The SWFL market is a terrible market to have worked in. Provided little support through training. Made promises they never followed through with. Two of the market leaders were sexist, and played favorites. Yes There are 3 helpful reviews 3 No. Long days and not enough staffing with little support from leadership and zero OT. Jobs at Bank of America Branch Manager positions. I was recruited as a former employee to work in Del Mar Ca branch.
Branch was upscale and great clients with some special challenges. Large staff to manage and gear into goal achievement. Met all goals first year, but there were special issues with district manager that I was unaware of. After a I left because of a transfer he lost his position and then his job as a result. Yes There are 1 helpful reviews 1 No. Love working at BOA, fantastic place to work. The team is very supportive and there are numerous opportunities to grow.
The benefits are far and above any other bank. Yes There are 1 helpful reviews 1 No There are 1 unhelpful reviews 1. When you work for one of the largest banks in the nation you expect longer hours, higher goals, larger teams and more advanced technology Competitive salaries and measurable goals and must develop your teams to the culture.
Pros Resources and Geographics. Cons as time passed less face to face customer actiity which meant less team members for work load. Good Company, ok culture, lots of opportunity, Has great employees to work with, room to grow, solid management and offers guidance. You learn something new every day. Yes There are 2 helpful reviews 2 No. Pros short hours. Cons lack of advancement. I started my banking career with Bank of America and they helped set a high standard of customer service and sales skills that helped me advance in my career.
This is a great company to start your banking career. Yes No There are 1 unhelpful reviews 1. Not enough employees, stressful work environment, direction of company is that they don't care about thier employees, if you don't like it too bad, your choice to work here, leave if you don't like it. Hardly any employees at the branch level, lots of expectations, no employees to get jobs done. Pros holidays, vacations. Cons company doesn't care about employees.
All about the sales and the money! No training at all. And you better not fail an audit, even if you have never been trained or your branch has not been audited for years. It will be your fault, no matter what. Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same.
Creating workforce stability by cultivating an engaged, enthusiastic, and well-coached team. Responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets. Pros Na. Cons Na. A typical day at BOA has many moving parts so you must be able to multitask. While employed at BOA I have learned quite a bit about the financial industry. I worked in the cash vault and was fast paced with deadlines that had to be met.
I ran day to day operations and was able to fill in at any position that was behind as well as performed management duties. Claimed Profile. Want to know more about working here? Ask a question about working or interviewing at Bank of America. Our community is ready to answer. Ask a Question. Overall rating 3. Ratings from women 3. Women rate the female-friendliness of their workplaces on InHerSight. Powered by. Compare Bank of America with. Wells Fargo 3. JPMorgan Chase 3. Citi 3.
SunTrust 3. Citizens 3. Bank 3. Capital One 3. Merrill Edge 3. Digital Risk 2. Questions about Bank of America What questions did they ask during your interview at Bank of America? What is the interview process like at Bank of America? How long does it take to get hired from start to finish at Bank of America?
What are the steps along… 63 people answered. What benefits does Bank of America offer? Do you have to have good credit to be considered? What is the company match for k? About Me. Bank Manager. 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 assistant bank manager resume sample.
Callie Eriksen. Health Details: Here are three additional examples to consider for your bank manager resume: Bank branch manager with six years of experience, compliant with the policies and procedures of the commercial banking sector. Met and exceeded branch sales and core deposit goals, ensuring the operational integrity of the branch. Health Details: Bank Branch Manager. Company Name. City, State. Tracked all deposits and approved client loans and line of credit requests.
Established production goals and motivated staff to reach and exceed such goals. Provided client support as needed and worked to resolve client matters. Performed periodic internal audits of banking banking branch manager resume samples. Health Details: Working along with the Branch manager and other bank employees, the Bank Manager takes charge of the whole banking activities.
The Bank Manager is not only responsible for the cash at the bank, but the Bank Manager Resume comprises of a whole lot of responsibilities that may not be limited only to the following — managing the whole branch, hiring and training new staff, monitoring sales branch manager resume sample.
Health Details: The bank branch manager CV sample provided shows that your format should be simple and your message clear. You are writing as someone with banking experience, management experience, or both. Draw attention to the skills that help with this sort of work, including leadership, communication, and the ability to delegate. Health Details: Branch Manager. Resume Samples. Writing a great Branch Manager resume is an important step in your job search journey.
When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. You may also want to include a headline or summary statement that clearly. Positive and professional attitude; motivated and proactive. Strong project management and presentation skills. Ability to prioritize multiple tasks in a fast-paced environment, be highly motivated, extremely accurate, and quality focused.
The first step in the recruitment process for a bank branch manager position is that you provide a resume or CV that tells the prospective employer about you. The first section of your resume is the objective statement, which is a summary of your competence, knowledge, skills, and.
Health Details: Summary Your summary section should provide a concise overview of your best skills, work experiences and major achievements, all packaged in a few sentences. Experienced in hiring, training, mentoring, supervising and disciplining administrative staff. Health Details: Banking Resumes.
Cons Hourly pay. Not a lot of mobility. BOFA is huge on being a collaborative and inclusive work environment, but some coworkers and managers do the complete opposite and make the environment hostile. Management has favorites and if your not their favorite be prepared to work every weekend and teller. It's nearly impossible to complete all banker work because you're also expected to be a teller, originate loans, answer calls, complete training, etc.
Expect lots of pointless meetings and being constantly short-staffed. Pros Benefits. Rate your recent company Share your experience to help others. Great benefits, but it is hard to advance. They often hire from outside of the company instead of within. Pay is decent but does not increase much unless you get a new role. Pros good work life balance.
Cons hard to advance. It's been 18 months and I've been moved around to 3 different teams without warning based on "business needs". Currently in a cut-throat environment where breaks are a luxury and we're constantly asked to work OT. Minimal training and everyone is over-worked. Overall I would not recommend. Pros Healthcare and benefits. Cons Beaks, no bonus for production, no development. The bank has treated me fairly for the most part. Pay is ok compared to other employers.
My co workers are everywhere in the country. The job isn't very challenging nor is it interesting. Current role isn't customer related and very relaxed. But making a change away from the bank due to inflexibility and no ability to work from home in any position.
If you don't mind commuting and seeing your co workers, then this is the job for you. These guys want you to come in to "see you work". If you're securities licensed, they pay bottom of the barrel compared to others. Expect to be in a call center environment where you are replaceable. All of my co workers started in the call center and "disliked" it very much. They try and say we're listening to employees but they don't. Direct managers and upper local management have very little say in what happens.
Decision makers are s miles away and don't take any other opinion into consideration. Again, you're droning out in a sea of drones. Pros Steady job, Drone out. Cons No work from home, Pay is low compared to other employers. How good or bad your experience working with BoA depends on Management. If you have great managers that want to see you succeed they will help and guide you on your path to climb the Corporate latter, if your management doesn't care they will only use you for their benefit and not allow you to succeed.
No a good place to work poor place and ya know that kinda stuff just not good at all just whatever no crypto stuff going on kinda ridic u know like WTH who does that. Pros Nothing really. Cons Poor Management. Jobs at Bank of America. Experience Design Undergraduate Summer Intern - Records Management I. Commodities Summer Analyst Program - A typical week begins with an assessment that starts on Monday ending on Friday. The following week we report on top of validating fixes found in the previous assessment.
Pros Pay. A lot of Caddy high school drama. Most men were as bad as the women. Pros Pay was decent. Working 6 days a week, a constant slave to producing numbers for the company. Management is not great, pay is not great, but benefits are good. Job security is high, and there is a lot of opportunity for lateral or diagonal movement to other positions.
Vertical movement is not very accessible, but still possible. Left the company due to low pay and poor management of my department. Pros Good benefits. Cons Low pay, Bad upper management. Good place to work. The salaries are low but there is an amount of job security.
I would recommend others. Be careful with how you decide to exit the company. It is a great place if you have good leadership. It is a great company if you get in a department with good leadership, otherwise you are stuck with rotating managers and toxic employees. Do not even think about going to HR. The pay is okay however other banks pay way more. Promotions and pay raises tend to go to the "friends" of the managers.
Pros Steady work, good benefits. Cons Toxic employees and managers. Hard to get promoted. Salary is good. Benefits are good. Great office location for call center. Good people. Promotions are there. 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.
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. The branch manager is also responsible all loans and contingent liabilities on the branch's balance sheet.
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 presentation skills, able to tell a good story Strong knowledge and comfort in using and leveraging technology and merchandising assets to drive client experience and business results.
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.
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. Experience in both business and personal banking preferred Sensitive to diverse cultures and able to staff and manage to address local community needs LI-TT1.
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. Maintain and care for company assets includes rental fleet, truck, warehouse, etc. 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. 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. 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.
Adhere to audit controls to consistently achieve satisfactory audit ratings Maintain appropriate controls to protect the bank against fraudulent activity and losses. 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.
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.
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. 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.
University graduate or above, over 8 years work experience in banking or consumer finance industry, including years experience in managing a sizable team Strong customer-focused mindset, financial knowledge and experience Strong analytical capability, communication capability and presentation skills.
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. 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. 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.
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.
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. 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.
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. 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.
The ability to work efficiently and independently is important as well. 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. 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.
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.
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. 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. Participates in networking activities Responsible for all aspects of retention. Maintains a positive, productive work environment for all associates within the branch i. 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. Works with Regional Director on appropriate sales support levels. 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. 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.
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.
Recruits, maintains and engages a productive Board of Advisors Staff Development- Direct responsibility and supervision for a branch staff team. 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.
Effective management of sales targets in a team environment Experience in coaching and mentoring staff members You are career driven and strive for success. Bachelor Degree with min. Adheres to policies related to boundaries with youths. Tier 1 Compliance Supervision Sales revenues, assets and new accounts growth Advisor support Train and educate advisors regarding policies and procedures.
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.
Act requirements. 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. 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.
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.
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. 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.
Self-driven, teaming, positive and dynamic approach to challenges Proficiency with MS Office Suite of products. 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. 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.
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. 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.
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.
Also union interfaces a requirement. 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. 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 Establishes business contacts and networks through community events and activities Ensure collaboration between branch team members and business partners MLOs, FCs, and Business Banking Partners.
Internal Use Band F. 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. 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. Actively participate in opportunities to expand knowledge, influencing and interpersonal skills. Professional development of loan officer team.
Responsible for the overall management of a large-sized banking office Promotes Eastern Bank through community involvement via memberships in local organizations i. Chamber of Commerce, Rotary, etc. 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.
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.
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.
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. 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. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality.
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. 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.
An equivalent combination of education and experience may be considered. Research via client interaction as well as looking at best practices Mainly stock that is in the store for 60 plus days To build and maintain relationships with key role players i. 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. 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.