Maintained professionalism and took effective actions when dealing with customers. Math skills come in handy when calculating accounts. Read our assistant manager resume guide and learn how to take your resume to the next level. Facilitated weekly meetings to disseminate pertinent changes in policy and procedures. Reported findings to Regional Managers and Audit department. It’s actually very simple. Developed tactics that motivated staff to achieve their monthly sales goals on a consistent basis. Hired and trained over 3000 staff during this period. Managed staff of five to accomplish goals and objectives, Monitored five databases tracking all branch activity for accurate reporting, Maintained over 600 business portfolios with over a million dollars in assets, Prospecting and developing new business customer relationships while retaining and growing existing relationships, Provided onsite foundations account training for new clients, Collaborated with other account managers to prepare and deliver performance updates and quarterly business reviews, Quoted, coordinated, and executed sales of large roofing jobs for multiple commercial roofing contractors. in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist Branch Manager to operate the branch in â¦ Conduct behaviors to meet with more customers such as proactive outbound calling and generating referrals, Assist branch manager in maintaining operational soundness for the branch and adhering to bank and regulatory guidelines. © 2020 Job Hero Limited. Increased revenue by 9.5% and pretax earnings by 24.2%. Directed all branch operational aspects, including customer service, human resources, administration, and sales. Participates in the annual/bi-annual physical hard goods inventory audits, Helps monitor SAP reports daily such as open order/delivery reports, billing and delivery block reports and open Purchase Order (PO) reports. Being a Branch Manager Assistant … Must have 3-5 years management/supervisory experience, Extensive consultative sales experience of Bank Products, In depth knowledge of branch operations including procedures, policies, control, regulations, system hardware, software, and network, Strong knowledge of deposit and retail loan products; familiarity with business lending products, Strong knowledge of teller operations and processing, Strong verbal and written communication skills and presentation skills, Knowledge of financial fundamentals, including computation of interest and monthly payments. Responsible for Daily Cash Reconciliation (DCR). Assistant branch managers are required in all businesses. 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. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching, Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions, Schedule periodic meetings and check-points with clients to provide value-added services, Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business, Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training, Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals, 3-5 years banking, retail other related sales and service experience, Demonstrated ability to develop and execute a sales plan, Demonstrated ability to engage in outbound sales activities and acquire new business, Demonstrated ability to successfully deepen and retain client relationships, Product/service knowledge; expertise in articulating product/service information to clients, Demonstrated strong financial/business acumen, Basic computer skills - ability to interact with clients using banking technology, Ability to engage with and influence others, Ability to think creatively to solve problems, Organized; ability to manage time effectively and to multi-task, Through your experienced coaching skills, assist your team to achieve all sales, service, and operational targets, Through active participation and visibility within the branch, develop shift schedules to meet the needs of our clients, Identify client concerns and implement action plans to address client feedback, Manage cash holdings & compliance while mitigating risk, Hire new employees to join the branch team and ensure that all new and existing employees have acquired the appropriate knowledge to effectively and efficiently perform their duties, Monitor branch activities and risk to ensure adherence to policies, procedures, and controls while minimizing fraud, forgeries and irrecoverable losses, Service the financial needs of clients in partnership with the Advisor(s) and coordinate transactional needs of customers, as required, Service the financial needs of High Value walk-in clients requests during times when the Advisor is not available and resolve customer issues, concerns and/or problems promptly as required Ability to establish healthy working relations and partnerships with clients, vendors and peers, Assist the Advisor by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience, Must have completed the CSC & CPH (Canadian Securities Course and Codes and Practices Handbook), Must be fluent in both French and English, A. 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, Bachelorâs 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 Managerâs 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. [Insert name of credit union here] is looking for a results-oriented and service-focused individual to join our branch management team at our [insert location here] branch. This post will help you learn how to make effective branch manager objective whenever you need to write a resume … 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 â 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. Advised clients on ways to effectively save for future college costs ensuring affordability. Hosted weekly sales huddles to assist staff with meeting and or exceeding monthly sales goals. 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