Select, train, supervise and evaluate the branch staff to enhance individual productivity and enable them to function according to job description. Worked closely with the Branch Manager to exceed sales goals. Responsible for staff sales motivation including branch contests and corporate sales and incentive programs. Coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors, Works closely with the branch manager to develop and drive commitments and behaviors. To land the job of your dreams, your assistant manager resume has to show that you’ll be able to understand every aspect of the enterprise, decide what’s important and what’s not, learn to … Assistant Bank Managers list such tasks on their resumes as overseeing daily branch operations while maintaining strict compliance controls, and resolving customer concerns in a timely and effective … Assistant branch manager job profile and description Assistant branch managers are required in all businesses. Reached 117% of branch goals - 2011, office awarded #1 Branch bank-wide out of 150 offices. Branch Manager Assistant assists the branch manager in the daily activities of the branch office. Identifies prospecting approaches to identifying potential customers and creates opportunities in order to sell financial solutions and ideas to customers, Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness, Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions, Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation, Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers, Knowledge of and ability to design and develop retail lending products and services, manage and evaluate operational processes and procedures and ensure compliance with local and company policies, Minimum of ten (10) years of relevant commercial insurance and risk management sales experience, Ability to design and structure complex insurance programs, Miller Heiman or similar training, as well as prospecting, sales-initiating and closing techniques, Risk management training and in-depth knowledge of various insurance and alternative funding techniques, Experience / training in mentoring, coaching, delegation and change management, General human resource knowledge (interviewing skills, employment standards, health and safety), Project management training and experience is an asset, Excellent interpersonal, communication and presentation skills, both verbally and written, Client focused and proven relationship building skills, Ability to work collaboratively as a key member of a team and independently with minimum supervision, Meticulous attention to detail, refined organizational skills and the ability to multi-task, Proven ability to prioritize competing requirements and deadlines under pressure, Must have strong computer skills and be proficient with the Microsoft Office Package, 2 or more years of sales management experience in Retail or Branch Banking environment, Strong interpersonal skills including ability to build customer base by approaching and establishing dialogue with customers, Recruiting: assists the Branch Manager in recruitment of new and experienced sales agents on an ongoing basis, Training: participates in new agent orientation and in office training programs. Implemented training and delivered exceptional assistance and guidance to staff in order to carry out quick steps in achieving goals. BUILD MY RESUME Job Description for Branch Managers Branch managers provide on-site oversight of a division of a large corporation. Writing a great Assistant Manager resume is an important step in your job search journey. Assist Branch Manager to operate the branch … Conducted branch and departmental staff meetings to discuss objectives, establish priorities, and to ensure compliance with established policies and procedures. Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems, Process Transactions/Customer Service. Built a motivated team through continuous communication, timely coaching and feedback, and effective leadership practices. ASMs maintain strong knowledge of bank products and services, and ensure the customer's needs are met by partnering with the appropriate specialist (MLO and FC) to serve the customer's mortgage and investment needs. Work with the Compliance and Legal departments for overall updates, procedure changes or development, and resolution of issues, Previous experience in goal driven environment, When selling directly with personal and small business clients, deliver the full suite of RBC product and service solutions with a focus on high value clients with more complex advice needs, Ensure operational effectiveness of the branch and maximize the performance of the team, Minimum of three years experience as an RBC Sales Professional (Banking Advisor or Financial Advisor), Minimum 5 years of expertise in the Investment Industry, Must have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), Strong Sales, Team Building, Collaboration and Networking Skills, Excellent ability to set priorities, deal with ambiguity, problem solve, set priorities and manage conflict, Previous experience as an Investment Advisor is an asset, Assist manager in supervising, organizing, training and evaluating team members in order to increase their productivity and effectiveness, Acts as a mentor and/or assists with the development of new team members, Act as a source of sales, operational and product expertise and an authority on procedures and policy, Assume responsibilities of Branch Manager in his/her absence, Performs more complex functions such as taking member loan applications and IRA origination/maintenance, Answers member questions regarding provided services and performs a variety of account maintenance functions (e.g., account balances and activity; transfers and adjustments; etc. • Communication skills: The only way to be an effective manager … Took part in supervising the entire branch consisting of 30 staff, including, supervisors, personal bankers, tellers and vault attendants. Assistant branch manager responsibilities are no less than the manager's, except for the fact that the supreme authority remains in the hands of the branch manager. Reduced rebated fees by 30% under allowed budget. Responsible for Daily Cash Reconciliation (DCR). Managed all operational functions of the banking center including customer transactions, coaching and compliance, Sociology And Early Childhood Development. Amiable Assistant Branch Manager experienced in leading constructive and cooperative working relationships within a team setting. Performed in a leadership role as the "Assistant Branch Manager", while also providing the operational design and implementation of the crowd / event management for all large events / projects. Participated in community organizations and activities to enhance the company's awareness and image within the community. Established and maintained more than 30 business accounts. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc, Assist the manager by working on assigned projects and by making recommendations to improve branch operations and development, Assists the Branch Manager with all team member activities related to sales staff including: interviewing, hiring, coaching, and performance management, In the absence of the Branch Manager or as otherwise delegated by the Branch Manager, performs assigned duties of Branch Manager, Coach and Develop to Drive Results: Assist colleagues in achieving their developmental goals and career aspirations, Work with Office and Yard Managers to develop, lead and drive the team to achieve projected goals, Works cooperatively with management to effectively communicate and implement performance standards and sales objectives, Work with the Branch Manager to develop strategies and objectives to maximize productivity and leverage expenses, Excellent communication and interpersonal skills, ability to build strong professional relationships, Brilliant at the Basics -Excellent customer service aptitude, Strong management, leadership and coaching capabilities, Excellent customer service skills with strong phone sales ability, Strong communication and presentation skills - able to tell a good story, Strong understanding of the sales management routines and ability to lead the team to action, Excellent research/problems solving skills and basic math skills, Detail oriented with the ability to complete handwritten compliance documentation neatly and accurately. Greet customers and ask questions to determine their needs. When writing a resume or cv for a branch manager job, the quality of your objective statement is crucial to the success of the resume. Conducted several analyses to client's portfolio and provided advice regarding the best bank products or services that suit their needs. He or she is a very important part of the bank and has the … Ability to achieve results through collaboration and teamwork, and foster a positive team environment, Ability to develop meaningful relationships utilizing interpersonal skills, Motivated to achieve goals in a performance driven sales atmosphere, Excellent understanding of the stock market, Excellent organizational skills with the ability to multi-task in a fast paced client-facing environment, Ability to respond quickly to changing environments, Quick and accurate data entry/typing skills, High level of integrity and ability to maintain a high degree of confidentiality, Ability and willingness to relocate to fill a current open position, Intermediate level proficiency with Microsoft Word, Excel, Outlook, and Internet Explorer, Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience required, 2+ year licensed brokerage experience required, 3+ years related sales or financial services industry experience preferred, Current Series 7 and 63 licenses required, Series 24 or 9/10 license required or ability to obtain within 90 days of assuming position, Develop and implement business and sales plans, Build and expand quality personal or corporate customer relationships through individual and team product sales and referrals to specialized areas, Be responsible for branch operations and keeping the branch in compliance, Coach, counsel, and make recommendations on hiring, performance management, and salary adjustment decisions, Handle scheduling and sales activity within the branch, 1 year of successful sales experience with set goals, Bachelor's degree in a business related field, Series 6 Securities License and Insurance License or willing to obtain within a timeframe identified by management, 1 year of successful sales experience in an environment with set goals required, Ability to work a flexible schedule with hours between 9am -- 8pm Mon-Fri, 9am -- 5pm Sat, and 11am -- 4pm Sun, Series 6 Securities License and Insurance License preferred or willing to obtain within a timeframe identified by management, Must have the desire, ability, and a record of success calling on prospects and existing clients for sales opportunities, Develops a thorough understanding of AFC policies, processes and procedures relative to business development, loan processing, collections, expense control, and staff development, Participate in providing regular performance feedback to all members of the Branch Financial Services Team. Requirements and Responsibilities Branch Manager Assistant assists the branch manager in the daily activities of the branch office. As well as all administrative functions including performance reviews, new hire interviews and all employee training materials. Human Resources, Payroll and Continuing Education), Deal with client calls as they arise, both corporate and Wealth Management, Maintain the database of clients and prospects that use our website, Maintain confidential records for Branch Managers (i.e. Researched and developed business to business marketing relationships, and promoting growth resulting in an expansion of clientele base by 40%. Assist Branch Manager to achieve sales target and projected profit. Guided / motivated staff to attain sales goals, performed annual reviews, set objectives for following year performance. Maintained professionalism and took effective actions when dealing with customers. reports, Abstract Reasoning Skills: Identify links between component parts; see how something fits into a wider system (e.g. Provides service support to customer regarding bank products, Markets and promotes all BusinessLink, deposit, loan, cash management, and insurance products offered by the Bank, Assists the Branch Manager in coordinating the sales effort in the branch. Works to expand all customer relationships using this analysis in proactive sales/marketing effort. Analyzed, prepared and delivered performance appraisals. This candidate must be flexible to coach and work from different areas throughout the branch**, The successful candidate must be flexible with scheduling and availability and must be able to support branch hours of operation as required across a 5 day a week operation with extended hours**, Build and sustain staff relationships by providing meaningful and timely feedback (formal and informal), partnering with employees in identifying and working toward career goals and conducting routines, performance management and other processes as per RBC processes & folios, Put clients first and ensure excellent customer service is delivered from the first time point of contact, and taking personal accountability for the resolution of customer concerns, Contribute to the branch unit by meeting its sales objectives and related strategies, opportunity spotting customers’ needs and referring them to the appropriate co-worker (Account Manager or Investment Retirement Planner role, etc. Assistant Branch Managers in reaching goals by being a team player and through personal sales averaging at100% package sales Lead the branch in personal sales and performed at the top of the … Received and stocked all store shipments to ensure inventory was correct and secured. Proficient working knowledge of Microsoft Office applications (Word, Excel, and Outlook), University graduate with minimum 3 years experience in sales management role with retail banking, Good knowledge of banking products, compliance and branch operations and procedures, Strong people management, communication and problem solving skills, Passed HKSI 1, 7, 8 & IIQE 1, 2, 3, 5 qualifications or equivalent, Provides ongoing coaching and development of staff, ensuring a high level of employee capability and engagement through focused sales management routines, Accountable to ensure solid succession planning is in place and Senior Account Manager trainees gain the skills and competencies of an Expert Account Manager, Minimum of 2 years experience in a people management role overseeing a sales team, 1 to 2 years previous banking experience required with consumer lending experience preferred, Accomplished time management, organization, and multi-tasking skills, Strong written and verbal communication skills required, As an Assistant Branch Manager you will assist your Branch Manager in achieving business goals, maximizing share of customer business, retaining existing customers and acquiring new customers, Manage and oversee the day-to-day scheduling and service activities ensuring customer walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per Policies and Procedures, Conduct Sales and Service management activities and provide proactive coaching support as defined by the Branch Manager, Monitor the Service Request and Problem Resolution processes ensuring branch service employees are taking appropriate timely action to meet/exceed customer expectations, Provide subject matter expertise relative to Operational Effectiveness accountabilities, Passion for helping customers and ability to role model customer service expectations, Define great customer experience by consistently providing exceptional customer service, Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives), Associate’s degree or equivalent work experience required; college degree preferred, Working to in-depth knowledge of all retail bank products and services, 3 to 5 years of personal banking experience, Working to in-depth knowledge of state and federal laws and regulation related to Fair Lending and other applicable regulations, Strong independent judgment and decision-making skills, Previous sales coaching experience a plus, Ability to influence – asking for the business and closing the sale, Strong interpersonal and verbal/written communication skills, Coordinate and oversee the day-to-day service activities, ensuring customer walk-in traffic is assisted appropriately and transactional and operational effectiveness activities are completed as per Policies and Procedures, Manage the daily scheduling of the front line staff to maintain optimum efficiencies and a high level of customer service, Monitor the Service Request and Problem Resolution processes ensuring branch employees are taking appropriate timely action to meet/exceed customer expectations, Provide reactive technical training by responding to employee queries and approve transactions within prescribed limits, Conduct sales and service management activities as prescribed and provide proactive coaching support as defined by the Branch Manager to address identified skilled knowledge and behavioral gaps, Execute performance plans for CSRs developed by the Branch Manager, observing and providing feedback to employees and the Branch Manager on progress towards desired behaviours/results, Provide subject matter expertise relative to Operational Effectiveness and if designated, Branch Compliance Officer, accountabilities, Effectively execute cross functional/collateral accountabilities and authorities, Lead and manage the team to deliver superior client experience, sales and service effectiveness, and profitable business growth, When selling directly with clients, deliver the full suite of RBC product and service solutions with a focus on high value clients with more complex advice needs, Partner with the Branch Manager to ensure operational effectiveness of the branch and maximize the performance of the team, Experience taking on a leadership role and acting as a mentor to Service or Sales Professionals, Proven success delivering advice to clients resulting in strong client relationships and superior sales results, Experience in a role which performs service activities in a branch, Proven decision making skills to balance the rewards of delivering sales with the risk of loss to the client, employee, and shareholder, Strong time management and organizational skills, Strong multi-tasker who is comfortable working in a flexible environment, Self-starter who works independently and seeks out own answers, Accountable for the growth, acquisition and satisfaction of the core client base, Balance the rewards of meeting business objectives with the risk of loss to the client, employee and shareholder by following corporate compliance/policies to maintain risk exposure, and to operate within a legal framework, in accordance with securities regulations, Branch Compliance Officer (BCO) and Investment Funds in Canada (IFIC) accreditations are required for this role, Experience in both business and personal banking would be an asset, Proven partnering success. 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