make practical recommendations
Fully proficient knowledge of our business products, policies, procedures, systems and concepts
Experience in a financial services firm
Negotiation/conflict resolution skills
Proven relationship skills with an ability to deal effectively with staff at all levels
Act as subject matter expert
Creative/innovative thinking within the regulatory requirements, in the provision of solutions for our clients
Leadership skills/experience/competency
Must qualify to be registered with both MFDA and IIROC
Must have completed the Canadian Securities Course, CSI Conducts and Practices Handbook, CSI Branch Manager’s Course, Effective Management Seminar, CSI Wealth Management Essentials, CSI ETF Course
Certified Financial Planner (CFP) designation preferred
Experience as an advisor or experience working in an advisor’s office preferred
Minimum of five years’ experience as a salesperson, trading partner, director, officer or compliance officer registered under the applicable securities legislation or have a minimum of two years of equivalent experience to become registered as a Branch Manager

HL Direct Lending Branch Manager Resume Examples & Samples

Manages and coaches at least five Direct Lending loan officers to achieve required performance levels by establishing a production oriented sales team in a local market
Ensures quality of work completed by loan officers meets Banks customer service standards, adheres to Federal and State guidelines and regulations, and company’s policies and procedures
Manages loan officer’s performance on key bank initiatives including cross selling, ROQ, and customer service surveys. Responsible for selection and hiring, training and development, and performance management for all loan officers
Sells the advantages of the company and various loan products
Calls on trade, takes applications, reviews credit, negotiates rates within company guidelines and follows through on closing
Creates a business approach to enable achievement of volume objectives through management of Loan Officers
Provides guidance and coaching in loan production and financing
Develops and controls production budgets and marketing plans monthly for assigned Loan Officers
Reviews the quality and type of loan applications
Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal rules as defined by the bank
5+ years of residential mortgage experience, including products and services, operational flow, and regulatory compliance
1-3 years of management/leadership experience, with demonstrated ability to manage and develop others
Prior experience managing a team preferred
Strong management and recruiting skills
Proven sales and marketing success, with track record of success in developing new clients and business through prospecting, sourcing and networking
Advanced experience in relationship management, business development, and sales skills
Proficiency with personal computers and related software packages such as Word and Excel

Branch Manager, Stratford Resume Examples & Samples

Be the main ambassador for the brand
Use your knowledge of fashion and leadership skills to create a fantastic shopping experience for our customers
Motivate your team to deliver the ultimate customer experience through ensuring the store is commercial and looks visually captivating at all times
Deliver excellent sales and KPI results by making the right commercial decisions in store through the support of your management and sales team
Be accountable for all aspects of the store and staff

Response Branch Manager Resume Examples & Samples

Applicant must have knowledge of State and Federal laws, rules, regulations and standards relating to emergency management
Principles and practices of administration, with special reference to organization, fiscal management, strategic planning, control, leadership and supervision, and personnel management and administration
Effective methods of organization and planning
State government processes including legislative and administrative processes
Familiarity with the principles of emergency management, emergency management planning, exercise and training requirements and protocols, and the current nationwide trends
Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
Business and management principles involved in strategic planning, resource allocation, procedures for leadership technique, production methods, personnel information systems, and coordination of people and resources
Principles and processes for providing customer and personal services; customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Administrative and clerical procedures and systems such as word processing, managing files and preparing reports
Grant concepts, spreadsheets, practices and procedures, report writing, emergency management and grant terminology
Effective communication, both in speaking and writing as appropriate for the needs of the audience
Understanding written sentences and paragraphs in work related documents
Active listening and critical thinking, using logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Establishing and maintaining effective interpersonal relationships, including dealing professionally with subject matter experts and political figures
Anticipating changing customers’ needs and adapting
Anticipating and pro-actively responding to stakeholder concerns, using diplomacy and persuasiveness to present program concepts, effective solutions and plans in a comprehensive oral and written format
Leadership that will result in the accomplishment of work products and completed objectives
Functioning as a team member with interpersonal relations skills; facilitate and encourage communication between team members
Proficient use of computers, software (Microsoft Word, Power Point, Excel) and graphics (PDF)
Deal in a positive manner with inter-governmental relationships among local, state, tribal, federal and private agencies involved in emergency management
Conduct analysis and evaluation of program quality and effectiveness, capable of future thinking and planning
Conduct policy development, decision making and direction of work activities
Develop and present instructional programs to political figureheads, emergency management personnel, state/tribal/county/local agencies, volunteer organizations and first responders
Combine pieces of information to form general rules or conclusions, and to make informed decisions to solve problems
Listen to and understand information and ideas presented through spoken words and sentences
Communicate information and ideas in speaking so others will understand
Read and understand information and ideas presented in writing
Establish goals and expectations and manage time effectively
Anticipate changing priorities and pro-actively prepare adjustments to schedules; anticipate needs during absences, and ensure work responsibilities and commitments will be met
Establish and maintain effective relationships; analyze situations accurately and take appropriate action
Interact with diverse audiences and be a team member
Coordinate and facilitate activities

Branch Manager Mississauga Resume Examples & Samples

Drive initiatives and direct sales force activities to generate sales and profits and improve performance at or above company standards. Conduct field sales training with employees
In partnership with the human resources function and line management determine staffing requirements, interview, hire, develop, train, and manage employees, and oversee the human resources processes and programs at the branch level
Ensure all branch employees are properly trained and licensed in accordance with the internal and external requirements. Coach and mentor staff to ensure readiness to level progression. Review and authorize all branch personnel changes as deemed appropriate. Manage all employee performance reviews and ensure they’re completed in a timely manner
Facilitate the implementation of the new operations model by working closely with all stakeholders and by acting as an advocate of this change through ongoing support and proactive intervention with the staff
Promote and foster a high performance culture and good employee relations through collaboration with cross functions and sound change management practices
Provide a high level of focus on quality to ensure customer satisfaction while delivering great customer service. Actively resolve customer problems and ensure disconnect rate is maintained at the lowest level possible
Consult with the sales staff on all sales and growth activities and opportunities that will positively affect branch sales and recommend local growth activities and opportunities
Establish and manage a successful working partnership with all Builder and Inspection companies
Maintain ongoing contact with all relevant local public service agencies including, but not limited to, crime prevention and local crime prevention associations and establish rapport with the local community to promote a positive company image
Deliver on company, branch and functional KPIs
A minimum of eight (8) years relevant experience. A combination of operations/general management experience (including financial P & L accountability, recruiting, and training and development, etc) and sales/customer service responsibilities
Knowledge of business and management principles involved in strategic planning, resource allocation
Demonstrated budgeting experience and ability to interpret financial results
Must be flexible and possess independent thinking and sound judgment and decision making and excellent time management, project management, organizational, and strong leadership skills
Ability to perform cross-departmental functions in an evolving matrix organization
Must be a self motivated individual with strong analytical and problem solving skills. Self-driven, teaming, positive and dynamic approach to challenges
Proficiency with MS Office Suite of products

Assistante Branch Manager Resume Examples & Samples

RISR registered and lending qualified Branch Compliance Officer (BCO) qualified
Brilliant at the Basics -Excellent customer service aptitude, Strong management, leadership and coaching capabilities
ABM coordinates closely with Branch Manager to ensure smooth day-to-day operations across sales and service teamsManages 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
Possesses intimate knowledge of all aspects of PandC Canadas branch operations

Branch Manager, Optumrx Resume Examples & Samples

Responsible for and overseeing the delivery of care to all patients served by branch
Represents the organization with all referral sources, physicians, and the community on an as-needed basis in conjunction with other internal clinical and Sales resources
Communicates as needed with appropriate Corporate leadership concerning new developments and / or problems within the local branch and / or market
Directly manages clinical & operational functions to ensure smooth daily operations and continuous improvement in patient care (including direct patient care as a clinician, where appropriate)
Creates, manages, coordinates and executes all operational strategies and implements tactical plans for the branch that meet and exceed company expectations
Oversee reporting and monitoring of branch performance metrics
5+ years of management operations experience
University degree or equivalent experience
Solid working knowledge of pharmacy, nursing, budgeting, sales, business development, and strategic planning in healthcare
A track record of performance excellence meeting targets and objectives
The ability to articulate a vision and strategy in a way that inspires and motivates a team and focuses their energy on achieving business goals
The ability to manage multiple, complex priorities within demanding timeframes
Nurse management experience
Pharmacy management experience
Home Infusion experience

ADI Branch Manager Resume Examples & Samples

To manage the branch in a manner that will achieve sales and gross profit targets and Operating Income, in maximising sales activity to achieve branch objectives and targets
To ensure all staff in the branch adhere to Company policies and procedures
To ensure the branch cash, cheque and credit card accounts are controlled efficiently to avoid any losses and that customers taking credit are handled separately in line with the credit control policy
To control all financial issues (including outstanding debts) and work with the credit control department to ensure accounts are managed and monies are collected
To ensure that the branch is correctly stocked, that stock levels are efficiently controlled at all times and that the branch meets the Company’s mandatory standards regarding physical stock losses, control of FOC items and returns, perpetual inventory checks and stock rotation
To be aware of all areas of the business that have a cost implication on the branches profitability and at all times ensure costs are kept to a minimum and in line with P & L budgets
To deal with all customer orders, enquires and queries in an efficient manner, and promote the company’s product range and services at every opportunity
To provide motivation and leadership within the branch team by mentoring and guidance in best practice of procedures
To ensure that the branch is kept clean and tidy and in a presentable manner both internally and externally
To direct, supervise and train branch staff in their duties
To establish annual SMART goals (HPD) for all branch staff and review performance regularly
To ensure that safety of employees and customers by providing a safe working environment and to ensure compliance with the Company Health and Safety policy
To have a working knowledge of the Company computer system and the associated packages to carry out the role
To carry out customer visits to ensure that the Company is being actively represented
To work closely with the regional and KA sales teams in order to meet branch targets
To work closely with all preferred supplier representatives in order to achieve the goals agreed between the companies
To implement any new company directives at a local level in a timely manner, ensuring all employees within your remit are kept informed at all times by way of regular communication both on a formal and informal basis
To increase the levels of service given to the customers and review on a regular basis
To have a working knowledge of the quality standard procedures and ensure that staff adhere to them
Manage a High Performing Team: Show accountability by taking ownership of the business and willingness to make customer-focused decisions when needed
Bring a positive energy and confidence to Citizens every day
Strong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results
Ability to work all branch operating hours, as needed, including weekends and some evenings
Ability to travel, as needed, to required trainings and/or other branch locations
Customer service
Risk acumen
Cross selling
Front office customer management
Build a cohesive team that is motivated, engaged and empowered, creating an environment where your team strive to be at their best and an ambition to exceed all current and future customer, brand, business and financial objectives to a high standard of service excellence
Actively contribute to the design and implementation of the future branch model and associated change programmes and initiatives within your branch and Local Market
Demonstrable control of the business
Adherence to compliance, operational, credit and risk policies, procedures and controls
A culture of responsibility and accountability
Understand the importance of the Omni channel experience for customers and translate this into specific actions for your branch ensuring that all customer facing staff are Digital Advocates who deliver a complete and connected customer experience to all customer segments
Customer Relationship Management – Engaging the Customer and adding value
Retailing - Creating the relevant customer experiences to enable the professional selling of our products and services that translates into customer loyalty and advocacy delivered by a highly motivated and customer focused team who have the right products, processes and service capability at their disposal
University graduate or above, over 8 years working experience in banking or financial industry
Obtain P&L responsibility in previous career
Strong customer focus, financial knowledge and experience

AVP & Branch Manager Resume Examples & Samples

Minimum 10 years banking experience with previous leadership and coaching experience
Business Degree or related work experience
Proven experience in business development specific to relationship management and sales
Extensive lending experience, with a focus on commercial
Considerable experience in general banking administrative procedures
Involvement in various business or charity associations
Manages and coaches at least five Mortgage loan officers to achieve required performance levels by establishing a production oriented sales team in a local market
Originates residential loans through solicitation of real estate brokers and consumers
Obtains required documents, takes special credit applications and follows through to closing
May recommend loan terms. Communicates regularly with regional manager to resolve issues and ensure overall operational efficiencies
Participates in the solicitation of all types of single-family loans, focusing on spot and single-family development loans
Attends community and real estate lending related events and establishes partnerships
Creates a business approach to enable achievement of volume objectives through management of Mortgage Loan Officers
Manages the accomplishment of production goals and ensures quality production administration
Interfaces with internal staff, vendors, borrowers and third party referral sources
5+ employees
Accountable for the Branch’s sales performance and financial performance as well as other assigned branches
Proactive involvement in lateral and trainee recruiting and development
Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the complex through identification of risk issues and ensuring they are escalated appropriately to the complex level
Responsible for following supervisory procedures as outlined in the Branch Manager’s supervisory Manual

Bali Branch Manager Resume Examples & Samples

Overall customer, P&L (Regional Director) or CMII (Branch Manager) and business development responsibility for the entire region / branch
Responsible for the safety of employees at work
Implementation of new tools and development initiatives within the region / branch
Planning and reporting regional / branch business, e.g. budget, 3YP, monthly / weekly financial reporting etc
Ensuring the region is in full compliance with KONE business policies, processes and methods
Maintaining good connections with other regional units, branch managers and members of the unit management team
The key KONE face to customers and other stakeholders in the region/branch
May have active participation to FL management team work, communicating the needs of the region and implementing the decisions made in the regional management meeting
Lead, direct, evaluate and develop employee competences and motivation in region/branch in cooperation with MD and Unit HR
Prior experience of min 8 years of business management in sales and/or operational management with budget responsibility or Prior experience of min 6 years in a management/leadership position
At the minimum BSc. degree in Economics, Business or other relevant field completed, fluency in English
Successful track record of developing and executing successful business strategies and plans
Proven ability to achieve tangible business results
Solid operational and commercial business experience
Understanding of business accounting principles and budget preparation
Prior experience in leading others in an international matrix organization
Experience of dealing with local authorities
Change management, financial & sales management and project management skills

Branch Manager, Halifax & St John Resume Examples & Samples

Responsible for managing HR related processes including people development, staffing, compensation, performance management, etc
Responsible for creating an environment of customer satisfaction and delight
Handles / manages local litigation issues
Directs Department leaders to achieve planned goals and initiatives
Familiarity of competitor product offerings and practices
General accounting and financial management principles
Laws and regulations regarding safety and environmental governmental regulations
Demonstrated ability at leading and sponsoring change
Ability to conduct financial analysis for the purpose of making sound business decisions
Ability to motivate people to attain their maximum potential
Effective oral, written and presentation skills
Strong persuasive skills
A competitive compensation package (salary plus performance based bonus)
A comprehensive group health and dental plan
A health, safe and positive teambased work environment

Branch Manager, North Upper Egypt Resume Examples & Samples

Managing the retail & wholesale environments
Handling the selling out and executing POS in addition to the selling out and executing the agreed on KPIs
Owning & building sales force capabilities in North Upper Egypt
Increasing market share for our categories as per the set plan
High level of communication with our customers
Enhancing yearly growth for his/her area
Proficiency in MS office, especially PowerPoint & excel
Minimum 5 years of experience in sales; with minimum 2 – 3 in the traditional trade environment
Sales field experience in Upper Egypt preferred
Planning & Priority Settings

Branch Manager Windsor Resume Examples & Samples

To have overall responsibility for managing and delivering KPI performance for the store
Provide leadership to the team and motivate them to drive and deliver results
To maintain the highest merchandising standards, provide exceptional customer service, and ensure that effective cost reduction and profit protection procedures are in place

Citibank Berhad Jb-branch Manager Resume Examples & Samples

A self-motivated individual who possesses a strong drive for excellence and success
Graduated and minimum 5 years branch banking experience in Sales and People Management, Human Resources, Training and Coaching, Risk and Control and Expenses Management
Definite abilities in leadership, planning and organizational decision making and team building

Selling Branch Manager, Peoplemark Resume Examples & Samples

Successfully meet and/or exceed sales expectations for branch growth
Markets the company's temporary, temp to hire, and direct hire services through sales calls, sales appointments, customer presentations, ect
Establishing and maintaining key client relationships
Maintain accurate manual and CRM automated records and historical data on the sales process
Build and nurture both a sales and recruitment culture within the branch
Promoting to customers the company's full service capabilities in alignment with strategic objectives
Comply with all Allied Universal policies and procedures
Collaborate with peers in the region to promote business growth across territory boundaries, sharing leads when necessary
Proven track record of excellence in sales activity (awards, top rankings, etc.) using consultative sales techniques
Ability to understand the dynamics of leading a service operating unit
Strong financial acumen, P&L and budgeting experience
A true hunter with the ability to leverage social media and professional networks (i.e. LinkedIn) to prospect and follow up with consistency
Ability to negotiate an persuade while enhancing business relationships
Dedication to high quality customer service delivery and integrity through proven client and customer relationships
Strong organizational skills with demonstrated ability to strategically plan sales calls, sales presentations and cold calling
Highly effective leader with the ability to build strong relationships internally with all levels of the organization and manage under difficult service delivery timeframes
Ability to travel throughout all areas of the territory

Maintenance Branch Manager Resume Examples & Samples

Supervise a large number of multi-skilled craftsmen and foremen
Manage and implement the latest technologies within the scope of a variety of highly technical Maintenance Projects
Evaluate Code compliance and application for all applicable codes to include Life Safety, Uniform Building Codes, NASA specific Codes and standards. Many other codes and standards will be a requirement of many of the IDIQ Projects
Manage IDIQ Maintenance Projects to ensure specific goals and metrics are met per contract requirements. Prepare estimate, negotiate with customer on costs, and be accountable for budget requirements and schedules for each and every project
Ensure environmental and safety compliance with Federal, State, and local regulations and/or contractual requirements as related to the business of the unit or section
Ensure customer satisfaction while working within the limits of established policy, procedures and work instructions
Provide guidance to foremen to assist in the interpretation of codes and work instructions
Interface with union officials to resolve issues and/or complaints. Also union interfaces a requirement

Branch Manager, Canal Zone Resume Examples & Samples

Responsible for achieving set sales and distribution targets in addition to ensuring forecast accuracy
Manage sell-in & execution of POS for each category in all outlets in the territory
Implement the POS & take corrective actions where deviations occur
Accountable for sell-in & execution of the category /cross-category promotional plan in every outlet in the territory
Evaluate sales force performance with view of making improvements or changes that will build capability, motivating, coaching and developing the sales team & drive in-store execution
Build strong teams & maintain high level of morale to achieve company objectives
Accountable for providing different analysis/ reports on a regular basis on coverage, distribution, out of stock, competitors, display and sales to facilitate on going control of sales activities against the plan
Maintain market awareness and identify market opportunities to help our company to maintain a competitive advantage
Orchestrating in-market activities, overseeing product placement, display, POS materials, merchandizing standards implementation and trade promotions activities
Building and maintaining relationships with the distributor(s) and with the trade
Sales field experience in the geography of Canal Zone is preferred

Rental Branch Manager Resume Examples & Samples

Valid Driver's license required
Expected travel approximately 5% of the time, including possible overnight travel
Prior management of customer service and sales focused employees, preferred
Manage acquisition and service cost for Branch assignment
Requires excellent organizational skills, effective time management, strong leadership, interpersonal and analytical skills
Ability to secure property, casualty and life license

Branch Manager Montreal Resume Examples & Samples

Knowledge of the Canadian Agricultural sector (Grain, Meat, Fishery, etc.) is required
Candidates must be proficient in using various types of computer software (Word, Excel. PowerPoint & Outlook)
Candidates must demonstrate excellent verbal and written communication skills including grammar and composition
Proven time management skills and a strong attention to detail
Extended hours and shift work may be required from time to time
Travel to other SGS locations or client location may be required from time to time

Home Infusion Branch Manager Resume Examples & Samples

Monitor and manage the Profit and Loss (P&L)
Oversee purchasing, inventory and patient care operations
Work closely with the sales team to visit customers and focus efforts to drive profitability
Assist in introducing new infusion products/services to prospective physicians and managed care customers
Optimize resource allocation to achieve maximum productivity of workforce while meeting business needs
Ensure product deadlines and performance standards are established and met
Ensure compliance with policies and procedures as well as state,federal and Joint Commission requirements
Develop and implement new policies and best practices
Monitor branch performance through routine surveys, audits and site visits
Hiring, coaching, performance management, appraisal and disciplining of staff including clinicians
HS Diploma, GED or Foreign Equivalent required; Bachelor’s degree in business-related major or comparable work experience preferred
Life, Health, Series 6/63 preferred; NMLS Registration required
4 years branch banking management experience required (2 years as a branch manager)
OR- 2 or more years of branch manager experience and 3 or more years retail (non-banking) sales management experience with proven results
Demonstrated effectiveness in managing operational requirements and procedures in a Retail Bank
Desire and willingness to call on prospects and existing clients for sales opportunities
Proven sales execution
Strong listening, verbal and written communication skills
Demonstrated ability to work well in a team environment
Demonstrated ability to follow company policies, guidelines and procedures
Strong attention to detail and ability to multi-task
Demonstrated ability to maintain confidentiality using tact and diplomacy
Maintain professional dress attire and demeanor
Ability to work branch hours, including weekends and some evenings
Job Responsibilities
Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team
Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors
When appropriate, provide disciplinary actions and exit non-performers while adhering to
Company policies. Successfully recruits and hires the appropriate staff to deliver on expectations
Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals
Regularly communicate branch performance and priorities with all team members
Stay informed of key priorities and business updates. Execute corporate sales processes
Promote and model the company standard of always doing what is best for the customer by providing
Recommendations to improve the financial quality of their life
Ensure an excellent customer experience by being knowledgeable of all bank products and
Services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction
Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking Partners.)
Internal Use Band F
Respond to all customer inquiries in a professional and timely manner
Analyze customers’ financial status, credit and property to determine available mortgage products
Obtain required information deemed necessary to complete the loan process: Originating, locking and closing home loan transactions
Develop new business through a variety of means including, personal and professional referrals, telemarketing, direct mail prospects and other sources that derive from special marketing campaigns
Establish a referral base to generate business
Observe developing trends in the industry and remain knowledgeable of changing guidelines, regulations and business practices
Attend scheduled meetings, training sessions and courses
Additional responsibilities as assigned by management
Accountable for financial performance, customer satisfaction, and ensures the branch adheres to policies, objectives, and practices of the company
Drive team to achieve sales, loan production and revenue goals
Excellent interpersonal skills along with strong verbal and written communication skills
Manage sales activities that include responding and contacting existing customers with the objective of managing the following functional areas: quality of loans, compliance, loan production, retention, profitability, controlling expenses and interacting with the management team
Hire, train and motivate staff
Originate mortgage loans that meet Flagstar bank credit and underwriting requirements. Perform all origination tasks in accordance with industry and regulatory guidelines and requirements. Achieve sales and referral goals by developing a world class customer experience. Refer clients to other Flagstar business partners so that they may explore obtaining additional financial products and services that Flagstar offers (i.e. retail banking products, investments, commercial services). Market to and manage referral relationships. Referral relationships include realtors, builders, professional and personal contacts. Participate in in business related development opportunities community efforts to promote home ownership. Proactively seek ways to develop and expand customer relationships in order to achieve branch and personal goals
Recruit, hire, develop, lead and retain high quality loan officers. Monitor sales activity within the sales team. Responsible for conducting training for any new hire or existing hires in both skills development and product training. Manage sales team to ensure development of relationships with referral sources to obtain mortgage leads. Maintain a broad understanding of products, guidelines and pricing strategies. Champions adherence to quality
Provide status updates and assist processing with the collection of any trailing borrow documentation needed to complete loan processing and closing
Attend Flagstar required production meetings. Attend/complete all Flagstar and industry required training. Actively participate in opportunities to expand knowledge, influencing and interpersonal skills. Professional development of loan officer team

VP Branch Manager Resume Examples & Samples

Responsible for the overall management of a large-sized banking office
Promotes Eastern Bank through community involvement via memberships in local organizations (i.e. Chamber of Commerce, Rotary, etc.), participation in city/town events, engaging local business networks, and the like
Although the assistant manager is responsible for managing daily branch operations and compliance issues, the branch manager has ultimate responsibility for the branch’s performance in these areas which include, but are not limited to, overdraft management, vault management, branch schedules, the opening and closing of the office, and other such duties
Consistently applies Human Resource policy for routine aspects of management, and as performance issues arise
For incumbents who have tenure with the bank, must have a history of solid sales, service and management successes
Strong written and verbal communication skills are critical
Must be flexible with ability to adapt to change
Must retain and build upon product knowledge base as a member of the division’s management team

Service Center Branch Manager Resume Examples & Samples

Respond to clients in a professional and ethical business manner
Manage cash sales reporting and submissions
Manage the branch within company policies and standards
Monitor equipment and supplies
Troubleshoot and resolve problematic orders and customer complaints
Ability to assess/troubleshoot customer software and hard copy orders for production problems or issues
Strong competency with Word, Sub-Hub, Planwell, and other proprietary software
Work effectively with internal and external customers
Ability to multi-task while maintaining quality and accuracy
Extensive computer and software knowledge
3 years’ experience managing or owning a print shop or printing facility
2 years’ of supervisory experience

Branch Manager Trade Cntr Sec Lend Resume Examples & Samples

To sell assets/vehicles in the store on a monthly basis via a team of staff members. Some of the tasks entail the organising of audits, negotiating with ABSA legal to release the vehicles
To ensure that the trade Centre team do not to exceed contracted % of sales budget set by national office at beginning of financial year according to Performance development agreements
To monitor statistics and drive production targets via % of trade, and effective driving down of stock
To manage ageing of stock according to contracted budget. Negotiations with ABSA legal to assist them in identifying possible assets that could be made available for sales
To monitor movable assets (Vehicles, Boats, Computers, Trailers, and Trucks) in safekeeping in order to identify assets to be made available for sale
Manager and team need to focus on relationship building. Ongoing interaction formal and informal, via meetings of on a social level
To ensure management information is timeously and accurately submitted to relevant role players
Manager responsible for the monthly trading report, as well as compliance/HR reports. Check team members who have to submit information for relevant reports, and focus on trends of deviations
To ensure exceptional service delivery standards towards internal and external stakeholders, via SLA's and Performance development
To ensure that regulatory and compliance procedures are adhered to by the entire Trade Centre team on an ongoing basis, i.e. RCA, RCSA, SOX, CASA, FICA, KYC, NCA. Audits, Meetings, Reports to ensure compliance that standards are adhered to
To take ownership and agree to corrective action items with Internal Audit and Management Assurance for findings related to the functional area under management and arrange issue assurance for closed audit findings
To ensure that the Business Continuity Tool is updated regularly and signed off annually in consultation with the BCM Co-ordinator. Ensure that the BCM Plan for the area is tested as required and corrective actions executed
Work with managers/SME in the team, develop Risk and Control Assessments (RCA's + RCSA’s) for the function and update at the required intervals (normally quarterly). Complete attestations to testify to the adequacy of controls on request
To ensure that the Trade Centre area has a Health and Safety Rep, Fire Warden and Evacuation rep and First aider
To develop a high performing team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between the team members
To interview and recruit new members if team, including determining appropriate compensation levels with input from Human Resources
Approve Leave requests for team members and create leave plan to ensure adequate coverage
To participate in the creation and implementation pf Employee Opinion Survey (EOS) actions for the Trade Centre Team
To coordinate the efforts of the different operational areas under management to ensure minimal duplication of efforts, maximum efficiency and to maximise value for money
Contribute to the development of business unit strategy for the next 2-3 years by providing a view on potential improvements for products or services and an assessment of the existing situation and anticipated changes in the external environment
Agree targets and take accountability for the overall achievement of performance objectives in the business area in terms of employee satisfaction, customer experience, cost performance, return on investments, risk, compliance and governance requirements
Manage departmental budgets including signing off of invoices and quotes within mandate. Escalate out of budgets items to the Managing Executive for approval
Sign off capital expenditure within budget. This includes approving purchase or sell decisions for desktop computers, laptops, departmental equipment etc
Provide clear direction to team members on the Trade Centre strategic plan and key focus areas and ensure their understanding and buy-in
Analyse effectiveness of processes and systems in use in the department and make recommendations for improvements. Review performance against balanced scorecard components as prescribed by the Executive, discuss gaps and agree action plans to close gaps
Benchmark productivity of the department against industry standards and createmeasures to improve productivity
Agreed and manage service offerings and SLAs with internal customers (agree annually and measure on a monthly basis)
Management Development Programme (No. of years) years (Technical/Managerial) experience
IT Literacy Level: Do without Supervision
Delivering results and meeting customer expectation Level: Do and Instruct
Interpersonal skills Level: Do and Instruct

Cluster Branch Manager Resume Examples & Samples

Responsible for instilling the BB&T Mission, Vision, and Values within the assigned cluster
Responsible for sales management and revenue generation within cluster. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Responsible for the execution of the BB&T sales process within the branch through BB&T supported sales processes and other Community Bank initiatives
Responsible for consumer and small business loan performance within the cluster pertaining to growth, profitability, and quality
Responsible for the balanced growth, servicing, and profitability of the Bank’s deposit products
Responsible for providing leadership and coaching to all members of the branch sales teams to ensure maximum performance and attainment of personal goals and improvement plans
Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel related duties to the Tellers, including
Three years of experience in financial services
One year of leadership experience
Strong interpersonal, sales and relationship management skills
Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check
Bachelor’s degree in Business, Accounting, Finance or Banking
Completion of BB&T’s Retail Academy within six months of employment in this role
Graduate of BB&T’s Leadership Development Program

AVP Branch Manager Resume Examples & Samples

Responsible for the overall management of a mid-to-large-sized banking office
Proactively guides the sales activities of the assistant manager and platform staff toward achievement of their personal sales objectives, as well as established branch goals
Through tested techniques, engages in sales and service coaching sessions with sales staff
With a focus on building commercial relationships, conducts business development activities to include personal visits and outbound teleservicing as components, several of which may be joint with partners from the business banking unit
Manages customer service levels within the branch, adhering to established guidelines
Prepare and deliver performance appraisals for subordinates
Expected to have / gain full understanding of the teller function
Bachelor’s Degree (or equivalent experience) required; three-to-five years of management experience and proven leadership capabilities required, preferably in a retail banking environment
Ability to quickly learn all there is to know about the products and services offered by the bank

Branch Manager Nelson Resume Examples & Samples

Must offer knowledge of oil industry terminals, bunkers, tankers, tank cleaning and lubes
A minimum of 5 years experience in the oil industry is essential
Proven experience building and maintaining positive business relationships
Staff management experience is essential
Small job pricing skills a strong advantage
Excellent communication skills, negotiation and interpersonal skills, both verbal and written
Demonstration of a mechanical aptitude
Experience with understanding of health and safety best practices in a safety critical discipline
High degree of analytical and detailed problem-solving skills
Proven ability to work well under pressure
Computer competency in Microsoft Office, particularly in Excel and Word – must be at least an Intermediate level
Must be physically fit and capable for the physical demands of the role
Must offer the ability to work safely at heights and in confined spaces
Ability to work flexible time (being a 24/7 operation) and on call
Must hold a full and current New Zealand drivers licence
Analytical skills - Ability to apply an objective, logical reasoning process to develop a recommendation or conclusion
Verbal Communication I Interpersonal Skills - Ability to communicate effectively at all levels and develop positive relationships with both internal and external clients
Teamwork - Ability to work competently and effectively on your own as well as a member of a team
Self-Management of Time and Priorities - Ability to exercise self control and effectively manage time and priorities

Leisure Branch Manager Resume Examples & Samples

Minimum of 5 years experience as a Senior Corporate/Leisure Travel Counsellor with proven leadership capabilities or 3-5 years experience within a similar supervisory or management position within the retail travel industry
Completion of an accredited travel school program
Leadership, team building and coaching skills
Exceptional business building and sales skills
Superior communication and interpersonal skills
Working knowledge of Microsoft Office: Word, Excel, PowerPoint, Outlook
Proficiency in Sabre and Matrix accounting systems

Selling Branch Manager Resume Examples & Samples

Must develop and increase top line revenue and bottom line results for the branch with emphasis on establishing and building client relationships
Achieve sales, gross profit and earnings objectives through management of branch plans implemented by staff initiating face-to-face and telephone contacts with referral sources – i.e., hospitals, physician groups, community agencies, and potential customer
Direct recruitment efforts to secure and retain a broad range of qualified healthcare staff, sufficient to maintain an effective balance of available staff to service client
Manage and supervise sales and marketing efforts in the geographic area by negotiating and establishing profitable contract
Review and establish pay and bill rates to ensure successful recruitment and retention of both office and field personnel to service a growing customer Determine bill rates through analysis of gross profit factors, market conditions, business volume and mix, competition, and operational costs and requirements
Partner with other Cross Country divisions to identify cross-selling and multiple service line opportunities
Ensure services provided are consistent with company policies, service standards, and applicable laws and regulations through management of the services and ongoing assessment and supervision of all client and assigned staff
Supervise and maintain billing and payroll procedures consistent with company requirement
Interview, hire, train, manage and evaluate employee perform
Implement disciplinary action and/or termination of employees through established company procedure
Increase awareness of the Company’s services through participation in community and professional organization
Handle special assignments or any other duties required by executive management
Oral communication – Able to communicate clearly and professionally across a broad corporate landscape
Planning/Organizing – Prioritizes and plans work activities, use time efficient
Adaptability – Manages competing demands and changing priority
Quality Control – Demonstrates accuracy and Monitors own work to ensure accuracy and quality
High School diploma required. Bachelor’s degree in business, healthcare or other similar discipline preferred
Two – three years’ experience in sales or staffing environment, preferably in healthcare industry
Two years’ experience in a managerial role with P&L responsibility
Proven business development and effective leadership skills
Individual must have strong interpersonal, written and verbal communication skill
Individual must be able to quickly react to potentially critical situations and have strong problem solving ability

Os-branch Manager Resume Examples & Samples

Responsible for the management and development of the city’s management team
Responsible for business development (prospecting and marketing to new clients) to increase CPS’ market share
Manage the accounting function within the city to insure accuracy and receipt of all income
Human resources administration, which includes recruitment, selection, training, coaching, counseling, problem resolutions, performance management and terminations
Manage and monitor the overall city operations to insure adherence to corporate guidelines and standards
Preparation of city budgets
Develops a strategic business plan and direction for the city
Completes and submits monthly reports, as required
May be required to serve on special business related committees and task forces
Responsible for developing client relationships and business retention
Job duties may be modified at any time

Branch Manager SK Resume Examples & Samples

Collaborate with Sales Managers to enhance branch sales performance
Lead the Customer Service Manager and Route Sales and Service professionals to maximize revenues and client satisfaction
Maximize branch profitability through sales volume, margin attainment, and cost controls
Conduct weekly branch meetings with Route Sales and Service professionals to drive branch performance and promote teamwork
Manage pricing across all lines of business
Manage customer service and response time through Customer Retention Management system
Hire, train and develop all branch employees
Ensure branch Environmental, Health and Safety (EHS) Compliance
Ensure all training and compliance documentation is maintained

Float Branch Manager Resume Examples & Samples

Plans and organizes activities to attain internal performance objectives: increased business volume, deposit growth, profitability and safety and soundness of branch
Assists in coordination of sales and service activities; provides training, guidance and support to Customer Service staff; holds weekly staff sales meetings; reviews sales efforts and deposit growth with staff
Documents calls, referrals and cross selling opportunities and efforts through Synapsis; actively seeking and referring loan and wealth management opportunities
Manages all facets of branch including but not limited to the safety and soundness of the branch and of the day to day operations of the branch; assists staff in resolving out-of-balance reconciliations; accountable for surprise audits, as required, for tellers, vault and ATM
As needed in designated assignments may supervisor staff; appropriately delegates duties and tasks, training for staff on all policies and procedures, including safety/security issues and compliance training, creates schedule, communicates information on a timely basis ensuring comprehension, trains staff on procedures and processes, ensures appearance standards are met and work areas are maintained per Bank policy
When not assigned to a Branch the primary duty may be making outside business calls or a special project/assignment as determined by the needs of the assigned market or region
Complete all required BVS courses by due date
Primarily a Consumer Banking atmosphere located inside a building
A minimum of 2 years outside sales experience with proven results
Prior management and/or sales management experience in a related field or industry
Previous P&L responsibility and/or exposure
Previous experience servicing, supporting, developing and generating major accounts
Associate's Degree or Bachelor's Degree in comparable field preferred. An equivalent combination of education and experience may be considered

Branch Manager Avcaf Trade Centre RMC Resume Examples & Samples

To set up meetings to inform, manage and control new systems that need to be implemented to ensure systems without any interruptions
To achieve "other income budget" by ensuring that for e.g. commissions, documentation fee charged on all vehicles sold, storage costs of all vehicles that are stored at the Trade Centre are collected and allocated to relevant accounts
To ensure the end to end process is not compromised and that SLA's are met. SLA meetings conducted to ensure adherence of team efforts within agreed timelines. If non adherence consequent management to be conducted
Mainly stock that is in the store for 60 plus days
To build and maintain relationships with key role players i.e. Dealers, ABSA Legal
To ensure effective SLA management between Trade Centre and relevant bodies i.e. auctioneers. Conducting SLA meetings, put actions in place, manage the actions, to ensure adherence
To ensure management information is timeously and accurately submitted to relevant role players. Manager responsible for the monthly trading report, as well as compliance/HR reports. Check team members who have to submit information for relevant reports, and focus on trends of deviations
To ensure that regulatory and compliance procedures are adhered to by the entire
Trade Centre team on an ongoing basis, i.e. RCA, RCSA, SOX, CASA, FICA, KYC, NCA
Audits, Meetings, Reports to ensure compliance that standards are adhered to
To ensure that all audit findings by Risk and Compliance Officer are rectified by identifying actions, implementation of corrective measures, and manage within defined timelines
To ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood by all members of the team
To work with Absa Internal Audit and Management Assurance during the scoping of audits to ensure fair coverage
To ensure that the team understands all compliance requirements and call for the area's Compliance Officer to conduct briefing sessions if gaps are identified
To ensure that all regulatory requirements are adhered to
Work with managers/SME in the team, develop Risk and Control Assessments (RCA's + RCSA’s) for the function and update at the required intervals (normally quarterly)
Complete attestations to testify to the adequacy of controls on request
Participate in the development of Key Risk Scenarios including the determination of likelihood of occurrence and potential impact. Actively work to minimise the amount of economic capital that has to be set aside for operational risk
To ensure that manager and team leaders in the team understand their responsibilities for physical and systems access control and information security requirements
To ensure that the Trade centre area has a Health and Safety Rep, Fire Warden and Evacuation rep and First aider
To determine and analyse development needs for the team and ensure that identified training requirements are budgeted for and executed
To oversee the activities of the Trade Centre Staff to ensure effective delivery of service to the clients
To establish and maintain a succession plan for the team
To create effective workforce and recruitment demand plans to ensure that current and future business requirements can be met. Plans should be revised at least twice a year
To review and update the department's organisation structure and role description on at least an annual basis to ensure that they are fit for purpose and contain all the accountabilities of each team member
Initiate disciplinary processes (when needed) for team members and calling on support for Human Resources when required
Resolve grievances rose by team members and escalate only if required
To address poor performance of any team member through the formal Performance Accelerator programme and ensure that continued poor performance is appropriately dealt with
To motivate team members and ensure that their efforts are recognised
To keep up to date with and complete all compliance training applicable to the position i.e. Business Continuity Management Awareness training, Money Laundering
Rebalance resources between different areas e.g. reallocating headcount and budgets, but within overall approved resources for the year
Benchmark productivity of the department against industry standards and create measures to improve productivity
Leadership Level: Do and Instruct
Process knowledge Level: Do and Instruct
Achieving targets Level: Do and Instruct
Negotiation skills Level: Do without Supervision
Verbal and written communication Level: Do without Supervision
Interpersonal skills Level: Do and Instructed
Mentoring skills Level: Do without Supervision
Ability to interact, negotiate on different levels Level: Do without Supervision
Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team. Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors. When appropriate, provide disciplinary actions and exit non-performers while adhering to company policies. Successfully recruits and hires the appropriate staff to deliver on expectations
Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals. Regularly communicate branch performance and priorities with all team members. Stay informed of key priorities and business updates. Execute corporate sales processes
Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction
Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking partners)
Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, fee refunds, work schedules, and overall branch operation

Multi Branch Manager Resume Examples & Samples

Conducts sales debriefs, weekly staff meetings, goal setting, and in-branch promotions to ensure support of current campaigns & alignment to corporate strategy
Supports Operations Manager in the FTE Staffing & Scheduling process ensuring the branch has appropriate staffing considering scheduling, training, vacation, leaves of absence, sickness, and duty assignments ensuring the efficient operation of the branch
Provides guidance, leadership, and coaching to the Operations Manager & platform staff; confers with subordinate personnel to discuss operational & procedural changes; provides counseling and recognition
Conducts monthly Operations Manager cash audits as part of the Risk Management Review process ensuring proper cash control
Maintains a customer service culture by focusing on customer needs and managing staff to high customer service levels
Leads the branch staff to achieve optimum sales referrals through effective sales campaigns/programs, sales coaching, development and behavior modeling
Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
Participates in and manages the lending function of the branch to include both consumer and small business; examines and evaluates loan applications
Directs, coordinates, and monitors activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans
Actively involved in the outside calling program developing existing customers, centers of influence, and prospects; Contacts customers and businesses, community, and civic organization to promote goodwill and generate new business
Manages asset quality through delinquency tracking and past due loan collection
Directs activities involving implementation of establishment services and functions including collecting delinquent accounts, authorizing loans or opening savings accounts
Compiles required and special branch reporting as requested
Compiles and accurately reports all financial data as required by governmental regulations
Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping
Collects data to analyze the present and future financial status of the branch
Ensures Branch Opening and Closing procedures are followed to include balancing the branch, locking the vault, and setting the alarms
Completes monthly Branch Assessment ensuring branches are professional in appearance
Coordinates completion of branch regulatory compliance through computer-based training module completion and other Hancock University efforts/classes
Coordinates Branch Disaster Recovery Planning with Branch Operations Manager to ensure employees are prepared for all facets of pre and post-disaster events
Coordinates or provides employee training to improve efficiency and ensure conformance to standard procedures and practices
Attends Branch Manager meetings conducted by Area or Division Manager to stay informed
Handles in-branch operational customer complaints from inception to resolution
Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities
Serves as an authorized signer on official checks
Enforces personnel professionalism to include demeanor, dress, and station orderliness
Bachelor's degree (preferably in a business related field) from a four-year college or university
Minimum 3-4 years retail/branch banking experience
Minimum 1 year previous success in sales as an individual contributor
Minimum 1 year experience managing and leading teams is preferred
Registration with NMLS o This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

Manaus Branch Manager Resume Examples & Samples

Creates, articulates and drives the local strategies for different customer segments
Maintains senior relationships with top accounts
Makes joint sales calls with sales representatives and channel managers
Ensures optimal activity management and account management to truly understand customers and their needs
Oversees forecasting and budgeting processes to align with business goals
Drives campaigns to generate a healthy pipeline and yield
Liaises actively with Cluster Management to ensure optimal product coverage and dynamic pricing in line with yield and utilisation targets
Leverages understanding of the local business environment to support development of the sales strategy
Ensures performance meets targets
Provides an exemplary customer experience

Branch Manager, Hamilton Resume Examples & Samples

Responsible for development, implementation and attainment of an annual business plan, operating budget and orders budget utilizing KONE business processes
Executes implementation of corporate objectives/initiatives (i.e. Safety, Quality, Maintenance, Performance contracts, reference pricing, etc)
Manages Corporate Compliance, proper business practices and code of conduct. Ensures operations conform with local, provincial and federal regulations
Manages labour relations with Union
Establishes and maintains positive public relations to promote a reputation of quality for KONE Elevator
Comprehensive understanding of KONE’s processes, procedures, policies contracts and product offerings
Ability to develop and foster teamwork
Ability to apply principles of logical or scientific thinking to define problems, collect data, establish facts, and draw valid conclusions
Able to manage multiple concurrent tasks through effective organization and time management
A defined contribution pension plan
A company car
Opportunities to grow and develop in your chosen career field

Branch Manager Omf-e Resume Examples & Samples

Minimum four years of lending, leadership and/or related experience
Motivated by controlling your financial earning potential
Ability to thrive in a fast-paced team environment
College experience a plus
Daily supervision of operations, operations personnel, and coordination of customer service, consumer lending, and business development activities of the branch
Responsible for expanding the customer base through successful selling of bank products
Performs the job in a manner that will enhance the quality of service provided to our internal and external customers
Advanced knowledge of standard bank products and services
Schedule, supervise, monitor and coach banking office staff
Closely monitor and adhere to banking office(s) budget
Establish performance goals for the banking office(s) staff
Responsible for hiring, discipline and termination of banking office(s) staff
Work a flexible schedule including weekends
Demonstrate effective, exceptional and professional interpersonal/customer service skills
Correspond with appropriate support departments
Communicate clearly and effectively with customers, coworkers and vendors
Demonstrate strong written and verbal communications in all aspects
Proactively identify opportunities to enhance customer service goals, needs and make referrals
Manage sales efforts for both existing and potential customers
Process transactions accurately and efficiently with a high degree of accuracy
Reconcile and balance currency and coin
Successfully complete all required training
Maintain confidentiality at all times by protecting customer and bank non-public information
Follow written policies and procedures
Demonstrate problem-solving, teamwork abilities and ability to be proactive
Arrive to work on time and as scheduled
Rotate job tasks as applicable
Drive an automobile on company business
Perform any other related duties as required or assigned
Knowledge of new account and teller operation procedures
Knowledge of banking regulations
Ability to work as a teller and customer service representative
Design workflow and procedures
Identify and resolve problems in a timely manner
Respond promptly to customer needs
Speak clearly and persuasively in positive and negative situations
Demonstrate accuracy, thoroughness and attention to detail
Demonstrate knowledge of market and competition
Exhibit sound and accurate judgment
Ability to deal with frequent change, delay or unexpected events
Demonstrate leadership and supervisory skills
Ability to drive an automobile on company business
Ability to work extended hours as needed
10-Key Calculator
Photocopy/Fax/Scanning Equipment
Instant Issue Debit Card machine
Coin sorter/wrapper
Currency counter
Check Protector
Automatic Teller Machine
2 wheel-4 wheel dolly
Credit Card machine
Minimum two (2) years teller operations and new accounts experience
Minimum two (2) years’ experience in a leadership role such as Head Teller, Assistant Branch Manager, or equivalent
Minimum two (2) years of sales experience is preferred but not required
Minimum three (3) years’ related management experience
Bachelor’s degree in business related field with 5 years’ related experience or equivalent combination of education and experience
Valid driver’s license and good driving record

Vice Presiden, Branch Manager Resume Examples & Samples

A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
A desire to lead, a passion for sales management, and a deep commitment to client service
Comprehensive industry and investment knowledge
5-7 years of experience in a leadership position ideally within the elevator industry
A strong understanding of finance, prior experience selling new equipment and/or service products
Strong leadership and teambuilding skills

Assistant to the Branch Manager Resume Examples & Samples

Identifies and assists those working in the office in terms of helping with meetings, scheduling, supplies and other items
Operates standard office equipment and uses required software applications
May perform essential job functions of various positions related to assigned functional area
Investment concepts, practices and procedures used in the securities and banking industry
Implementing processes and procedures for efficient and timely work flow
Promoting effective coordination between work groups
Plan, assign, monitor, review, evaluate and supervise the work of others
Lead others in providing a high level of customer service
Bachelor’s Degree in Business Administration or other discipline related to assigned functional area and a minimum of one (1) year experience in assigned function or an equivalent combination of education, training or experience
Partner with management to coordinate and attain branch, region and company objectives
Assist with hiring, coaching and leading a strong support team of tellers and CSRs
Comply with all company policies and procedures
Must have the ability and knowledge to backup all positions within the branch
Ensures all operational functions are performed accurately and timely
May originate, process and close various consumer and small business loan products
Responsible for maintaining and developing business for the branch
May require participation in civic and community organizations
Responsible for completion of regular monthly audits
Ensures all security procedures are strictly followed
Responsible for prevention of monetary loss
Conducts regular staff meetings to keep staff informed
Assists with timely completion of annual performance reviews and disciplinary action as needed
Maintain a safe and professional business environment. Ensure all equipment is in good working order
Completes required BSA/AML training and other compliance training as assigned
Participate in regular SWOT analysis for competitive advantage
Lift coin bags up to 50 lbs

Title Branch Manager Resume Examples & Samples

Ensure daily branch operations are conducted in accordance with operations standards
Establish and monitor processes for accurate and timely processing of title, scheduling, closing preparation, closing and post-closing
Coordinate with business partners to ensure smooth transitions and support between land, construction, sales, accounting and mortgage
Ensure quality customer service. Monitor and respond to Pulte Group’s customer service management system (CQE)
Review and respond to monthly quality and accounting audits
Serve as point of contact for customer questions and concerns as needed
Ensure proper handling of all funds and closings
Prepare and adhere to departmental budgets with focus on expense reduction and maximizing revenue
Market value of PGP to Pulte Group and Pulte Mortgage, customers, realtors and other lenders
Perform as a team member in allocating and coordinating the work flow
Maintain thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures
Keep abreast of area competitors’ products, services and costs
Maintain and foster branch participation in division/community events and promote Pulte values and culture
Ensure that all security procedures are followed, branch is operationally sound, and satisfactory audits are achieved
Identify & mitigate operational risk and to ensure ongoing adherence with compliance procedures
Notary Public preferred (required in some states)
Escrow Officer license may be required
Minimum of 3-5 years escrow operations experience
Supervisory Minimum of 2 years at a supervisory level or above
Specialize in RESPA with understanding of company's underwriting guidelines
Understanding of title and settlement rules and regulations
Effective communication, presentation, and organization skills
Knowledge of real estate law and title escrow curative procedures
Knowledge of abstracting and examining preferred

Branch Manager Richardsbay Resume Examples & Samples

Monitor performance metrics
Take ownership of annual sales plan
Ensure that the branch achieves Absa’s transformation objectives e.g. Financial Services Charter (FSC), Code of Good Practice (CoGP) and Black Economic Empowerment (BEE)
Mitigate and manage risk, frauds and losses in the branch by ensuring policies and procedures are consistently applied and embedded
Be the local face of Absa by being visible and available in the branch and the community
Link community initiatives to both business opportunities and colleague events
Perform people management functions, including but not limited to
Monitor and manage the Profit and Loss(P&L)
Ensure compliance with policies and procedures as well as state, federal and Joint Commission requirements
Hiring, coaching, performance management,appraisal and disciplining of staff including clinicians

Veritiv Express Branch Manager Resume Examples & Samples

Prior Inventory Management and Control Experience
A thorough understanding of warehouse, delivery and traffic operations within a distribution setting, as well as government regulations (e.g., DOT, OSHA, HazMat, etc.)
PC proficient in Windows based software programs specifically Microsoft Office
Demonstrated leadership and interpersonal skills, including but not limited to performance management (employee evaluations, discipline, corrective action, coaching) and recruiting and selection required
Planning and organization skills are required
Customer Service Experience
Education: High School Diploma / College Preferred with a specialty in Logistics / Supply Chain Management Preferred
Experience with operating material handling equipment including a pallet jack and/or fork lift
3+ years supervisory/management experience preferable in warehouse operations
Must have valid drivers license

Branch Manager, Menomonee Falls Resume Examples & Samples

Strong sales coaching skills as evidenced by prior branch results
Willingness to become involved with and participate community events
Ability to work well with business partners within the organization
Minimum 3 years retail management experience
Strong lending skills
Strong knowledge of operation policies and procedures
Proven ability to sell and cross-sell bank products and services
Proven ability to develop new business
Proven ability to manage retail sales team to achieve threshold activity levels and performance goals
Excellent supervisory, interpersonal, problem-solving, communication, and customer service skills
Position will require you to obtain a NMLS License

Branch Manager, Northern Rhode Island Area Resume Examples & Samples

Analyzes branch expenses and implements strategies to reduce overhead
Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the Bank
Takes responsibility for delivering Customer First Service Excellence which meets and exceeds the customers’ expectations
Graduation from a nationally recognized sales management trainee program

Branch Manager Industrial Services Resume Examples & Samples

Post-Secondary Education or equivalent
5 – 15 years related petroleum industry experience
Strong interpersonal, organization and analytical skills to lead large dynamic organization
Strong Knowledge of industry safety requirements and industry best practices
Leadership experience in a unionized environment
Operations management experience
Strong Computer Skills & Proficient in Microsoft Suite of Programs
Ability to Cost Estimate Industrial Cleaning Jobs
Proven leadership skills and building leadership capabilities
Experience with managing contract personnel
Self-starter, highly motivated, enjoys working in a team environment
Strong knowledge and understanding of Operations management methodologies
As The Branch Manager, you will provide leadership, coaching, and mentoring to promote Clean Harbors best practices for all Operating personnel
In conjunction with the Director of Operations ensure Clean Harbors’s standards for Performance & Attendance Management are adhered to for all Operational staff
You will provide input & participate in the recruitment process for the Operation team
Work as part of Operations Management Team to steward the Operations budget on a weekly/Monthly/yearly bases
You will provide input & Stewardship of Operations performance indicators. (KPI’s)
You will ensure the safety of staff, equipment and environment is your prime objective by Implementing, Managing & Stewarding the utilization of Clean Harbors safety management systems
Working with the Operations Training Department Identify & Implement Training Requirements for Operations Staff to Clean harbors Expectations & Standards
Ensure Clean harbors staff & hourly personnel vacations are planned & scheduled to meet Clean harbors expectations
Manage all Over time accumulations (Hrs) to align with Company Expectations
Adhere to the Collective Agreement between Clean harbors & Teamsters Union
Will provide leadership & Mentorship to Implement & Manage Autonomous, Focused & Continuous Improvement Ideas
Ensure all Operations Procedures are developed and being utilized including identification & Development of Critical procedures
Accountable for developing the Budget, Stewardship and the P&L for your Branch
Required to work with cross functional teams; Sales, Staff, Purchasing, Logistics, Finance, Safety to meet customer expectations

NDT Branch Manager Resume Examples & Samples

Business/Finance Associates Preferred
10 years experience in NDT industry with managerial expernience
Knowledge of Microsoft Office to include; Outlook, Word, Excel, PowerPoint and Projects
Basic Method Training with advanced knowledge in one or more fields. UT, MT, PT, VT, RT, ET, EMT
Minimum 4-5 years retail/branch banking experience
Minimum 2 years previous success in sales as an individual contributor
Minimum 1 year experience managing and leading teams is required

Branch Manager Lending Resume Examples & Samples

Direct and manage the sales and service of all bank products and services; including branch level merchandising
Develop and maintain a sales culture environment
Interview customers to determine and analyze financial needs
Sell appropriate products and services
Maximize sales opportunities by developing business through new and existing relationship management, including external business calls
Deliver quality service to customers within designated authority levels
Responsible for facility management, including security, opening and closing procedures
Deepen customer relationships through the sales of multiple products and services
Maximize sales and fee income through the effective delivery of products and services
Handle customer problem resolution on the branch level
Obtain and retain product knowledge
Take, process and close consumer loan applications through credit administration
Manage controllable expenses for the office
Prepare written performance appraisals for appropriate office employees
Communicate performance appraisals with staff members
Ensure branch employees receive appropriate training, including self
Provide information to Executive Officer on market and product specific issues for both new and current products
Provide Executive Officer with appropriate feedback on sales tracking and customer feedback programs
Will be involved in community activities
Perform other duties as assigned
High school diploma or equivalent,
Two (2) years’ experience as Customer Service Representative, Teller, or equivalent,
Technical knowledge and proficiency to handle the activities and responsibilities of job,
Good decision making skills,
Good oral communication skills,
Sales ability,
Planning and organizing skills, and
Ability to obtain a State insurance license
Initiate, direct and participate heavily in outside retail and small business client development and in-house marketing programs. Responsible for branch prospecting for new consumer and small business households, as well as providing additional solutions that will expand existing household relationships
Participate in civic, government, professional, business and community affairs, associations and groups to solicit and develop new consumer and small business households for the branch. Promote BB&T’s positive public image in the community
Responsible for balanced growth, servicing and profitability of Bank’s deposit products
Responsible for staffing branch team to include: hiring, goal setting, performance reviews and ratings, salary reviews, promotional transfers, terminations and training
Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel- related duties to the Tellers, including
Four years of financial services experience

VP, Branch Manager Resume Examples & Samples

Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank
College degree in business or finance preferred
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred
Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate
Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions
Strong sales and sales management ability. Ability to exercise sound judgment
Excellent interpersonal and verbal/written communication skills
Interpersonal skills necessary to conduct business development calls
Bilingual Mandarin or Cantonese preferred

Branch Manager, Geomatics Resume Examples & Samples

Plan, administer and control budgets relating to the Geomatics operation of the Grande Prairie office
Be the primary contact for any Geomatics work which originates from other WSP National Business Lines
Apply established project management processes in initiating, planning, executing, controlling and closing projects
Work closely with Project Managers providing guidance when required
Deliver the Geomatics Strategic goal with alignment to the WSP Canada’s strategic plan
Assist with work/crew schedules as the business grows and develops
Develop and maintain strong client relationships; this includes managing and developing business, managing client expectations and ensuring project deliverables, schedules and budgets met
Co-ordinate business development sales activities with a view to meeting branch and corporate budget targets
Be responsible for proposals and contractual agreements originating within the branch
Be responsible to ensure projects are completed on time, on budget and are technically accurate and conform to WSP standards
Oversee, either directly or indirectly, all administrative/office and technical procedures
Manage the branch with a strong emphasis on the overall corporate goals of growth and diversification
Participate in and advance the WSP safety program
Attend client, field, and corporate meetings as necessary
Supervise, coordinate, schedule and review the activities of field and office personnel
Provide leadership and direction to staff with respect to performance management, training; and
5 years of managerial experience dealing directly with employees and clients specifically in the Geomatics and land surveying industry ideally within Alberta or another closely related jurisdiction
Professional Land Surveyor designation in Alberta or in another jurisdiction with the willingness to become licensed in Alberta
Strong project management skills and have managed a variety mid to large size survey projects
Possess the ability to handle confidential and sometimes difficult human resource issues
Capable of building and leading a high performing and efficient team
Commitment to Operational excellence, Quality and Safety
Strong financial acumen including experience building and managing budgets, with accountability for achieving revenue and profitability targets
Exceptional interpersonal skills, communication skills, and commitment to promoting strong communication amongst other office locations within all business lines in WSP
Strong change management skills and can lead others accordingly; and
Effective decision maker, holding both yourself and others accountable to same

Branch Manager, Greater Norfolk Area Resume Examples & Samples

Develops a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees
Formulates and executes a customized team plan to acquire new, retain and grow existing SME and personal relationships
Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence
Leadership skills and demonstrated experience mentoring and developing a team

Branch Manager, Assistant VP Resume Examples & Samples

The branch manager position requires 5 to 7 years of community banking experience with an emphasis in sales, small business lending, business development
Proven successful supervisory, administrative and analytical skills
General knowledge of Windows, MS Outlook, Excel and Word
Develop staffing sales through a combination of methods that may include all or in part: research, lead generation, prospecting, networking and in-person appointments with new and inactive clients
Daily preparation before branch opens. Branch Manager will prepare arrival calls, open requisitions, QC calls, last week's interviews, hot list, availability list, extensions calls

Branch Manager, Union Turnpike Resume Examples & Samples

More than 7 years in a supervisory or managerial role
Proven track record of excellent sales management in a financial service
Ability to manage, supervise, instruct and coach; ability to meet deadlines; make independent decisions and utilize sound judgment
Advanced knowledge of all Retail and Small business products and services and fluency in business acumen and in SME credit
Highly motivated and competitive with proven leadership quality and very goal driven
Understands all appropriate polices and procedures and process that impact work activities

Branch Manager of Beijing Huamao Sub-branch Resume Examples & Samples

Proven track-record in running a business and leading a team
Relevant experience in Wealth Management Business (Sales, Operations, Risk Management, Compliance, etc)；
Strong Leadership and have the drive to take business forwards
Manage branch operations and ensure compliance with all business policies/procedures
Train, coach and motivate all staff member
Build strong, trusting relationships with new and existing customers
Ensures effective and successful operations through personal effort, supervision, and control
Accountable for giving direction, guidance and support to their designated staff
Maintains effective communication with Senior Regional Management regarding the fulfillment of goals and objectives
Accountable for the achievement of Branch sales and profitability goals
Must be personally acquainted with all customers and maintain frequent contact
Assures that all required reports are completed and submitted in a timely fashion
Monitors the performance of all personnel within area of operation
Assures compliance with company policies and procedures
Participates in the formulation of long-range plans for continued growth
Formulates and presents an operating budget to Regional Management
Reviews monthly financial statements & budgets
Prepares job pricing and service proposals
Assures that all increased costs are recovered through an active rate increase program
Prepares written evaluations of staff and recommends salary adjustments
Complies with the Code of Business Conduct and assures compliance by all subordinates
Participates in industry-related organizations
Bachelors Degree in Business Administration or equivalent combination of education and experience
Must have a minimum of 3 years supervisory experience managing large projects
Must have 3 years experience in working with property managers
Ability to motivate and lead multiple sites and large teams to excel in their job performance
Strong computer skills required (Microsoft Word/Excel)

Branch Manager Edmonton Resume Examples & Samples

Oversee day-to-day activities of the branch and its personnel
Drive initiatives and direct sales force activities to generate sales and improve performance at or above company standards. Conduct field sales training with employees
Direct efforts of the technical departments (service and installation) to achieve operational and financial goals
Review and maintain branch P&L, sales activity reports and other performance data to measure productivity and goal achievement to determine areas needing improvement utilizing basic understanding of company-wide operational and financial goals
Prepare annual budget, manage revenues and expenses, drive new customer acquisitions, and manage and prepare reports to document results. Authorize all expenditures handled directly by the branch in adherence to annual budget
Determine staffing requirements, interview, hire, develop, train, and manage new employees, or oversee the personnel processes. Ensure all branch employees are properly trained and licensed based requirements. Coach and mentor staff to ensure readiness to level progression. Review and authorize all branch personnel changes as deemed appropriate. Manage all employee performance reviews and ensure they’re completed in a timely manner
Manage adherence to all company policies and procedures and ensure that all areas of branch and employee safety are obtained. Make contributions to those procedures as appropriate
Consult with the Sales Development Managers on all sales and growth activities and opportunities that will positively affect branch sales and recommend local growth activities and opportunities
A minimum of five (5) years experience in operations management, including financial P & L accountability, recruiting, and training and development are required. Must have strong sales experience in a relative field and exceptional customer service skills
Leadership technique and coordination of people and resources
Mathematical and reasoning skills
Ability to contribute to a high-performing, motivated workgroup by applying interpersonal and collaboration skills to achieve project goals and realize value
Ability to perform cross-departmental functions
Must be a self motivated individual with strong analytical and problem solving skills
Working knowledge of ADT operating systems
Proficiency of Excel and Access

Branch Manager Intake Resume Examples & Samples

Creating a positive working environment
Championing CIBC in the Community
Encourage employees to quickly resolve client complaints, and to escalate where necessary
Set and execute sales appointments with key decision makers who hire at prospective clients
Develop, write and present solutions based proposed services to potential clients
Conduct and attend local networking and marketing events to generate additional leads and referrals
Manage all onboarding activities to ensure compliance
Exceed required monthly quotas and new account goals

Branch Manager, VP, Las Tunas Resume Examples & Samples

Candidates fluent in Mandarin are highly preferred
The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, specialty segments such Cash and Save, Priority etc
Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word
In addition, current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred
Develop full knowledge of assigned sales territory
Develop and implement strategy for achieving necessary sales results
Ability to respond in a timely, positive and creative manner to last minute needs from drivers and customers
Handle scheduling needs from clients both just in time and future
Must be able to multi task and effectively manage their time
Develop relationships with employees, clients and internal staff
Excellent Sales Skills Needed
Learn, understand, and follow policies and regulations
Lead, train, and develop staff

Branch Manager, Dumbo, Brooklyn Queens, NY Resume Examples & Samples

Manages the delivery of customer first service excellence
Responsible for the administration of sales, service, operational efficiency, risk applications, internal control and Human Resources management activities to meet bank objectives for the branch
Focuses on increasing Bank products and services, sales, number of clients, its business relation with the bank and always following the established policy and procedures
Proven capacity to manage a sales process within an incentive based environment
People management with strong leadership
Communication and presentation
In depth knowledge of the full range of barclays retail product and service and an overview of corporate and small business service
In depth understanding of the technical support system’s: Brains, Winfos
Detailed understanding of the retail network business processes and operating procedures through knowledge of operating instructions and audit requirements
Good understanding of barclays risk policy
Awareness of Barclay’s retail strategy, operating structures and interfaces
6-10 years of Branch Management Experience
Team Leader Experience
Selling Skills
Lead a team of recruiters who will recruit, interview and match candidates with our clients' temporary assignments, temp-to-hire and direct hire opportunities
Direct the staffing sales efforts of the Business Development team, as well as make personal sales contributions including lead generation
Ensure client retention by conducting business reviews, customer surveys, appreciation events and relationship development
Maintain responsibility for the branch's Profit & Loss (P&L) and budget
Responsible for ensuring completion of all required reports and detailed documentation, including timely entry of data into Volt's automated systems. Maintain consistency and integrity of data
Handle general Human Resources functions such as compensation, WOTC, UI, wage and salary, fair employment practices and other regulations regarding employment including performance reviews, disciplinary actions and terminations of in-house employees
Conduct daily open order, daily "WIN" and candidate availability meetings
Perform functions of any staff position within the office as necessary to achieve branch goals and coverage
Management experience in staffing and recruiting, ideally within light industrial and clerical service lines
Demonstrated success leading staffing sales & recruiting teams to achieve and exceed revenue and profit expectations
Strong communication, organizational and time-management skills
Bachelor's Degree preferred. An equivalent combination of education and experience may be considered

Branch Manager PCS Resume Examples & Samples

Support business development initiatives for the Care Center
High School Diploma/GED, Bachelor’s Degree preferred
Two years of branch or department supervisory experience required
Two or more years in Process and team management
Two or more years in Client Facing experience
One or more years of Business Development experience preferred
One or more years in Reporting experience
Intermediate in Microsoft Excel
Home Care or Staffing Experience preferred
Experience with after hours on-call service is a plus
Excellent verbal and written communication skills, as well as interpersonal/listening skills are required
Ability to work effectively with all levels of employees
Must exhibit effective conflict management and negotiation skills

Branch Manager, Michigan Region Resume Examples & Samples

A minimum of 5 years of experience managing an operation with full P&L responsibility—preferably in a route-oriented, service environment
Ability to relocate within Michigan and Ohio
Strong leadership skills in mentoring, coaching, motivating and training
Proven ability to achieve profitable revenue growth
Ability to cultivate new business opportunities
Strong Microsoft Office skills
Bachelor Degree a plus

Commerical Branch Manager Resume Examples & Samples

MUST HAVE a Bachelor's in Business Administration, Finance or a related field and 5+ years of banking management and lending experience.A combination of education and experience may meet requirements
Working knowledge of banking management techniques and lending concepts
Full use and/or application of basic branch management principles, theories and concepts
Must have new account experience and business development acumen
Must have solid knowledge of mathematical calculations and standard banking products, services and transactions
Must have solid knowledge of all retail products, services and consumer lending applications
Proven customer service, interpersonal and communication skills, both verbal and written
Solid problem resolution, negotiation and communication skills
Ability to manage staff
Must Have cash handling experience
Strong attention to detail and time management
Nice to have Bilingual skills – Mandarin Chinese

Branch Manager Sugarland, TX Resume Examples & Samples

2- 4 years’ experience with 2+ years’ experience directly handling escrow transactions as an escrow assistant or in a related field
To perform this job successfully, an individual should have knowledge of Microsoft Office applications
Ability to read and interpret documents such as guidelines, operating and maintenance instructions, and procedure manuals
Oversee branch operations, including hiring, training, scheduling, and facility management
Perform Personal Banker duties as necessary
Manage the sales performance of the banking center staff by conducting coaching sessions, overseeing staff development, and addressing employee performance issues as needed
Resolve escalated customer matters
Bachelor’s degree or equivalent retail banking experience
Previous retail banking and managerial experience
Previous business development experience and experience working with small business customers
May require NMLS certification
Plan, administer and control budgets relating to the Geomatics operation of the Regina office
Perform business development activities in order to generate revenue and create business relationships
Manage internal and external clients’ expectations regarding safety, quality, and performance
Manage surveying projects in conjunction with other department managers based in Regina to ensure a profitable division
Quality assurance - performance assessments and process improvements
Manage client relations
Graduate of a Geomatics program from a recognised institution
Preference would be given to a Professional Land Surveyor holding a designation in Saskatchewan or in another jurisdiction with the willingness to become licensed in Saskatchewan
An understanding of laser scanning, UAV, GIS/mapping and other alternative tools and processes, as well as, previous experience working in a survey capacity on large infrastructure / transportation projects in the region would be assets
10+ years’ of experience at the professional level
Strong business development, survey, project management, and financial management background
Exceptional people management and relationship building skills
Excellent communication, organizational, and management skills

Branch Manager Surface Rentals Resume Examples & Samples

Ensures Health and Safety is the number one goal “lead by example” following policies, processes, and act in a safe manner at all times to ensure everyone arrives home safe
Review operational and financial reports with particular attention to operational problems, customer concerns, and regulatory compliance and safety issues, and provide operational input
Monitor overall branch performance and actively work with sales on new opportunities and pricing to ensure job profitability. Customer billing, month end financial close, revenue and EBITDA forecasting and managing the branch P&L are key aspects of the position
Conduct periodic field visits to inspect the equipment and working environment and foster business relationships with our customers in the region
Monitor safety statistics and ensure compliance with reporting procedures regarding accidents/incidents and reporting. Branch Manager is responsible to review all safety incidents, participate in safety investigations and provide corrective actions and discuss incidents with peer group monthly during incident review call
Prepare annual budget, based on market projections, needs for equipment, R&M, capital expenditures and fleet additions including the enforcement of cost controls and general efficiencies to ensure achievement of financial targets and profit margins
Effective communication and leaderships skills will be required to lead 10-40 employees depending on activity levels in the region. Branch Manager is also responsible to work closely with shared service groups within the organization, HR, Transportation Compliance and Finance
Monitor equipment repairs and parts inventories and general purchasing process to ensure quality and cost effectiveness while ensuring 100% compliance with regulated certification requirements for equipment and personnel training
3-5 years of experience in a management position
3-5 years in Oil and Gas service industry
Experience in Solids Controls or Surface Rentals
Excellent ability to use PC applications, proficient in Excel
Responsible for the operational excellence of the MIT branch
Accountable for supervision and development of the escrow team within the branch
Monitor/measure workload, quality of output and overall performance of the branch
Make continuing improvement on cost reduction, process efficiencies, increased output while maintaining reduced errors
Responsible for monthly customer service scores of the branch
Coordinates closing dates with customers, as necessary within the Division
Ability to interact with the Builder Division and M/I Financial, LLC, resolving any pre-closing issues
Ability to interact with MIF Post Closing Department, resolving any post-closing issues
Reviews title commitments and relays curative requirements to parties involved
Reviews and ensures the work performed by Escrow staff is in compliance with generally accepted practices
Reviews appropriate documents for timely submission to the county recorder
Bachelor's Degree and 5 years of related experience
Knowledge of title insurance practices
Proven leadership abilities and demonstrated ability to successfully coach and develop staff
Ability to manage conflict
Must create and maintain positive relationships with M/I Homes Divisions, M/I Financial Branches, M/I Financial Corporate Underwriting and Post Closing Departments

Surety Branch Manager Resume Examples & Samples

Working closely with the Home Office and branch staff in the underwriting process. Make underwriting and production recommendations and decisions according to established parameters
Work with Sr. Management, staff, and agents, to meet overall department and branch goals
Operate within the branch structure and help train surety team members
Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the branch office objectives
Providing training, coaching, development and motivation for branch personnel
Review and monitor all assigned account files, reports and documentation to ensure rate compliance and underwriting guidelines
Maintain complete and well-documented account files
Developing forecasts, financial objectives and business plans
Responsible to ensure timely collection of premium
5+ years of surety underwriting experience
Strong written, oral and interpersonal skills
Assist in training team members
Travel territory frequently to visit producers and accounts
Maintain existing and develop new business relationships
Must have a high degree of knowledge in both contract and subdivision surety underwriting
Must be detail oriented, organized, and possess strong and effective analytical and interpersonal skills
Knowledge of word processing software; spreadsheet software, project or contact management systems with experience in using Excel, Word, Outlook, and other Windows software
Registered as a Supervisor and Registered Representative with IIROC as well as a Branch Manager with the MFDA
Responsible for Tier 1 supervision
Assist with investigations related to complaints and regulatory inquiries
Perform branch audits/examinations under Manulife Securities audit program
Identify and escalate any areas of non-compliance
Review and approve new accounts
Build on the strength of the compliance team by actively participating in team meetings, contributing toward team goals and participating on projects
Professional background in the financial services industry preferably with an IIROC or MFDA dealer (minimum of 3-5 years)
Completion of the CSC, CPH and Branch Managers courses
Must qualify to be registered with both IIROC and MFDA
Organizational and prioritization skills to be able to work in a multitasking environment
Strong communication ,interpersonal, negotiations and influence skills
Highly developed conflict resolution skills
Comfortable making presentations to groups
Bilingual, English and French, spoken and written

Branch Manager Montreal East Resume Examples & Samples

Build lasting relationships with branch clients through various acquisition and retention activities
Based on your academic background, at least 8 to 10 years' experience in managing and coaching a sales team and in sales and business development in the financial industry
College diploma and 10 years' experience
University certificate and 9 years' experience
Master's degree and 5 years' experience
Bilinguism French and English (spoken and written) required

Producing Branch Manager Resume Examples & Samples

Actively recruit and hire successful candidates for Originator roles
Supervise and mentor Originators in the Branch
Supervise and mentor processors and support staff within a branch
Manage Branch revenue and expenses to meet the Company's objectives
Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
Procure new loan applications that result in funded loans
Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures. This must be done in coordination with processing as well as underwriting
Adhere to all Envoy standards, including, but not limited to production minimums and customer service
Educate borrowers on current offerings and programs for which they qualify
Stay current on personal finance principles in order to offer comprehensive mortgage
advice to clients
Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan
Present complete and accurate files to the Processor
Coordinate the flow of information to all concerned parties
Prospect for new loan applications by meeting with and presenting products to
potential referral sources such as realtors, CPAs, financial planners and past clients
Stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines
Maintain contact with past clients to promote Envoy's products
Ensure all marketing is performed in a manner that is compliant
Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
Comply with local, state and federal laws regarding position
Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's
core values in mind
Any additional duties that may be assigned by the Regional Vice President
Must hold State NMLS or obtain applicable State license within 60 days of employment or employment will be terminated
Bachelor Degree or higher preferred
One to three years related Branch Management experience
Demonstrated proficiency in management/motivation of employees
Commitment to high standards and adherence to company policy
Strong organizational, problem solving and analytical skills
Ability to manage priorities and workflow
Proven leadership skills
Ability to make timely and sound decisions
Creative, flexible and a team player
Ability to communicate professionally and effectively in person/phone
Satisfactorily pass background check

Branch Manager of Surabaya & Denpasar Resume Examples & Samples

Controlling and monitoring DSO, billing and collection incl. aging accrual cost and income
Keep good relationships with customers, carriers, customs and all concerns Surabaya operations activities
Strategy preparation and execution to achieve company growth targets in Jawa Timur
Work closely with Product Management and sales to set up financial and volume targets and support Key Account business development in the respective area

Allied Universal Branch Manager Resume Examples & Samples

Proven track record of excellence in customer service and financial management
Superior, world class interpersonal and communication skills as well as solid writing skills
Proficient in web-based applications, computer systems and programs (Microsoft Word, Excel and PowerPoint), to effectively edit and create reports, database entries and presentation materials
Willingness to attend professional networking or community events
Keep records and prepare accurate and timely feedback

Asst Branch Manager / PB Resume Examples & Samples

Profiles customers to determine and recommend appropriate S&T loan and deposit products
Exercises lending authority within lending limits
Prepares loan applications using Banker Insight software, and either produces loan documents or coordinates loan document preparation
Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents
Uses a combination of Service and Trust skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the trust, discount brokerage and commercial loan departments when appropriate
Follows up on loans and deposit accounts opened, and corrects deficiencies or document exceptions
May call on new and existing customers to generate new business
Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
Performs other duties as assigned, and as necessary to support the successful operation of the branch
A score of 85% or better on the Personal Banker Product Knowledge Test including questions on loan and deposit products, as well as operational, regulatory and compliance details of opening accounts
Successful completion of the Banker Insight Proficiency Test with a score of 85%, which will include navigation and use of the software as a sales tool
Completion of S&T Bank Consumer Lending course with a score of 80% or better
10 deposit and 6 loan accounts opened per month for 3 consecutive months
Attaining 90% or better on Sales Observations
1-2 years: One to two years of experience
Drive sales team towards achieving/exceeding sales metrics
Develop and coach the sales team
Establish long-lasting relationships with customers in order to maintain high customer retention and satisfaction
Oversee operational functions of the Branch
Generate strategic and innovative ideas in order to drive new business development

Branch Manager, Barrie Ontario Resume Examples & Samples

Handle complaints and provide branch employees with the necessary support to ensure that complaint resolution results in improved client satisfaction
Manage transactional activities as necessary
University certificate and 7 years' experience

Branch Manager, Briovarx Infusion Services Resume Examples & Samples

Accountable for driving the branch to achieve and surpass productivity, profitability, cash flow and business goals & objectives
In partnership with GM, directs short-term and long-range planning and budget development for the branch to support strategic business goals
Accountable for compliance with state and federal Pharmacy & Nursing regulations for branch location
Participates in the interviewing, hiring, training, and firing of employees
Participates in business development activities to support development of functional, efficient, and patient-oriented programs for the branch
Ability to meet attendance, overtime, on-call, and other reliability requirements of the job
5+ years of operational management experience
Analytical, planning, forecasting and budgeting / financial experience
P&L Oversight
Strong patient service orientation
Experience managing multiple, complex priorities within demanding time-frames

Branch Manager Briovarx Infusion Services Resume Examples & Samples

Communicates as needed with appropriate Corporate leadership concerning new developments and/or problems within the local branch and/or market
Provides guidance and leadership through direct and indirect management of Intake, Nursing, and Pharmacy as a cohesive process of patient care
Home health care, health care, hospital or related experience
Strong analytical, planning, forecasting and budgeting / financial skills
Possess a strong patient service orientation
Respectful and outstanding leadership skills that motivates staff to exceed expectations
Experience articulating a vision and strategy in a way that inspires and motivates a team and focuses their energy on achieving business goals
Proven ability to lead a proactive clinical & sales organization and ensure accountability for results that maximize contribution to business objectives
Branch Management or past GM experience

District Branch Manager Resume Examples & Samples

Create, in consultation with Managing Principal, an Annual Business Plan and monitor through Quarterly Review Process
Manage the day to day operations of the branch
Increase revenue and assets under management
Demonstrate, observe and confirm development opportunities are offered to assigned advisor(s) for use in their individual practices
Develop and work with Managing Principal to implement new advisor recruitment plan
Develop external relationships, collaborations, agreements and partnerships for Financial Advisor referral sources
Develop, implement and manage system for tracking incoming recruitment calls and referrals
Effectively communicate and have understanding of recruitment and referral process and techniques
Interview and assess Financial Advisor candidates
Make recommendations to Managing Principal regarding Financial Advisor candidates and actively participate in selection process
Participate in the negotiation of compensation and initial affiliation terms with Financial Advisors
Provide input and solutions to develop, monitor and/or revise the Company’s recruitment and selection systems, policies and procedures
Prepare and distribute timely reports and tracking regarding recruitment and selection of Financial Advisors
Analyze recruiting yield and identify populations and areas for Financial Advisor recruitment
Manage branch office expenses and profitability
Communicate effectively both orally and in written form
Monitor and effectively resolve conflict
Lead change management in a dynamic environment
Complete District Branch Manager Training Program (administered at division level) and attend manager training functions
Possess and demonstrate leadership attributes such as integrity, honesty, trustworthiness, inspiration, encouragement and humility
Professional development of district members (and others as designated by the Managing Principal) through offering field training, classroom training, product knowledge, sales skills and financial planning training
Support and execute corporate initiatives as defined by company management
Report management activity as required by Managing Principal and Regional Vice President
Foster mentoring activities within the district office
Provide sales support, supervision and leadership of advisors for use in their personal practice through offering activities such as focus meetings, quarterly and year-end production reviews
Handle/oversee administration, operations and project management of branch office(s)
Responsible for all delegated field supervision of advisors and support staff. Work closely with FAD OSJ as delegated by the Managing Principal to support the firm’s multifaceted supervisory platform, in part, by

Branch Manager, Collingwood Ontario Resume Examples & Samples

Motivate your team to ensure a superior client experience
Act as a Business Unit Compliance Officer (BCO) to supervise all Mutual Fund Representatives (MFRs) assigned to the unit and ensure that all transactions comply with suitability and compliance rules
Based on your academic background, at least 3 to 8 years' experience in managing and coaching a sales team and in sales and business development in the financial industry
Bachelor's degree, Finance option, and 5 years' experience

Branch Manager, Lavaltrie Resume Examples & Samples

Meet the branch's expected financial contribution (based on the regional business plan) by presenting it to your team and identifying the expected behaviours and sales activities
Ensure that members of your team apply and adhere to the established rules of engagement regarding client segmentation, referrals, transactions, risk management, regulatory compliance and branch procedures
College diploma and 9 years' experience
Mutual fund representative (MFR) licence

Licensed Branch Manager Resume Examples & Samples

Maintain proper office notifications as it pertains to originations, marketing and employment
Responsible for communication and implementation of company policies and procedures at the Branch level
Field inquiries, phone and email, from solicitations received by the branch
Responsible for producing personal loan volume at or above target expectations
Develops and Maintain active recruiting database
Promotes Ditech brand in assigned geography; support efforts that enhance the Brand
Manages expenses for branch within plan requirements
Complete performance reviews and improvement plans at designated milestones
Identifies new business opportunities in order to meet Branch goals
Working knowledge of Originations and all applicable applications in the application process
Support agents with loan origination questions and concerns
Answer questions related to policies and procedures or use of desktop systems
Working relationship with Operation, Underwriting, Compliance and Marketing departments, keeping abreast of current processes and guidelines
Assist Consumer Lending Compliance in identifying Policy and Procedure gaps
Represent Sales on special projects
Assist with testing of new Encompass & IMP Releases
Performs all other duties and projects assigned
Energetic and inquisitive, quick learner, takes initiative
Fluent in Microsoft Office – Excel, Word & PowerPoint
Ability to influence others and work effectively in a cross-functional matrix environment
Working knowledge of Encompass preferable
Acting Pharmacist in Charge
In partnership with VP, directs short-term and long-range planning and budget development for the branch to support strategic business goals
5 or more years of operational management experience
Clinician experience (pharmacist or nurse)

Branch Manager / Directeur de Succursale Resume Examples & Samples

Four (4) years in automotive, financial services or related industry required
Two (2) years in supervisory or management position required
Have a basic understanding of financial statements
Good organizational, clerical and verbal/written communication skills
Telephone, computer literacy, software competencies; specifically Customer Relationship Management (CRM) systems
Motor vehicle operator required
Notary preferred

Branch Manager, Beauport Resume Examples & Samples

Act as a Business Unit Compliance Officer (BCO), overseeing all Mutual Fund Representatives (MFRs) assigned to the unit and ensuring that all transactions comply with suitability and compliance rules
Bachelor's degree and 7 years' experience
Be a Business Unit Compliance Officer (BCO) or become one within 3 to 6 months of hiring

Branch Manager Tier Resume Examples & Samples

Create a Service Environment: Build and promote branch identity, drive sales and promote overall ownership and accountability for improving customer service and branch success
Provide sales leadership to ensure franchise growth: Leading by example, through accountability, reward and recognition to drive outstanding sales and service results
Bring apositive energy and confidence to Citizens every day
Leadership experience; successful record of coaching and mentoring colleagues to improved results
4 years sales management experience in Retail or Branch Banking environment
Proven ability to manage objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
Supervise and coach the team to achieve sales excellence, ensure the delivery of world class customer service as well as operational integrity
Maintain strong partnerships with community & civic organizations
Adaptability, flexibility and ability to work branch hours, including some weekends and evenings
Experience managing a branch with an FTE count up to: Tier I – 8 or more preferred; Tier II up to 7 or more; Tier III up to 7 or less; Tier 4 up to 6 or less
For Multi-Site locations qualified candidate will be skilled in remote or multi-unit management
For an Evergreen position your assigned location will be determined within 90 days and could be in an In-Store or Traditional branch
Holding others accountable
Business partnering
Talent sourcing & assessment

Branch Manager, VP, Seattle Resume Examples & Samples

Responsible for the achievement of both assigned Branch and individual sales and profitability goals
Implement branch sales plan, develop Branch staff and lead sales activities
Maintain Branch at approved staffing level
Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities
Strategize and implement a course of action to acquire, retain, and deepen the Branch's customer base
Provide solutions for complex or difficult customer issues
30% - Branch Operations
Oversee branch operations in conjunction with the Assistant Manager
Provide back-up in operations as needed and maintain proficiency in operating policies and procedures
Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements (if needed)
Exercise sound judgment when processing customer transactions and providing approvals

VP-branch Manager, Fullerton Resume Examples & Samples

Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training
Supports the company’s philosophy of Building Excellence; promotes the corporate culture through coaching, guidance, and staff motivation
Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures
Works with staff to ensure excellent customer service and sales. Leads staff to accomplish company goals
Identifies and implements marketing strategies and plans events to support sales
Handles customer service issues and assists customers with special issues, questions, new accounts, and IRA’s
Performs and reviews, as needed, all the duties of the branch operations staff to ensure audit compliance
Oversees daily check scanning, vault settlement, and ATM settlement, night drop deposits, and assists with opening/closing branch procedures
Monitors and works negative balance report, Reg. D excess transfer activity report, and maturing CD Report
Works with customers to collect on negative balance accounts
Approves wire transfers up to designated limit and approves exceptions to new accounts, check holds, and CD discretionary rate adjustments
Meets with potential, new, and existing customers outside the office for lunches, sales calls, and on-site visits in order to foster relationships
Delegates day to day operations to the Branch Service Manager, Customer Service Officer, or other branch personnel
Participates in community affairs to increase the company's visibility and to enhance new and existing business opportunities
Coordinates with Compliance and Branch Administration regarding responses for independent third party and regulatory audits; ensures deficiencies identified from such audits are corrected
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation, and all lending activities and terminology
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Ability to cross-sell and explain all Company products and services with confidence and authority
Ability to make decisions that have moderate impact on the immediate work unit
Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis
Ability to work with no supervision while performing duties
Bachelor’s Degree from an accredited college or University and a minimum of 10 years’ of related experience and/or training. Work related experience should consist of branch management operations and/or lending experience within the financial services industry
Prior experience in a Supervisory position preferred
Current California driver’s license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities

Branch Manager, Lasalle Resume Examples & Samples

Act as an ambassador for the Bank within the local community and build profitable relationships with primary business partners
Bachelor's degree and 6 years' experience
French (spoken and written), English, an asset
Facilitate an engaging environment in which agents are inspired and feel supported
Knowledge of personal lines products and services preferred
Proven success with prior sales or service or related experience required
Must possess highly effective oral and written communication skills, including group and individual presentation, persuasion, negotiation and customer service skills

Group Branch Manager Resume Examples & Samples

Minimum 10 years of branch management experience in a branch environment
Minimum 7 years of supervisory experience required
Minimum 7 years of experience performing lending and business development activities
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
Strong managerial skills with emphasis on planning, organization, leadership and execution
Comprehensive knowledge of all phases of branch management, including customer service, sales and risk management
Thorough knowledge of lending as applicable to branch's target markets
Knowledge of Bank policies and procedures and advanced knowledge of overall Bank products
Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customerdissatisfaction
Ensure collaboration between branch team members and business partners (MLOs, FCs,and Business Bankingpartners)
Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, feerefunds, work schedules, and overall branch operation
2 years branch banking management experience required (Assistant Manager experience can be applied)-OR-1 or more years of branch manager experience and 2 or more years retail (non-banking) sales management experiencewithproven results
Desire and willingness to call on prospects and existing clients for sales opportunities.Proven sales execution
Internal Use Only: Band G
60% - Sales and Branch Management
Effectively manage the branch budget
Maintain proficiency in new account opening systems and procedures
Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees
Prepare frequent updates and communications to senior management on Branch sales and profitability results
Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures
Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs
Ensure customer information meets bank and regulatory documentation

Related Job Titles

Bank Manager Resume Sample

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Bank manager resume samples and templates for 2024.

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Ultimate Guide to Bank Manager Resume Examples and Templates for 2024

Crafting a winning resume for a bank manager position is no easy task. In the dynamic world of finance , bank managers play a key role . This guide will provide top-notch examples and templates to make your resume stand out in 2024 .

Unlock your potential with us.

Key Takeaways

Choose the right resume format , such as functional, chronological, or combination, to best showcase your skills and qualifications for a bank manager position.
Craft an effective summary at the start of your resume that highlights key achievements and skills relevant to the banking industry using strong action verbs.
Highlight your relevant work experience by showcasing leadership roles, financial management skills, and successful team supervision with quantifiable achievements.
List key skills and credentials important for a bank manager role like "financial management," "leadership," "strategic planning," and certifications such as Certified Bank Compliance Officer (CBCO).
Explore various templates and examples to find the best way to showcase your expertise as a bank manager effectively.

What Does a Bank Manager Do?

A bank manager plays a crucial role in ensuring the smooth operation of a financial institution. They oversee daily banking activities , manage employees, and focus on providing excellent customer service.

Their responsibilities include developing strategies to hit sales targets , handling customer complaints professionally , and maintaining high levels of compliance with banking laws .

Managers also analyze market trends to offer better services or products that meet client needs.

In addition to these tasks, they work closely with staff to boost morale and improve performance . Training new team members and conducting regular reviews of existing staff's work are key duties.

Bank managers often collaborate with other financial experts to enhance the bank's reputation and attract more business. Their leadership ensures the branch meets its financial goals while adhering strictly to regulatory standards.

How to Write a Bank Manager Resume

Choose the best resume format for impact. Craft an effective summary to grab attention. Highlight relevant work experience and list key skills and credentials.

Choosing the best resume format

Select a functional, chronological, or combination resume format based on your career history and the job you seek. Prioritize highlighting your skills and qualifications with the chosen format.

Tailor the resume to match the bank manager job description by showcasing relevant experience, education, and certifications . Use bold headings to divide sections clearly for easy reading.

Crafting an effective summary

After selecting the best resume format, focus on crafting a concise and compelling summary for your bank manager resume. Your summary should be a brief overview of your professional background , highlighting key achievements and skills relevant to the banking industry .

Use strong action verbs and quantifiable results to showcase your managerial expertise and financial accomplishments. Tailor your summary to match the specific job requirements, emphasizing leadership qualities, strategic planning abilities, and financial management skills that make you an ideal candidate.

For maximum impact in your summary, incorporate relevant keywords such as " financial institution manager resume " and managerial experience CV guide" to align with industry standards.

Highlighting relevant work experience

When highlighting your work experience in a bank manager resume, focus on showcasing your leadership roles , financial management skills , and successful team supervision . Emphasize your ability to drive growth , improve operational efficiency, and ensure excellent customer service .

Highlight accomplishments such as increasing branch revenue, implementing new banking technologies, or developing and executing successful sales strategies.

Use strong action verbs like "managed," "implemented," or "led" to describe your achievements and responsibilities. Tailor your work experience to align with the specific job requirements of the bank manager position you are applying for.

Listing key skills and credentials

Now that you have highlighted your relevant work experience, it's time to focus on listing your key skills and credentials. Ensure to showcase your managerial and financial expertise with keywords like " financial management ," "leadership," " strategic planning ," and "risk assessment".

Highlighting certifications such as Certified Bank Compliance Officer (CBCO) or Chartered Financial Analyst (CFA) can also strengthen your resume. Don't forget to emphasize soft skills like communication, problem-solving, and team management.

Craft a compelling summary by including specific achievements related to increasing branch revenue, improving customer satisfaction, or implementing cost-saving initiatives. Use strong action verbs such as "developed," "implemented," "managed," or "oversaw" to describe your accomplishments in previous roles.

Templates and Examples for Bank Manager Resumes

Explore a range of impactful templates and examples for crafting your bank manager resume. Find inspiration from various formats and styles to showcase your expertise effectively.

Branch Manager Resume Examples

Craft a powerful summary that highlights your leadership and managerial skills .

Showcase your accomplishments in previous roles to demonstrate your impact.
Emphasize your ability to drive sales , manage teams , and oversee daily operations .
Use quantitative data to illustrate your success in meeting targets and improving performance.

Banking Resume Examples

Transitioning from branch manager resume examples, let's now look at some specific banking resume examples to help you craft a standout resume tailored to the banking industry.

Start with a strong summary that highlights your experience and skills in the finance and banking sector.
Use action verbs like "managed," "implemented," and "developed" to describe your achievements in previous roles.
Organize your resume using sections such as work experience, education, skills , and additional certifications or training.
Tailor each resume to the specific job description and include keywords relevant to the banking industry.
Showcase your expertise in financial services, risk management, customer relations, and compliance with industry regulations.
Quantify your achievements with numbers where possible, such as increasing customer deposits or achieving sales targets.

CV Examples for Bank Branch Managers

Here are examples of CVs for Bank Branch Managers:

Highlight your leadership skills and experience in managing a team to showcase your ability to oversee branch operations and staff effectively.
Emphasize your knowledge of banking regulations and procedures to demonstrate your expertise in ensuring compliance and minimizing risks.
Showcase your strategic planning abilities and track record of achieving sales targets to exhibit your capacity for driving business growth and profitability.
Include relevant certifications or training in financial management to show your commitment to staying updated with industry trends and best practices.
Utilize specific metrics or achievements , such as successful implementation of new customer service initiatives or improvement in branch performance, to illustrate the impact of your contributions.

Tips for a Stand-Out Bank Manager Resume

Craft an attention-grabbing profile that showcases your unique qualifications and achievements. Utilize strong action verbs to convey leadership, problem-solving, and decision-making skills effectively.

Crafting an attention-grabbing profile

Make your profile stand out by starting with a compelling summary that highlights your expertise and achievements in the banking industry. Use strong action verbs to describe your accomplishments, such as "implemented," "developed," or "managed." Tailor your profile to emphasize relevant managerial skills like team leadership, financial analysis, and customer service.

Format it in a visually appealing way, making it easy for recruiters to scan and quickly understand your qualifications. Consider including additional sections like certifications, professional affiliations, or language proficiency to further enhance your profile's impact.

Ensure that your profile is attention-grabbing by crafting a robust summary section showcasing your expertise and achievements in the banking industry using strong action verbs and emphasizing relevant managerial skills through effective formatting without overwhelming detail.

Utilizing strong action verbs

Use dynamic action verbs like "developed," "implemented," and "managed" to describe your achievements in the banking sector. These words demonstrate leadership and initiative . Employ terms such as "optimized," "streamlined," and "negotiated" to showcase your ability to improve processes, cut costs, and collaborate effectively within a team.

Incorporate vibrant action verbs like "achieved," "exceeded," and "surpassed" in your resume to highlight goals you've accomplished. These words illustrate your competence in meeting or surpassing targets, which is crucial for a bank managerial role.

Emphasize strong communication skills with verbs such as “communicated,” “presented,” and “influenced” to indicate successful interactions with clients, colleagues, and senior management.

Formatting and organizing your resume

Choose a clean and professional layout for your resume. Use bold headings and bullet points to make it easy to read. Include relevant sections such as contact information, summary, work experience, skills, and education.

Make sure your formatting is consistent and visually appealing.

Highlight your most important information by using a combination of bolding, italicizing, and underlining . Keep the layout neat with sufficient spacing between sections . Consider using columns or tables for organizing complex details such as skills or work experience.

Prioritize clarity and ease of reading over flashy design elements.

Including additional sections for extra impact

To further enhance the impact of your bank manager resume, consider including additional sections that showcase your relevant qualifications and achievements. Adding a "Professional Development" section can highlight any specialized training or certifications related to the banking industry , such as financial management courses or leadership workshops.

Another impactful addition is an "Achievements" section where you can quantify your contributions , like increasing branch revenue by a certain percentage or implementing cost-saving measures .

These extra sections provide depth to your resume and make it stand out to potential employers seeking accomplished bank managers.

Conclusion: Creating the Perfect Bank Manager Resume

Craft a standout bank manager resume using the tips and examples provided. Tailor your resume to highlight managerial skills and financial industry experience . Utilize strong action verbs , attention-grabbing profile , and strategic formatting for maximum impact.

Take advantage of the templates and examples to create a compelling resume that sets you apart. Gear up for success in landing your next banking career opportunity with a polished and professional resume.

1. What should I include in my bank manager resume for 2024?

Include your managerial experience, professional qualifications, and skills relevant to the banking industry. Also, show how you have contributed to financial services or bank management success.

2. Where can I find examples of a finance manager resume?

You can find finance manager CV examples and templates that guide you on crafting your resume for job applications in the banking career field online.

3. Are there special tips for writing a resume for a banking executive position?

Yes, focus on showcasing your leadership in financial institution management, your ability to drive business growth in retail banking, and highlight any successful project under your supervision as a bank supervisor.

4. Can I get templates specifically designed for a branch manager’s resume?

Absolutely! Branch manager resume templates are available that outline what is typically expected regarding layout and content when applying for such positions within the banking industry.

5. How do I demonstrate my career development willingness on my CV as a potential bank operations manager?

Emphasize ongoing learning by listing any recent training or education related to finance industry advancements alongside showcasing solid job performance throughout your employment opportunities.

6. What's the best way to display my managerial skills on a financial services manager resume?

To display managerial skills effectively on your CV template include real examples where you've led teams within banks or other financial settings successfully; mention any strategic initiatives you've implemented which resulted in positive outcomes.

Bank Manager Text-Only Resume Templates and Samples

Arvind yadav.

Phone: 01234567890

Email: [email protected]

Address: Sec-44, Noida, Noida

Bank Manager / Branch Manager / Investment Banker

A result-oriented professional with XX years of experience in Banking Operations, Branch Administration, Collections, Service Operations, Customer Service, and Team Management; an implementer with recognized proficiency in spearheading operations/ business with an aim to accomplish corporate plans & goals successfully
Holds the distinction of effectively managing the profits, personnel, credit & deposits portfolios, recovery management, risk management, and asset liability management keeping in view the overall growth of the organization; preparing contingency funding plans, and business continuity plans to create policies and procedures
Resourceful at maintaining relationships with clients to achieve quality product and service norms by resolving their service-related critical issues; adroit in performing all banking operations effectively & efficiently, coordinating with various branches & managing a variety of branch banking operations
Experienced in ensuring that the fund management strategies are in-line with the corporate objectives and preparing contingency funding plans without affecting profitability; monitoring database of HNI customers; ensuring adherence to the service standards of the bank and ensuring regulatory compliance
An enterprising leader with proven skill in leading and directing personnel toward the accomplishment of a common goal without compromising on employer-employee relations; excellence in interpersonal and organizational skills with proven abilities in training & development, customer relationship management, and planning

Economics , Master of Business Administration, Completed, February 2001

JYD Pvt ltd

BGR University

Certifications

Certified Branch Manager , Completed , January 2012

Work Experience

Period: February 2003 - Current

Investment Banker

Abc Pvt Ltd

Handled banking operations related to determining financial objectives, preparing & implementing systems, policies & procedures for streamlining the banking operations
Managed the overall functioning of the process, identify improvement areas and implement adequate measures to maximize the customer satisfaction level.
Handled current account deposits, savings account deposits, cash, & administrative departments.
Followed the process/procedure of the bank & ensuring compliance with the rules and regulations of the bank including the latest circulars & notifications.
Conceptualized and implement competent strategies with a view to penetrating new accounts and expanding existing ones for a wide range of banking products/services.
Implemented competent strategies for boosting business with a view to penetrating new accounts and expanding existing ones for meeting pre-determined business objectives and targets.
Managed customer-centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.
Created and maintained healthy business relations with clients, ensuring high customer satisfaction matrices by achieving delivery & service quality norms.
Led, managed & monitored the performance of team members to ensure efficiency in banking operations and meeting individual & group targets.

Period: May 1996 - September 2001

Bank Manager

Ensured the highest standards of Know-Your-Customer (KYC) requirements by administering the file flow from login to disbursements like preliminary checks for documents such as KYC, APS entry, and verification of documents like income papers, bank statements, etc.
Directed all operational aspects including distribution operations, customer service, human resources, administration, and sales; developed forecasts, financial objectives, and business plans.
Assessed local market conditions and identify current and prospective sales opportunities.
Met goals and metrics; manage budget and allocate funds appropriately.
Brought out the best of the branch’s personnel by providing training, coaching, development, and motivation.
Located areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities.
Created and sustained a dynamic environment that fosters development opportunities and motivates high performance among team members.

Hard Skills

Product Training
Staff training
Regulatory Compliance
Accounts Receivable
Sales Professional
Revenue generation
Account analysis
Bank Security Expert

Soft Skills

Communication Skill
Networking Skill
Management Skill
Organization Skill
Customer Service Skill
Interpersonal Skill
Microsoft Office

Operating System

Personal interests.

Learning languages
Photography

Kshama Sharma - Resume, CV and Cover Letter Writing Expert

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• Spearheaded the growth strategy for the branch, resulting in a 25% increase in customer base within one fiscal year.
• Implemented a customer service excellence program that improved customer satisfaction ratings by 30%.
• Coached and developed a team of 20 employees, enhancing their sales techniques and interpersonal skills.
• Managed the branch budget effectively, cutting operational costs by 10% without impacting service quality.
• Created and maintained profitable community relationships, leading to a significant increase in local business clientele.
• Oversaw compliance with all regulatory requirements, ensuring zero non-compliance issues throughout tenure.
• Organized staff training initiatives that resulted in a 20% uptick in cross-selling products.
• Managed daily branch operations, achieving a 98% accuracy rate in transaction processing and reporting.
• Initiated a local marketing campaign that elevated brand presence and attracted 500+ new accounts.
• Strengthened branch compliance, with audits receiving commendations for adherence to policies.
• Implemented customer feedback mechanisms that enhanced product offerings and service.
• Oversaw a portfolio of over 1000 clients, consistently achieving top performance in client retention.
• Led a successful project to introduce a new banking platform, increasing user engagement by 40%.
• Managed risk effectively, maintaining a loan delinquency rate of less than 2%.
• Expanded the wealth management services, resulting in a 15% growth in assets under management.

5 Bank Branch Manager Resume Examples & Guide for 2024

A bank branch manager must showcase strong leadership skills on their resume. Highlight your ability to inspire and direct a diverse team toward common financial goals. Your resume should also reflect a solid history of financial expertise. Include specific examples of successful budget management and profitability improvements.

All resume examples in this guide

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As a bank branch manager, articulating your extensive experience in financial management and customer service on a single-page resume can be a daunting task. Our guide offers structured tips and tailored examples to help you condense your expertise into a compelling resume, ensuring your skills shine through effectively.

Incorporate bank branch manager job advert keywords into key sections of your resume, such as the summary, header, and experience sections;
Quantify your experience using achievements, certificates, and more in various bank branch manager resume sections;
Apply practical insights from real-life bank branch manager resume examples to enhance your own profile;
Choose the most effective bank branch manager resume format to succeed in any evaluation process.
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Director of Accounting Resume Example

Tips and tricks for your bank branch manager resume format

Before you start writing your resume, you must first consider its look-and-feel - or resume format . Your professional presentation hence should:

Follow the reverse-chronological resume format , which incroporates the simple logic of listing your latest experience items first. The reverse-chronological format is the perfect choice for candidates who have plenty of relevant (and recent) experience.
State your intention from the get-go with a clear and concise headline - making it easy for recruiters to allocate your contact details, check out your portfolio, or discover your latest job title.
Be precise and simple - your resume should be no more than two pages long, representing your experience and skills that are applicable to the bank branch manager job.
Ensure your layout is intact by submitting it as a PDF. Thus, your resume sections would stay in place, even when assessed by the Applicant Tracker System (ATS).

Upload & Check Your Resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

If you happen to have plenty of certificates, select the ones that are most applicable and sought-after across the industry. Organize them by relevance to the role you're applying for.

Traditional sections, appreciated by recruiters, for your bank branch manager resume:

Clear and concise header with relevant links and contact details
Summary or objective with precise snapshot of our career highlights and why you're a suitable candidate for the bank branch manager role
Experience that goes into the nuts and bolts of your professional qualifications and success
Skills section(-s) for more in-depth talent-alignment between job keywords and your own profile
Education and certifications sections to further show your commitment for growth in the specific niche

What recruiters want to see on your resume:

Proven experience in financial management and developing strategies for revenue growth within the banking sector.
Demonstrated leadership abilities to manage, coach, and motivate branch staff to meet high customer service and sales targets.
Solid understanding and compliance with banking laws, regulations, and the ability to implement risk management practices effectively.
Strong interpersonal skills to foster relationships with clients, manage customer satisfaction, and address complex customer service issues.
A track record of successful branch management, including operational efficiency, cost control, and implementing improvements to banking processes.

The experience section or the essence of your professional bank branch manager resume

Recruiters always have and always will appreciate well-written bank branch manager resume experience sections.

The experience section is perhaps the most crucial element of your professional presentation, as it needs to answer job requirements while showcasing your technical expertise and personality.

Create your best resume experience section yet by:

Selecting only relevant experience items to the role you're applying for;
Always ensure you've listed a metric to quantify your success alongside each experience item;
Create a narrative that showcases your bank branch manager career succession: this goes to show the time and effort you've invested in the field to build your experience from the ground up;
Within each experience bullet, consider a problem you've solved, the skills you've used, and the bigger impact this has made in the organization.

Take a look at how other real-life professionals have curated their experience with the bank branch manager samples below:

Led a team of 25 bank professionals overseeing daily operations, compliance, and business development, resulting in a 20% growth in customer base.
Designed and implemented a local market penetration strategy that increased mortgage loan volume by 30% within the first year of execution.
Collaborated with the regional manager to reallocate branch resources, optimizing staff performance and reducing operational costs by 15%.
Spearheaded the digital transformation initiative by integrating mobile banking solutions, enhancing customer experience and operational efficiency.
Achieved top 5% in national customer satisfaction ratings through the implementation of tailored financial advising processes.
Managed risk and compliance adherence, significantly reducing audit discrepancies and maintaining a superior audit rating for four consecutive years.
Directed branch sales strategies increasing cross-selling rates by 25%, thereby boosting the profitability of savings and investment products.
Mentored a team of junior managers across five bank branches, cultivating a culture of high performance and excellent customer service.
Pioneered a community outreach program that established key relationships with local businesses, expanding the branch’s commercial loan portfolio by $50 million.
Enhanced client retention by 22% through a bespoke client relationship program that emphasizes personalized financial planning.
Orchestrated branch's response to COVID-19 pandemic, maintaining full service operations while ensuring employee safety and customer convenience.
Leveraged data analytics to refine lending practices, which improved loan approval rates by 18% without compromising risk management standards.
Drove branch to outperform regional sales goals by 35% through strategic leadership and the implementation of an incentive-based rewards system.
Navigated branch through a significant IT systems upgrade, ensuring a seamless transition for both staff and customers with zero downtime.
Hosted quarterly financial literacy workshops for the community, which enhanced the branch's public image and led to a 15% increase in new personal account openings.
Executed a streamlined loan underwriting process, cutting down approval times by 40% and simultaneously improving portfolio quality.
Implemented a conflict resolution protocol for customer disputes, enhancing client satisfaction and reducing formal complaints by 20%.
Cultivated an employee development program that reduced staff turnover by 10% and improved employee engagement scores.
Revitalized a struggling branch, transforming it into a regional top performer with a 40% increase in profitability over a four-year period.
Developed and led a successful campaign to promote digital banking tools, leading to a 50% adoption rate among the branch's clients.
Implemented a risk management framework that reduced loan delinquencies by 25%, bolstering the financial health of the branch.
Reinvigorated the commercial lending division, resulting in a 75% uplift in B2B loan products due to robust market analysis and strategic business partnerships.
Overhauled customer service protocols contributing to a client recommendation score increase from 70% to 90% within two years.
Launched a successful employee talent retention plan that decreased turnover by 18% and increased branch productivity by 12%.

Quantifying impact on your resume

Include the percentage growth of customer deposits to demonstrate success in client asset acquisition.
Specify the number of branch personnel managed to showcase leadership and team management skills.
Mention the dollar amount of loans generated to highlight proficiency in credit administration and sales.
Detail the year-over-year growth rate of the branch to display business development capabilities.
Outline the cost-saving measures implemented and the resulting percentage reduction in operating expenses.
List the number of successful regulatory audits to prove adherence to compliance standards.
Provide the Net Promoter Score or customer satisfaction ratings to illustrate a focus on customer service.
State the number of new business accounts opened to show effectiveness in expanding the customer base.

Action verbs for your bank branch manager resume

Remember these four tips when writing your bank branch manager resume with no experience

You've done the work - auditing the job requirements for keywords and have a pretty good idea of the skill set the ideal candidate must possess.

Yet, your professional experience amounts to a summer internship .

Even if you have limited or no professional expertise that matches the role you're applying for, you can use the resume experience section to:

List extracurricular activities that are relevant to the job requirements. Let's say you were editor-in-chief of your college newspaper or part of the engineering society. Both activities have taught you invaluable, transferrable skills (e.g. communication or leadership) that can be crucial for the job;
Substitute jobs with volunteer experience. Participating in charity projects has probably helped you develop an array of soft skills (e.g. meeting deadlines and interpersonal communications). On the other hand, volunteering shows potential employers more about you: who you are and what are the causes you care about;
Align job applications with your projects. Even your final-year thesis work could be seen as relevant experience, if it's in the same industry as the job you're applying for. Ensure you've listed the key skills your project has taught you, alongside tangible outcomes or your project success;
Shift the focus to your transferrable skills. We've said it before, but recruiters will assess your profile upon both job requirements and the skills you possess. Consider what your current experience - both academic and life - has taught you and how you've been able to develop your talents.

Key hard skills and soft skills for your bank branch manager resume

At the top of any recruiter bank branch manager checklist, you'd discover a list of technical competencies, balanced with personal skills.

Hard or technical skills are your opportunity to show how you meet the essential responsibilities of the role. The ability to use a particular job-crucial technology or software would also hint to recruiters whether you'd need a prolonged period of on-the-job training - or you'd fit right in the job.

But to land your dream role, you'd also need to demonstrate a variety of soft or people resume skills . Employers care about soft skills as they show how each candidate would fit into the team and company culture.

Both types of skills are specific and to best curate them on your resume, you'd need to:

Create a skill section within which you showcase your hard and soft skills and present how they help you succeed.
List specific examples of projects, tasks, or competitions, within which your skill set has assisted your results.
Soft skills are harder to measure, so think about situations in which they've helped you thrive. Describe those situations concisely, focusing on how the outcome has helped you grow as a professional.
Metrics of success - like positive ROI or optimized workplace processes - are the best way to prove your technical and people skills.

Take a look at some of bank branch manager industry leaders' favorite hard skills and soft skills, as listed on their resumes.

Top skills for your bank branch manager resume:

Financial Analysis

Risk Management

Regulatory Compliance

Banking Software Proficiency

Sales and Marketing

Credit Analysis

Budget Management

Investment Advisory

Loan Processing

Branch Operations Management

Communication

Decision Making

Problem Solving

Customer Service

Strategic Thinking

Adaptability

Negotiation

Time Management

Always remember that your bank branch manager certifications can be quantified across different resume sections, like your experience, summary, or objective. For example, you could include concise details within the expertise bullets of how the specific certificate has improved your on-the-job performance.

Showcase academic background with education and certifications' sections

Listing your education and certifications should be a rudimentary part of your resume writing.

Including your relevant academic background - in the form of your higher education degree and niche-specific certificates - will prove knowledge of the industry.

For your education section:

Start by including your degree, followed by start and graduation dates, as well as the institution;
You could include relevant coursework, major/minor , or GPA, only if your've just graduated from college or if this information would further support your application;
If you have an "ongoing" degree, you can still list it in case you think your diploma can impress recruiters or it's required;

Follow a similar logic for your certifications section by listing the institution, alongside dates you've obtained the certificate. For some of the most recent and relevant industry certificates , check out the next part of our guide:

The top 5 certifications for your bank branch manager resume:

Certified Bank Manager (CBM) - Institute of Bank Management and Research
Chartered Financial Analyst (CFA) - CFA Institute
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards
Certified Public Accountant (CPA) - American Institute of Certified Public Accountants
General Banking Officer (GBO) - American Bankers Association

Showcase any ongoing or recent educational efforts to stay updated in your field.

When Should You Include Your High School on Your Resume?
How to List a Major & Minor on Your Resume (with Examples)

Professional summary or objective for your bank branch manager resume

bank branch manager candidates sometimes get confused between the difference of a resume summary and a resume objective.

Which one should you be using?

Remember that the:

Resume objective has more to do with your dreams and goals for your career. Within it, you have the opportunity to showcase to recruiters why your application is an important one and, at the same time, help them imagine what your impact on the role, team, and company would be.
Resume summary should recount key achievements, tailored for the role, through your career. Allowing recruiters to quickly scan and understand the breadth of your bank branch manager expertise.

The resume objectives are always an excellent choice for candidates starting off their career, while the resume summary is more fitting for experienced candidates.

No matter if you chose a summary or objective, get some extra inspiration from real-world professional bank branch manager resumes:

Resume summaries for a bank branch manager job

Veteran financial strategist boasting a stellar 15-year record spearheading the commercial prowess of mid-sized community banks in the Northeast. Expertise in driving operational efficiency, implementing robust risk management practices, and augmenting customer retention rates. Lauded for orchestrating a 40% increase in loan portfolio growth at previous institution.
Dynamic leader with over a decade’s experience transforming regional bank branches into high-performing powerhouses, adept in advanced financial analysis and strategic business development. Excelled in achieving top-tier satisfaction ratings and leading a branch to win the National Excellence Award in 2021.
Former retail management professional eager to channel extensive people-management and sales expertise into banking. With a keen acumen for driving operational success and enhancing customer experiences, aspiring to leverage 8 years of retail leadership to pivot into branch banking management and contribute to sustainable growth.
Accomplished educator with over 20 years fostering academic excellence, now aspiring to apply transferable leadership skills to the banking sector. Exceptional ability to cultivate collaborative work environments and adept at driving initiatives that align with organizational objectives, determined to bring educational innovation to client financial services.
Eager to embark on a career in banking management, bringing forth a fresh perspective, strong analytical aptitude, and a vibrant enthusiasm for developing financial solutions that resonate with community needs. Keen to absorb industry knowledge and contribute to the growth of a leading financial institution.
Highly motivated professional with extensive customer service experience and a passion for finance, seeking to leverage interpersonal skills and a relentless work ethic in the pursuit of excellence in banking branch management. Dedicated to mastering regulatory compliance and client relations to foster an environment of trust and prosperity.

Showcasing your personality with these four bank branch manager resume sections

Enhance your bank branch manager expertise with additional resume sections that spotlight both your professional skills and personal traits. Choose options that not only present you in a professional light but also reveal why colleagues enjoy working with you:

My time - a pie chart infographic detailing your daily personal and professional priorities, showcasing a blend of hard and soft skills;
Hobbies and interests - share your engagement in sports, fandoms, or other interests, whether in your local community or during personal time;
Quotes - what motivates and inspires you as a professional;
Books - indicating your reading and comprehension skills, a definite plus for employers, particularly when your reading interests align with your professional field.

Key takeaways

Your bank branch manager resume is formatted professionally and creates an easy-to-read (and -understand) experience for recruiters;
You have included all pertinent sections (header, summary/objective, experience, skills, certifications) within your bank branch manager resume;
Instead of just listing your responsibilities, you've qualified them with skills and the results of your actions;
Within your bank branch manager resume, you've taken the time to align specific job requirements with your unique expertise, showcasing the value you can provide as a professional;
Technologies and personal skills are featured across different sections of your bank branch manager resume to achieve the perfect balance.

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Branch Manager Resume Example (Free Guide)

Create an branch manager resume that lands you the interview with our free examples and writing tips. use and customize our template and land an interview today..

This article provides an example of a Branch Manager resume, highlighting the important elements that should be included to successfully secure an interview. It outlines what should be included in each section and provides examples of how to emphasize key skills, qualifications, and experience. Additionally, it also provides tips on how to effectively market your unique qualifications and experiences to employers.

We will cover:

How to write a resume , no matter your industry or job title.
What to put on a resume to stand out.
The top skills employers from every industry want to see.
How to build a resume fast with our professional Resume Builder .
What a resume template is, and why you should use it.

What does a Branch Manager do?

A Branch Manager is responsible for the overall operations and performance of a specific branch of a business. They oversee the day-to-day operations, ensure that customer service standards are met, manage employees, develop and implement marketing strategies, and ensure that the branch is profitable. They are also responsible for managing the financial aspects of the branch, including budgeting, forecasting, and reporting.

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What are some responsibilities of a Branch Manager?

Managing branch staff and ensuring they are providing excellent customer service
Achieving branch sales and service goals
Maintaining branch operations and security
Analyzing branch financial performance and developing action plans
Monitoring compliance with laws, regulations, and organizational policies
Developing and implementing strategies to increase customer satisfaction
Creating a positive work environment
Addressing customer complaints and resolving disputes
Developing and maintaining relationships with local business partners

Sample Branch Manager Resume for Inspiration

Personal Details

Name: John Doe
Email: [email protected]
Phone: (555) 555-5555
Address: 123 Main Street, Anytown, ST 12345

Work Experience

Branch Manager, ABC Bank – Anytown, ST (2019 - Present)
Managed a team of 20 staff members
Implemented new customer service protocols
Developed a successful marketing strategy to increase customer engagement
Provided training and mentoring to new staff members
Managed daily operations of the branch
Bachelor of Science in Business Administration – Anytown University, Anytown, ST (2012)
Financial Analysis
Customer Service
Problem Solving
Marketing Strategies

Certifications

Certified Branch Manager – ABC Bank, Anytown, ST (2017)
English (Fluent)
Spanish (Intermediate)

Resume tips for Branch Manager

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Branch Manager resume tips. We collected the best tips from seasoned Branch Manager - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

Highlight your leadership and management skills.
Showcase your ability to develop and execute strategies.
Emphasize your customer service and communication skills.
Demonstrate your problem-solving and decision-making skills.
Showcase your ability to analyze data and develop strategies.

Branch Manager Resume Summary Examples

A branch manager resume summary or resume objective is important because it allows you to quickly and succinctly showcase your skills, experience, and qualifications in a way that stands out to employers. Your resume summary or objective should be tailored to the job you are applying for, highlighting your most relevant skills and accomplishments. It can also be used to make a positive first impression, and to demonstrate your understanding of the role and the company you are applying to. For Example:

Motivated Branch Manager with 10 years of retail experience. Adept at leading teams, managing customer relations, and driving sales.
Successful Branch Manager with 5 years of experience overseeing day-to-day operations and customer service. Proven record of increasing sales.
Experienced Branch Manager with 8 years of retail and customer service experience. Skilled in training, inventory management, and problem-solving.
Seasoned Branch Manager with 6 years of leadership and customer service experience. Offers a track record of driving sales and improving customer relations.
Energetic Branch Manager with 7 years of experience driving customer satisfaction and increasing sales. Possesses strong communication and organizational skills.

Build a Strong Experience Section for Your Branch Manager Resume

Building a strong experience section for a branch manager resume is important because it shows potential employers that you have the necessary experience to be successful in the role. It also demonstrates your qualifications and skills, and gives employers an understanding of how you would handle the responsibilities of a branch manager. By highlighting your experience, you can demonstrate to employers that you have the qualifications and skills to effectively lead a branch. Additionally, a strong experience section can help you stand out from other applicants and show that you are a well-rounded and experienced professional. For Example:

Managed daily operations of a retail branch including staff supervision, customer service, and sales.
Implemented and monitored operational procedures to ensure compliance to established policies and regulations.
Provided leadership and guidance to staff to help them reach their full potential.
Developed and maintained relationships with customers, vendors, and other stakeholders.
Analyzed financial statements and prepared reports for senior management.
Managed the branch budget and ensured cost-effectiveness of all operations.
Maintained a safe and secure environment for customers and staff.
Conducted regular staff performance reviews and provided feedback.
Resolved customer complaints and inquiries in a timely and effective manner.
Identified areas of improvement and implemented strategies to increase efficiency and profitability.

Branch Manager resume education example

A Branch Manager typically needs at least a bachelor's degree in business, finance, accounting, or a related field. Many employers also require experience in a banking or financial services role, such as working as a bank teller or loan officer. Strong interpersonal and leadership skills, as well as an understanding of banking regulations, are also important for Branch Managers. Here is an example of an experience listing suitable for a Branch Manager resume:

Bachelor of Business Administration, University of London, 2013
Master of Business Administration, University of Oxford, 2016
Certificate in Leadership and Management, The Open University, 2019

Branch Manager Skills for a Resume

Adding skills to a Branch Manager Resume is important because it gives employers an idea of your capabilities and qualifications. It also allows them to get a better understanding of your professional experience and expertise in the field. Examples of skills could include: leadership, communication, problem-solving, customer service, financial management, staff management, and project management. Your skills should be tailored to the position you’re applying for and should be backed up with relevant experience. Soft Skills:

Organizational
Communication
Time Management
Team Building
Interpersonal
Conflict Resolution
Leadership Skills
Operational Management
Financial Management
Team Management
Organizational Skills
Risk Management
Data Analysis
Project Management

Common Mistakes to Avoid When Writing a Branch Manager Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Branch Manager resume

Highlight experience managing a team, overseeing operations, meeting goals and deadlines, and resolving customer inquiries.
Demonstrate effective communication, interpersonal, and problem-solving skills.
Showcase knowledge of banking regulations, financial products, and customer service standards.
Detail success improving processes, increasing efficiency, and reducing costs.
Include certifications and professional development courses.

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Bank Branch Manager Resume Examples

Finding a job as a bank branch manager can be challenging, but with the right resume in hand, you can be sure to secure a great job in the banking industry. This resume writing guide will provide examples of resumes for bank branch managers, along with tips for creating a resume that will showcase your skills, experience, and qualifications to land you a job in this competitive field. With the help of this guide and a few steps, you’ll be ready to start applying for bank branch manager positions with confidence.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

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Bank Branch Manager

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am an experienced and highly motivated Bank Branch Manager with a successful track record of managing multiple branches and ensuring profitability. I have excellent communication and problem- solving skills, a strong customer service focus, and a passion for developing and training teams of bank staff. I am well- versed in overseeing banking operations, handling customer service inquiries, and managing team performance. With my extensive experience, I am confident that I am the ideal candidate for the role.

Core Skills :

Expertise in banking operations and customer service
Ability to manage and develop successful teams
Excellent problem- solving and communication skills
Strong customer service focus
Proficiency in banking software and systems

Professional Experience :

Bank Branch Manager, XYZ Bank, 2014 – Present
Managed daily operations at two branches
Developed and trained bank staff in customer service, banking operations and sales
Ensured compliance to banking regulations
Handled customer inquiries and complaints
Developed strategies to increase customer satisfaction
Monitored team performance and identified areas of improvement

Education : Bachelor of Science in Business Management, ABC University, 2010 – 2014

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Bank Branch Manager Resume Examples Resume with No Experience

Dynamic and hardworking Bank Branch Manager with 4+ years of experience in banking operations and customer service. Possess strong sales and customer service skills, and have adept knowledge of banking regulations and principles. Highly organized and detail- oriented professional, with an aptitude for financial administration and problem- solving. Proven ability to manage a sales team and motivate staff to achieve sales goals.

Strong knowledge of banking regulations and principles
Excellent customer service and sales skills
Proficient in developing sales strategies and marketing plans
Ability to manage a team and motivate staff
Working knowledge of banking systems and technologies
Good financial administration and organizational skills

Responsibilities

Develop and implement strategies to meet financial targets and customer service requirement.
Oversee banking operations and ensure compliance with regulations.
Analyze financial data and transactions to identify risks.
Develop and administer sales plans and strategies to generate revenue.
Manage and motivate staff to achieve sales goals.
Assist customers with financial transactions and inquiries.
Ensure customer complaints are resolved in a timely manner.
Maintain an up- to- date knowledge of banking systems and technologies.
Review banking applications and documents for accuracy.

Experience 0 Years

Level Junior

Education Bachelor’s

Bank Branch Manager Resume Examples Resume with 2 Years of Experience

I am an experienced bank branch manager with over two years’ experience in managing branch operations and personnel. I have a proven track record of creating strategies and implementing processes to help increase customer satisfaction, improve profits, and grow the branch. My core skills include excellent customer service, communication and problem- solving, as well as the ability to lead and motivate employees. I am confident that I can bring an unprecedented level of success to your branch.

Customer service
Communication
Problem- solving
Strategic planning
Operational management
Process improvement

Responsibilities :

Manage branch operations, including staff and resources
Provide excellent customer service to ensure customer satisfaction
Create and implement strategies to improve profitability
Develop and monitor policies, procedures and practices
Lead, motivate and mentor branch staff
Track and monitor branch performance
Analyze and resolve customer complaints
Develop and implement process improvement initiatives to increase efficiency

Experience 2+ Years

Bank Branch Manager Resume Examples Resume with 5 Years of Experience

Dynamic and results- driven banking and financial services professional with over 5 years of experience in customer relations, loan processing and reconciliation, financial analysis and strategic account management. Proven ability to deliver exceptional customer service and provide innovative solutions to complex banking challenges. Demonstrated expertise in building and managing customer relationships, enhancing customer experience, and cultivating a positive atmosphere.

Loans Management
Risk Management
Banking Regulations
Business Development
Customer Service
Reconciliation Process
Financial Analysis
Strategic Account Management
Excellent Communication
Problem Solving
Managed and supervised banking staff, ensuring that all customer service, operational and financial goals are achieved.
Monitored customer satisfaction and maintained customer relations.
Facilitated the application and renewal process of bank loans and other financial services.
Ensured consistent compliance with banking regulations, industry standards and internal policies.
Developed and implemented innovative strategies to improve customer service and optimize operational efficiency.
Maintained and reconciled bank accounts, including accurate records of all cash transactions.
Provided financial analysis and conducted due diligence for new accounts.
Negotiated terms of business contracts and established strategic partnerships with key accounts.
Analyzed customer needs and identified opportunities to increase sales and revenue.

Experience 5+ Years

Level Senior

Bank Branch Manager Resume Examples Resume with 7 Years of Experience

Experienced bank branch manager with over 7 years of experience in providing exceptional customer service and maintaining operational excellence in retail banking environments. Proven knowledge of banking regulations, compliance, and cold- calling initiatives. Adept at developing and executing strategies to increase deposits and loans. Skilled in identifying business opportunities and fostering a positive team environment.

Retail Banking
Sales & Marketing
Strategic Planning
Problem Resolution
Regulatory Knowledge
Product Knowledge
Cold Calling
Supervising daily operations of the banking branch, including staff, sales, customer service, and financial activities.
Developing and implementing strategies to improve customer service, increase deposits, and boost loan revenue.
Analyzing and evaluating customer accounts information to identify and recommend financial solutions.
Maintaining current knowledge of banking regulations and compliance standards.
Training and coaching staff to develop their knowledge and expertise.
Making cold- calls to potential customers and presenting the bank’s products and services.
Monitoring and enforcing banking regulations and policies to ensure compliance and accuracy.
Establishing and maintaining relationships with clients to retain and expand business.
Conducting monthly audits of the branch and providing detailed reports to senior management.

Experience 7+ Years

Bank Branch Manager Resume Examples Resume with 10 Years of Experience

Highly experienced Bank Branch Manager with over 10 years of experience in leading and managing a bank branch. Proven record in increasing customer satisfaction and achieving sales goals, while developing and implementing efficient processes and procedures. Ability to motivate staff, develop strategies, and utilize problem- solving skills to improve operational efficiency.

Strong financial and operational management
Excellent customer service and client relations
Advanced expertise in compliance with banking regulations
Proficient in Microsoft Office Suite and banking software
Excellent team working, communication and problem- solving skills
Managing, directing and motivating the bank branch staff
Developing and implementing strategies to increase customer satisfaction
Ensuring compliance with banking regulations and procedures
Conducting regular performance reviews and providing feedback
Monitoring daily operations and transactions to ensure accuracy
Developing and managing budgets and financial controls
Resolving customer complaints and inquiries in a timely manner
Preparing and issuing bank statements and other financial reports
Assisting in training of new staff members and providing ongoing coaching and development
Identifying and implementing process improvements to enhance operational efficiency
Developing marketing plans and campaigns to promote the bank’s products and services.

Experience 10+ Years

Level Senior Manager

Education Master’s

Bank Branch Manager Resume Examples Resume with 15 Years of Experience

I am an experienced bank branch manager with 15 years of successful experience in managing teams and operations in the banking industry. I have a solid track record of consistently delivering above- average results in a competitive environment. I am familiar with banking regulations and procedures and have a deep understanding of customer service and sales practices. My versatility and expertise in financial services processes, systems, and technology make me an ideal candidate for any bank branch manager position.

Supervision and Leadership: Extensive experience in leading teams and managing operations
Banking Regulations: Comprehensive knowledge of banking regulations and procedures
Sales and Service: Proven ability to drive sales and deliver excellent customer service
Financial Technology: Proficient in current banking technologies and financial services processes
Efficiency: Proven success in streamlining operations and processes to maximize productivity
Oversee the daily operations of a bank branch ensuring compliance to all regulations
Analyze financial data and develop strategies to meet or exceed profitability objectives
Develop and implement successful sales initiatives to increase customer loyalty and drive sales
Supervise and motivate staff to ensure high quality of service to customers
Monitor and analyze performance metrics to identify areas of improvement and opportunities
Foster a positive work environment to maximize team performance and morale

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats , cover letter examples , job description , and career advice pages for more helpful tips and advice.

What should be included in a Bank Branch Manager Resume Examples resume?

A bank branch manager resume should include details about your experience and skills in managing a team and providing excellent customer service. It should also demonstrate your ability to ensure the efficient operation of a financial institution. Here is a list of what should be included in your resume:

Work Experience: List your experience managing a financial institution, including job titles and the length of your employment. Highlight any experience you have in areas such as customer service, sales, marketing, and operations.
Education/Certifications: Include any degrees and certifications you have received in the field.
Skills: List any skills related to bank branch management, such as accounting, customer service, sales, and marketing. Also, list any computer programs, such as Quicken and Microsoft Office, you are experienced in using.
Professional Achievements: Describe any awards or other recognitions you have received in your career.
Professional Affiliations: List any professional organizations you are a member of, such as the American Bankers Association.
References: Include contact information for at least three professional references.

By including this information in your resume, you can show employers that you have the skills, experience, and qualifications needed to be successful as a bank branch manager.

What is a good summary for a Bank Branch Manager Resume Examples resume?

A Bank Branch Manager Resume Examples resume should include a summary that highlights the candidate’s managerial and financial background. The summary should also emphasize the candidate’s ability to lead teams, manage budgets, and build relationships with customers. Additionally, the summary should highlight any relevant experience in areas such as customer service, risk management, and compliance. It should also demonstrate the candidate’s ability to lead and motivate staff and ensure compliance with applicable laws and regulations. Ultimately, the summary should provide a concise overview of the candidate’s qualifications and demonstrate why they are the ideal candidate for the role.

What is a good objective for a Bank Branch Manager Resume Examples resume?

A bank branch manager resume should have an objective that reflects the candidate’s ability to manage the daily operations of a bank branch, as well as their ability to provide excellent customer service. Here are some examples of good objectives for a bank branch manager resume:

To lead a team of bank staff in managing daily operations and ensuring quality customer service.
To utilize my knowledge and experience of the banking industry to promote the success of the branch.
To implement strategies and processes that promote efficiency, enhance customer service, and increase branch profitability.
To develop and implement effective marketing strategies that increase customer loyalty and market share.
To coordinate with other departments to ensure seamless customer service and operations.
To motivate and mentor staff to provide excellent customer service and to increase the branch’s efficiency.

How do you list Bank Branch Manager Resume Examples skills on a resume?

A Bank Branch Manager resume should include a variety of skills and experience related to the role. Here are a few examples of skills and qualifications you may want to list on your resume:

Leadership: A Bank Branch Manager needs to be a strong leader, with the ability to make decisions and guide employees.
Teamwork: A successful Bank Branch Manager must be able to collaborate effectively with other departments and staff members.
Customer Service: The ability to provide excellent customer service is essential for a Bank Branch Manager, as they are responsible for ensuring customer satisfaction.
Budget Management: A Bank Branch Manager must have experience in budgeting and financial management, to ensure the branch runs efficiently.
Problem-Solving: Excellent problem-solving skills are essential for a Bank Branch Manager, as they may be faced with a variety of situations that require quick thinking and creative solutions.
Communication: A Bank Branch Manager needs to be able to communicate clearly and effectively with customers and other staff members.
IT Proficiency: A Bank Branch Manager should have a good understanding of computer systems and technology, as they may be required to use certain systems in the course of their job.

What skills should I put on my resume for Bank Branch Manager Resume Examples?

When writing a resume for a Bank Branch Manager position, it is important to highlight the skills and abilities that are most relevant to the job. Here are some important skills to consider including:

Excellent Leadership: Bank Branch Managers are responsible for leading and motivating their staff. Highlight your ability to develop and implement strategies that result in a successful team.
Financial Knowledge: Possessing a deep understanding of banking regulations and policies is essential. Demonstrate your experience and knowledge of financial products and services, as well as a strong understanding of risk management.
Customer Service: Bank Branch Managers should have the ability to create a positive customer experience. Showcase your ability to build relationships with customers and resolve issues quickly and efficiently.
Problem Solving: Bank Branch Managers must be able to anticipate and solve problems. Emphasize your problem-solving skills, as well as your ability to make sound decisions.
Organizational Skills: Bank Branch Managers must be highly organized and detail-oriented. Demonstrate your ability to prioritize tasks and manage a variety of projects and teams.

By highlighting these key skills, you can ensure that your resume stands out and that you are the ideal candidate for the Bank Branch Manager position.

Key takeaways for an Bank Branch Manager Resume Examples resume

A bank branch manager resume should highlight your qualifications and experience in a way that stands out to employers. As a branch manager, you are responsible for overseeing the operations of a bank branch, so it’s important to showcase your leadership and organizational skills. Here are some key takeaways to consider when crafting your resume:

Include a professional summary. This is a brief section that provides a snapshot of your experience and qualifications and should be tailored to the specific job description.
Detail your experience and qualifications. Showcase your experience in banking, including the years you’ve worked in the industry, the types of positions you’ve held, and any specializations you have.
Highlight your leadership skills. As a branch manager, you need to demonstrate that you have the confidence and ability to lead a team and ensure a successful working environment.
Include metrics. When applicable, include metrics that demonstrate your success in your previous roles. This could include the amount of money you’ve saved the bank, the number of new customers you’ve acquired, and the number of loan applications you’ve processed.
Showcase your communication skills. As a branch manager, you need to be able to effectively communicate with your team, customers, and other departments. Highlight any awards or recognition you’ve received for your communication skills.

By following these tips, you should be able to create an effective bank branch manager resume that will help you stand out from the competition.

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Branch Manager resume examples for 2024

A strong branch manager resume should highlight not only technical skills like branch management and performance management, but also soft skills like interpersonal abilities and communication. As Dr. Jeanette Landin , Associate Professor at Landmark College's Professional Studies Department, puts it, "What stands out on contemporary, successful business manager resumes are their soft skills. Interpersonal skills are atop the list because business is all about people working with other people to achieve a common goal: The business's mission." Additionally, the ability to adapt to changing circumstances is key, as seen in the impact of the pandemic on the job search process.

Branch Manager resume example

How to format your branch manager resume:.

Use the job title 'Branch Manager' on your resume to apply for a Branch Manager role
Highlight achievements rather than responsibilities in your work experience section
Aim to fit your Branch Manager resume on one page, focusing on relevant information

Choose from 10+ customizable branch manager resume templates

Choose from a variety of easy-to-use branch manager resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your branch manager resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Entry level branch manager resume example

Branch manager resume format and sections, 1. add contact information to your branch manager resume.

Branch Manager Resume Contact Information Example # 1

Dhruv Johnson

[email protected] | 333-111-2222 | www.linkedin.com/in/dhruv-johnson

2. Add relevant education to your branch manager resume

Your resume's education section should include:

The name of your school
The date you graduated ( Month, Year or Year are both appropriate)
The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

Academic awards (Dean's List, Latin honors, etc. )
GPA (if you're a recent graduate and your GPA was 3.5+)
Extra certifications
Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

If you're a recent graduate, you might opt to place your education section above your experience section
The more work experience you get, the shorter your education section should be
List your education in reverse chronological order, with your most recent and high-ranking degrees first
If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About Branch Manager Education

Branch Manager Resume Relevant Education Example # 1

Bachelor's Degree In Political Science 1993 - 1996

George Mason University Fairfax, VA

Branch Manager Resume Relevant Education Example # 2

Bachelor's Degree In Business 2000 - 2003

California State University - San Bernardino San Bernardino, CA

3. Next, create a branch manager skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

Include 6-12 skills, in bullet point form
List mostly hard skills ; soft skills are hard to test
Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an branch manager resume

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Human resources is a set of people in a business or a corporation that are designated to locate, interview, and recruit new employees into the company. They are also responsible to maintain the integrity of the employees and help them sort their problems out. They try to introduce and manage employee-benefit programs.

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Top Skills for a Branch Manager

Customer Satisfaction , 8.0%
Business Development , 7.3%
Branch Management , 4.9%
Human Resources , 4.7%
Other Skills , 75.1%

4. List your branch manager experience

The most important part of any resume for a branch manager is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of branch managers" and "Managed a team of 6 branch managers over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

Received certification from National Restaurant Association and Harvard Business School for Multi-Unit Restaurant Supervision.
Developed and implemented Standard Operating Procedures, Post Orders and site specific training programs for each facility.
included payroll, action plans, Profit and Loss reports and some local store marketing.
Managed Video Stores, Supervised Trainees, Maintained Inventories, Payroll, Invoices, Prompted Sales, Oversaw 5 Stores.
Entered employees into company based program for payroll and taxes.
Maintained high standards in quality, sanitation, safety and complied with company guidelines and procedures.
Ensured the compliance of the store's standard operating procedures.
Handled daily banking and weekly payroll, made schedules.
Reported P&L, ensured accurate payroll hours, and handled all FOH staffing responsibility.
Assisted with hiring and hiring paperwork.
Provided guidance and sound advice to clients during housing crisis.
Refinanced home mortgages for FHA loans.
Maintained communication regarding application and loan approval process.
Processed Mortgage Loans from beginning to end, all aspects of mortgage loan processing including FHA.
Worked with several lenders and investors.
Worked extensively with MS Word, Excel and PowerPoint.
Purged electronic human resources records, including I9's, in accordance with retention guidelines.
Provided internal customer support relating to benefits and compensation policies and procedures.
Posted new requisitions in PeopleSoft.
Created Process form to allow for entry of new hires in HRIS system prior to start date.

5. Highlight branch manager certifications on your resume

Specific branch manager certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your branch manager resume:

Certified Sales Professional (CSP)
Certified Professional, Life and Health Insurance Program (CPLHI)
Certified Professional - Human Resource (IPMA-CP)
Certified Management Accountant (CMA)
International Accredited Business Accountant (IABA)
Certified Manager Certification (CM)
Sales Management
Certified Bank Auditor (CBA)
EPA Amusement Operators Safety Certification (EPA)
Certified Security Supervision & Management (CSS)

6. Finally, add an branch manager resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your branch manager resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common branch manager resume skills

Customer Satisfaction
Business Development
Branch Management
Human Resources
Financial Statements
Performance Management
Client Relationships
Excellent Interpersonal
Loan Applications
Taking Care
Excellent Organizational
Bank Products
Business Plan
Bank Policies
Business Relationships
Federal Laws
Performance Reviews
Product Knowledge
Real Estate
Sales Strategies
Cash Management
Direct Reports
Staff Development
Strong Negotiation
Customer Relations
Customer Retention
Credit Reports
Disciplinary Actions
Regulatory Compliance
Background Checks
Inventory Control
Product Sales
Customer Issues
Revenue Growth
Customer Complaints
Community Events
Performance Evaluations
Microsoft Power Point
Cash Control
Financial Reports
Federal Regulations
Sales Growth
Bank Secrecy Act
Work Scheduling
Bank Deposits
Gross Profit

Entry level branch manager resume templates

Branch Manager Jobs

Links to help optimize your branch manager resume.

How To Write A Resume
List Of Skills For Your Resume
How To Write A Resume Summary Statement
Action Words For Your Resume
How To List References On Your Resume

Branch Manager resume FAQs

How do i write a resume for a bank manager job, what are the duties of a branch manager, search for branch manager jobs.

Updated June 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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Branch Manager Resume Examples

Writing a great branch manager resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

Create your resume Select from 7 professional resume templates

If you're looking for inspiration when it comes to drafting your own branch manager resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the branch manager job you're after.

or download as PDF

Essential Components of a Branch Manager Resume

For a Branch Manager, a resume must effectively showcase leadership and management capabilities, as well as a proven track record in overseeing branch operations. It's crucial to highlight your ability to lead a team, achieve sales targets, address customer service issues, adhere to regulations, and contribute to business growth. A well-crafted resume that encapsulates these aspects is instrumental in securing a leading Branch Manager position.

Let's delve into the various segments of a branch manager’s resume, discussing the significance of each and what to include. We'll also provide insights on how to make each section stand out to potential employers.

1. Contact Information

At the top of your resume, ensure your Contact Information is complete and accessible, providing employers with the necessary details to reach you for further discussions or interviews. This typically includes your name, phone number, email address, and your general location.

How to List Contact Information for a Branch Manager Resume

Full Name: Present your first and last name clearly, avoiding nicknames to maintain professionalism.
Phone Number: Provide a reliable contact number with a professional voicemail message.
Email Address: Use a professional email address, ideally based on your name, and avoid outdated email platforms.
Location: Mentioning your city and state can be helpful, though a full address is not always necessary.
LinkedIn Profile: Include the URL to your LinkedIn profile if available.
Skype ID: For remote or international positions, providing a Skype ID can be beneficial for initial interviews.

Accurate and up-to-date contact information is crucial for seamless communication during the hiring process.

2. Professional Summary or Objective

The professional summary or objective section is a concise overview of your skills, experience, and career goals, tailored to the position you're applying for. Highlight your leadership abilities, managerial experience, industry-specific knowledge, and customer service expertise, along with significant achievements that demonstrate your impact on sales and operational improvements.

Example: "Seasoned Branch Manager with over 10 years in the banking sector, I have consistently increased sales revenue by 30% and enhanced customer satisfaction by 20%. My aim is to leverage my leadership prowess and financial acumen to drive operational excellence at XYZ Bank."

Note: This section should articulate the value you bring to the company, not just your own career aspirations.

Ensure this section is compelling and free of errors, as it often forms the first impression for hiring managers.

Related: Top Branch Manager Resume Objective Examples

3. Work Experience

The Work Experience section is a cornerstone of your resume, highlighting your relevant roles and achievements. List past positions with the company name, your title, and the dates of employment. Describe your responsibilities with an emphasis on achievements, using action verbs and quantifiable results to illustrate your impact.

Highlight accomplishments over duties, such as leading a team to a 20% increase in sales or a 15% reduction in costs.
Use action verbs like 'led', 'managed', 'coordinated', and include measurable outcomes to strengthen your narrative.
Focus on relevant experience, typically from the last 10-15 years, but include other roles that demonstrate transferable skills if you're newer to branch management.

This section should clearly demonstrate your hands-on experience and success in managing a branch.

4. Skills and Competencies

The Skills and Competencies section outlines the specific abilities that qualify you for the branch manager role, including both hard and soft skills.

Leadership Skills: Essential for guiding teams and achieving company objectives.
Financial Literacy: Crucial for managing branch finances, including budgeting and financial analysis.
Sales and Marketing Skills: Important for driving sales growth and customer retention.
Risk Management: Ability to identify and mitigate potential risks.
Decision-Making Skills: Important for making impactful choices that affect the branch.
Customer Service Skills: Vital for ensuring customer satisfaction and loyalty.
Communication Skills: Key for clear instructions and effective problem resolution.
Problem-Solving Abilities: Essential for addressing challenges efficiently.
Time Management Skills: Necessary for prioritizing tasks effectively.
Technological Proficiency: Important for navigating modern banking systems and office software.

These competencies demonstrate your suitability for the role and your potential to contribute value to the organization.

Related: Branch Manager Skills: Definition and Examples

5. Education and Certifications

The Education and Certifications section showcases your academic background and any specialized training or credentials that enhance your qualifications for the branch manager role.

A bachelor's degree in business administration or a related field is typically required, while an MBA can distinguish you as a candidate. Highlight relevant certifications such as CFSSP, CTFA, or Retail Bank Manager Certificate Program, which attest to your expertise in various aspects of branch management.

Include any leadership, team management, or banking software training programs you've completed to show your commitment to staying current with industry standards.

List your educational qualifications in reverse chronological order, along with any certifications or training, including the issuing organization and date obtained.

This section should reflect a solid foundation in business operations and specialized skills for effective branch management.

Related: Branch Manager Certifications

6. Leadership and Management Achievements

In the Leadership and Management Achievements section, highlight your track record of leading teams and driving business success. Detail specific accomplishments that showcase your leadership and management prowess, such as exceeding sales targets or implementing efficiency-boosting strategies. Include any awards or recognitions received for outstanding leadership or performance.

Detail instances of exceptional leadership, such as guiding a team to exceed sales goals.
Mention any awards or recognitions, like 'Manager of the Year' or company-specific accolades.

Also, emphasize key managerial traits you've demonstrated, such as decision-making, problem-solving, and communication skills.

Decision-making
Problem-solving
Communication skills
Motivational ability

This section should convey your ability to lead effectively and manage business operations successfully.

7. References or Referees

References bolster your resume by providing potential employers with credible endorsements of your management and leadership qualities. Choose individuals who can attest to your professional capabilities and work ethic, such as former employers, supervisors, or clients.

Always seek permission before listing someone as a reference and be prepared with a list of references if you opt to state "references available upon request."

Provide each reference's contact information and a brief description of your professional relationship with them.

Selecting strong references can significantly enhance your prospects for a branch manager position.

Related Resume Examples

Assistant Branch Manager
Branch Operations Manager
Branch Office Administrator
Branch Administrator
Manager Trainee
Project Manager Consultant

Branch Operations Manager Resume Samples

The branch operations manager working under the branch manager executes all the delegated work pertaining to the branch. The branch operations manager takes the responsibility of the following tasks – ensuring that the staff or the employees are equipped with appropriate tools and infrastructure, liaising between central IT and operations department, assisting the financial advisors and sales department, resolving issues and reporting to the branch manager about staff’s performance and work efficiencies.

Branch operations manager should be an outstanding leader and have excellent communication abilities, they should have the ability to conceptualize sales forecasts and be able to motivate other employees; branch operations manager should have high proficiency in related software and have analytical thinking capacities too. Branch Operations Manager Resume should display a degree in the field of business management or mass communication or marketing or information system.

Resume Samples
Branch Operations Manager

Branch Operations Manager Resume

Headline : Exceptionally organized and efficient with experience in management and team development. Passionate about giving consistent maximum effort. A detail-oriented, hardworking, and fast learner who would be an essential part of any team.

Skills : Bank Management, Customer service, Sales Management.

Description :

Manage the delivery of Customer First Service Excellence.
Conduct monthly audits and exposures monitoring cash and draw limits and security guidelines.
Ensures the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships.
Develop a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees.
Manage sales referral goals on an individual basis as well as for the team Assistance with branch security function including, but not limited to retrieving video surveillance upon law enforcement request.
Review retail branch operating policy, procedures and processes to recommend enhancements to achieve organizational & business line efficiencies and/or mitigate operational risk.
Train branch Lead Team Members and their teams how to function operationally Successfully operate branch via branch visits, e-mail, and constant phone connections while coaching Successfully establish on-sites providing more opportunities for sales.
Handle the staffing, counseling and performance management of all team members Ensure all job functions and responsibilities are properly performed within compliance and regulation Monitor teller and platform operations, and manage daily operations.

Sr. Branch Operations Manager Resume

Headline : Results driven bank branch operations manager, recognized for exceptional ability to demonstrate leadership in complex operational environments, able to establish clear vision of work goals and guide others towards achieving said goals.

Skills : Microsoft Office, Data Entry, Customer Service Experience, Marketing Communications, Collections, Account Management.

Sr. Branch Operations Manager Resume Example

Personalized financial solutions Santander can offer and are satisfied with the services of Santander now and in the future.
Establish targets for achieving minimum performance standards and design strategies to achieve them within the desired time frame.
Motivated and encouraged branch service and sales staff in their daily work activities to keep the branch running effectively.
Reinforce bank policies and federal regulations for the branch team and also informed the branch team about any possible changes or new policies.
Hire, train and supervise all bank teller staff and helping them in their personal professional development to understand their core roles and quality standards to be attained.
Maintain and develop customer relationships with Santander bank customers and prospects as the first point of customer experience within the branch leading the team to achieve its customer service and sales goals.
Address and handle customer complaints or concerns about new and existing Santander customers in regards to service and satisfaction within the retail branch environment.
Represent Santander as a brand ambassador within the community at large coordinating and participating in various bank onsite and outreach activities as required.

Jr. Branch Operations Manager Resume

Objective : Conscientious Branch Operations Manager who courteously provides a variety of banking services to customers and oversees all major banking operations. Adept at applying effective management skills. Specialize in working in a fastpaced environment to meet customer needs and ensure efficient banking operations.

Skills : Customer/Public Relations, Independent Self-Direction,.

Jr. Branch Operations Manager Resume Model

Manage sales referral goals on an individual basis as well as for the team.
Coach tellers and platform team members on sales and service Review retail branch operating policy, procedures and processes to recommend enhancements to achieve organizational & business line efficiencies and/or mitigate operational risk.
Train branch Lead Team Members and their teams how to function operationally Successfully establish onsites providing more opportunities for sales.
Responsible for the administration of sales, service, operational efficiency, risk applications, internal control and HR management activities to meet bank objectives for the branch.

Asst. Branch Operations Manager Resume

Summary : Self motivated hard worker, with excelent management and customer service skills. Enjoy working with others and take pride in any position.

Skills : Operations Management, Leadership Development, Security, Training & Development.

Asst. Branch Operations Manager Resume Template

Managed the implementation of all new retail processes for the organization.
Initiated, secured, and maintained strong vendor partners; Deluxe, First Data, Liberty, IA Systems, etc.
Managed internal retail help desk that was responsible for direct branch support concerning branch process and procedure, member conflict resolution, and systems issues.
Managed and assessed service delivery and project team participation through consistent feedback, documentation of performance, by coaching and creating individual development plans and performance appraisals.
Directly responsible for the successful implementation of branch retail operations for all new branches regarding cash management, supplies, equipment set up, vendor partnerships, equipment and systems testing, troubleshooting, and training of staff.
Responsible for high employee satisfaction within my department, always ranking in the top five for employee engagement throughout the organization.
Mentor and coach for staff that was new to their roles as Assistant and Branch/Department Managers.

Associate Branch Operations Manager Resume

Objective : A formally educated Certified Medical Assistant, seeking position within the medical community. A self-motivated and creative team member, who demonstrates good work habits, attendance and follows policies & procedures. Recognized for leadership, regulatory compliance and operations proficiency.

Skills : Bomb Technician 120 Hrs. Training by US Army at Redstone Arsenal for HPD.

Associate Branch Operations Manager Resume Model

Manage branch personnel including training, mentoring and development; monitor, evaluate and coach performance; perform staffing, scheduling, prioritizing and delegating work assignments.
Creates, drives, monitors and reports progress on branch objectives, standards and goals; develops and implements process and performance improvement solutions when gaps are identified.
Oversees the day-to-day operations of the branch; provides guidance and participates in daily operational and sales activities to achieve customer service and business growth objectives.
Addresses and resolves complex customer service issues and employee disputes.
Promotes a positive image of the bank; develops and maintains effective business relationships with customers, employees and business partners.
Managed all aspects of the branch's income and expenses to assure the highest level of profitability for the branch.
Skills Used Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others.
Solid technology skills including the ability to navigate and search related websites and an advanced proficiency with Microsoft Office suite and banking software applications.

Branch Operations Manager/Supervisor Resume

Summary : Over 4 years of multi-disciplined management of a distribution company overseeing production, safety, security, transportation, facility maintenance and employee training. 20(+) years of proven military leadership and training at all levels. Project / Program Management within large and complex organizations in the most demanding climates. Specialized in emergency, crisis, security management and planning.

Skills : <div>Human Resources, Security Procedures, Financial Statements.</div>

Branch Operations Manager/Supervisor Resume Model

Performed overall branch operations oversight, including team direction and development for the sales, warehouse and accounting departments.
Provided full financial administration for some $45M in annual sales, procurement, human resource functions, and asset and risk diligence.
Produced a 70% reduction in travel costs and sourced a new packaging company thereby reducing direct packaging costs by 25%.
Oversaw a 136% drop in warehouse forklift propane tank costs via the sourcing of new supplier.
Reduced transportation costs by 20% YOY by streamlining logistics and renegotiating LTL and full truckload freight rates.
Improved cash flow by increasing average A/P days from 43 to 48 and reducing A/R days from 38 to 36.
Utilized accountable leadership practices (ALP) to develop a winning team by integrating interactive team member evaluation and safety models.

Branch Operations Manager/Executive Resume

Summary : To obtain a position in Accounting, Management, or Education that will allow me to utilize my skills in strategic planning, employee training, problem resolution, leadership and team building, as well as my extensive oral/ written communication skills as a leader.

Skills : Microsoft Office, Leadership Development, Customer Service Skills, Organizational Skills, Oral Communication, Written Communication, Management, Interpersonal Skills.

Branch Operations Manager/Executive Resume Model

Oversees all aspects of the Branch from an operational perspective and provides interpretation and training for all policies and procedures as necessary for Branch personnel.
Directly responsible for all personnel and functions in the merchandise/customer service and other departments Provides support to the sales personnel and provides operational execution of sales and marketing initiatives.
Assumes direct responsibility for all personnel and functions in the Merchandise, Equipment, Coordinating, Technical Services departments.
Provides support to the sales personnel and provides operational execution of sales and marketing initiatives.
Coordinates all employee goals and responsibilities that include: sourcing, hiring, training and development, performance reviews, promotions, transfers and terminations.
Coordinates Branch moves and mergers and maintains the current facility to company standards.
Complies with all federal, state and local agency requirements.

Branch Operations Manager/Consultant Resume

Summary : Branch Operations Manager is responsible for the entire operation of a branch; from ensuring the attainment of sales goals to overseeing everyone provides excellent customer service. Branch operations managers also ensure that the branch office has all the tools and infrastructure needed to keep it in working order.

Skills : US Marine, Manager, Supervisor, Inventory/Operations Manager, Commissioned Security Guard,.

Branch Operations Manager/Consultant Resume Example

Essential Duties and Responsibilities Seventy percent of time spent directly managing associates in warehouse and delivery.
Carries out management responsibilities in accordance with the organization's policies and applicable laws.
Include interviewing, hiring and training associates; planning, assigning and directing work; conducting performance appraisals and recommending pay increases; recommending rewards, conducting associate counseling and disciplinary actions, addressing complaints and resolving problems when possible.
Regularly prepares written memos to Regional Operations Manager and Human Resources and prepares associate counseling memos and performance appraisals.
Responsible for the overall direction, coordination and evaluation of this unit.
Instills and maintains a customer service oriented philosophy in all conduct of self and subordinates.
Confers with customers and department heads to evaluate, promote and provide improved and expanded services in the area.
Develops plans for efficient use of resources (materials, equipment and associates).

Branch Operations Manager/Representative Resume

Summary : Proficiently take initiative, and deal properly with both clients and staff members. These are definite attributes for your organization.

Skills : Operations Management, Process Improvement, Project Management, Management, Six Sigma.

Branch Operations Manager/Representative Resume Format

Analyze branch operations to ensure optimization to reduce waste, expenses and improve operational production.
Collaborate with financial team to study operational expenses, analyzed P&L and various financial monthly reports to ensure proper cost allocations; managed finance for branch operations and expenses.
Managed local & multi-branch inventory and supply chain transactions and direct purchases; executed warehouse cycle counts, annual physical inventory; requested to assist with updating company-wide supply chain processes.
Handle escalated problems and develop quick resolution to for customer satisfaction, including DoD accounts.
Accuracy of branch oriented transactions and effectiveness of transaction process streams.
Conducted quarterly Sarbanes Oxley audits; implement and directed corporate initiatives to branch employees.
Coordinated branch payroll processing, maintain confidential personnel records; HR liaison, new hire onboarding.
Managed and directed front line employees: administrative, service, installation and supply chain.

Branch Operations Support Manager Resume

Objective : Customer Service Accounts Receivable/Collections Qualities Self-Taught Quick Learner Goal and Detail Oriented Strong Organization Skills Team Player.

Skills : Notary Public, State of Pennsylvania.

Branch Operations Support Manager Resume Sample

Ensure that the facility is operated and maintained in a cost-effective and safe condition in accordance with Central Power System's policies and procedures.
Assist with preparation of the yearly facility budget and sales metrics.
Review and approve expenditures for tools, equipment, supplies and material requirements for the Parts, Service and Sales departments.
Communicate operating philosophy, objectives and expectations to Central Power System's staff in a continuing effort to build a strong and cohesive team.
Manage and supervises facility personnel including hiring, promotions, recognition, discipline, and performance management.
Plans, directs, and monitors the performance objectives of Parts and Service departments.
Establish process performance metrics; tracking, analyzing, and reporting performance in terms of quality, safety, cost, and customer satisfactions.
Resolve problems and/or conflicts and maintain open communication with the customers, including providing regular written and oral reports to ensure satisfaction.

Branch Operations Manager Head Resume

Summary : As Branch Operations Manager, l supported the Regional Branch Manager by overseeing the efficient operation of the branch ensuring all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to all members. As the Branch Operations Manager were contingent on the scope of the services that are offered at the facility.

Skills : Microsoft Office, Adobe.

Branch Operations Manager Head Resume Model

Managed, supervised and coach teammates on the proper execution of banking center key plays while role modeling desired behaviors.
Successfully and proactively managed risk in every business transaction leveraging identify, escalate, debate.
Executed leader plays: leading from the lobby and meet the customer to engage and resolve complex customer issues and transactions.
Identified and created strategies to successfully lower customer problem incidents.
Observed and provided actionable feedback to each banking center teammate.
Developed associates proficiency in all aspects of sales, service and operations for personal growth and advancement.
Collaborated with business partners such as mortgage, merchant, small business to ensure successful one team partnership and increase revenue through partner referrals.
Acted as an operations champion for our market leadership team by providing operational updates, best practices and assistance in managing operations for successful BCCR audits and risk management.

Objective : To obtain a job/position in a challenging and diverse company; where my established military and c civilian skills in management, administration, supply, logistics, warehousing, procurement, and security can be utilized.

Skills : Sales and Marketing, Interpersonal Skills, Computer.

Managed the day-to-day activities of two branch office recruiting teams, in MD, DC and in VA.
Interviewed staff Recruiter and Operations candidates, negotiated job offers and trained new staff members.
Organized and ran effective recruiting meetings in two branch offices to discuss available contract, hire and contract-to-hire openings and to brainstorm for ideas on sourcing technical talent; ensured open communication between the Recruiting & Sales teams at these meetings and at all other times.
Conducted and oversaw all recruiting activities including job fairs and advertisements; to recruit.
Developed and implemented recruiting strategies for high-volume hiring activities.
Implemented PeopleSoft in the local branch office, during the company-wide application rollout.
Supported administrative staff responsible for payroll, accounts receivable and general office maintenance.
Engaged in employee relations activities including career paths, benefits, reviews and conflict resolution.

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Bank Branch Manager Resume Samples for 2024

What is bank branch manager job description.

A bank branch manager is a specialist who works for a financial institution. They are largely involved in generating money for businesses, governments, or other organizations. A bank branch manager is needed to support the organization, and handle credit information, finances, and employees. Also important for the expansion of the business. Bank branch managers are taught how to foresee potential dangers in a project before moving forward. This is what helps customers save time and money. They are referred to as specialists who are on top of the current state of banking and finance.

What is the average salary for a bank branch manager?

Branch managers in the US earn an average yearly pay of $65,375.

Bank Branch Manager Resume Sample

Riya Miller

Assistant Bank Manager

743 Xyz Abc Road.

Chicago, IL – xxxxx

Email: [email protected] | Home: xxx-xxx-xxxx | Mobile: xxx-xxx-xxxx

Professional Summary

Seeking full-time employment to build a long-term career in banking with opportunities for career growth.

Work Experience

1) Assistant Bank Manager

XYZ Company – Sanford, FL

October 2021 to Present

Develop new clients for cash management, loans, and deposit accounts inside the branch market.
Approve paid time off, make employee schedules, and ensure that staff hours and expenses adhere to agreed standards.
Processing loan applications under law, policy, and protocol.
Whenever the management requests them, produce accurate reports.
Respond to questions and concerns from customers.
Take part in neighborhood events and groups to maintain a powerful, noticeable, and pleasant presence in the neighborhood.
Respect all laws, rules, and policies of the bank when performing your tasks and obligations.

Educational Qualification

Florida Institute of Technology

XYZ University – Warwick, RI

Skills and Strengths

Administration and Management.
Complex Problem-Solving.
Leadership and Motivator.
Self-starter that can proactively manage projects and multiple priorities.

— References Available upon Request —

A resume is an essential tool in a job hunt. It gives you one or two pages highlighting your most outstanding and appropriate skills and qualities for the crucial role. Employers use resumes to decide who to hire. Having one handy after filing a job application might help you land your first interview for your favourite Bank Branch Manager role .

To present relevant job experience in a way that highlights exceptional achievements, you can use colors, proper margins and design for a compelling bank branch manager resume. Our Bank Branch Manager Resume Format can help you add roles, responsibilities and skills to your resume .

I have a few bank branch manager resume examples that I have taken from our resume database. We have chosen these professional resume templates based on levels of experience. You might get ideas from these sample resume formats for preparing your resume when you review these resume examples of excellent Bank Branch Manager resumes. The points can be adjusted based on your location and level of experience.

These are some of the best resume examples of Bank Branch Manager’s resume . If you are a fresher or entry level person , you can write a strong resume on your own with the aid of these first job resume samples. You can choose any line or sentence from these resume templates made for freshers. To create an excellent resume, combine, update, and apply these elements. These resume examples might assist you in selecting the achievements and experiences to list on your resume. The right highlighted spots are also guided by it. Also check out our resume samples for experienced people.

There are more than 100 open positions for Bank Branch Manager online in the USA. Find a position that fascinates you. Apply, and increase your chances of landing the job by using a CV that is updated and well-written for a Bank Branch Manager.

Few More Bank Branch Manager Resume Examples:

Bank Branch Manager

Location – New York, NY

Experience – 5 Years

Work Experience:

Greet, assist, and solicit persons entering the office.
Implement marketing strategies to increase clientele
Prepare reports, type correspondence and transaction documents, and maintain files.
Operate cash drawer, conduct bank deposits, and safeguard cash.
Complete loan applications: receive, process, and book.
Verify all necessary documentation is signed and completed by both parties to meet requirements.
Instrumental in decreasing delinquency rate from 21% to 16%.
Manages branch personnel, including training, mentoring and developing.
Customer client relations
Recruitment & Retentions
Personal Training & Development
Sales Management
Inventory Control/Shrinkage

Location – Los Angeles, CA

Experience – 2 Years

Responsibilities:

Led the market in retail loan production and growth ($2.5mil in output and $1 mil in development).
Organized monthly branch meetings with business partners & business clients, which allowed Bank at Work Blitz days to become more successful given having the right teams part of the transactions.
Organized joint banker meetings for markets that provided best practices and success stories for bankers to utilize for resources.
Managed the onboarding process for all new managers and bankers in the market. Maintain a clear understanding of branch financial trends and metrics.
Held consistent weekly coaching with branch bankers on sales activities and service activities.
Exceed sales metrics (sales revenue goals, DDA production (BAW), credit cards, loans & revenue).
Led market to top producing Bank at Work results, with production weeks resulting in 100+ New DDA relationships within North Shore Market.
Leveraged branch partnerships to move in revenue ranking within a peer group.

Location – Chicago, IL

Manage and oversee branch operations, sales, and customer experience.
Train and develop new and existing team members.
Balance all internal accounts and ensure all branch operations meet audit standards. Create daily planning, schedule, and host weekly and monthly meetings.
Create employee schedules on a biweekly basis.
Monitor and adjust employees’ time cards daily.
Maintain employee files that consist of private documented one-on-ones, operational errors, attendance records, performance corrections, and performance appraisals. Completes data and prepares reports for internal departments.
Answer incoming calls from internal departments as well as customers. Call new customers within 7-45 days to ensure their financial needs are met and they are happy with our service. Order supplies and schedule vendors to maintain machinery and software.
Teach financial literacy to new and existing customers.

Location – Rockville, MD

Experience – 6 Years

Track record of consistently exceeding sales and service results.
Branch Manager NIH Federal Credit Union (Rockville, MD) 2017-Current Effectively managing and coaching a high-performing sales branch with six employees.
Provide excellent member service each month to ensure the branch and employees meet company standards.
Improved employee retention through coaching and developing staff for company promotions. Promoted four employees over two years within the company.
Create a solid sales and service culture, fostering an environment where all branch employees work together to consistently achieve and exceed all business goals each month and year.
Support the credit union portfolio in growth in the branch by identifying cross-sell opportunities, deepening member relationships, and increasing client acquisition.
Business development calls and outreach to find ways to create more ways to get new membership and loan growth for the credit union.
Conducting annual reviews of employees, approving timesheets and time-off requests, and ordering branch supplies.

Location – Norwalk, CA

Experience – 4 Years

Bank Branch Manager Duties:

Established production goals and business plans.
Trained and supervised new hires.
Oversee daily operations and address any staffing issues.
Approved loan applications and financing requests.
Ensured confidentiality with all banking transactions.
Ability to influence and collaborate to expand revenue and exceed sales goals.

Location – Virginia

Bank Branch Manager Responsibilities:

Conducted sales efforts, as required, to bring in new relationships while also maintaining and expanding existing personal and business banking relationships. Successfully executed the Performance Leadership Model routines, coaching teammates and utilizing branch performance metrics to manage and measure branch success.
Performed performance reviews and coaching, including making and recommending disciplinary action decisions.
Responsible for recruiting, interviewing, and selecting candidates to fill branch positions.
Educated teammates on new products and assisted with specialized business campaign initiatives.

Location – West Caldwell, NJ

Develop leads and convert them into sales opportunities.
Cold calling and prospecting are routinely utilized by visiting local businesses.
Generate new business accounts, lines of credit, and merchant services.
Expertise in account management, financial management, forecasting future risks, and establishing analysis strategies. Responsible and accountable for the success of daily branch operations and exceptional customer service.
Responsible for a deposit base of 143 million dollars.
Valued communicator with innovative ideas and strategies, dedicated to meeting corporate goals and exceeding customer expectations.
Responsible for planning and completing all reports, and staff reviews, including recognition awards and the development of motivation and coaching techniques to reach optimum employee performance.
Routinely examine customer questions, concerns, and challenges to provide them with essential guidance and direction for a successful resolution.
Review new customer accounts as necessary to assure completeness and compliance.
Advise new and existing customers on various M & T products and services.
Work collaboratively with all business partners within the branch. Specifically, the Business Banker, Investment Banker, and Loan Officer to improve branch productivity and recommend methods for improvement within the department.

Location – Pearland, TX

Experience – 3 Years

Providing banking services for high school students such as loans, withdrawals, deposits, and notarization of documents.
Managing a team of employees at the branch, including training, the delegation of tasks, and conflict resolution. Auditing vault, ATM, and teller drawers.
Performed regular teller duties in the main branch when school was not in session, including money management and customer services.

Location – Piscataway, NJ

Exceeded assigned production goals for the fiscal year 2014 and above target for 2015 set goals.
Achieved satisfactory audit ratings, overseeing the branch’s daily operations, and ensuring that the office remained in compliance at all times by strictly adhering to internal policy and procedure and Federal and State guidelines.
Implemented constructive coaching methods, improving the overall morale of team members and creating a motivated and engaged team.
Developed new consumer and business client relationships while expanding and retaining existing client portfolios, routinely working with high-profile accounts.
Delivered business plan growth; Managed, coached and supported all branch employees on ethical cross-selling strategies and sales aiding.
Retail Banking.
Consumer Lending.
Strategic Planning.
Critical Thinking.

Example 10:

Location – Reston, VA

Work Duties:

Example 11:

Location – Byesville, OH

Delivered Superior Customer Service while Conducting Efficient Transactions on a Teller Drawer.
Referred Customers to Platform Associates within the Branch, Consistently Met and Exceeding Sales Goals, and Often Led All Company Bank Tellers in Sales Referrals.
Maintained a Well-developed Working Knowledge of the Complete Line of Products and Services Offered by the Bank and its Partners, including Investments and Insurance.
Maintained Vault and ATM Controls.

Example 12:

Assist with leading the team in selling/cross-selling bank products and services to meet/exceed branch goals.
Business development calls or outreach to local businesses to generate new business for the Bank.
Perform various functions, including ordering supplies, managing income and expenses, security awareness, fraud prevention, audits, staffing schedules, cash levels, and approving customer transactions.
Providing leadership, motivation, coaching, and rewards continuously increases the teams’ service quality performance behaviors.
Assist with training team members in skills required to meet and exceed superior performance.
Conducting annual reviews of all employees’ annual performance.
Other duties as assigned or needed.

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Bank / Insurance >> Branch Manager / Head Branch Manager/ Cluster Head Resume Sample, Experience : 15 years

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[Private]

Branch Manager/ Cluster Head

Supervised the working of all branch staff such as Teller, Personal Bankers and Welcome Desk, Daily followed up on the activities of the Marketing Executives in the Branch. Back-up BM in the absence of the BM, Supervised Lobby Management and Housekeeping.

Bank / Insurance

Branch Manager / Head

15 years

Maharashtra

Male

Negotiable

B.Com. : Bachelor of Commerce

Financial Accounting, Auditing, Tax and Auditing

[Private]

:
NCFM/AMFI certified proactive and result oriented professional offering 14+ years extensive experience in various aspects of Accounting and Financial services including 12 years in banking (Retail Assets and Liabilities); and was with L & T Finance Ltd, Chembur as Manager (Operations-Disbursements Department & Product head for the Retail Finance Division-operations PAN India).
Proven skill in Banking Operations and Data Processing Systems; strong background in Retail Banking & Remittances, KYC Compliance, AML, Marketing, Planning, Depository services and Non banking Financial services.
Possessing excellent Interpersonal, Communication and Organizational skills with demonstrated abilities in team management and customer relationship management.
Achieved targets and deadlines; successfully managed audit & supervision related activities, streamlined existing operations as a Product Head and worked extensively on various computer platforms.
Presently with AXIS BANK as a Senior Manager; handling the profile of Branch Operations Head

:
Retail Banking Operations
NBF Services
Processes & Controls
Audit Compliance
Retail Banking
MIS, Reconciliation, Documentation
Wealth Management
Depository Services
Loans process & disbursements
KYC norms, Customer Relations
Team Leadership/ management
Teller Functions/ATM Management

:
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Senior Manager, Sept 2010 till Date
Axis Bank is India’s leading Private sector Bank with over 1000 branches and over 4000 ATMs in India and abroad. It is engaged in all banking operations with on-line banking facilities available for deposits and trading accounts. Worked in Bandra and presently with Dadar branch as an Branch operations Head.
Supervising all Retail Branch operations without major issues.
Handling a team of 10-15 staff.
Proved a good learner, leader, hard worker and effectively managed all audit and KYC issues. Customer friendly. Received appreciation from clients.
Cash Management.
Quick authorisations and executions within the set TAT.
Handling HNI clients.

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Reporting to the Branch Head, and leading a team of 10-15 staff. Supervising the work of all branch staff such as Teller, Personal Bankers and Welcome Desk; daily follow up on the activities of the Marketing Executives in the Branch. Acting BM in the absence of the BM. Supervised Lobby Management and Housekeeping.
Providing required MIS to the Zonal office and Circle Head.
Authorised signatory for Inward and Outward Remittances (DDs, POs, TTs, FX DDs, etc) and for processing and signing of demand drafts, pay orders, foreign demand drafts. Authorised for depository Services (N.C.F.M. certified) and Mutual funds (A.M.F.I certified).
Scrutinising Account opening forms; controlling rejections; adhering to all KYC norms and checking for AML. Supervising inward /outward clearing. Opening of savings /current/fixed/depository/on-line trading accounts.
Supervising reconciliation of lockers; Cash Management (Teller System) services– cash receipts and payments. ATM reconciliation and conducting surprise audits in the branch to control errors.
Customer-service at its best, within TAT. Received appreciation and reliance.

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Windows xp, Internet Explorer, Netscape Navigator, Outlook Express 5; MS-Word / MSExcel; Finacle.
Oracle and Java based programmes,SAP packages

:
Manager, Jan 2008 till Sept 2010.
L & T Finance Ltd is a 100% subsidiary of Larsen & Toubro Ltd. incorporated in November 1994 with a net worth of Rs 668 crores in November 2007. It is engaged mainly in the business of Corporate Products, Construction Equipments, Commercial Vehicles and Tractors. L & T Finance Ltd. has a network of 212 offices in India. Joined the organization in January 2008 as a Manager. Handling all India bill discounting disbursements, LC documentation, reconciliation, etc. L & T Finance Ltd is also shortly moving into the Insurance and Mutual Fund business, and planning to start banking operations.
Successfully completed reconciliation of accounts and set up the KYC norms.
Proved a good learner, leader, hard worker and effectively managed all audit & supervision related activities.
Played a significant role in changing procedures for improvement.
Worked as a Product Head of Retail Finance Division-operations.

:
Reported to the Operations Head, managing the Operations-Disbursements Department and Supervising a team of 7 members.
Supervised and controlled all India bill-discounting disbursements, scrutinising documentation of term loans and their disbursements, along with other divisions such as : Receivable Discounting, Commercial Vehicle, LC Remittances, documentation and other Term loans
Quick response to marketing and management queries, checking data and other information provided to MIS team. Analysis of all reports sent to the Management.
Coordinated with Banks, Supervising uploading of disbursements on the Banks sites. Setting KYC norms, centralising and decentralising activities to smoothen processes.

:
Windows xp, Internet Explorer, Netscape Navigator, Outlook Express 5, MS-Word / MS-Excel, ILFS and FINONE package, Java based programmes, SAP Packages

:
Deputy Manager, Oct 2004 to Dec 2007
HDFC Bank Ltd. is India’s number one Private sector Bank with over 900 branches and over 2000 ATM’s in India and abroad. It is engaged in all banking operations with on-line banking facilities available for deposits and trading accounts. It has taken over Centurion Bank of Punjab recently. Worked in branches like Dombivli, Thane-vartaknagar, Bangalore, Thane-Ghodbunder road branch as an Assistant Manager and subsequently promoted to the level of Manager (Back-up BM).
Provided MIS within the TAT and achieved accuracy in reconciling ATM records.
Managed to control the CASA rejections, KYC compliance, AML. And NRE operations.
Proved a good learner, leader, hard worker and effectively managed all audit & supervision related activities.
:
Reported to the Branch Manager/Cluster Head, worked in Retail Bank Branches and led a team of 5 payroll staff members excluding executives.
Supervised the working of all branch staff such as Teller, Personal Bankers and Welcome Desk; daily followed up on the activities of the Marketing Executives in the Branch. Back-up BM in the absence of the BM. Supervised Lobby Management and Housekeeping.
Provided required information to Cluster Head, Zonal Head and Regional Head; managed all audit and audit queries within the TAT.
Operated as cluster co-ordinator for 11 branches, and provided the necessary daily/ weekly / monthly MIS to Regional and Zonal Heads within the TAT.
Authorised signatory for Inward and Outward Remittances (DDs, POs, TTs, FX DDs, etc) and for processing and signing of demand drafts, pay orders, foreign demand drafts. Authorised for depository Services (N.C.F.M. certified) and Mutual funds (A.M.F.I certified).
Examined Account opening forms; controlled rejections; followed all KYC norms and prevented AML. managed inward /outward clearing. Opened savings /current/fixed/depository/on-line trading accounts; managed the fixed deposit accounts and calculated tax on them.
Checked UBS accounts; accepted Bank Guarantees and followed up on expired Bank Guarantees.
Independently handled, reconciled lockers; carried out Cash Management (Teller System) services– cash receipts and payments. ATM reconciliation.
Customer-service at its best, within TAT. Received appreciation and reliance.

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Windows ’98, Windows 2000; Internet Explorer, Netscape Navigator, Outlook Express 5; MS-Word / MS-Excel; Flexicube, Finware Packages, SAP packages
Citizen Credit Co-Op Bank Ltd, Mumbai

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Citizencredit Co-op. Bank Ltd. is a Scheduled Co-operative Bank having 23 branches in Mumbai and 2 branches in Daman and Goa. The Bank deals in all banking operations like clearing, cash remittances, fixed deposits, loans, advances, overdrafts and locker facilities. They are also depository participants and full-fledged money changers, The bank proposes to open more branches in Mumbai and India. Worked with branches like Kurla, Vikhroli, Colaba, Dadar and Byculla.
Achieved teller accuracy, speed and audit compliance
Acquired and increased knowledge in various aspects of banking i.e. cash, clearing, account opening, loans and depository services.

:
Worked in retail branch operations and reported to the Branch Manager, resolved customer’s queries.
Handled inward / outward clearing & encoding of outward clearing cheques; organised NRO-NRE Returns and other monthly deposit statements; managed Cash (Teller System) receipts and payments With TAT and accuracy.
Supervised opening of savings, current and depository accounts and dematerialisation of shares; managed fixed deposit accounts & calculated taxes on them within TAT and maintained accuracy.
Managed remittances through demand drafts, pay orders and electronic funds transfer.
Reviewed loans and advances; documented various types of loans and advances; followed up on Recoveries and defaulters. Prepared loan proposals, Credit approvals, inspections.
Prepared Bank Guarantees and followed up on expired BGs; reviewed overdraft accounts.
Managed reconciliation between branches; maintained Locker records and prepared statements
Prepared monthly statement of loans, overdrafts and non-performing assets; statement of loans against shares and statement of cheque purchases within TAT.

:
Windows ’95, Windows ’98; Internet Explorer, Netscape Navigator, Outlook Express 5; MS-Word / MS-Excel / MS-PowerPoint.
SF DYES (SF Concerns), Mumbai

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Achieved accuracy in handling cash, cheque remmittances.
Confidence in co-ordinating with Banks and solving queries.
Preparing MIS.

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Reported to the Accounts Head; managed Accounts and Finance operations,
Handled petty cash and purchases; prepared Invoices and vouchers; organised requisition for payment of bills.
Settled reimbursements such as Medical, LTA, Books & Periodicals, telephone, Travel, Entertainment and IOU’s of the Office Staff.
Managed correspondence; handled distribution of wages; maintained leave records,
Prepared challans and calculated sales tax, etc.

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Windows ’95; Internet Explorer, Netscape Navigator, Outlook Express 5; MS-Word / MS-Excel / MS-PowerPoint

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C.A.I.I.B Part I, Mumbai, Dec 2000
B Com(Financial Accounting, Auditing, Tax and Auditing), Mumbai University, Mar 1993
I.C.W.A.I Inter, Dec 1991
Certificate from National Stock Exchange’s Certification in Financial Markets (N.C.F.M.)
Certificate from A.M.F.I. in Mutual Funds.

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Various In-house trainings on Deposits, Advances, Time Management, Credit Analysis, Strategic Planning, Insurance, Mutual funds Completed N.C.F.M. / A.M.F.I. certification.
Short Term Course in Computer Applications like WordStar, MS Office (Word / Excel / PowerPoint).

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English, Hindi and Marathi
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Listening to music, reading, stitching, cooking, crocheting, and making artificial flowers and candles.
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Good command of English
Good leadership qualities and inter-personal skills
Ability to grasp new ideas and grow in knowledge, quick-learner.
Good team-spirit, ability to communicate and work well with others.
Co-operative and helpful. Pleasing Personality. Dynamic.

:
:

1. This is an online resume, managed by the candidate.
2. .
3. If candidate allows, recruiters can contact the candidate directly.
4. Personal and contact details can be kept private optionally by the candidate.
5. Create a link to this online resume where ever you want in the web.

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Branch Manager/ Cluster Head : Resume Format
Branch Manager/ Cluster Head Maharashtra, Supervised the working of all branch staff such as Teller, Personal Bankers and Welcome Desk, Daily followed up on the activities of the Marketing Executives in the Branch. Back-up BM in the absence of the BM, Supervised Lobby Management and Housekeeping., B.Com. Financial Accounting, Auditing, Tax and Auditing : CV Model, Example Resume Objective ...