resume format for bank manager in india

• 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 .

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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

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Bank Manager Resume Examples

When it comes to the world of banking, a bank manager is a vital role. From managing customer relationships to overseeing daily operations and ensuring compliance with regulations, the responsibilities of a bank manager are vast. As a result, it is important to have a well-crafted resume that properly highlights your qualifications and experience. This guide provides examples of bank manager resumes to give you an idea of the necessary components and best practices for creating a successful resume. Additionally, it provides tips on how to customize your resume to best fit the needs of the position you are applying for.

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 Manager

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

I am an experienced Bank Manager with over 10 years of experience in the banking industry. I have demonstrated success in managing staff, managing customer service operations, and developing and implementing strategies to maintain a safe, secure and compliant banking environment. I have strong interpersonal and communication skills and have an expertise in customer service, sales, loan origination, and risk management. My experience has allowed me to develop an in- depth understanding of the banking industry and I am confident my skills and abilities would be an asset to any organization.

Core Skills :

• Exceptional customer service skills
• Comprehensive knowledge of banking laws and regulations
• Proficient in loan origination and documentation
• Expert in risk management and compliance
• Ability to multi- task, prioritize and complete deadlines
• Excellent problem- solving skills
• Strong decision making skills

Professional Experience :

• Bank Manager, ABC Bank, 2012- present
• Managed day- to- day operations of the bank and supervised a staff of 15
• Developed and implemented strategies to maintain a safe and secure banking environment
• Established and maintained relationships with clients and partners
• Developed and implemented marketing plans to increase customer base
• Negotiated contracts with vendors and suppliers
• Managed loan origination, approval and documentation processes
• Ensured compliance with all applicable banking regulations

Education :

• Bachelor of Science in Business Administration, ABC University, 2008
• Associate of Applied Science in Banking and Finance, XYZ College, 2006

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Bank Manager Resume Examples Resume with No Experience

A motivated and organized individual with a passion for banking, finance, and customer service. Proven track record of providing excellent customer service and providing advice on financial products. Keen to use my skills and knowledge to excel in a Bank Manager role.

• Excellent customer service
• Proficient in Microsoft Office and banking software
• Strong problem- solving skills
• Good organization and time management
• Ability to work independently and as part of a team

Responsibilities

• Managing daily operations of the bank
• Training and supervising staff
• Ensuring bank complies with all regulations and policies
• Developing comprehensive banking strategies
• Monitoring and controlling budgets
• Providing advice to customers on financial products and services
• Handling customer complaints and inquiries
• Assessing creditworthiness of customers
• Developing customer relationships and ensuring customer retention

Experience 0 Years

Level Junior

Education Bachelor’s

Bank Manager Resume Examples Resume with 2 Years of Experience

A highly motivated and passionate banking professional with 2 years of experience in bank management and operations. Possesses excellent customer service and communication skills, and seeks to leverage them in a management role. Demonstrated excellence in meeting customer needs, developing sales strategies and ensuring high levels of productivity.

• Customer service
• Team leadership
• Sales management
• Financial management
• Product knowledge
• Business operations

Responsibilities :

• Leading teams of front line customer service staff in order to meet customer needs
• Developing strategies and tactics to promote products and services
• Managing branch budgets and maximizing operational efficiency
• Maintaining a high level of product and industry knowledge to assist customers
• Providing guidance to junior staff on customer service standards and procedures
• Monitoring the performance of staff and taking corrective measures when necessary
• Developing and introducing new services to meet customer requirements.

Experience 2+ Years

Bank Manager Resume Examples Resume with 5 Years of Experience

A highly experienced Bank Manager with 5+ years of professional experience in the banking industry. Proven track record of success in team management, customer service, training, and developing effective banking operations. Exhibits excellent communication and problem- solving skills, as well as a strong work ethic and ability to work collaboratively with others.

• Team Management
• Customer Service
• Training and Development
• Operations Management
• Problem Solving
• Excellent Communication
• Managed and trained a team of 10- 15 bank personnel, including setting performance goals and objectives, providing feedback and guidance, and conducting regular performance appraisals.
• Oversaw day- to- day operations of the bank and ensured the smooth running of the banking facility.
• Provided exceptional customer service and maintained strong relations with existing and potential clients.
• Managed the cash flow and financial transactions of the bank.
• Developed and implemented effective policies and procedures to ensure compliance with banking regulations.
• Maintained a strong understanding of banking products, services, and industry trends.
• Analyzed customer needs and provided solutions to meet their requirements.
• Resolved customer inquiries and complaints in an efficient and timely manner.

Experience 5+ Years

Level Senior

Bank Manager Resume Examples Resume with 7 Years of Experience

Highly experienced and motivated Bank Manager with 7 years of professional experience in banking, financial planning, customer service, and problem- solving. Trained in advanced financial analysis, strategies, and implementation of bank policies and procedures. Excels in achieving customer satisfaction and developing strong client relationships. Demonstrated track record of excellent leadership and project management skills.

• Excellent Communication and Interpersonal Skills
• Strategic Thinking
• Relationship Management
• Financial Analysis
• Risk Analysis
• Banking Policies and Procedures
• Problem- solving
• Project Management
• Interacting with customers and providing advice on banking services and products
• Developing customer relationships through following up with customers and providing appropriate solutions
• Analyzing customer financial data and making decisions accordingly
• Managing daily bank operations, such as deposits, withdrawals, balances and other services
• Ensuring compliance with bank policies and regulations
• Identifying and mitigating risks with operational activities
• Creating and implementing strategies to increase customer satisfaction
• Recruiting, training and supervising bank staff
• Handling customer complaints and inquiries in a timely manner
• Collaborating with other departments to ensure the smooth running of day- to- day operations

Experience 7+ Years

Bank Manager Resume Examples Resume with 10 Years of Experience

(paragraph):

Highly organized and detail- oriented Bank Manager with 10 years of experience in the financial services industry. Expertise in customer service and problem solving. Able to develop and maintain strong working relationships with customers and staff. Possesses a strong understanding of banking policies and procedures, as well as strong financial analysis skills. Proven track record of success in making sound decisions and meeting stringent deadlines.

• Organizational Skills
• Time Management
• Regulatory Compliance
• Develop, implement and manage strategies to improve overall efficiency of the bank
• Manage daily operations, including account servicing, loan processing, customer service and collections
• Develop, monitor and enforce organizational policies and procedures
• Provide employees with support and training to ensure compliance with all banking regulations and policies
• Identify, analyze and mitigate risk and fraud
• Analyze financial data to identify trends and areas for improvement
• Ensure all customer requests are handled in a timely and accurate manner
• Monitor and report on overall financial performance

Experience 10+ Years

Level Senior Manager

Education Master’s

Bank Manager Resume Examples Resume with 15 Years of Experience

A seasoned banking professional with 15 years of experience in financial services, compliance, and risk management. Possesses a strong background in developing, implementing and maintaining banking policies, procedures, and practices. Highly skilled in providing superior customer service, analyzing financial reports and data, and developing effective strategies for increasing profitability and efficiency. Committed to staying abreast of industry trends and best practices.

• Financial Services
• Compliance & Risk Management
• Banking Policies & Procedures
• Strategic Planning
• Team Leadership
• Supervised and coordinated the daily operations of a team of bank tellers, loan officers, and customer service representatives.
• Ensured compliance with all banking regulations, policies and procedures.
• Developed strategies and policies to enhance customer service and optimize efficiency.
• Managed customer accounts, resolved disputes, and ensured accurate record- keeping.
• Analyzed financial performance and market trends to identify opportunities for increased profitability.
• Developed risk assessment strategies and ensured adherence to risk management policies.
• Monitored customer complaints and ensured timely resolution.
• Established strong relationships with customers to promote loyalty and repeat business.

Experience 15+ Years

Level Director

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

A Bank Manager is responsible for managing the day-to-day operations of a bank. To be successful in this role, a Bank Manager must have excellent organizational, communication, and problem-solving skills. It is essential that a Bank Manager’s resume accurately reflects these skills and experience.

When creating a Bank Manager resume, the following information should be included:

• Professional summary: The professional summary should provide an overview of a Bank Manager’s experience and skillset. This should include any relevant certifications, such as financial analysis or operations management.
• Education: Information about a Bank Manager’s educational background should also be included. This should list the school attended, degree earned, and any additional certifications or training.
• Work experience: A Bank Manager should list all previous banking experience on their resume. This should include relevant job titles, dates worked, and a description of key duties performed.
• Technical skills: Bank Managers should have an extensive knowledge of banking software, regulations, and operations. This should be reflected in the technical skills section of the resume.
• Professional development: Bank Managers should demonstrate a commitment to continued professional development through coursework or industry conferences. This should be included in the resume to show a dedication to staying up-to-date on the latest banking trends.

By including this information, a Bank Manager can create a resume that accurately reflects their qualifications and provides potential employers with an accurate picture of their experience and skillset.

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

A good summary for a Bank Manager resume should emphasize the applicant’s ability to motivate, lead and manage staff, as well as their experience in personal and commercial banking. The summary should also highlight the candidate’s problem-solving skills, financial oversight and customer service abilities. Additionally, the summary should emphasize any experience the candidate has with supervising staff, implementing new banking procedures or developing operational strategies. Finally, the summary should mention any awards, recognitions or accomplishments the candidate has received while in the banking industry.

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

A bank manager is a highly responsible position in the financial industry, so when writing a resume, an objective that reflects this should be included. There are many different resume objectives that can be used, but the following are some of the best objectives for a bank manager resume:

• To obtain a position as a Bank Manager where I can use my experience, knowledge, and leadership skills to help the bank achieve its goals.
• To secure a position as a Bank Manager with the opportunity to grow professionally and contribute to the success of the bank.
• To utilize my experience in risk management, financial analysis, and customer service to ensure the success of the bank.
• To apply my problem-solving, organizational, and communication skills to manage the bank’s operations and ensure customer satisfaction.
• To seek a career as a Bank Manager with the ability to lead a team and ensure the bank’s financial stability.
• To utilize my expertise in the banking industry to handle day-to-day operations, risk management, and customer service.

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

When applying for a position as a bank manager, it’s important to highlight the skills you possess that will make you successful in this role. A well-written resume can make all the difference in helping you stand out from other applicants. Here are some tips on how to list bank manager resume examples skills on a resume:

• Utilize industry keywords: Include keywords that are specific to the banking industry. Examples include “financial management,” “risk management,” “asset management,” “customer service,” and “project management.”
• Focus on your biggest achievements: This is your chance to really demonstrate how you have used your skills in a bank manager role. For example, you can mention how you successfully managed a portfolio of customers or how you streamlined customer service operations in your previous position.
• Highlight your experience: Make sure to include the relevant experience that you have had in the banking industry. Demonstrate how you have used your skills to make a positive impact on customer service or the customer experience.
• Showcase your leadership abilities: As a bank manager, you must be able to lead a team and make decisions. Highlight any leadership roles you have had in the past and explain how you have successfully managed a team.
• Demonstrate your problem-solving skills: Bank managers must be able to think quickly and solve problems. List the times when you have successfully solved customer or organizational issues.

By demonstrating your relevant bank manager resume examples skills, you can create a resume that will make you stand out from the competition and help you to get the job that you want.

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

When you are applying for a job as a bank manager, it is important to include the right skills on your resume in order to attract potential employers. Here are some skills you should consider including on your resume for a bank manager position:

• Leadership: Bank managers must be able to effectively lead their staff, delegate tasks, and ensure that deadlines are met.
• Financial Knowledge: Knowledge of financial principles, products, and industry regulations is essential for a successful bank manager.
• Communication Skills: Bank managers should be able to communicate effectively, both verbally and in writing, in order to ensure that their staff and customers are informed and up-to-date.
• Organizational Skills: Bank managers should be able to organize and prioritize tasks, set schedules, and track progress.
• Problem-Solving Skills: Bank managers should be able to identify and resolve customer and staff issues in a timely and professional manner.
• People Skills: Bank managers should be able to interact with customers and staff in a friendly and professional manner.
• Computer Skills: Bank managers should be proficient in the use of computer software and systems, such as databases and spreadsheets.

By including these skills on your resume for a bank manager position, you can effectively showcase your qualifications and demonstrate to potential employers that you have what it takes to be a successful bank manager.

Key takeaways for an Bank Manager Resume Examples resume

Writing a resume as a bank manager is a daunting task, but with the right approach, you can make sure that yours stands out from the rest. Here are some key takeaways for writing a bank manager resume example that will help you get noticed:

• Highlight Your Experience: Most of the time, a bank manager resume should focus on your experience in the banking industry. Make sure to highlight any successes you have had in the past and showcase your understanding of banking processes and regulations.
• Demonstrate Your Leadership Qualities: Bank managers need to demonstrate leadership qualities, such as strong communication and problem-solving skills. Include any relevant examples of leadership qualities in your resume to show potential employers that you are the right fit.
• Include Your Problem-Solving Skills: Bank managers also need to be able to solve complex financial problems. Include any previous experience in problem-solving that you have in your resume to show potential employers that you have the skills to handle complex financial problems.
• Show Your Financial Analysis Skills: Bank managers also need to demonstrate their financial analysis skills. Include any relevant examples of financial analysis that you have performed in the past in your resume to show potential employers that you can handle complex financial problems.
• Focus on Customer Service: As a bank manager, you will be dealing with customers on a daily basis. Make sure to highlight your customer service skills in your resume, such as your ability to handle customer complaints and your ability to provide excellent customer service.

Following these key takeaways for a bank manager resume examples can help you showcase your skills and experience in the banking industry, helping you land the job of your dreams.

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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.

10 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.

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Resume Guide

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Resume Experience

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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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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).

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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.

Recommended reads:

• Should You Include Eagle Scout On Your Resume?
• When You Should (And Not) Add Dean's List On Your Resume

If you happen to have some basic certificates, don't invest too much of your bank branch manager resume real estate in them. Instead, list them within the skills section or as part of your relevant experience. This way you'd ensure you meet all job requirements while dedicating your certificates to only the most in-demand certification across the industry.

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.

Looking to build your own Bank Branch Manager resume?

• Resume Examples

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3 Bank Manager Resume Examples Proven to Work in 2024

Bank Manager Resume

Formal bank manager resume, elegant bank manager resume.

• Bank Manager Resume Writing 101

Banks have a detailed structure, with compliance and efficiency being crucial to success. That’s why managers like you are needed to train staff members, develop sales goals, and create an outstanding customer experience. 

Are you done writing a cover letter and preparing your resume to show you have the leadership abilities banks need?

Since banking leaders need such a well-versed skill set, it can feel overwhelming trying to narrow down what to include on your resume . Take a look at these bank manager resume examples that are research-driven and proven to land jobs in today’s job market. 

or download as PDF

Related resume examples

• Personal banker
• Real estate investment banking
• Investment banking
• Bank teller

What Matters Most: Your Bank Manager Skills & Work Experience

Bank managers oversee everything from sales initiatives to ensuring financial compliance. So, how do you choose the best 6 to 10 skills to put on your resume?

Start by analyzing the job description to see what managerial skills each bank you apply to is seeking. Do they need help improving loan approval processes? Then, your skills in loan processing and credit score analysis may be essential.

Here are some of the best bank manager skills for resumes.

9 best bank manager skills

• Risk management
• Staff development
• Customer service
• Strategic planning
• Sales initiatives

Sample bank manager work experience bullet points

Results are crucial for bank managers while trying to improve the bottom line and retain customers with friendly and efficient operations. 

When optimizing your resume , it’s important to include more than just work responsibilities, such as “in charge of risk analysis.”

Instead, you want to write actionable bullet points about previous work achievements. For example, you could write about how you analyzed data in Salesforce to identify 11 ways to improve customer relations efforts, boosting customer retention by 54%.

Here are a few samples:

• Created Tableau dashboards with performance data to increase data accessibility throughout operations by 48%. 
• Conceptualized new repayment strategies for over 100 mortgage loans at risk of default, leading to a 68% boost in loan repayment. 
• Facilitated a new employee onboarding program focused on regulatory compliance, boosting adherence to ABA standards by 79%. 
• Led a new sales initiative promoting discounts when current customers signed up for a savings account, increasing conversions by 57%. 

Top 5 Tips for Your Bank Manager Resume

• You should always measure your impact in examples with metrics that are most important to banks. For instance, you could write about how you accelerated loan approval processes or increased quarterly sales. 
• Banking managers always need to take action when account errors happen, or policies need to be adjusted. You can emphasize how you perform in those crucial moments by using action words like “improved” or “advised” in your examples. 
• Banking managers must be well-versed. Therefore, you should include both interpersonal skills like staff development and technical abilities in risk management or strategic planning to show why you’re the best fit for the job. 
• Many layers are involved in aspects like financial compliance. However, including too many details will make your resume too long and lose a hiring manager’s attention. Instead, limit examples to short one-sentence descriptions, such as how you revamped record-keeping systems with Sage Intacct to improve compliance rates by 70%. 
• Bank managers must be able to analyze data accurately to make the correct decisions in account reconciliation and performance optimization. Submitting an accurate and grammatically correct resume will help those abilities stand out immediately, so always proofread before submitting it.  

One page is the appropriate length for a bank management resume. You want to keep your resume template brief for easy review, ensuring your top skills in ACH payment processing and financial compliance stand out.  

Reverse chronological formatting will work best for bank managers. As you’ve worked up the ladder from positions like a teller, personal banker, or assistant manager, your loan processing and strategic planning skills have likely grown a lot. Therefore, listing your most recent experiences first will help you emphasize relevant abilities. 

Even if you haven’t worked as a bank manager, you can still show you want the job and have the right skills in many ways. You could include banking experiences that showcase high technical abilities, such as how you boosted client investment returns as a personal banker. In addition, including alternative leadership experiences, such as leading a 12-person team in a fraud reduction initiative, will work well. 

Resume of Bank Manager

Description

Abhishek is a detailed Bank Manager who is responsible for overseeing day-to-day activities, managing staff, and implementing strategies to enhance customer satisfaction, operational efficiency, and profitability. He possesses strong leadership skills, financial acumen, and the ability to collaborate with different departments to achieve overall organisational goals.

Related Categories

• Banking & BFSI

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Resume Skills and Keywords for Bank Manager

A Bank Manager serves as the leader of a bank branch, overseeing its day-to-day operations and playing a key role in achieving the organisation's financial and customer service objectives. Responsible for managing a team of banking professionals, the Bank Manager provides leadership, guidance, and mentorship to ensure efficient operations and excellent customer service. They monitor and maintain compliance with banking regulations, implement strategies to enhance profitability, and drive business development initiatives. Engaging in community outreach, the Bank Manager represents the institution and fosters positive relationships in the local community. Additionally, they collaborate with the head office, contribute to financial reporting, and actively participate in the strategic planning process to align branch activities with the overall goals of the bank.

Skills required for a Bank Manager role:

• Branch Banking
• Operational Management
• Sales and Business Development
• Portfolio Management
• Financial Acumen
• Team Leadership
• Customer Retention & Service
• Risk Management
• Regulatory Compliance
• Banking Technology
• Communication & Collaboration
• Project Management
• Leadership Skills

What recruiters look for in a Bank Manager resume: 

• Proven experience in banking, including managerial roles.
• In-depth knowledge of banking operations, regulations, and financial products.
• Analytical and strategic thinking capabilities.
• Proficiency in financial management and reporting.
• Customer-focused with a commitment to delivering exceptional service.

What can make your Bank Manager resume stand out:

A strong summary that demonstrates your skills, experience and background in the banking sector

A results-oriented bank manager with a proven track record of effective leadership in overseeing branch operations, driving business growth, and ensuring exceptional customer service. Bringing extensive experience in financial acumen, regulatory compliance, and strategic thinking, excelling in optimising branch performance while fostering a positive and collaborative work environment.

Targeted job description 

• Develop and implement strategies to attract new customers and expand the branch's customer base.
• Oversee the daily operations of the branch, ensuring compliance with banking policies, procedures, and regulatory requirements.
• Collaborate with the head office and other departments to align branch operations with organisational objectives.
• Represent the bank in the local community and participate in community engagement activities to enhance the bank's brand image.

Related academic background 

MBA in Finance at St. Xavier’s College, Jaipur |  2018

B.Sc in Biotechnology at University of Rajasthan, Jaipur | 2016

Sample Resume of Bank Manager in Text Format

ABHISHEK ANAND

Bank Manager

+91-9876543210 | [email protected] |Ajmer, India

SUMMARY 

EMPLOYMENT HISTORY

Bank Manager at Dave Banks from May 2021 - Present, Ajmer

• Overseeing the daily operations of the bank branch, ensuring efficient and compliant processes.
• Managing cash handling, transactions, and operational procedures.
• Ensuring a high level of customer satisfaction by addressing inquiries, resolving issues, and providing expert financial advice.
• Driving business growth by cross-selling financial products and services.
• Identifying opportunities for new customer acquisition and retention.
• Monitoring branch financial performance and analysing reports.
• Implementing cost-effective measures and revenue-enhancing initiatives.
• Building and maintaining relationships with key customers, businesses, and the community.
• Preparing and submitting reports on branch performance, activities, and customer feedback.

Assistant Bank Manager at Wellington Banks from Aug 2018 - Apr 2021, Ajmer

• Assisted in the oversight of daily branch operations, ensuring efficiency and compliance with policies and procedures.
• Addressed customer inquiries, resolved issues, and provided guidance on financial products and services.
• Assisted in setting performance goals and providing coaching and feedback.
• Supported business growth by assisting in cross-selling financial products and services.
• Participated in representing the bank in community events and initiatives.
• Collaborated in implementing security measures to safeguard assets and prevent fraud.

INTERNSHIPS

Business Development Representative at Desmos Inc., from Apr 2018 - Jul 2018, Jaipur

• Proactively identified and qualified potential leads through various channels, including cold calling, emails, and social media.
• Introduced the company's products or services and articulated value propositions.
• Gathered relevant information to qualify leads for further sales engagement.

Branch Banking | Operational Management | Sales and Business Development | Portfolio Management | Financial Acumen | Team Leadership | Customer Retention & Service | Risk Management | Regulatory Compliance | Banking Technology | Communication & Collaboration

English 

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1 Bank Manager Resume Example for Your 2024 Job Search

Bank Managers excel at managing resources, making sound decisions, and maintaining order. Like a Bank Manager, your resume should efficiently manage the space it has, make a strong case for your candidacy, and maintain a clear, orderly structure. In this guide, we'll examine X standout Bank Manager resume examples to help you secure your next role.

Resume Examples

Resume guidance.

• High Level Resume Tips
• Must-Have Information
• Why Resume Headlines & Titles are Important
• Writing an Exceptional Resume Summary
• How to Impress with Your Work Experience
• Top Skills & Keywords
• Go Above & Beyond with a Cover Letter
• Resume FAQs
• Related Resumes

Common Responsibilities Listed on Bank Manager Resumes:

• Overseeing daily banking operations : This involves managing the day-to-day operations of the bank, ensuring that all processes are running smoothly and efficiently.
• Setting and achieving sales targets : The bank manager is responsible for setting sales targets for the bank's products and services and ensuring that these targets are met.
• Managing bank staff : This includes hiring, training, and supervising bank staff to ensure that they are performing their duties effectively and providing excellent customer service.
• Developing and implementing business strategies : The bank manager is responsible for developing strategies to grow the bank's customer base and increase profitability.
• Ensuring compliance with banking laws and regulations : This involves staying up-to-date with the latest banking laws and regulations and ensuring that the bank is in compliance with these rules.
• Managing customer relationships : This includes handling customer complaints, resolving disputes, and ensuring that customers are satisfied with the bank's services.
• Monitoring financial performance : The bank manager is responsible for monitoring the bank's financial performance and making necessary adjustments to improve profitability.
• Implementing risk management processes : This involves identifying potential risks and implementing strategies to mitigate these risks.
• Conducting regular audits : The bank manager is responsible for conducting regular audits to ensure that the bank's financial records are accurate and up-to-date.
• Developing and maintaining relationships with the community : This includes participating in community events and activities to promote the bank and its services.
• Providing financial advice to customers :

You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.

Bank Manager Resume Example:

• Successfully implemented a sales strategy that resulted in a 25% increase in new customer acquisition and a 15% growth in revenue within the first year.
• Streamlined operational processes, reducing customer wait times by 20% and improving overall customer satisfaction scores by 10%.
• Led a team of 20 bank staff members, providing training and guidance that resulted in a 30% improvement in employee productivity and a decrease in customer complaints by 15%.
• Developed and executed a comprehensive risk management plan, resulting in a 20% reduction in fraudulent activities and a 10% decrease in financial losses.
• Implemented customer relationship management strategies, leading to a 15% increase in customer retention and a 10% growth in customer referrals.
• Collaborated with senior management to develop and implement cost-saving initiatives, resulting in a 10% reduction in operational expenses and an improvement in profitability by 5%.
• Successfully led a team in achieving and exceeding sales targets, resulting in a 20% increase in loan portfolio and a 15% growth in deposits.
• Implemented a customer-centric approach, resulting in a 10% improvement in customer satisfaction scores and a 5% increase in customer loyalty.
• Developed and maintained relationships with key stakeholders in the community, leading to a 10% increase in community partnerships and a positive brand reputation.
• Strategic planning and execution
• Sales strategy development
• Operational efficiency improvement
• Team leadership and training
• Customer relationship management
• Risk management and fraud prevention
• Cost-saving initiative development
• Financial management and profitability improvement
• Achievement of sales targets
• Customer-centric service approach
• Stakeholder relationship management
• Community outreach and partnership development
• Brand reputation management
• Revenue growth strategies
• Employee productivity enhancement
• Customer satisfaction and loyalty improvement
• New customer acquisition strategies
• Customer retention strategies
• Process streamlining and optimization
• Conflict resolution and complaint management.

High Level Resume Tips for Bank Managers:

Must-have information for a bank manager resume:.

Here are the essential sections that should exist in an Bank Manager resume:

• Contact Information
• Resume Headline
• Resume Summary or Objective
• Work Experience & Achievements
• Skills & Competencies

Additionally, if you're eager to make an impression and gain an edge over other Bank Manager candidates, you may want to consider adding in these sections:

• Certifications/Training

Let's start with resume headlines.

Why Resume Headlines & Titles are Important for Bank Managers:

Bank manager resume headline examples:, strong headlines.

• Accomplished Bank Manager with a proven track record of driving revenue growth and exceeding sales targets in the financial industry.
• Strategic Bank Manager with expertise in risk management and regulatory compliance, ensuring adherence to industry standards and minimizing potential financial risks.
• Customer-focused Bank Manager with a strong ability to build and maintain relationships, resulting in high customer satisfaction and retention rates.

Why these are strong: These resume headlines for Bank Managers are strong because they highlight key skills and achievements that are highly relevant to the role. The first headline emphasizes the candidate's ability to drive revenue growth and exceed sales targets, which is crucial in a competitive financial industry. The second headline showcases the candidate's expertise in risk management and regulatory compliance, demonstrating their ability to navigate complex financial regulations. Lastly, the third headline emphasizes the candidate's customer-focused approach, highlighting their ability to build strong relationships and ensure high customer satisfaction, which is essential in the banking industry.

Weak Headlines

• Experienced Bank Manager with Strong Leadership Skills
• Bank Manager Proficient in Risk Management and Compliance
• Results-Driven Bank Manager with a Track Record of Increasing Profitability

Why these are weak:

• These resume headlines need improvement for Bank Managers as they lack specificity and fail to highlight the unique value or accomplishments that the candidates bring to the table. The first headline mentions experience and leadership skills, but it doesn't provide any context or examples of successful leadership initiatives or team achievements. The second headline highlights skills in risk management and compliance, but it doesn't showcase any specific certifications or regulatory achievements that could strengthen the candidate's profile. The third headline mentions a track record of increasing profitability, but it lacks specific metrics or examples of how the candidate achieved those results.

Writing an Exceptional Bank Manager Resume Summary:

Resume summaries are crucial for Bank Managers as they provide a concise yet impactful way to highlight their skills, experience, and unique value proposition. An effective summary can immediately capture the attention of hiring managers, setting the tone for the rest of the resume and positioning the candidate as an ideal fit for the role.

For Bank Managers specifically, a compelling resume summary should emphasize their ability to strategically manage financial operations, drive profitability, and ensure regulatory compliance.

Key points that Bank Managers should convey in a resume summary include:

Leadership and Financial Expertise: Highlight your experience in leading and managing teams within the banking industry. Showcase your expertise in financial analysis, risk management, and compliance to demonstrate your ability to navigate complex financial landscapes and drive results.

Customer Relationship Management: Emphasize your ability to build and maintain strong relationships with clients, ensuring their satisfaction and loyalty. Showcase your track record of delivering exceptional customer service and your ability to identify and meet their financial needs.

Regulatory Compliance: Demonstrate your in-depth knowledge of banking regulations and your ability to ensure compliance within the organization. Highlight any certifications or training you have received in areas such as anti-money laundering (AML) and know your customer (KYC) regulations.

Strategic Planning and Decision-Making: Illustrate your ability to develop and execute strategic plans that align with the bank's goals and objectives. Showcase your expertise in analyzing market trends, identifying opportunities, and making informed decisions to drive growth and profitability.

Team Collaboration and Communication: Highlight your strong interpersonal and communication skills, as well as your ability to collaborate effectively with cross-functional teams. Showcase your experience in leading and motivating teams to achieve organizational goals.

Technology and Digital Banking: Demonstrate your familiarity with the latest banking technologies and digital platforms. Highlight any experience or expertise in areas such as online banking, mobile banking, and fintech solutions.

To create a compelling resume summary as a Bank Manager, carefully select the key points that align closest with the specific requirements of the role you are applying for. Remember, your resume summary will be one of the first things that potential employers will see about you and your banking career.

Bank Manager Resume Summary Examples:

Strong summaries.

Accomplished Bank Manager with 10 years of experience in leading high-performing teams and driving revenue growth. Proven track record of implementing strategic initiatives, optimizing operational efficiency, and delivering exceptional customer service, resulting in a 30% increase in branch profitability.

Dynamic Bank Manager with expertise in risk management, regulatory compliance, and financial analysis. Skilled in developing and implementing robust risk mitigation strategies, ensuring adherence to industry regulations, and driving profitability. Strong leadership abilities and a customer-centric approach have led to a 25% reduction in risk exposure and a 15% increase in customer satisfaction.

Seasoned Bank Manager with a strong background in relationship management and business development. Proven ability to cultivate and maintain strategic partnerships, resulting in a 20% increase in loan portfolio and a 10% growth in customer base. Exceptional communication and negotiation skills, coupled with a deep understanding of market trends, have consistently driven revenue growth.

Why these are strong:

• These resume summaries are strong for Bank Managers as they highlight the candidates' relevant experience, key skills, and quantifiable achievements. The first summary emphasizes the candidate's leadership abilities and their impact on branch profitability. The second summary showcases the candidate's expertise in risk management and their ability to drive compliance and customer satisfaction. Lastly, the third summary highlights the candidate's strong relationship management skills and their success in driving business growth. These summaries effectively demonstrate the candidates' value and suitability for Bank Manager roles.

Weak Summaries

• Bank Manager with experience in overseeing branch operations and managing a team, seeking a challenging role in a reputable financial institution.
• Experienced Bank Manager with a track record of achieving branch targets and improving customer satisfaction, looking for an opportunity to utilize my leadership skills and drive business growth.
• Bank Manager with a focus on risk management and compliance, dedicated to ensuring regulatory adherence and implementing effective control measures to protect the bank's assets.
• These resume summaries need improvement for Bank Managers as they lack specific achievements or quantifiable results. The first summary provides a general overview of the candidate's experience without highlighting any notable accomplishments or areas of expertise. The second summary mentions achieving branch targets and improving customer satisfaction, but it doesn't provide any specific details or metrics to support these claims. The third summary mentions a focus on risk management and compliance, but it doesn't mention any specific actions or outcomes that demonstrate the candidate's effectiveness in these areas. Adding specific achievements and measurable results would make these summaries more impactful and compelling to hiring managers.

Resume Objective Examples for Bank Managers:

Strong objectives.

Highly motivated and results-driven Bank Manager with a proven track record of exceeding sales targets and driving customer satisfaction. Seeking a challenging leadership role in a reputable financial institution to leverage my expertise in strategic planning, team management, and risk assessment to drive profitability and growth.

Experienced Bank Manager with a strong background in commercial lending and relationship management. Seeking a senior-level position in a progressive bank to utilize my extensive knowledge of financial products, credit analysis, and regulatory compliance to effectively manage portfolios and drive revenue generation.

Dynamic and customer-focused Bank Manager with a demonstrated ability to build and maintain strong client relationships. Seeking an opportunity to lead a high-performing team in a reputable bank, leveraging my expertise in business development, cross-selling, and wealth management to drive customer acquisition and retention.

• These resume objectives are strong for up and coming Bank Managers because they highlight the candidates' relevant experience, skills, and achievements in the banking industry. The first objective emphasizes the candidate's track record of exceeding sales targets and driving customer satisfaction, which are key metrics for success in a Bank Manager role. The second objective showcases the candidate's expertise in commercial lending and relationship management, demonstrating their ability to effectively manage portfolios and drive revenue. Lastly, the third objective emphasizes the candidate's customer-focused approach and their ability to build strong client relationships, which are essential qualities for a Bank Manager responsible for customer acquisition and retention.

Weak Objectives

• Objective Example 1: Seeking a Bank Manager position where I can utilize my skills and contribute to the growth of the organization.
• Objective Example 2: Ambitious Bank Manager with some experience in financial analysis and customer service, looking to advance my career in the banking industry.
• Objective Example 3: Recent graduate with a degree in finance and a strong interest in banking, seeking a Bank Manager role to gain practical experience and enhance my knowledge in the field.
• These resume objectives need improvement for up and coming Bank Managers because they lack specificity and fail to highlight the unique value or skills the candidates possess. The first objective is too generic and does not provide any information about the candidate's background, passion, or relevant experience. The second objective hints at some experience in financial analysis and customer service, but it does not mention any specific achievements, education, or areas of expertise the candidate possesses. The third objective, although it mentions a degree in finance and an interest in banking, does not elaborate on the candidate's specific skills, accomplishments, or any particular aspect of bank management they are passionate about, which would make their profile more appealing to potential employers.

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Speed up your resume creation process with the resume builder . generate tailored resume summaries in seconds., how to impress with your bank manager work experience:, best practices for your work experience section:.

• Highlight your experience in managing and overseeing all aspects of banking operations, including customer service, risk management, compliance, and financial performance.
• Showcase your ability to drive revenue growth and achieve financial targets by implementing effective sales strategies and cross-selling products and services.
• Emphasize your expertise in analyzing market trends, identifying opportunities, and developing innovative strategies to expand the bank's customer base and increase profitability.
• Demonstrate your strong leadership skills by describing how you have successfully built and motivated high-performing teams, fostered a positive work culture, and mentored and developed staff members.
• Include examples of your experience in managing and mitigating risks, ensuring compliance with regulatory requirements, and implementing robust internal controls.
• Highlight your track record of successfully managing customer relationships, resolving complex issues, and providing exceptional service to high-net-worth clients or corporate accounts.
• Mention any experience in managing mergers, acquisitions, or other strategic initiatives, showcasing your ability to navigate complex transactions and integrate different banking systems and processes.
• Quantify your achievements by including specific metrics such as increased loan portfolio size, improved customer satisfaction scores, or reduced operational costs.
• Mention any certifications or professional development courses related to banking and finance, such as Certified Bank Manager (CBM) or Certified Financial Services Auditor (CFSA).
• Use industry-specific terminology and keywords to ensure your resume aligns with the language used by HR, recruiters, and hiring managers in the banking industry.

Example Work Experiences for Bank Managers:

Strong experiences.

Successfully managed a team of 15 bank employees, consistently achieving branch sales targets and exceeding customer satisfaction goals by implementing effective sales strategies and providing exceptional customer service.

Developed and implemented risk management policies and procedures, resulting in a 20% reduction in fraudulent activities and ensuring compliance with regulatory requirements.

Led the implementation of a new digital banking platform, improving customer experience and increasing online transactions by 30% within the first year.

Oversaw the successful integration of two bank branches following a merger, ensuring a smooth transition for customers and employees while maintaining operational efficiency.

Developed and executed a comprehensive training program for bank employees, resulting in a 25% increase in employee productivity and a 10% decrease in customer complaints.

Implemented cost-saving measures by optimizing operational processes, resulting in a 15% reduction in expenses and improved profitability.

• These work experiences are strong because they demonstrate the candidate's ability to effectively manage teams, achieve sales targets, and enhance customer satisfaction. The examples also highlight the candidate's expertise in risk management, digital banking, integration, training, and cost optimization. The quantifiable results and specific actions taken showcase the candidate's leadership skills and their impact on the bank's performance.

Weak Experiences

Assisted in managing customer accounts, providing support and resolving issues as needed.

Conducted financial analysis and prepared reports for senior management.

Collaborated with cross-functional teams to develop and implement new banking products and services.

Oversaw branch operations, including cash management and compliance with regulatory requirements.

Developed and executed marketing strategies to attract new customers and increase branch profitability.

Trained and supervised staff members, ensuring adherence to company policies and delivering exceptional customer service.

• Conducted risk assessments and implemented risk mitigation strategies to protect the bank's assets.
• Monitored and analyzed market trends to identify opportunities for business growth.
• Developed and maintained relationships with key clients, providing personalized financial advice and solutions.
• These work experiences are weak because they lack specific details and quantifiable achievements. They provide generic descriptions of tasks performed without showcasing the impact of the individual's work or the benefits brought to the bank. To improve these bullet points, the candidate should focus on incorporating metrics, highlighting specific accomplishments, and providing clear context that demonstrates their leadership qualities and direct contributions to the bank's success.

Top Skills & Keywords for Bank Manager Resumes:

Top hard & soft skills for bank managers, hard skills.

• Financial Analysis and Reporting
• Risk Management
• Regulatory Compliance
• Loan Portfolio Management
• Sales and Business Development
• Budgeting and Financial Planning
• Customer Relationship Management
• Team Leadership and Management
• Strategic Planning
• Credit Analysis and Underwriting
• Investment Management
• Treasury Management

Soft Skills

• Leadership and Team Management
• Communication and Presentation Skills
• Collaboration and Cross-Functional Coordination
• Problem Solving and Critical Thinking
• Adaptability and Flexibility
• Time Management and Prioritization
• Empathy and Customer-Centric Mindset
• Decision Making and Strategic Planning
• Conflict Resolution and Negotiation
• Financial Analysis and Risk Assessment
• Relationship Building and Networking

Go Above & Beyond with a Bank Manager Cover Letter

Bank manager cover letter example: (based on resume).

As a Bank Manager, you understand the importance of attention to detail, strong communication skills, and building trust with clients. Just like in your role, pairing your resume with a well-crafted cover letter can make a significant impact on your job application and increase your chances of securing an interview. A cover letter is not just an additional document, but an extension of your resume that allows you to showcase your unique qualifications and passion for the banking industry. Here are some compelling reasons why Bank Managers should submit a cover letter:

Personalize your application: A cover letter provides an opportunity to personalize your application by addressing the hiring manager directly and expressing your genuine interest in the bank and the specific role you are applying for. It shows that you have taken the time to research the company and tailor your application accordingly.

Highlight your banking expertise: Use the cover letter to illustrate your extensive knowledge and experience in the banking industry. Showcase your understanding of various banking operations, such as risk management, compliance, and customer service, and how your skills align with the requirements of the Bank Manager role. This will demonstrate your ability to handle the responsibilities of the position effectively.

Demonstrate your problem-solving skills: In the cover letter, you can communicate your understanding of the challenges and opportunities in the banking industry and how you plan to address them as a Bank Manager. Share specific examples of how you have successfully resolved complex issues or implemented innovative strategies in your previous roles.

Share success stories and achievements: While your resume provides a concise overview of your professional experience, a cover letter allows you to delve deeper into your accomplishments. Highlight specific achievements, such as successfully leading teams, increasing profitability, or implementing cost-saving measures. These success stories will give the hiring manager a better understanding of your capabilities and potential contributions to their bank.

Showcase your communication skills: Effective communication is crucial for Bank Managers, as they need to interact with clients, colleagues, and stakeholders on a regular basis. Writing a well-crafted cover letter demonstrates your ability to articulate your thoughts clearly and professionally. It showcases your writing skills, attention to detail, and your ability to convey complex information concisely.

Stand out from the competition: While some applicants may choose not to submit a cover letter, taking the extra step to include one can set you apart from other candidates. It shows your dedication and commitment to the application process, which can leave a lasting impression on the hiring manager. By submitting a cover letter, you demonstrate your willingness to go above and beyond to secure the Bank Manager position.

In summary, a cover letter is a valuable tool for Bank Managers to enhance their job application. It allows you to personalize your application, highlight your banking expertise, demonstrate problem-solving skills, share success stories, showcase communication abilities, and differentiate yourself from other applicants. By investing the time and effort into crafting a compelling cover letter, you significantly increase your chances of securing an interview and ultimately landing the Bank Manager role.

Resume FAQs for Bank Managers:

How long should i make my bank manager resume.

The ideal length for a Bank Manager resume is typically 1-2 pages. It is important to keep in mind that Bank Managers are often busy professionals who receive numerous resumes, so a concise and well-organized document is crucial. Here's why a 1-2 page resume is recommended for Bank Managers: 1. Conciseness: Bank Managers need to quickly assess a candidate's qualifications and suitability for the role. A shorter resume ensures that the most relevant information is highlighted, making it easier for the hiring manager to identify key skills, experience, and achievements. 2. Relevance: Bank Managers are primarily interested in your banking and managerial experience, skills, and accomplishments. By focusing on the most pertinent details, you can demonstrate your ability to handle financial operations, lead teams, and achieve business objectives. A shorter resume allows you to emphasize these crucial aspects without diluting their impact. 3. Time

What is the best way to format a Bank Manager resume?

When it comes to formatting a Bank Manager resume, it is crucial to create a professional and well-organized document that highlights your skills, experience, and achievements in the banking industry. Here are some key formatting tips to consider: 1. Clear and Concise Layout: Begin with a clean and easy-to-read format. Use a professional font such as Arial or Times New Roman, and maintain consistent font sizes throughout the document. Ensure appropriate spacing and margins to enhance readability. 2. Contact Information: Place your name, phone number, email address, and LinkedIn profile (if applicable) prominently at the top of the resume. This allows bank recruiters to easily reach out to you for further consideration. 3. Professional Summary/Objective: Start your resume with a brief professional summary or objective statement that highlights your relevant experience, skills, and career goals as a Bank Manager. This section should grab the reader's attention and

Which Bank Manager skills are most important to highlight in a resume?

When it comes to highlighting skills on a resume for Bank Managers, there are several key abilities that are crucial to emphasize. These skills not only demonstrate your competence in managing financial operations but also showcase your leadership and customer service capabilities. Here are some important Bank Manager skills to highlight: 1. Financial expertise: Bank Managers should possess a strong understanding of financial principles, including banking regulations, risk management, and financial analysis. Highlight your knowledge of financial products, services, and the ability to make informed decisions based on market trends and data analysis. 2. Leadership and team management: Bank Managers are responsible for leading and motivating a team of employees. Showcase your ability to effectively manage and develop staff, delegate tasks, and foster a positive work environment. Highlight your experience in setting goals, providing feedback, and resolving conflicts to demonstrate your leadership skills. 3. Customer service orientation: Bank Managers play a crucial role in ensuring exceptional customer experiences. Emphasize your ability to build and maintain strong customer relationships, resolve customer issues, and provide personalized financial advice. Showcase your skills in identifying customer needs, promoting products and services, and ensuring customer satisfaction. 4. Communication and interpersonal skills: Effective communication is vital for Bank Managers to interact with customers, employees, and stakeholders. Highlight your

How should you write a resume if you have no experience as a Bank Manager?

When writing a resume for a Bank Manager position without prior experience in the role, it's essential to focus on highlighting your transferable skills, relevant qualifications, and any related experiences that showcase your potential for success in the banking industry. Here are some guidelines to help you structure your resume effectively: 1. Start with a strong summary or objective statement: Begin your resume with a concise summary or objective that highlights your career goals and emphasizes your enthusiasm for pursuing a Bank Manager role. This section should capture the attention of hiring managers and showcase your commitment to the industry. 2. Emphasize your educational background: If you lack direct experience as a Bank Manager, place a strong emphasis on your educational qualifications. Include details about your degree, major, and any relevant coursework or certifications related to finance, banking, or management. Highlighting your academic achievements demonstrates your commitment to learning and acquiring the necessary knowledge for the role. 3. Showcase transferable skills: Identify and emphasize transferable skills that are applicable to the Bank

Compare Your Bank Manager Resume to a Job Description:

See how your Bank Manager resume compares to the job description of the role you're applying for. Our free Resume and Job Description Match tool will analyze and score your resume based on how well it aligns with the position. Here's how you can use the comparison tool to improve your Bank Manager resume, and increase your chances of landing the interview:

• Identify opportunities to further tailor your resume to the Bank Manager job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Complete the steps below to generate your free resume analysis.

Related Resumes for Bank Managers:

More resume guidance:.

Bank Manager Resume Example (Free Guide)

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

Are you looking to become a bank manager and need some help with creating your resume? Our Bank Manager Resume Example article is here to help! It will provide you with a comprehensive look at what a successful bank manager resume should look like, including tips on how to craft an eye-catching resume that will grab the attention of recruiters. Read on to learn more about how you can create a winning resume!

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 Bank Manager do?

A Bank Manager is responsible for overseeing operations at a financial institution, such as a bank, credit union, or building society. This includes ensuring compliance with regulations, analyzing financial data, implementing strategic plans, and managing customer service. Bank Managers also handle customer inquiries, provide advice on financial products and services, and supervise staff. Additionally, they may be responsible for developing relationships with business partners and implementing marketing plans.

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What are some responsibilities of a Bank Manager?

• Manage daily operations of the bank
• Develop and implement bank policies and procedures
• Develop strategies to increase customer base
• Oversee customer service staff
• Monitor and analyze financial data
• Ensure compliance with banking regulations
• Develop marketing plans to promote banking products and services
• Manage and motivate staff
• Negotiate contracts with vendors and suppliers
• Identify risk management issues and implement solutions

Sample Bank Manager Resume for Inspiration

Name: John Smith

Address: 123 Main Street, Sydney, NSW 2000

Email: [email protected]

Phone: +61 (0)2 9999 9999

John Smith is an experienced Bank Manager with a proven track record of success in the banking and finance industry. He has an in-depth understanding of the banking and finance industry, excellent customer service skills and an ability to work with a diverse range of clients and colleagues. John is highly motivated and committed to providing excellent service to his clients and customers.

Work Experience:

• Banking Manager, Bank of Australia, Sydney, NSW (2019 – Present)
• Managed the daily operations of the bank, including customer service, sales, and loan processing
• Developed and implemented strategies to increase customer satisfaction and enhance efficiency
• Provided financial advice to clients and oversaw loan applications
• Senior Bank Officer, Bank of Australia, Sydney, NSW (2013 – 2019)
• Provided customer service and sales support to customers
• Processed loan applications and managed customer accounts
• Assisted in developing new strategies and procedures to improve customer service and operational efficiency
• Bachelor of Business Administration, University of Sydney, Sydney, NSW (2009 – 2013)
• Customer Service
• Operational Efficiency
• Financial Advice
• Loan Processing

Certifications:

• Certified Financial Adviser, Financial Advisory Board, Sydney, NSW (2013)
• English (Native)
• Spanish (Intermediate)

Resume tips for Bank 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 Bank Manager resume tips. We collected the best tips from seasoned Bank 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 key accomplishments and skills in the summary section.
• Include specific data and results to demonstrate impact.
• List relevant experience in reverse chronological order.
• Include certifications and professional development achievements.
• Proofread and edit to remove any spelling or grammar mistakes.

Bank Manager Resume Summary Examples

Using a Bank Manager Resume Summary or Resume Objective is important to effectively communicate your qualifications and expertise to potential employers. A Bank Manager Resume Summary or Resume Objective is a concise overview of your qualifications, experience and skills as they relate to the position you are seeking. It should be tailored to the specific job and highlight your most relevant experience and qualifications. It also gives potential employers an idea of what you have to offer and the value you can bring to the position. For Example:

• Experienced bank manager with 8 years of experience in managing customer service and financial operations. Skilled in providing superior customer service, and client relations.
• Dedicated bank manager offering 12 years of expertise in overseeing financial operations and customer service. Proven record of achieving customer satisfaction and loyalty.
• Efficient bank manager with 10 years of experience in managing banking operations and customer service. Expert in developing cost effective strategies and providing superior customer service.
• Highly skilled bank manager with 15 years of experience in financial operations and customer service. Proven success in achieving customer satisfaction and building strong client relationships.
• Dynamic bank manager with 5 years of experience in providing excellent customer service and financial operations. Skilled in developing cost effective strategies and achieving customer satisfaction.

Build a Strong Experience Section for Your Bank Manager Resume

Building a strong experience section for a bank manager resume is important because it allows you to showcase your skills, abilities and accomplishments to potential employers. It also provides a snapshot of your professional background and qualifications that demonstrate to employers that you are the ideal candidate for the position. A strong experience section can help potential employers understand the scope of your work, the challenges you have overcome and the results you have achieved in your previous roles. Additionally, a well-written experience section can help you stand out among other applicants and give you a competitive edge in the hiring process. For Example:

• Managed a team of 10 loan officers and customer service representatives in a high-volume retail banking environment.
• Provided effective leadership and guidance to ensure the highest levels of customer service and customer satisfaction.
• Developed and implemented processes and procedures to ensure compliance with all banking regulations.
• Monitored and evaluated loan performance, credit risk and portfolio management.
• Handled customer inquiries and complaints in a timely and professional manner.
• Reviewed and recommended changes to loan products and services.
• Developed and maintained relationships with business partners to increase sales and profitability.
• Analyzed customer data and identified opportunities to improve customer retention.
• Created and implemented strategies to increase efficiency and reduce operational costs.
• Maintained accurate records and reports to ensure the bank’s compliance with all applicable laws and regulations.

Bank Manager resume education example

A Bank Manager typically needs a bachelor's degree in banking, finance, accounting, business administration, economics, or a related field. Depending on the employer, some employers may also require additional certifications or a master's degree. Management experience may also be preferred for some positions. Here is an example of an experience listing suitable for a Bank Manager resume:

• Bachelor of Science in Business Administration, University of Southern California, Los Angeles (2007)
• Master of Science in Banking and Financial Management, University of California, Berkeley (2009)
• Certified Financial Planner (CFP) by Financial Planning Association (2011)

Bank Manager Skills for a Resume

Adding skills to a Bank Manager resume is important because it serves as a way to demonstrate your qualifications and areas of expertise to potential employers. It also helps employers to quickly identify whether or not you meet the job requirements. Examples of skills that should be included on a Bank Manager resume include financial management, customer service, operations management, risk management, strategic planning, and regulatory compliance. Soft Skills:

• Business Acumen
• Communication
• Decision Making
• Problem Solving
• Organizational
• Collaboration
• Financial Management
• Risk Management
• Banking Regulations
• Investment Strategies
• Data Analysis
• Credit Risk

Common Mistakes to Avoid When Writing a Bank 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 Bank Manager resume

• Highlight achievements such as successful turnaround and cost savings initiatives.
• Detail experience leading teams, setting goals, and exceeding expectations.
• Demonstrate fluency in financial products, banking regulations, and risk management.
• Describe expertise in customer service, problem-solving, and decision-making.
• Provide evidence of strong communication and interpersonal skills.
• Showcase expertise in developing and implementing strategies.
• Highlight a track record of developing and maintaining relationships with stakeholders.

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Relationship Manager at ICICI Bank Resume Sample

Discover new ways to improve your resume by editing this Relationship Manager at ICICI Bank resume sample. This particular resume helped one of our customers secure their position at ICICI Bank. That job seeker allowed us to share their resume with you. Download this resume example as it is or try to redesign it using our HR-approved resume builder.

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Relationship Manager at ICICI Bank Resume Sample (Full Text Version)

Vladimir amardan.

Dedicated professional with several years of valuable experience in customer service, grievance resolution, and cash handling. Adept at managing and exceeding customer expectations through effective communication, problem-solving, and conflict resolution skills. Proven ability to handle financial transactions with precision and integrity, ensuring compliance with company policies. Committed to delivering exceptional service and resolving issues promptly. Seeking to leverage my expertise to contribute to a customer-focused team and drive operational excellence.

Work Experience

• Delivered high quality customer service as per SLAs.
• Effectively increased revenue through cross-selling and upselling of products.
• Managed the cash and non-cash transactions of the business.
• Delivered resolutions to customer grievances in a timely manner.
• Generated leads for the financial products offered by the company.
• Performed audits as per regulations and guidelines.
• Managed the company's social media profiles on various platforms like (Facebook, Instagram, and Twitter).
• Achieved targeted goals through strategic ad placements and A/B testing.
• Utilized analytics tools to track key performance metrics.
• Conducted market research to identify the target demographics.
• Generated engaging content for various social media platforms.
• Managed the content calendar to ensure a consistent posting schedule,

Certificates

• Developed and managed a personal travel and food blog focused on sharing travel experiences and culinary adventures.
• Successfully grew website traffic by implementing various strategies and promoting content on social media platforms.
• Created and curated engaging content including articles, photos, and videos.

As a Relationship Manager, you will be responsible for fostering and maintaining strong relationships with clients or customers. Responsibilities include understanding client needs, providing personalized service, and offering tailored solutions to meet their goals. Collaborate with internal teams to address client concerns, anticipate future needs, and ensure customer satisfaction. Your strong communication skills, ability to build rapport, and strategic thinking will be essential in driving client retention and loyalty. Join our team to play a key role in nurturing long-term relationships and contributing to business growth.

ICICI Bank is one of India's largest private sector banks, offering a wide range of financial products and services. Founded in 1994, it has emerged as a key player in the Indian banking industry. ICICI Bank provides services such as retail banking, corporate banking, investment banking, and wealth management. With a vast network of branches and ATMs, along with digital banking solutions, ICICI Bank caters to the diverse financial needs of its customers, both in India and internationally.

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Bank Manager Resume Examples and Templates

This page provides you with Bank Manager resume samples to use to create your own resume with our easy-to-use resume builder . Below you'll find our how-to section that will guide you through each section of a Bank Manager resume.

How to Write a Bank Manager Resume?

To write a professional Bank Manager resume, follow these steps:

• Select the right Bank Manager resume template.
• Write a professional summary at the top explaining your Bank Manager’s experience and achievements.
• Follow the STAR method while writing your Bank Manager resume’s work experience. Show what you were responsible for and what you achieved as {a/an} Bank Manager.
• List your top Bank Manager skills in a separate skills section.

How to Write Your Bank Manager Resume Header?

Write the perfect Bank Manager resume header by:

• Adding your full name at the top of the header.
• Add a photo to your resume if you are applying for jobs outside of the US. For applying to jobs within the US, avoid adding photo to your resume header.
• Add your current Bank Manager to the header to show relevance.
• Add your current city, your phone number and a professional email address.
• Finally, add a link to your portfolio to the Bank Manager resume header. If there’s no portfolio link to add, consider adding a link to your LinkedIn profile instead.
• Bad Bank Manager Resume Example - Header Section

Rayna 35 Marshall Drive Chardon, OH 44024 Marital Status: Married, email: [email protected]

• Good Bank Manager Resume Example - Header Section

Rayna Walton, Chardon, OH, Phone number: +1-555-555-5555, Link: linkedin/in/johndoe

Make sure to add a professional looking email address while writing your resume header. Let’s assume your name is John Doe - here is a formula you can use to create email addresses:

• [email protected] - [email protected]
• [email protected] - [email protected]
• [email protected] - [email protected]
• [email protected] - [email protected]
• [email protected] - [email protected]
• [email protected] - [email protected]

For a Bank Manager email, we recommend you either go with a custom domain name ( [email protected] ) or select a very reputed email provider (Gmail or Outlook).

How to Write a Professional Bank Manager Resume Summary?

Use this template to write the best Bank Manager resume summary: Bank Manager with [number of years] experience of [top 2-3 skills]. Achieved [top achievement]. Expert at [X], [Y] and [Z].

How to Write a Bank Manager Resume Experience Section?

Here’s how you can write a job winning Bank Manager resume experience section:

• Write your Bank Manager work experience in a reverse chronological order.
• Use bullets instead of paragraphs to explain your Bank Manager work experience.
• While describing your work experience focus on highlighting what you did and the impact you made (you can use numbers to describe your success as a Bank Manager).
• Use action verbs in your bullet points.

Bank Manager Resume Example

Bank Manager

• Managed customer accounts, addressing issues and ensuring account satisfaction.
• Facilitated the opening of various account types, including checking, savings, and business accounts.
• Collaborated with customers individually to optimize account benefits and enhance understanding of available features.
• Conducted account services such as handling deposits and processing loans.
• Ensured high-quality service, managed customer relationships, handled queues, and maintained branch audit and compliance.
• Cross-sold banking and third-party financial products to customers.
• Demonstrated high attention to detail, accuracy, and a strong customer service orientation.
• Proactively educated clients on utilizing access channels, including ATM, online and telephone banking, while referring to other bank services.
• Verified and authorized input data in the core banking system, ensuring accuracy and correctness.
• Collaborated with senior management on marketing and sales strategy, maximizing sales and acquiring new business.
• Provided market intelligence and financial analysis to key department owners.
• Maintained accurate customer system accounts.
• Addressed customer complaints promptly, ensuring swift resolution for enhanced customer loyalty.
• Managed account conflict resolutions with key clients and addressed collections balances.
• Managed marketing, business analysis, and retention programs.
• Prepared annual budgets for senior executive review, ensuring compliance with cost-control initiatives.
• Oversaw commercial contracts, particularly those related to credit facilities.
• Led the risk function, ensuring complete compliance with policy and operational guidelines.

Bank Manager/Project Manager Resume Example

Bank Manager/Project Manager

• Managed a team of loan processing specialists and operations in the Home Equity department, guiding them to achieve service vision and goals.
• Proactively identified, developed, recommended, and implemented improvements to processes, procedures, and service delivery.
• Organized and led the execution of operational enhancements across loan processing teams, providing coaching and mentoring to team members.
• Collaborated with cross-functional teams to achieve project goals and supported team members with development plans.
• Planned and coordinated complex efforts, ensuring consistent monitoring and reporting of business objectives, project achievements, and key deliverables.
• Identified and resolved roadblocks, obstacles, and impediments to ensure team objectives were met.

Assistant Bank Manager Resume Example

Assistant Bank Manager

• Coached and developed new colleagues in their roles.
• Successfully led a sales team to consistently achieve KPIs.
• Provided support to colleagues transitioning from Sales to Service roles.
• Managed Home Equity department's loan processing specialists and operations, leading teams to achieve member service goals.
• Proactively identified and implemented improvements to processes, procedures, and service delivery.
• Organized and executed operational enhancements across loan processing teams.
• Supported team members with coaching, mentoring, and development plans.
• Collaborated with cross-functional teams to achieve multiple project goals.
• Planned, documented requirements, and coordinated activities for complex efforts.
• Ensured consistent monitoring and reporting of business objectives, project achievements, and key deliverables.
• Identified and removed roadblocks to ensure team objectives were met.
• Led the highest-performing lending branch within the national network.
• Mentored, trained, and coached Customer Service Representatives and Banking Specialists.
• Cultivated a strong customer-first performance culture.
• Established robust working relationships and market leadership within local communities.
• Achieved industry-standard branch risk and compliance outcomes.
• Plans, markets, and sells deposits, loan portfolios, and non-traditional bank products.
• Cultivates and sustains interpersonal relationships with existing and prospective clients.
• Implements Branch Banking policies and procedures, executing action plans to optimize branch profitability.
• Manages the branch overall under the pillars of business growth, asset quality, housekeeping, service quality, and management efficiency.

Top Bank Manager Resume Skills for 2023

• Financial Analysis
• Strategic Planning
• Financial Reporting
• Risk Management
• Regulatory Compliance
• Credit Analysis
• Loan Management
• Investment Management
• Asset Liability Management
• Financial Modeling
• Customer Relationship Management
• Team Leadership
• Performance Management
• Business Development
• Market Analysis
• Strategic Decision Making
• Financial Planning
• Treasury Management
• Compliance Management
• Cash Management
• Audit Management
• Project Management
• Data Analysis
• Financial Forecasting
• Cost Control
• Customer Service Management
• Negotiation Skills
• Digital Banking
• Credit Risk Assessment
• Financial Market Trends
• Financial Statement Analysis
• Team Building
• Training and Development
• Accounting Principles
• Fraud Prevention
• Customer Retention
• Cross-Selling
• Mergers and Acquisitions
• Corporate Finance
• Financial Regulations
• Debt Management
• Leadership Development
• Data Security
• Financial Risk Management
• IT Management in Banking
• Business Continuity Planning
• Commercial Lending
• Financial Products Knowledge
• Change Management
• Financial Decision Making
• Operational Risk Management
• Loan Portfolio Management
• AML (Anti-Money Laundering)
• Financial Market Regulations
• Investment Banking
• Financial Compliance
• Customer Onboarding
• Market Research
• Interest Rate Risk Management
• Financial Governance
• Financial Technology (Fintech)
• Credit Scoring
• Corporate Governance
• Payment Systems
• Strategic Partnerships
• Financial Controls
• Project Finance
• Financial Performance Metrics
• Investment Analysis
• Operational Excellence
• Financial Software Systems
• Financial Benchmarking
• Customer Feedback Analysis
• International Banking Regulations
• Branch Management
• Financial System Integration
• Financial Portfolio Management
• Financial Statement Auditing
• Vendor Management
• Customer Satisfaction Surveys
• Financial Control Systems
• Revenue Generation Strategies
• Market Segmentation
• Financial Product Development
• Loan Underwriting
• Financial Data Analysis
• Financial Compliance Audits
• IT Security in Banking
• Financial Services Regulation
• Credit Policy Development
• Branch Expansion Strategies

What Do Hiring Managers Look For in a Bank Manager Resume?

• Strong leadership skills to guide and motivate the bank's staff toward common goals.
• Sound understanding of financial principles and ability to make strategic decisions.
• Focus on building and maintaining positive customer relationships.
• Ability to assess and manage risks associated with banking operations.

How Long Should my Bank Manager Resume be?

Your Bank Manager resume length should be less than one or two pages maximum. Unless you have more than 25 years of experience, any resume that’s more than two pages would appear to be too long and risk getting rejected.

On an average, for Bank Manager, we see most resumes have a length of 2. And, that’s why we advise you to keep the resume length appropriate to not get rejected.

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4 Bank Manager Resume Examples for 2024

Creating a good resume for a bank manager role can be challenging. This article offers proven examples and key strategies to help you. Learn how to showcase your skills in financial management, team leadership, and customer service. We will guide you on what hiring managers look for, from keyword placement to structuring your experience. Follow these tips to boost your chances of landing that job.

• 03 Aug 2024 - 1 new section (Quantify your achievements) added
• 19 Jul 2024 - 1 new section (Customize your resume for the role) added
• 10 Jul 2024 - 1 new section (Understanding resume screeners) added

  Next update scheduled for 03 Sep 2024

Here's what we see in the top bank management resumes.

Show Impact By Using Numbers : The best resumes use numbers to show impact. Look for metrics such as reduced loan processing time by 30% , increased customer satisfaction scores by 15% , boosted branch revenue by 20% , and cut operational costs by 10% .

Include Relevant Skills From Job Descriptions : Include skills on your resume that you have and are mentioned on the job description. Some popular ones are loan origination , risk assessment , financial analysis , CRM software , and regulatory compliance . But don't include all of them; choose the ones you have and are mentioned in the JD.

Highlight Leadership In Metrics : For senior roles, show leadership by metrics. Phrases like led a team of 10 and mentored junior staff are good examples.

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Bank Manager Resume Sample

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Want to know if your resume stands out for bank manager roles? Our resume scoring tool gives you a clear picture of where you stand. It evaluates your resume based on key criteria that recruiters in the banking industry look for.

Upload your resume now for an unbiased assessment. You'll get a score and useful feedback to help improve your chances of landing interviews for banking leadership positions.

Positioning your education

When crafting a resume as a bank manager, consider the weight of your educational background against your professional experience. If you are seasoned in the banking industry with a solid track history, your work accomplishments should take the lead. Place your education section after your experience details, so you don't overshadow your practical skills that are critical in banking operations and management.

However, if you have recently advanced your education with a focus on finance, banking, business administration, or leadership, you might want to list your education first. This is particularly key for those who have completed significant studies like an MBA, which is highly valued in the financial sector. It immediately alerts hiring managers to your dedication to professional growth, a good trait for someone overseeing a banking institution. Remember to keep your education segment concise and relevant to the role of managing a bank.

Junior Bank Manager Resume Sample

Skills to highlight.

In the banking industry, it is important to highlight skills in financial analysis and customer service. These show you can manage finances and build strong client relationships.

Experience with regulatory compliance and risk management is also crucial. Mention any relevant certifications or training you have completed in these areas.

Commercial Bank Manager Resume Sample

Ideal resume length.

When applying for a position as a bank manager, your resume should be concise and impactful. For those with less than a decade of relevant experience, strive to keep your resume to one page. This allows you to highlight your most recent and relevant roles without overwhelming the reader. Present your information clearly and make sure it is easy to read. Good use of space and a clear structure will help you maintain brevity.

Senior-level professionals with extensive experience in the banking industry may extend their resume to two pages. Focus on showing your leadership experience and ability to manage banking operations. Emphasize skills that relate to the position like financial analysis, customer service, and staff management. Remember, clarity is key, so avoid small fonts and narrow margins to ensure your resume is readable.

•   Senior IT Manager Resume Examples
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•   Brand Manager Resume Examples
•   Assistant Product Manager Resume Examples
•   Communications Manager Resume Examples
•   Non-Profit Program Manager Resume Examples
•   Security Manager Resume Examples
•   Credit Manager Resume Examples

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Branch Manager Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the branch manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• 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

Read our complete resume writing guides

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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

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