within pre-defined limits as set out in authority cards ABM is authorized to advise customers on Mutual Fund purchases and have basic financial planning discussions Scope and Impact What is the impact of this jobs decisions or actions? Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Managed operations, coached staff and processed daily transactions. Leads regular sales meetings. Established and maintained more than 30 business accounts. Implements promotional campaigns and product initiatives, Supports the Branch Manager in performing human resources activities related to sales staff, including hiring, coaching, performance management, pay and employee terminations, Bachelor’s Degree in Finance or related field, Registered Investment Sales Representative (RISR) (Completion of IFIC or CSC and qualified to sell mutual funds), Understands technology and processes well, Able to multi-task and delegate appropriately, Possesses intimate knowledge of all aspects of branch operations, Understands full suite of financial products and comfortable answering questions and referring to the appropriate Subject Matter Expert (SME), The Assistant Manager is expected to support the efforts of the Branch Manager in leading the team, providing a differentiating and exceptional customer experience, achieving results, developing the team and sustaining the branch, They will do this by managing the branch and individual expectations; day-to-day customer service, compliance with established policies and procedures relative to bank operations, security, human resource management, etc, In the Branch Manager’s absence, the Assistant Branch Manager has full authority and responsibility for branch activities and team members, They will monitor performance and results of branch and individual staff members against expectations and establish goals, providing guidance and coaching, They may have individual sales goals themselves and may be assigned business development responsibilities as well, They may be required to work at various branches within a region (other than base their base location) as needed, Experience supervising and/or leading a team, Exemplary customer service and sales experience, Detailed knowledge of retail banking products, philosophy, policy, procedures, and documentation, Excellent sales ability including cross-selling and referral skills, Strong PC skills and previous experience with retail banking sales and transaction processing systems, Excellent communication skills (verbal, written and presentation), Strong attention to detail and accuracy skills, Observe CSR interactions with customer by walking the branch floor and behind wickets, Evaluate CSR performance on key evaluative and diagnostic metrics, Provide regular feedback to CSRs through Coaching for Performance program, Ensure CSRs complete required training within acceptable timeframe, Make hiring, promotion and dismissal decisions for service staff, as necessary, Fulfill products for walk-in customers as backfill for Generalist and Associate Generalist Bankers, when peaks in demand require, Ensure smooth day-to-day operations particularly for front-of-house activities, Opening / closing, inventory management, general housekeeping, Ensure all necessary forms are complete, accurate and submitted in a timely manner, Fill in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties, Take on management and coaching activities for Generalist and Associate Generalist Bankers, Coordinate daily and weekly branch meetings, Coordinate Generalist and Associate Generalist Banker scheduling during extended BM absences, Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines, Your background in relationship management and extensive knowledge of financial services, Impressive time-management skills and ability to execute on multiple priorities, You have a natural ability to influence and develop others, Strong understanding of compliance and regulatory guidelines, Professional demeanor and excellent communication skills, Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market, Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction, Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing, Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place, Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff, Lead or assist with regional and/or corporate initiatives, Act as the interface with difficult clients who need to be guided to the management level, Assist with the measurement of service levels to determine staffing needs, 3-5 years of management experience within a financial services environment preferred, Insurances licenses and Series 9/10 required within 60 days of hire, Advise, educate and engage clients on a variety of technological tools and resources allowing them to explore solutions to achieve their goals and financial well being, Applies diverse tools, tactics and techniques to persuade customers to buy an array from the suite of banking products or services. Interview and hire new personnel, provide on-the-job training, work direction and feedback, schedule staff to ensure departments are optimally staffed, initiate disciplinary action as necessary, assess productivity, and prepare and conduct objective performance appraisals as scheduled, Assist manager in all areas of the branch as required. Promoted 2 Assistant managers to Branch manager level, and 6 Management Assistants to Assistant Manager level. Established and maintained more than 30 business accounts. Cross-sold banking services and products to clientele. Math skills come in handy when calculating accounts. Trained, guided and coached a group of 3 bankers along with preparing periodic performance evaluations. - Instantly download in PDF format or share a custom link. These top resume tips should help you fine-tune your resume … As well as all administrative functions including performance reviews, new hire interviews and all employee training materials. Provides training on bank products and sales/service issue, Assists Financial Services Consultant and Financial Services Officers with more complex transactions. Responsible for daily operations including company mission statement and focal points of the business while prioritizing employee development, customer service, and growth. answers to questions like: How does a bank make money? By using daily communication and accessibility we exceeded our dealer volume objectives for branch goals, Developed new and existing dealer relationships by making myself available through visits and communication and grew our relationship and business by 50%, Reviewed credit applications, credit exceptions, and analyzed credit application underwriting for the branch and reduced risk by 65-70%, Responsible for compliance of company loan guidelines with the branch manager, Maintaining high levels of controls through daily observations, coaching, and weekly assigned projects dispersed among the management team, tellers, and bankers, Led a Passed Audit in July 2013 after a failed one occurred February 2013, Created the 2014 Hollywood District Strengthening Controls through Self Identification Plan and reviewed operations highlights to the district weekly, Worked with Branch Manager to create plans that led to achieving top level performance among the branch's national peer group. Risk Management Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines Comply with all regulatory, legal and ethical requirements Authorities What authority is needed to deliver on the key accountabilities (e.g. Partnered with Branch Manager to manage hiring, performance management and compensation for bankers/tellers. Assistant Manager , 02/2015 to Current Enterprise Rent-A-Car － Dallas, TX. Works to expand all customer relationships using this analysis in proactive sales/marketing effort. Corresponded with Senior Management, Mortgage Managers, and Private Wealth Managers. Assistant Branch Manager Job Description Resume Resume resume clipart a good resume shsu career services resume professional resume 2019 simple but effective resume Ten seconds is typically all you get to make your spark some interest from a potential employer for any job. ASMs maintain strong knowledge of bank products and services, and ensure the customer's needs are met by partnering with the appropriate specialist (MLO and FC) to serve the customer's mortgage and investment needs. Successfully drove a strong sales culture through individual and team training to new employees. Greet customers and ask questions to determine their needs. Provides service support to customer regarding bank products, Markets and promotes all BusinessLink, deposit, loan, cash management, and insurance products offered by the Bank, Assists the Branch Manager in coordinating the sales effort in the branch. Develop relationships with clients and establish new accounts. Identified employee performance gaps and created individual development plans to resolve those deficiencies. Trained, coached and mentored over 3000 staff to ensure smooth adoption of new programs. Core competencies include sales and marketing, complex problem solving and critical … Reported findings to Regional Managers and Audit department. He or she is a very important part of the bank and has the … Bank assistant branch manager job profile and description. Assistant Branch Manager Sample Job Description Template [Compensation] Fulltime/Part Time. Proactive leadership is required, Process Transactions/Customer Service. Partnered with Talent acquisition on recruiting efforts, interviewed job candidates and made staffing decisions. ABM coordinates closely with Branch Manager to ensure smooth day-to-day operations across sales and service teams Manages and coaches CSR and FSC staff in the branch; ensures quality collaboration with Financial Advisors and other Branch Partners Works with HR, Hewitt and the HRC for ongoing recruitment, performance management and career development activities relating to CSRs and FSCs, Works with IFL to ensure CSRs and FSCs receive required training in appropriate time frame, Undergraduate degree or equivalent work experience RISR registered and lending qualified, Oversees and administers all human resources activities related to sales staff, including hiring, coaching, performance management, pay and employee terminations, Ensures that the branch staff meet all regulatory compliance standards. Monitors effectiveness and provides feedback and coaching to meet goals, Meets with Branch Manager as needed to ensure office goals are met, including development of weekly or monthly reports and providing input to budget for office, Minimum High School Education, Bachelors’ degree preferred, Five or more years real estate sales experience, Should be highly organized, have strong oral and written communication skills and proven negotiation skills, Prior experience mentoring/coaching sales representatives required, preferably in real estate, Must have knowledge of city and community in which office is located, Strong technology skills, including internet, required, Must have a valid Florida Real Estate or Broker’s license. Fostered and built teamwork philosophy in the department/branch. Co-Lead the sales management of the branch to ensure attainment of sales goals. Vast knowledge of finance regulatory requirements and general … Select, train, supervise and evaluate the branch staff to enhance individual productivity and enable them to function according to job description. Nail that assistant manager resume objective, highlight the right assistant manager skills, and start getting more … Actively managed sales process activities including customer profiling, customer and employee events, sales and activity tracking. Managed all operational functions of the banking center including customer transactions, coaching and compliance, Sociology And Early Childhood Development. Responsibilities listed on sample resumes of Assistants Branch Manager include supervising and motivating staff, ensuring compliance with laws and regulations, monitoring sales, implementing safety … Their main duty is to assist the manager of the branch in administrative purposes. Approached work with clear method and maintained an orderly work area. Assume authority and responsibility for necessary management decisions, Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Ensured the branch achieved and maintained an annual audit score of 95% or above by staying in compliance with bank regulations. Handle incoming mail and correspondence, draft up and email responses when necessary), Gather and coordinate statistics for Branch Managers and provide them with any necessary information and details regarding Branch and IAs, Prepare account activity reviews and transaction inquiries for Branch Managers, Interface with many departments within Canaccord Genuity for approvals/investigation and requests, Perform additional administrative duties as required, Must hold IIROC Supervisor License. However, they have their own set of duties and responsibility that may range from training new employees to managing customer support services. in an accurate and efficient manner in accordance with operational and regulatory guidelines, Assist with customer questions and/or issues relating to their accounts, Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction, Leads the sales effort in the branch by implementing promotional campaigns and product initiatives, Leads sales meetings and provides training on selling bank products and providing superior customer service, Manages the more complex sales transactions of the branch and cross sells products and services, including mortgage loans, Assists the Branch Manager in leading sales of the Relationship Banker team by: establishing annual performance targets, providing direction and support through activity based coaching and skill development, Minimum three years of experience in Retail Banking with strong sales and management skills, Experience with customer transactions, overrides, Insufficient Funds and Overdraft guidelines and certifications, Computer experience, preferably with Touchpoint Teller and New Account Systems, Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and, Conduct behaviors to meet with more customers such as proactive outbound calling and generating referrals, Certified Lender status (NMLS #) is required. • Ability to learn and utilize new … Developed, enhanced and implemented business and sales plans in order to increase branch profitability. Adhere to staffing guidelines and recommended mix of full-time and part-time employees, Three or more years of operations experience; banking experience preferred, Demonstrated ability to lead, motivate, and influence others, Share responsibility for attaining branch sales goals with management team. 25%: Service Staff Management / Coaching, E. 10%: Branch Manager Coverage (% of time allocated to BM Coverage will vary based on branch hours), 10%: Branch Manager Coverage (% of time allocated to BM Coverage will vary based on branch hours), Service Staff Management / Coaching Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets Evaluate CSR and FSC performance on key evaluative and diagnostic metric sProvide regular feedback to CSRs and FSCs through Coaching for Performance programCoordinate schedules using Branch Scheduler scheduling tool Ensure CSRs and FSCs complete required training within acceptable time frame Make hiring, promotion and dismissal decisions for service staff, as necessary, Customer Service Resolve customer service escalations and complaints Fulfill products for walk-in customers as back fill for Generalist and Associate Generalist Bankers, when peaks in demand require, Operations Ensure smooth day-to-day operations particularly for front-of-house activities Opening / closing, inventory management, general house keeping, Regulatory and Audit Compliance Ensure all necessary forms are complete, accurate and submitted in a timely manner, Branch Manager Coverage Fill in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties Take on management and coaching activities for Generalist and Associate Generalist Bankers Resolve sales escalations and complaints Coordinate daily and weekly branch meetings Coordinate Generalist and Associate Generalist Banker scheduling during extended BM absences, Risk Management Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines Comply with all regulatory, legal and ethical requirements, Undergraduate degree or equivalent work experienceRISR registered and lending qualified, Manages and coaches CSR and FSC staff in the branch, Ensures quality collaboration with Financial Advisors and other Branch Partners, Works with HR, Hewitt and the HRC for ongoing recruitment, performance management and career development activities relating to CSRs and FSCs, Works with IFL to ensure CSRs and FSCs receive required training in appropriate timeframe, Maintains connections with other specialized sales staff in the branch and Area to ensure appropriate referral opportunities are being identified, Develop productive working relationships with Bank of Montreal branch personnel (HPB, BMO CM, etc), Develop productive working relationships with community partners, Develop productive working relationships with colleagues in the Branch, Region and across PCD, Develop productive working relationships with our BMO Nesbitt Burns Insurance specialists, Financial Planning Group and various other internal departments – all of whom are integral to helping our clients achieve their various goals, Assumes management responsibility in the absence of the Branch Manager, Assists in managing customer service objectives including handling exceptions, complex issues, and complaints; monitoring and coaching performance of branch personnel; and performing support duties as needed, Performs or supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures, Motivates and encourage employees to meet and exceed monthly sales goals; markets bank products and services and ensures employees have appropriate knowledge levels of bank offerings, Participates in personnel decisions as appropriate including hiring, scheduling, disciplinary actions, and evaluating performance, May participate in community events on behalf of the Bank, Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and banking software applications (Mozart, Bancline), Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members, Outstanding listening and communications skills, both written and verbal, Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices, Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines, Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines, Strong leadership and interpersonal skills; ability to motivate and achieve results through the effort of others, Flexibility to work weekend or evening hours, 3-5 years combination of banking, relevant college education, and/or supervisory experience in a customer service or sales environment, Must have all the same Proficiencies as those they are to Supervise such as, Demonstrated ability to effectively communicate in both a written and oral manner with all types of individuals, Proven track record in developing and growing a related business preferred, Knowledge of BMO NBs processes and procedures, Demonstrated ability to effectively communicate in both a written and oral manager with al types of individuals in a professional manner, Exceptional people skills and the ability to communicate with all types of individuals, Excellent communication skills including written, oral and listening skills, Values development of others Supervisory/leadership capability and/or experience, Thorough knowledge on NBs Investment and Planning Products and Technologies to be able to support IA Trainees and new recruits, Service Staff Management / Coaching Observe CSR and FSC interactions with customer by walking the branch floor and behind wickets Evaluate CSR and FSC performance on key evaluative and diagnostic metrics Provide regular feedback to CSRs and FSCs through Coaching for Performance program Coordinate schedules using Branch Scheduler scheduling tool Ensure CSRs and FSCs complete required training within acceptable time frame Make hiring, promotion and dismissal decisions for service staff, as necessary, Customer Service Resolve customer service escalations and complaints Fulfill products for walk-in customers as backfill for Generalist and Associate Generalist Bankers, when peaks in demand require. Analyzed work flows, coached representatives and made recommendations, which resulted in improved efficiency. Directed strategic initiatives to achieve a "Do it right the first time" demeanor and attitude. Summary Service-oriented assistant branch manager with two year background in the rental car market. Selected by senior management as member of peer audit team. Ability to deal with problems involving several concrete variables in standardized situations or where only limited standardization exists, Plan, communicate and execute on sales and business development activities to achieve individual and branch business objectives, Establish and build on the TD Partner relationships (Retail, Private Banking, Commercial, Financial Planning and others) promoting and support Wealth Management services and assisting in both internal and external business development activities, Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets, Actively participate in branch meetings, facilitate presentations/training session and arrange for guest speakers as required, Coach and develop new Investment Advisors and Portfolio Managers to achieve established targets, Contribute to a respectful work environment for all employees through focusing on the employee experience and actively managing performance/behaviour issues in a timely and respectful manne, Four or more years of experience in banking operations activities, Comprehensive knowledge of all applicable bank and branch policies, procedures and support systems, Thorough knowledge of all retail products and services, Thorough knowledge of applicable operating and computer systems, Effective selling, cross-selling and referral skills, Effective leadership, problem-solving and negotiation skills, Well-developed customer relations skills, including ability to resolve customer and employee-related issues, Ensure client complaints, claims, legal actions and regulatory reviews, examinations and investigations are escalated to the BranchManager and assist to ensure they are handled effectively and corrective actions are implemented in a timely manner, Managing compliance within the branch: all daily supervision activities as well as document signing and approvals, trade exception overrides and approvals, Account opening approvals, cheque signing, and payables approvals, Advise the Branch Manager of any relevant upcoming regulatory changes so that appropriate compliance procedures can be prepared, Coach and develop advisors and other key branch staff, Work with the Branch Manager to ensure that all staff has established annual objectives that are aligned with the branch business plans and personal development plans, Provide ongoing feedback and recognition of branch staff, as appropriate, Provide sales leadership to advisors where required, Coach, support and contribute to enhancing the effectiveness of the team, Assist with structuring and promoting practice management sessions, Proactively lead and implement sales campaigns within the branch, tailoring them as required to local markets, conditions, and advisors, Develop and implement local sales campaigns to achieve specific branch targets, Ensure effectiveness of sales campaigns is measured and reported, as required, Branch Operations, Performance and Profitability, Ensure Staff Ratios for the branch are in line with firm policy and take corrective action, as required, Ensure real estate for the branch is managed cost effectively and in line with Scotiabank policies and practices, Operate the business in a profitable manner, Participate in and/or provide input to Wealth Management initiatives that could have an impact on the performance of the branch, Strong self management abilities and results orientation, Strong relationship builder & mentoring ability, Demonstrates leadership, decisiveness, and possesses excellent communication skills, Ability to direct & motivate others in achieving goals, Fair and consistent in dealing with people, Determine and satisfy training needs and establishing performance plans, Open checking accounts, savings accounts, and provide all other deposit product services at the customer’s request, Monitor the daily balancing and processing of ATM and night/lobby depositories, including the processing of all entries, servicing and required audits, Monitor the daily teller cash limits through the branch cash balancing report to ensure that the total cash in the branch is balanced daily, Evaluation of employee’s performance and issuing of counseling when needed, Identify and refer customers to appropriate departments, Provide teller line support in order to keep the customer wait time to a minimum and customer service to a maximum, Ensures all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing, Use good judgment and follow bank policies when overriding transactions for teller with withdrawals/less cash authority, Assist Tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors, Handle day-to-day tasks of running the branch (i.e. €¦ bank assistant manager resume Objective examples you Can position 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