Job Description
Branch Manager
Lead and manage a branch to meet portfolio and sales goals, while ensuring customer satisfaction and compliance.
A Day In The Life
- Create a vision and objective, leading your team to hit branch, portfolio goals and capitalize on financial cross‑sales and add‑on products.
- Plan schedules, administer timesheets, manage payroll, and other ad hoc administrative duties.
- Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email.
- Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product.
- Manage the health of your branch’s portfolio by ensuring accounts are in good standing and preventing customers from falling into a state of delinquency.
- Secure all required information to fulfill customer applications for products and services with strong atten...