Branch Assistant Job Description Sample
Description Purpose: To provide routine office and clerical support of branch operations. Branch Support
Receives and processes credit and employment verifications and records information obtained.
Performs routine transactions on an on-line system; processes mail payments and disbursements.
Applies principles of good cash control, may operate a cash drawer, and maintains records and balances.
Prepares reports, types correspondence and transaction documents, maintains loan files, and handles mail.
Performs administrative tasks for routine insurance processing at the direction of a licensed agent.
Completes branch training requirements.
Completes detailed paperwork for compliance with state guidelines.
Reviews loan documents for compliance prior to scanning.
Files and pulls files to process for review
Maintains appropriate position documentation.
Performs other duties as requested by management. Ref No.: 16-24965 Location: Florence, South Carolina
EO/AA Employer including Vets and Disabled
Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.
Job Description Summary To set up files and provide clerical and operational support to loan officers and branch managers.
Job Details PRIMARY FUNCTIONS: • Provide administrative support to the branch: • Answer branch telephone and direct calls as appropriate. Order office supplies, coffee, mail, and general office duties. • As time is available, provide production support to the branch: • Assist Loan Officers with their marketing materials to free their time to obtain additional business. Help Loan Officers to gather potential clients from their database and assist in marketing to those clients. • Participating in training programs as required by management. • Developing, maintaining, and facilitating a good working relationship with and between all company staff, customers, and others involved in transactions. This requires excellent communication skills, including the ability to respond appropriately and to communicate effectively and courteously in circumstances involving time deadlines, dissatisfied customers or other members of the public, and other high-stress conditions. QUALIFICATIONS: • High school diploma or equivalent education required. At least one year of office experience preferred. • Excellent communication skills-phone, personal contact and written, required. • Professional in standards, skills and manner of dealing with others, required. • Ability to problem solve and make decisions, by independently researching and assessing options and resources. • Able to deal with customers, real estate agents, and attorneys in an effective and efficient manner. • Strong ability, desire and enjoyment in working with others, both employees and customers, in a cooperative, professional and friendly spirit. • Able to work as part of a team as well as independently, and with people of diverse backgrounds. • Maintain effective communication and working relationship with co-workers and manager, branches and home office departments. • Possess good judgment, ability to accept responsibility and handle confidential information. • Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills. • Able to work under pressure and possible long irregular hours. • Knowledge of personal computers helpful. • Willingness to assume additional duties/projects as they arise. • Able to accept and facilitate change whether indicated by corporate needs, market, or regulatory requirements. • Willingness to work overtime when necessary. • Regular and punctual attendance This position requires National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the Safe Act of 2008. As such, upon active employment with HomeStreet Bank, you will be required to either register via the NMLS registry or re-register and move your previous registration to HomeStreet Bank's registration. Your continued employment in this position is contingent upon successful registration after your start date and annual re-registration thereafter.
Area Residential (Sales), SFL SF Admin Support Other
Who We Are Founded in 1921, HomeStreet Bank offers consumer and business banking, mortgage financing, commercial lending, investment and insurance products and services in the Pacific Northwest, California and Hawaii. We maintain a shared goal across teams and regions to be the trusted and preferred source of financial services for our clients.
Our drive to achieve this goal begins with trust – in our own abilities and in those who we work with each day. At HomeStreet, we respect and empower our employees to make decisions that support innovation, and deliver results for customers. Employees collaborate across teams to make the right decisions, share knowledge, continually move forwards and grow.
We believe in promoting from within to deliver the strongest base of company knowledge, shared experience. And understanding about how our company has grown and evolved since its founding in 1921. Our teams reflect motivation, caring and a drive to achieve while having fun and supporting the communities where we live and work. This is how we deliver value every day.
Work Culture As a rapidly expanding company, HomeStreet offers many opportunities to learn and grow. Throughout a period of dramatic growth, we have preserved the tradition of working in cross-functional project teams and promoting advancement across the company. Whether your interest lies in the banking or lending aspects of our business, if you have a desire to learn, are enthusiastic, perform quality work and have a passion for customer service, you will thrive in this fast paced and fun environment where people respect and help each other.
Diversity and Inclusion Diversity HomeStreet is committed to a diverse workplace with employees from a wide range of backgrounds. We recognize that a more diverse workforce translates to broader perspective and greater understanding, which in turn translates to a greater capacity for customer service.
We focus on recruiting and retaining employees from different backgrounds and who are representative of the people in our communities. By doing so, we are better able to serve our customers and understand their financial services needs and goals. Equal Employment Opportunity Equal employment opportunity is a fundamental HomeStreet belief.
We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status. In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment. This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Employing Individuals with Disabilities HomeStreet embraces the American with Disabilities Act (ADA) and applicable state and local laws providing for nondiscrimination in employment against qualified individuals with disabilities. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment with HomeStreet Bank: Recruiting@homestreet.com.
Come Grow With Us For more than 90 years, HomeStreet Bank has maintained a strong commitment to ethics, customer service and support of our communities. Building trust with our customers and employees is at the core of everything we do, and we’re looking for talented and motivated people to join us as we grow and evolve as a company.
We are an equal opportunity employer with a commitment to employee development. We continually aim to build and maintain a successful team of talented people who feel challenged to do their best every day. We hire for potential, support personal development, and whenever possible, promote from within.
We offer competitive salaries, benefits, and incentives with the opportunity to give back to the community. Whether you’re just beginning your career in financial services, or have years of experience, we have a wide range of job opportunities for you to consider.
Assistant Branch Manager-Main Street Branch
American United is committed to reinvesting into the community every day with each employee dedicated to advocate for every member. As we strive to “Be the Difference that Makes a Difference in our Members’ Lives” we also pride ourselves in advocating for our employees to make sure they have the most competitive compensation, incentive program, health benefits package, career advancement, paid time off, and 401k match program in the industry and community. New full time employees enjoy 3 weeks of paid time off per year, fully vested 401k match program, and many positions have unlimited earning potential. American United is a quickly growing credit union because of our vision to invest into our members and employees. Join us and see why we’re different!
We are seeking a Assistant Branch Manager! You may be called up to cover all positions/aspects of a branch, as needed.
Keeping our mission of Serving the Community, Serving our Members, and Serving our Employees in mind, the Assistant Branch Manager provides direct leadership in the direction of that Service Culture, and administration of branch operations of a given branch. They will ensure that established policies and procedures are followed by providing consistent coaching and team development. Member Service and Sales are used interchangeably at American United to encompass the Member Experience, Member Outreach, and Community Outreach, all of which the Assistant Branch Manager will provide oversight and support for. American United’s Assistant Branch Managers may be called up to cover all positions/aspects of a branch, as needed. They may also be called upon to assist in coverage for other branches or departments. Acts as Branch Manager as necessary. Trains, directs, and assists in supervising branch staff. Performs various branch functions as required.
Required Education and Experience
- Six months to two years of related operations experience required.
- Thorough knowledge of credit union products, services, and policies. Understanding of Teller and Member Service Representative functions. Knowledge of Loan Officer duties.
- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
- Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment.
Preferred Education and Experience
- Management training
- At least three years branch/teller experience with one year of lending experience
Membership in American United is open to anyone who lives, works, worships, or attends school, in Salt Lake and Tooele Counties, Utah and credit union members can also invite their relatives to join.
As of the September 2017, American United serves over 20,000 members, with ten branches in Utah and California. The credit union oversees all operations from its administrative office in West Jordan, Utah.
Assistant Branch Manager - Albany Branch
JOIN OUR TEAM OF PROFESSIONALS!
ASSISTANT BRANCH MANAGER - Albany Branch
This is a great opportunity for a qualified candidate who will assist the Branch Manager in guiding staff in all aspects of the branch experience, including achievement of branch goals, operations, and delivery of unsurpassed, quality member service. Skills to motivate team members are expected. Candidate will be expected to ensure a smooth working relationship with other departments in the credit union. Must have ability to maximize opportunities to increase membership, refer loans and promote e-services. Must have strong leadership, sales, and communication skills. Assists the Branch Manager in attaining all goals related to Community Outreach activities.
Will be required to maintain Notary Public, NMLS designation and Signature Guarantee services.
Must possess a Bachelor’s Degree or equivalent work experience. Previous experience in a credit union or financial institution supervisory capacity required.
EXCELLENT BENEFIT PACKAGE
Check us out at www.firstnewyork.org
Send Resume or Application to:
email@example.com or mail to
Terri Clasen, Human Resources Department
First New York FCU
2 Wall Street, Albany, NY 12205
FAX: 518 690-4180
518 393-1326 ext. 1201
First New York Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, transgender status, gender identity, gender dysphoria, sexual orientation, national origin, physical or mental disability, protected veteran status, marital and familial status, domestic violence victim status, known relationship or association with any member of a protected class or other characteristics protected by applicable law.
Pasco Hillsborough - Hernando County Area- Financial Center Operations Manager ( Assistant Branch Manager)
Job Description: Financial center operations managers (FCOMs) play a critical leadership role in the financial center and are required to exercise discretion and independent judgment, as necessary. They are accountable for the operations of the financial center with oversight of functions that service the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. FCOMs also assume leadership responsibility for the financial center in the financial center manager’s (FCM) absence and ensure that the FCM’s directives are implemented.
Risk and Operational Management •Manage the financial center operations •Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks •Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues •Ensure that in the event of a new procedure, product or operational change, associates are informed and properly executing the change in compliance with regulations and policy •Track and manage service and operational performance metrics through monitoring of daily activities and reports; if necessary, develop, communicate and execute action plans to close gaps between goals and results •Ensure day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements •Ensure associate and customer safety
Customer Experience •Ensure a customer experience consistent with our brand •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth. •Capitalize on all referral opportunities to help customers obtain the full value of their Bank of America relationship •Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy •Provide a value-added customer experience that leads to improved satisfaction and sales •Handle customer escalations in the absence of the FCM; ensure enterprise complaint tracking is executed
Talent Management •Own resource management for the financial center •Assist associates in handling more complex transactions and resolving issues that require an in- depth understanding of regulatory compliance and policy and procedural knowledge •Coach associates to be efficient and in compliance with established policies and procedures in customer service, operational procedures, transactions accuracy and customer engagement
Proven results exceeding goals in a customer-centric, results-driven environment
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience interpreting reports to drive performance
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs (for example, Microsoft Office) - Availability to work weekends and/or extended hours as required to run the business
Desired skills: - Undergraduate degree
- Bilingual (fluent verbal and written) - Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
Posting Date : 02/08/2018
Location : Weeki Wachee, FL, WEEKI WACHIE OFFICE, 9223 Cortez Blvd, - United States
Travel : No Full / Part-time
: Full time
Hours Per Week
: 40 Shift
: 1st shift
Assistance for Applicants with Disabilities Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .
Diversity & Inclusion At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Frequently Asked Questions Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.
Assistant Branch Manager
What you should know about Advia Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States with over 1 billion in assets. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages.
We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying “work hard, play hard.” As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.
What you should know about the role Assists the Branch Manager to manage, direct, and administer the operation and development efforts of a smaller, asset sized branch location. This position reports to the Branch Manager or Branch Supervisor. Reporting to this position are Branch staff. As a Assistant Branch Manager, you will have opportunities to:
Self-manage your day to day work schedule
Impact credit union operations through creative ideas and process improvements
Prepare for future branch management opportunities
Assumes responsibility for assisting in the supervision of Branch operations.
Coaches branch personnel to provide friendly, responsive service to all members; cross-sells appropriate products and services to benefit the member and maintains sales goals set forth by the credit union.
Ensures that operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.
Ensures Branch security. Assists with opening and closing the building in accordance with set hours.
Ensures that the Branch balances all transactions at the close of each day.
Proofs Tellers, runs related reports, and balances the vault at the end of each day.
Provides assistance to Tellers as needed. Completes month end certification of all cash items and negotiable instruments.
Assists with Service Representative functions. Performs duties related to loan processing, certificates of deposit, and IRAs. Assists in opening new member accounts and with loan closings and disbursements.
Acts as a Loan Officer, processing and approving member loans within established policies and limits.
Completes required reports and records and ensures that Branch functions are properly documented.
Assists with implementing changes to established policy and procedures within the Branch.
Assumes responsibility for establishing and maintaining effective coordination and working relations with Branch personnel.
Provides assistance, direction, and supervision as needed, including guidance for branch personnel.
Reviews and monitors the work of Branch personnel. Provides suggestions and support as necessary.
Assists with orientation of new employees and staff training sessions. Ensures that personnel are well trained in all phases of their respective jobs. Performs cross training as necessary.
Assists with determining appropriate staffing levels and scheduling employees.
Assists with tracking individual progress and conducting performance appraisals. Formulates and implements corrective actions as needed.
Assumes responsibility for establishing and maintaining effective, professional business relations with members.
Ensures that members'' requests and questions are promptly and courteously resolved. Answers members'' questions or refers appropriately. Verifies deposits and provides payoff and bluebook quotes.
Ensures the members are informed of Credit Union services, products, and policies. Cross-sells services.
Ensures that the Credit Union''s professional reputation is maintained.
Assumes responsibility for related duties as required or assigned.
Replaces Branch Manager as necessary. Assists with personnel functions as assigned.
Ensures that work area is clean, secure, and well maintained.
Applies knowledge of credit union systems, policies, and procedures. Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.
Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise. Mental and/or Emotional Requirements Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy.
Must be capable of calmly and professionally dealing with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.
Acknowledgement Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.
Advia Credit Union is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Skills Understanding of Teller/Member Service Representative functions.
Knowledge of Loan Officer duties. Thorough knowledge of Credit Union products, services, and policies. Strong interpersonal, leadership, and supervisory skills.
Well organized and detail oriented. Ability to operate related computer applications and related business equipment. Experience A minimum of two to five years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses A high school degree or equivalent. ID: 2018-1527 External Company URL: adviacu.org
Retail Assistant Branch Manager - Bowling Green
The Retail Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing the sales, service and operations of a retail branch location. This involves performing a variety of duties to ensure quality customer service, achievement of branch goals and objectives, efficient and effective operations, and compliance with all bank policies and procedures. This position supervises and leads the branch in absence of the Branch Manager.
* 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.
Performs other job related duties or special projects as assigned. Competencies Required * Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and banking software applications (Mozart, Bancline).
Ability to work flexible hours; demonstrated good attendance and punctuality.
Strong attention to detail with high concern for data accuracy.
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.
Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information.
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.
Basic math and accounting skills. Minimum Qualifications/Experience * 3-5 years combination of banking, relevant college education, and/or supervisory experience in a customer service or sales environment. Formal Education & Certification * High School Diploma or equivalent required.
College degree preferred. Work Status * Full-Time
Supervisory Responsibility* * Supervises indirect reports. Travel * Up to 10% travel expected; local, overnight and out of town travel is possible Working Conditions * Conditions involve lifting no more than ten pounds, standing most of the time, and may involve walking, moving, or sitting for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc. Woodforest is an Equal Opportunity Minority/ Female/ Individuals with Disabilities/ Protected Veteran and Affirmative Action Employer
Organization:WOODFOREST NATIONAL BANK
Title:Retail Assistant Branch Manager - Bowling Green
Instore Assistant Branch Manager 2, 3 Or 4 FT (40 Hours) Piedmont Commons
Req ID: W449325 Job Description SunTrust is seeking energetic, dynamic & innovative sales and service-oriented individuals to join our team. These individuals will be responsible for identifying, prospecting and establishing new SunTrust clients within a retail environment. Create awareness of SunTrust products and services. Our mission is to profitably acquire, grow, and retain individual customers who will deepen and expand their financial relationship within retail banking and with other SunTrust lines of business. Our Branch Banking Teammates are often the first to meet new clients and the ones who start them on the path to reaching their financial goals. We help them buy homes, grow businesses, send kids to college and build their futures. By having a conversation, we can understand what our clients need, and can create customized product and service solutions that address them. Our most important job as the face of SunTrust is to build a lasting relationship that help us match our clients with the exact solutions they need to help them reach their financial goals. The fast paced In-Store environment provides an opportunity for daily, face-to-face interaction with thousands of prospects and potential clients. In-store is a full service, unique channel of Retail Banking that offers the ability to interact with clients, and prospects both inside and outside the branch. In-Store teammates will be required to provide industry leading service and will proactively focus on sales goals by leading with SunTrust purpose of meeting client needs by leveraging retail store traffic. Individual sales goals will be assigned based on branch opportunities and needs. Develop and expand new client relationships through proactive outreach to shoppers and clients utilizing the total space of the retail store. Meet annual sales goals and sales activity targets. The In-Store environment provides an opportunity for daily, face-to-face interaction with thousands of prospects and potential clients. In-Store is a full service, fast paced, unique channel of Branch Banking that offers the ability to interact with clients, and prospects both inside and outside the branch. In-Store teammates will be required to provide industry leading service while assisting with and supporting all aspects of sales, service and transaction activities in the branch. Individual sales goals will be assigned based on branch opportunities and needs. Provide direction and leadership to branch teammates with emphasis on:
Providing industry-leading client service skills
Achieving branch and individual sales, service, and referral goals
Operating in a team environment where duties will include a mix of management, sales/referrals and transaction responsibility
Championed as the branch’s second in command in absence of the Branch Manager Provide operations oversight; ensures compliance with policies and procedures. Supervise branch teammates by participating in performance reviews, selection, and performance counseling. Ensures compliance with internal controls, operational procedures and risk management policies. Additionally, Assistant Branch Managers are responsible for sales and service activities that include store prospecting, and assisting clients on platform and teller transactions. Licensed Assistant Branch Managers hold additional responsibility for sales and/or referrals of insurance and investment products. Licensed Branch Managers may hold at minimum:
- Insurance licenses (Life, Health and/or Variable) * FINRA Series 6 and 63 registrations (or equivalent) * Maintain continuing education coursework to keep licenses and/or registrations in active standing. Time spent in various aspects of this role will vary depending upon branch traffic and needs and the role of other teammates in the branch. Work schedule may include Saturdays and Sundays. Must adhere to applicable regulations, internal controls, policies, procedures and and the SunTrust Code of Conduct. Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act. Qualifications
High school diploma or equivalent.
Two and a half years retail sales experience or two years 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).
- Must have cash handling or payment transaction experience.
College level courses.
Three years in retail branch sales with at least six months experience in a management, leadership or coaching role (Teller Lead, Teller Coordinator, Client Service Manager, or, In-store Assistant Branch Manager at SunTrust or comparable roles at another financial institution).
Completion of Core STU Curriculum Training as well as corresponding Assistant Branch Manager coursework.
Demonstrated ability to respond in a professional manner with a high level of service quality.
Excellent verbal and written communication skills. Strong probing and listening skills to uncover client needs.
Understanding of consumer and business lending instruments as well as deposit products.
Demonstrated ability to meet or exceed sales goals.
Creative mindset, burning passion for sales, strong business acumen, previous individual accountability for metrics/quotas, leadership/coaching experience. Benefits: Your life is full of responsibilities; SunTrust provide the tools and resources to help you balance your Work and your Life needs through the following benefits:
Medical, Dental, and Vision Plans
Retirement Plan – 401k with matching
Time away from work – vacations and holidays
Professional development - SunTrust University, an in-house career growth and employee development program
Tuition Assistance – financial help for going back to school About SunTrust: SunTrust is one of the nation’s largest and strongest financial services holding companies in the United States. We offer over 1,500 branches and 2,800 ATM in convenient locations throughout the southern regions of the U.S. SunTrust provides deposit, credit, trust, and investment services to a broad range of retail, businesses, and institutional clients. How to Apply?Is this you? If you are qualified and interested, please click the Apply Now button. Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin
To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf © 2017 SunTrust Banks, Inc. All rights reserved. SunTrust is federally registered service marks of SunTrust Banks, Inc.
Assistant Branch Manager - Freeman's Bridge
Assistant Branch Manager
Freeman's Bridge Full Time
Schenectady, NY The Assistant Branch Manager supports the branch manager by overseeing the efficient operation of the branch to ensure all operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security and satisfaction to customers and staff. The duties of the Assistant Branch Manager are contingent on the scope of the services that are offered at the facility. The assistant branch manager must have a familiarity with residential mortgages, IRA services and personal banking products and services.
Assistant Branch Manager
##Job Description The Cle Elum Branch has an opening for an Assistant Branch Manager. This officer-level position is responsible for providing support to the Manager and is responsible for designated Manager's duties in the Manager's absence.
The role of the Assistant Branch Manager is to reflect the corporate values and ethics of Washington Federal and to exhibit leadership in the following areas: providing high quality service to clients in building and maintaining productive relationships with existing clients, realtors, appraisers, builders, brokers, and title companies; originating loans; expanding the client deposit base; assisting in the administration of all branch activities; recognizing opportunities and acting upon them to refer clients to other areas of the bank, such as the Washington Federal Commercial Real Estate, Business Banking, and Wholesale Departments, in order to increase bank profitability; and providing leadership and direction to branch staff as designated by the Branch Manager. Washington Federal is proud of the high value that we all place on simply being nice when serving our co-workers and Washington Federal clients.
####Requirements High school diploma or approved equivalent
; five years minimum experience in a financial institution; basic algebra and math skills, 10-key and keyboarding, standard Microsoft Office tools such as Excel, Word and Outlook, and smart phone and digital channel skills. Must have valid driver's license, satisfactory transportation and adequate insurance coverage.
Must have excellent organizational and analytical skills and superior written and oral communication skills. Candidates must meet all requirements of NML Registry. Prior mortgage loan and savings experience, including familiarity with loan documentation and processing; sales and marketing experience.
40 FULL-TIME: Full Time
FUNCTIONAL GROUP:* Branch/Retail
ALL ADDRESSES:* Cle Elum Cle Elum, WA
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