Requirements
Qualifications, Knowledge and Skills:
Demonstrate the ability to lead, coach, motivate and develop staff.
2-3years' experience in retail or in branch banking environment.
Drive an exceptional customer experience.
Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service.
Associate's or Bachelor's Degree preferred.
High School diploma or equivalent required.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving files of up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
$45k-58k yearly est. 36d ago
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Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Boston, MA jobs
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
#J-18808-Ljbffr
$124k-165k yearly est. 5d ago
Branch Pipeline Manager
Crosscountry Mortgage 4.1
Remote
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Branch Pipeline Manager acts as a liaison between internal teams and external clients, overseeing the loan process from start to finish to ensure timely, accurate file progression. This role manages a loan pipeline, partners with loan officers and processors to streamline workflows, and improves the borrower and loan officer experience through clear communication, appropriate loan structuring, and thorough file quality and compliance standards.
Job Responsibilities:
Manage a pipeline consisting of VA, Conventional, and FHA loans.
Provide customer service by communicating with borrowers to assist client(s) in understanding loan programs, costs, and various applicable loan documents.
Communicate loan program and costs with borrowers (license required for this duty to be performed.)
Identify missing documentation and request items that best support approval.
Review and audit income, assets, run DU and verify credit documentation within mortgage file to ensure loan stability.
Pre‑underwrite items such as paystubs, credit reports, W‑2s, bank statements, and court orders to support approval.
Ensure structure of the loan presents the best program based on the borrower's financial circumstances.
Review mortgage loan disclosure packages and deliver to borrower, including but not limited to rate disclosure and re-disclosure packages.
Input feed for disclosures, present and set up loan to best fit borrower's needs.
Collaborate with loan officers and processors to develop and maintain a streamlined loan workflow.
Qualifications and Skills:
5+ years of mortgage underwriting and processing experience.
Extensive experience with VA loan files, including entitlement verification, residual income calculations, and adherence to VA underwriting requirements.
Extensive experience with Encompass LOS.
NMLS license preferred; if not licensed, must obtain NMLS license within 90 days of hire.
Knowledge of mortgage underwriting guidelines and applicable consumer protection regulations (e.g., RESPA, TILA/TRID).
Excellent math and analytics skills.
Excellent communication skills.
Excellent prioritization and time management skills to meet deadlines.
Proficiency in DU, LP, Microsoft Outlook, and Windows.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Salary Range:
Annual Salary: $75,000-80,000.
This position is bonus plan eligible
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$75k-80k yearly Auto-Apply 6d ago
Remote Producing Branch Manager- Anywhere in US
National Mortgage Staffing 3.9
Tampa, FL jobs
Now Hiring: Producing BranchManagers - Remote | Multiple States
Compensation: Customized per platform | W2 with benefits | Overrides + Self-Sourced Comp | Signing bonuses in select roles
About the Role:
We're representing multiple mortgage platforms nationwide that are seeking Producing BranchManagers ready to scale a team, transition existing volume, or establish a new branch with the right operational and leadership support in place.
Whether you're running a $2M/month branch or producing $1M personally with plans to grow, we'll align you with the model that fits - from delegated correspondent lending to broker-direct setups with advanced marketing and technology.
BranchManager Compensation Summary:
Branch-Level Comp:
Overrides on team production: 25-75 bps
Individual production: 100-150 bps for self-sourced volume
Broker/Correspondent hybrid model: Up to 275 bps (delegated/non-delegated)
Some platforms offer:
Immediate stock options (TX-based lender)
Quarterly stock bonuses
Dedicated LOA for transition onboarding
In-house ops and marketing support
CRM, tech, and recruiting tools built in
No P&L required in many models - override-only setups available
Volume Expectations:
Branch minimum: $1.5M-$2M+ monthly
Individual LO minimum: Typically 1-2 units/month or $400K-$1M+ in volume
Ideal Candidates:
Proven Producing BranchManager (or team lead) with active state NMLS
Licensed in any of the states where opportunities are open
Experience recruiting and leading originators
Seeking a growth-forward platform with competitive pricing and flexibility
Strong grasp of compliance and a team-focused mindset
Interested?
Submit your resume to confidentially explore which platforms best align with your goals, compensation expectations, and team needs. We'll only match you to opportunities that make sense for your structure - no spam, no pressure.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
$51k-67k yearly est. 28d ago
Branch Manager - Columbus Central West - Columbus, OH
Jpmorganchase 4.8
Columbus, OH jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a BranchManager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our BranchManager Training Program before being considered for placement as a BranchManager.
You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
Dodd Frank and Safe Act:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$47k-68k yearly est. Auto-Apply 19d ago
Branch Manager
Kemba Financial Credit Union 3.8
Columbus, OH jobs
Job Description
Title: BranchManager
Reports to: Director of Sales and Member Experience
Supervises: Assistant BranchManager, Concierge, Member Services Representative
Status: Exempt
Objective
The BranchManager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact sales and leadership position requires the ability to deal effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment.
Duties and Responsibilities
Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership
Assist members with any service or sales related activities to ensure they enhance the financial lives of the members they serve
Lead, motivate, coach, and develop the sales staff
Provide consistent and ongoing support to the sales staff
Monitor sales activity of the Credit Union and administer sales incentive programs
Maintain and improve the quality of the Credit Union's financial products and services
Maintain employee time records and report any missed work, cash discrepancies or scheduled days off
Ensure that security procedures are followed
Develop a working knowledge of the Credit Union's data processing system
Oversee the branch facility
Develop thorough knowledge of lending and financial services
Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA
Assist in other areas as directed by Credit Union management
Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Cultivate and foster community and outside business relationships to grow and maintain current book of business. Manage and lead the branch's Select Employee Group (SEG) program by working closely with the companies that consider KEMBA their credit union
Required Qualifications
Undergraduate degree in Business or Finance or related education and experience
Three to five years of managerial experience
One to two years in a sales environment
Strong organizational skills
Professional demeanor
Effective communication skills
Desired Qualifications
Previous experience in a branchmanagement or assistant branchmanagement capacity
Teller and account assistance experience
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$48k-57k yearly est. 27d ago
District Manager - Remote Kansas
Electrolux 4.3
Kansas jobs
Join us to create change and have an impact in homes around the world.
At Electrolux, a leading global appliance company, we strive every day to shape living for the better for our consumers, our people, and our planet. We share ideas and collaborate so that together, we can develop solutions that deliver enjoyable and sustainable living.
Come join us as you are. We believe diverse perspectives make us stronger and more innovative. In our global community of people from 100+ countries, we listen to each other, actively contribute, and grow together.
Where you'll be:
Remote Role! Based in Kansas with Travel Required
All About the Role:
The District Manager is responsible for driving profitable sales growth with major retail partners by developing strategic plans, managing product mix, and ensuring budget alignment. This role requires strong relationship-building skills, analytical thinking, and the ability to collaborate across internal teams and customer stakeholders to deliver exceptional results. Success depends on clear communication, problem-solving, and a proactive approach to managing sales performance and operational excellence.
Key Responsibilities:
Develop and execute sales strategies to achieve topline growth and profitability
Collaborate with retail partners and internal teams to expand product assortment and support new product introductions (NPI)
Analyze trends and performance metrics to create actionable plans that maximize sales and margin
Coordinate training initiatives for retail sales teams to strengthen brand advocacy
Partner with merchandising and marketing teams to develop promotional plans and improve key customer metrics
Monitor open orders and backlogs to ensure timely fulfillment and customer satisfaction
Prepare and deliver persuasive presentations and reporting for internal and external stakeholders
Minimum Qualifications
High school or GED
3 years of experience in sales, account management, or business
Strong merchandising and consultative selling skills with a proven ability to close deals in B2B environments
Ability to travel within assigned territory
Benefits highlights:
Discounts on our award-winning Electrolux products and services
Family-friendly benefits
Insurance policy plan
Extensive learning opportunities and flexible career path
Please be advised that we are unable to offer visa sponsorship for this position at this time.
Find more on: Electrolux Group North America:
************************************************************** Electrolux Group Careers: ********************************************
Electrolux Consumer Products, Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request through ******************************. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request.
#LI-OG1
$71k-125k yearly est. Auto-Apply 54d ago
Branch Manager
Kemba Financial Credit Union 3.8
Grove City, OH jobs
Job Description
Title: BranchManager
Reports to: Director of Sales and Member Experience
Supervises: Assistant BranchManager, Concierge, Member Services Representative
Status: Exempt
Objective
The BranchManager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact sales and leadership position requires the ability to deal effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment.
Duties and Responsibilities
Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership
Assist members with any service or sales related activities to ensure they enhance the financial lives of the members they serve
Lead, motivate, coach, and develop the sales staff
Provide consistent and ongoing support to the sales staff
Monitor sales activity of the Credit Union and administer sales incentive programs
Maintain and improve the quality of the Credit Union's financial products and services
Maintain employee time records and report any missed work, cash discrepancies or scheduled days off
Ensure that security procedures are followed
Develop a working knowledge of the Credit Union's data processing system
Oversee the branch facility
Develop thorough knowledge of lending and financial services
Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA
Assist in other areas as directed by Credit Union management
Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Cultivate and foster community and outside business relationships to grow and maintain current book of business. Manage and lead the branch's Select Employee Group (SEG) program by working closely with the companies that consider KEMBA their credit union
Required Qualifications
Undergraduate degree in Business or Finance or related education and experience
Three to five years of managerial experience
One to two years in a sales environment
Strong organizational skills
Professional demeanor
Effective communication skills
Desired Qualifications
Previous experience in a branchmanagement or assistant branchmanagement capacity
Teller and account assistance experience
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$48k-57k yearly est. 27d ago
Branch Manager
Kemba Financial Credit Union 3.8
Gahanna, OH jobs
Title: BranchManager
Reports to: Director of Sales and Member Experience
Supervises: Assistant BranchManager, Concierge, Member Services Representative
Status: Exempt
Objective
The BranchManager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact sales and leadership position requires the ability to deal effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment.
Duties and Responsibilities
Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership
Assist members with any service or sales related activities to ensure they enhance the financial lives of the members they serve
Lead, motivate, coach, and develop the sales staff
Provide consistent and ongoing support to the sales staff
Monitor sales activity of the Credit Union and administer sales incentive programs
Maintain and improve the quality of the Credit Union s financial products and services
Maintain employee time records and report any missed work, cash discrepancies or scheduled days off
Ensure that security procedures are followed
Develop a working knowledge of the Credit Union s data processing system
Oversee the branch facility
Develop thorough knowledge of lending and financial services
Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA
Assist in other areas as directed by Credit Union management
Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Cultivate and foster community and outside business relationships to grow and maintain current book of business. Manage and lead the branch s Select Employee Group (SEG) program by working closely with the companies that consider KEMBA their credit union
Required Qualifications
Undergraduate degree in Business or Finance or related education and experience
Three to five years of managerial experience
One to two years in a sales environment
Strong organizational skills
Professional demeanor
Effective communication skills
Desired Qualifications
Previous experience in a branchmanagement or assistant branchmanagement capacity
Teller and account assistance experience
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$48k-57k yearly est. 29d ago
Branch Manager
Kemba Financial Credit Union 3.8
Westerville, OH jobs
Job Description
Title: BranchManager
Reports to: Director of Sales and Member Experience
Supervises: Assistant BranchManager, Concierge, Member Services Representative
Status: Exempt
Objective
The BranchManager is responsible for planning and directing all branch-related activities that affect the public relations and corporate image of the Credit Union. This high-contact sales and leadership position requires the ability to deal effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment.
Duties and Responsibilities
Coordinate, supervise and effectively schedule the branch office staff and their daily activities in servicing the membership
Assist members with any service or sales related activities to ensure they enhance the financial lives of the members they serve
Lead, motivate, coach, and develop the sales staff
Provide consistent and ongoing support to the sales staff
Monitor sales activity of the Credit Union and administer sales incentive programs
Maintain and improve the quality of the Credit Union's financial products and services
Maintain employee time records and report any missed work, cash discrepancies or scheduled days off
Ensure that security procedures are followed
Develop a working knowledge of the Credit Union's data processing system
Oversee the branch facility
Develop thorough knowledge of lending and financial services
Register with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA
Assist in other areas as directed by Credit Union management
Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Cultivate and foster community and outside business relationships to grow and maintain current book of business. Manage and lead the branch's Select Employee Group (SEG) program by working closely with the companies that consider KEMBA their credit union
Required Qualifications
Undergraduate degree in Business or Finance or related education and experience
Three to five years of managerial experience
One to two years in a sales environment
Strong organizational skills
Professional demeanor
Effective communication skills
Desired Qualifications
Previous experience in a branchmanagement or assistant branchmanagement capacity
Teller and account assistance experience
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$48k-57k yearly est. 27d ago
Branch Manager
Peoples Bank 4.5
Montgomery, OH jobs
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
Top Workplaces USA national award in 2022, 2023, 2024 and 2025
Newsweek's America's Best Banks 2023 and 2024
Newsweek's America's Greatest Workplaces 2024 and 2025
Forbes America's Best Banks 2024 and 2025
Forbes Best-in-State Banks 2020, 2021 and 2025
TIME's America's Growth Leaders 2026 award winner
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Job Purpose:
This position leads the branch's efforts to pro-actively meet the client's financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we working to uncover, identify and deliver products and services to satisfy the client's financial needs and exceed their expectations. These offerings will include our consumer and business deposit and loan product lines, financial services and partner products and services such as investment offerings, insurance offerings, mortgages, etc. This is a sales and sales leader role which requires the ability to meet expected individual and branch goals and metrics. This includes activities and results.
A successful candidate needs to be an energetic, enthusiastic team player with excellent communication, problem solving, and customer service, cross selling and lending skills to achieve stated goals. This position requires strong leadership skills, great organizational skills and the ability to assist in motivating and developing the branch team; along with following and coaching operational standards.
Job Duties:
Will be responsible for employee and business development.
Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch.
Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered.
Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products.
Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals.
Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement.
Pro-actively meet the clients' financial needs through our sales process.
Utilize Salesforce for client and prospect interactions and sales activities.
Make outside business calls to clients and prospects to acquire and retain business.
Must be able to establish, maintain and grow, working relationships with partners.
Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success.
With the assistance of the Regional Manager, the BranchManager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results.
Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels.
Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication.
Conducts weekly staff meetings to engage the team in the performance of the branch.
Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success.
Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable.
Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards.
Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies.
Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control.
Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements.
Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements.
Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform.
Is responsible for researching and providing resolution to customer and branch concerns.
Consistently completes required training for all bank and branch policies and procedures.
Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines.
Will perform special projects as assigned.
Education, Experience and Job Skills:
Bachelor's Degree or equivalent experience in the financial services industry.
1-3 years' experience in a manager role preferred.
Must be an energetic, enthusiastic team player.
Demonstrated previous sales success as an individual and as a leader.
Excellent communication, problem solving, customer service, cross selling and lending skills.
Must be a decision-maker with well-developed interpersonal skills to represent the Bank positively in dealing with clients, employees and the community.
Must possess strong leadership skills, great organizational skills and the ability to motivate and develop the branch team.
Must be able to pass background and credit standards to hold NMLS credentials
Trustworthy and confidential behavior is essential in this role.
Knowledge and prior usage of computers and computer systems.
Ability to work individually and with others.
Must be able to travel (i.e. to Marietta Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
Valid Driver's license.
Daily Reliable transportation.
Basic Qualifications:
Bachelor's Degree or equivalent experience in the financial services industry.
Valid Driver's license.
Daily Reliable transportation.
Must be able to travel (i.e. to Marietta, Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.
$37k-49k yearly est. Auto-Apply 6d ago
Branch Manager
Richwood Bank 3.9
Richwood, OH jobs
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
The BranchManager is a leadership position requiring a positive attitude, an ability to mentor, coach, and train both new and existing employees. Oversees the branch customer relationships and the operational functions to keep facilities and processes always running smoothly.
A primary function is managing, leading, and evaluating staff to ensure they achieve their highest level of customer service as well as personal development goals. The BranchManager is responsible for acquiring and maintaining customer relationships as well as exceeding customer expectations. This position will manage the full spectrum of banking services provided by Richwood Bank, from handling consumer products in branch to referring all ancillary services.
Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
Essential Functions
Manage bank branch staff employees
Keep track of employee schedules and attendance
Supervise daily banking activities
Inform staff of any information received from Corporate
Communicate expectations clearly
Delegate tasks as needed
Greet customers
Facilitate all transactions for customers across all financial account types and requests
Open accounts and teach customers how to gain the most potential from them
Assist new customers in transferring all funds over seamlessly through our switch program
Maintain an accurate balance of cash drawers daily
Demonstrate knowledge of all accounts, products and services offered
Support customers with all account and service needs
Be willing to help customers with additional benefits such as notary, faxing and check orders
Stay current on rates for CDs, savings IRAs and interest bearing checking
Listen to customer needs and recommend the best solutions to help them succeed
Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations
Scan proof - scanning all transactions daily into the computer
Demonstrate drive thru knowledge - speaker, transaction drawers/tube
Provide coverage for additional branches on an as needed basis
Implement Business Development strategies
Provide sales leadership and guidance to the team
Conduct quarterly incentive reviews with staff
Lead monthly Professional Development conversations with Staff
Open and Close the branch while adhering to all bank security procedures
Follow up on customer grievances
Responsible for continued training and education of staff
Skills and Abilities
Leadership
Ability to motivate others
Ability to multi-task when needed
Project management
Excellent customer service skills
The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast paced environment
Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required, college preferred
Five years customer service experience required, Three years banking experience preferred
Supervisory experience required
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$39k-52k yearly est. 34d ago
Branch Manager
Ameriprise Financial 4.5
Cincinnati, OH jobs
The BranchManager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities
Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth.
Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.
Required Qualifications:
Bachelors degree or equivalent
3 - 5 years of relevant work experience
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training
Active FINRA Series 7 or ability to obtain within 150 days
Active FINRA Series 24, or 9/10 or ability to obtain within 90 days
Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
Active State IAR registration (S65 or S66) or ability to obtain within 150 days
Active Life and Accident/Health insurance license or ability to obtain within 150 days
Proven success driving business growth
Proven leadership skills and ability to drive and motivate an organization to achieve results
Demonstrated sales success with proven ability to acquire clients and close business
Self driven and achievement oriented
Ability to execute a playbook to drive results
Strong presentation skills
P&L expense management and ability to analyze data and reports to determine business opportunities.
Knowledgeable and able to develop networks within the community
Excellent compliance record
Preferred Qualifications:
Masters degree and/or relevant industry designations preferred (e.g. CFP)
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $43,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$43.9k yearly Auto-Apply 40d ago
Branch Manager - Middlefield, Ohio
The Middlefield Banking Company 3.8
Middlefield, OH jobs
Join Our Team as a BranchManager at Middlefield Bank!
Are you a dynamic leader with a passion for building relationships and advancing our customers' financial aspirations? Middlefield Bank is looking for an enthusiastic and results-driven BranchManager to oversee the day-to-day operations of our branch and lead a team of dedicated professionals. This is an exciting opportunity for someone who is committed to delivering exceptional service to both customers and staff and supporting the community of Sunbury.
What You'll Do:
Lead & Inspire: Manage and develop a team of branch staff through coaching, training, and performance feedback, ensuring they are motivated and aligned with the branch's goals.
Drive Growth: Build and expand the branch's business by actively engaging in the local community, participating in social events, and making business development calls to foster new relationships and opportunities.
Foster Relationships: Cultivate positive relationships with both internal teams and external customers, ensuring that the bank remains a trusted partner in the community.
Achieve Results: Take charge of the branch's growth by actively processing loan applications, making referrals, and pursuing leads to enable customers and prospects to achieve their financial aspirations.
What We're Looking For:
Leadership Experience: A proven track record in management, with at least 5 years of management experience in retail financial services, including sales, mortgage lending, and team leadership.
Sales Savvy: Strong business acumen with a knack for building relationships, influencing others, and driving sales results.
Community Engagement: A genuine interest in getting involved in the community and making a meaningful impact.
Strong Communication: Excellent verbal and written communication skills, along with proficiency in bank information systems and software.
Educational Background: A high school diploma is required, with some college education preferred.
This role also requires an NMLS license.
Why Middlefield Bank?
Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio.
At Middlefield Bank, we believe in investing in our employees and providing the tools and support needed to thrive. As a BranchManager, you'll have the opportunity to grow both professionally and personally, while contributing to the success of your team and the community we serve.
If you are seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team!
Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks.
The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
$44k-53k yearly est. Auto-Apply 22d ago
Branch Manager - Middlefield, Ohio
Middlefield Bank 3.8
Middlefield, OH jobs
Join Our Team as a BranchManager at Middlefield Bank! Are you a dynamic leader with a passion for building relationships and advancing our customers' financial aspirations? Middlefield Bank is looking for an enthusiastic and results-driven BranchManager to oversee the day-to-day operations of our branch and lead a team of dedicated professionals. This is an exciting opportunity for someone who is committed to delivering exceptional service to both customers and staff and supporting the community of Sunbury.
What You'll Do:
Lead & Inspire: Manage and develop a team of branch staff through coaching, training, and performance feedback, ensuring they are motivated and aligned with the branch's goals.
Drive Growth: Build and expand the branch's business by actively engaging in the local community, participating in social events, and making business development calls to foster new relationships and opportunities.
Foster Relationships: Cultivate positive relationships with both internal teams and external customers, ensuring that the bank remains a trusted partner in the community.
Achieve Results: Take charge of the branch's growth by actively processing loan applications, making referrals, and pursuing leads to enable customers and prospects to achieve their financial aspirations.
What We're Looking For:
Leadership Experience: A proven track record in management, with at least 5 years of management experience in retail financial services, including sales, mortgage lending, and team leadership.
Sales Savvy: Strong business acumen with a knack for building relationships, influencing others, and driving sales results.
Community Engagement: A genuine interest in getting involved in the community and making a meaningful impact.
Strong Communication: Excellent verbal and written communication skills, along with proficiency in bank information systems and software.
Educational Background: A high school diploma is required, with some college education preferred.
This role also requires an NMLS license.
Why Middlefield Bank?
Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its communities. We are continually recognized as one of the most profitable community banks in the U.S. The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving Beachwood, Chardon, Cortland, Dublin, Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell, Orwell, Solon, Sunbury, Twinsburg, Westerville, Bellefontaine, Marysville, Ada, and Kenton. The Bank also operates a Loan Production Office in Mentor, Ohio.
At Middlefield Bank, we believe in investing in our employees and providing the tools and support needed to thrive. As a BranchManager, you'll have the opportunity to grow both professionally and personally, while contributing to the success of your team and the community we serve.
If you are seeking an opportunity to learn more or have a desire to start or advance your career in the banking industry, the Middlefield Banking Company is looking for enthusiastic team members to join our team!
Background Check and Credit Check Notice: As part of our standard hiring process, The Middlefield Banking Company conducts background checks and credit checks on all potential employees. This is done to ensure the safety and security of our workplace, as well as to assess an individual's eligibility for certain roles that require financial responsibility. Any job offer made will be contingent upon the successful completion of these checks.
The Middlefield Banking Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
$44k-53k yearly est. 22d ago
Branch Manager - Jeffersontown, KY - Louisville Market
Jpmorganchase 4.8
Jeffersontown, KY jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a BranchManager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our BranchManager Training Program before being considered for placement as a BranchManager.
You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
Dodd Frank and Safe Act:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$44k-63k yearly est. Auto-Apply 13d ago
Branch Manager - Jeffersontown, KY - Louisville Market
Jpmorgan Chase 4.8
Jeffersontown, KY jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a BranchManager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
**Job responsibilities**
+ Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
+ Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
+ Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
+ Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
+ Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
+ Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
+ Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
**Required qualifications, capabilities, and skills**
+ You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
+ You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
+ You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
+ You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
+ You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
+ You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
+ You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
+ You have a high school degree, GED, or foreign equivalent.
+ You have the ability to work branch hours including weekends and evenings.
**Preferred qualifications, capabilities, and skills**
+ You have a college degree or military equivalent.
**Training and Travel Requirement**
+ You'll successfully complete our BranchManager Training Program before being considered for placement as a BranchManager.
+ You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
**Dodd Frank and Safe Act:** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$44k-63k yearly est. 12d ago
Branch Manager- Floating
Park Community Credit Union 4.0
Louisville, KY jobs
Role: By emphasizing ONE Park, ONE Mission, One Team, the BranchManager I leads the branch in fostering a member-centric culture focused on delivering an exceptional employee and member experience. This role involves directing, developing, motivating, and coaching branch staff to build strong, lasting relationships with members and provide effective financial guidance. The BranchManager I monitors branch activities to ensure compliance with policies, supports staff in serving members, and addresses any issues that arise. Additionally, the position is responsible for hiring, training, and evaluating staff performance, representing the branch within the community, and maintaining communications with other departments to achieve organizational goals.
Essential Functions & Responsibilities:
Direct, develop, motivate and coach branch staff. Monitor branch production results relative to established objectives and ensure that appropriate steps are taken to correct unsatisfactory conditions. Build relationships with credit union members and coach staff to do the same. Provide assistance to staff serving members and resolve problems, as necessary. Build relationships and follow up with members; uncover opportunities to deepen relationships and offer products and services to help members improve their finances; advise members towards financial health.
Hire, train, direct, and evaluate employee performance within the department; recommend promotions, transfers and salary adjustments; identify performance problems and take appropriate disciplinary action.
Maintain communications with Retail Operations and other credit union departments within the One Park Team; prepare and submit standard reports including pipeline reviews with partners; attend scheduled management meetings.
Represent the branch as appropriate in its relationships with coworkers, members, sponsor organizations(s), suppliers, other financial institutions, and similar groups. Participate in and attend various community, chamber, and charitable organization meetings to enhance the credit union's image and visibility to perspective members. Complete required financial counseling certification as designated by the credit union. Facilitate various Financial Literacy/Education programs to educate and assist members and potential members in growing financial health.
Monitor all branch activities to insure they are in compliance with established credit union policies and procedures and security standards.
Perform other duties as assigned.
Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values:
• Vibrant Connections
• Inclusive Excellence
• Bold Compassion
• Endless Empowerment
2. To provide friendly, professional and accurate service and support to all members and coworkers.
3. To maintain and develop a qualified staff sufficient to meet the needs of members.
4. To ensure that staff work with a minimum number of documentation/transaction errors and that employees function within the pre-set balancing standard policy.
5. To achieve branch goals as determined by the Management Team.
6. To complete performance reviews within the prescribed time frame.
7. To develop and maintain business partner relationships within the community.
8. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
9. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
10. To follow the credit union's Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
Knowledge and Skills:
Experience: Two years to five years of similar or related experience.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must have good communication skills.
Physical Requirements
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS
The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others.
While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Company Description
Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all. PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED
$35k-43k yearly est. 3d ago
Manager, Branch Office - Elizabethtown
Navy Federal 4.7
Elizabethtown, KY jobs
To manage and direct all activities of a small/medium full service branch office operation by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.
Three years' experience in grade level 76 (or higher) or applicable external experience
Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
Experience in leading and managing in diverse and complex operational environments
Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
Advanced knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
Advanced knowledge of functions relating to cash and ATM operations
Working knowledge of financial institution and lending practices, principles and regulations
Working knowledge of retail banking industry best practices
Experience in member/customer service operations
Experience in responding to requests regarding complex financial information/data
Experience in supervising and leading employees
Experience in training and developing staff
Exposure to developing/maintaining community and command relations
Ability to manage multiple priorities independently and/or in a team environment
Effective skill analyzing statistics and reports to determine business performance and trends
Effective organizational, planning and time management skills
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill interacting with staff, management, vendors and members diplomatically and tactfully
Effective verbal and written communication skills
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
Working knowledge of Navy Federal products, services, programs, policies and procedures
Hours: Available Monday - Saturday: hours based on business needs.
Location: 4326 North Dixie Highway, Elizabethtown, Kentucky 42701 •
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
Manage, direct and motivate the branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
Lead cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
Manage staff to ensure vault opening, closing and balancing procedures are completed
Increase productivity of branch office by implementing relevant employee training, establishing team development goals and eliminating inefficiencies
Lead outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
Oversee recruiting/selection, on-boarding and initial training of team members
Administer budget, purchasing, tracking and records retention for business expenses
Lead team to achieve and maintain product, service and business goals, including cross servicing of Navy Federal products and services
Promote member service excellence and lead team to deliver quality service
Liaise with other branches to support business growth and continuity of regional operations
Analyze reports and conduct trend analysis to optimize business performance
Analyze and solve problems without clear precedent
Ensure compliance with all security, safety and emergency preparedness procedures
Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures using established guidelines
Resolve employee concerns by ensuring employees receive mediation to resolve issues in somewhat difficult situations
Perform supervisory/managerial responsibilities:
Manage daily activities
Ensure adequate/skilled staffing; select employees
Establish performance goals and priorities
Prepare, conduct and review performance appraisals
Develop, mentor, and counsel staff
Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
Ensure section/branch goals and objectives align with division/department strategy
Ensure efficiency of operations
Perform other duties as assigned
$50k-63k yearly est. Auto-Apply 11d ago
Assistant Branch Manager
Civista Bank 3.9
Branch manager job at Civista Bank
Description:
An Assistant BranchManager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
Key Accountabilities, Responsibilities and Expectations:
Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank.
Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization.
Open personal, business, and loan account including additional products and services.
Develop an expansive knowledge of products and services to fulfill customer needs.
Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team.
Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan.
Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations.
Open personal, business, and loan account including additional products and services.
Meet the required annual branch deposit and consumer loan goals as established.
Conduct interviewing and hiring process in conjunction with BranchManager and Regional Manager.
Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
All other duties as assigned and any activities that support the key accountabilities.
Requirements:
Qualifications, Knowledge and Skills:
Demonstrate the ability to lead, coach, motivate and develop staff.
2-3years' experience in retail or in branch banking environment.
Drive an exceptional customer experience.
Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service.
Associate's or Bachelor's Degree preferred.
High School diploma or equivalent required.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving files of up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.