Assistant Branch Manager
Hopedale, OH jobs
Full-time Description
Responsible for managing the retail operations at the main office or branch office in the absence of the Branch Manager according to Bank policy and for developing new business. Must be able to complete all tasks associated with Teller II, Vault Teller and Head Teller.
Requirements
Maintains customer and employee relationships
Opens and closes the branch; maintains and stays abreast of security policies and procedures
Supervises vault operations and procedures; including required entry logs
Open night depository and record contents
Handles customer problems and complaints; counsels customers with special needs or requests
Enforces bank policies at the Branch Office
Assists with maintaining office building, grounds, equipment and fixtures
Assists with the preparation and distribution of monthly branch reports to appropriate bank management
Evaluates the branch operations and make recommendations to management
Maintain harmony among workers and resolve grievances or refer problem to supervisor
Provide ongoing training of tellers in customer service and banking procedures to improve efficiency
Assists with the safety program at the Branch
Opens, closes and services every type of account
Promotes the financial institution services and products to current and/or potential customers
Tests branch security equipment and investigates security issues when needed
Represents the financial institution in community social events
Provides coaching and/or counseling with employees when needed with the assistance of the Branch Manager
Coordinates staff training when needed, including quarterly on-line training
Perform all the duties and responsibilities of teller as needed
Serves as a Notary Public for the Branch Office
Updated 050523
EOE
Assistant Branch Relationship Manager
Carrollton, OH jobs
ASSISTANT BRANCH RELATIONSHIP MANAGER We firmly believe that our employees are the driving force behind our MISSION. Join our Team and join us in saying, “I make a difference”. We are currently looking for an Assistant Branch Relationship Manager for our Carrollton branch. The Assistant Manager we bill responsible for supporting the Manager, delivering customer service promptly and professionally, performing Universal Banker duties, and assisting all branch employees. We are pleased to offer a generous benefits package, competitive wages and a collaborative professional work environment. Background, credit and previous employment checks apply to all applicants. Consumers National Bank is an Equal Opportunity Educational Institution/Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities.
RESPONSIBILITIES
Serve in a supervisory role in the Branch Manager's absence
Offer support and performance coaching to all branch employees
Create work hours/schedules for employees (adequate branch coverage, time off, early days, overtime avoidance)
Schedule vacations and other time off for branch associates
Assist in supervision of branch security
Deliver exceptional customer service with a positive approach in all areas of retail banking
Perform all Universal Banker tasks and responsibilities within established policies, procedures and guidelines
Open all types of deposit accounts for consumer and commercial customers
Takes loan applications, process and close consumer loans
Provide Notary Public services and Medallion Signature Guarantee
Build customer loyalty, establish customer relationships, and utilize relationship selling to provide solutions
Identifies customer needs and refer financial products and services both to current and prospective clients
Generate new business to assist in meeting established profitability goals
Requirements
EDUCATION AND EXPERIENCE
A minimum of two years of progressive banking/financial services/teller experience with a successful compliance, customer service, cash handling, referral and/or cross sell ratings preferred. Lending and new account experience preferred.
Ability to demonstrate competence in retail consumer lending responsibilities and duties
Demonstrated proficiency in interpersonal communications, verbal and written is a must. This position requires daily interaction with customers, employees and vendors and concise communications are critical
Ability to prepare or interpret basic verbal and written instructions and/or perform routine mathematical functions
High school diploma or equivalent
Ability to obtain and maintain Notary and NMLS certifications
Capable of successfully identify customer needs, goals and objectives and suggest bank products and services that match the customers' needs
Ability to respond and assist customers with inquiries and problem resolution skills
Proven ability to work in a team environment
Proficiency in basic computer skills
Careful attention to detail and time management
PHYSICAL/COGNITIVE DEMANDS
This position requires the ability to sit and/or stand for extended periods of time in an office setting, advanced verbal and written communication skills including use of phone, computer, speaking, listening, and presenting, excellent organizational and time management skills, the ability to problem solve, negotiate, and persuade customers, intermediate math and analytical skills, and computer literacy. This position requires Saturday work availability with occasional evening work hours.
Assistant Branch Relationship Manager
Carrollton, OH jobs
ASSISTANT BRANCH RELATIONSHIP MANAGER We firmly believe that our employees are the driving force behind our MISSION. Join our Team and join us in saying, "I make a difference". We are currently looking for an Assistant Branch Relationship Manager for our Carrollton branch. The Assistant Manager we bill responsible for supporting the Manager, delivering customer service promptly and professionally, performing Universal Banker duties, and assisting all branch employees. We are pleased to offer a generous benefits package, competitive wages and a collaborative professional work environment. Background, credit and previous employment checks apply to all applicants. Consumers National Bank is an Equal Opportunity Educational Institution/Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities.
RESPONSIBILITIES
* Serve in a supervisory role in the Branch Manager's absence
* Offer support and performance coaching to all branch employees
* Create work hours/schedules for employees (adequate branch coverage, time off, early days, overtime avoidance)
* Schedule vacations and other time off for branch associates
* Assist in supervision of branch security
* Deliver exceptional customer service with a positive approach in all areas of retail banking
* Perform all Universal Banker tasks and responsibilities within established policies, procedures and guidelines
* Open all types of deposit accounts for consumer and commercial customers
* Takes loan applications, process and close consumer loans
* Provide Notary Public services and Medallion Signature Guarantee
* Build customer loyalty, establish customer relationships, and utilize relationship selling to provide solutions
* Identifies customer needs and refer financial products and services both to current and prospective clients
* Generate new business to assist in meeting established profitability goals
Requirements
EDUCATION AND EXPERIENCE
* A minimum of two years of progressive banking/financial services/teller experience with a successful compliance, customer service, cash handling, referral and/or cross sell ratings preferred. Lending and new account experience preferred.
* Ability to demonstrate competence in retail consumer lending responsibilities and duties
* Demonstrated proficiency in interpersonal communications, verbal and written is a must. This position requires daily interaction with customers, employees and vendors and concise communications are critical
* Ability to prepare or interpret basic verbal and written instructions and/or perform routine mathematical functions
* High school diploma or equivalent
* Ability to obtain and maintain Notary and NMLS certifications
* Capable of successfully identify customer needs, goals and objectives and suggest bank products and services that match the customers' needs
* Ability to respond and assist customers with inquiries and problem resolution skills
* Proven ability to work in a team environment
* Proficiency in basic computer skills
* Careful attention to detail and time management
PHYSICAL/COGNITIVE DEMANDS
This position requires the ability to sit and/or stand for extended periods of time in an office setting, advanced verbal and written communication skills including use of phone, computer, speaking, listening, and presenting, excellent organizational and time management skills, the ability to problem solve, negotiate, and persuade customers, intermediate math and analytical skills, and computer literacy. This position requires Saturday work availability with occasional evening work hours.
Branch Supervisor
Bexley, OH jobs
Salary: Competitive + Bonus + Excellent Benefits Branch Supervisor - Crayford (CU) - Plumb Centre So, who are we? We are Plumb Centre, a part of the Wolseley Group - a leading specialist trade merchant across the UK and Ireland. We pride ourselves in putting our people and customers at the heart of everything we do - and best of all, provide opportunities to develop skills and build careers through our award-winning Wolseley Talent Guild.
Also, did we mention? In addition to the competitive salary, there are also benefits on tap - including...
Annual leave (increasing with length of service), a generous pension scheme (matched up to 9%), potential to earn bonuses, enhanced maternity / adoption leave and access to a great range of online and high street discounts.
We also promote positive health and wellbeing by offering free access to healthcare, our popular YuLife app, our Cycle to Work scheme and more!
As a Branch Supervisor based in Crayford you'll be responsible for:
* Assist the Branch Manager in overseeing daily branch operations, ensuring smooth and efficient service delivery.
* Supervise and support branch staff, providing guidance, training, and performance feedback.
* Ensure excellent customer service and handle escalated customer inquiries and concerns.
* Help implement and monitor branch sales goals and KPIs, working closely with the team to achieve targets.
* Maintain branch standards, ensuring compliance with company policies, procedures, and safety regulations.
* Assist in managing branch budgets, inventory, and scheduling.
* Promote a positive, collaborative team environment that aligns with company values.
This is a full-time, permanent role working 40 hours per week Monday to Friday between 7.30am - 4.30pm or 8am - 5pm along with every other Saturday mornings 8am - 12noon paid as overtime.
And here's what we'd like you to have:
* Experience in a team leadership or supervisory role.
* Strong communication and interpersonal skills with the ability to motivate and guide a team.
* Excellent customer service skills and a problem-solving attitude.
Please be aware that we are extending the application period for this role until the new year. Consequently, interviews will not be held until then. Rest assured, we will review your application, but this process may take a bit longer than usual. If you don't hear from us right away, please don't worry. In the meantime, we hope you have a wonderful festive break!
Auto-ApplyAssistant Branch Manager
Ashville, OH jobs
Pay Grade: $40,693-$68,268 (commensurate with experience)
Assists Branch Manager with the management of a full service branch to include its business development activities, personnel, customer service, profitability and operations. This position includes 50% of time spent on Sales and Services, 30% on Management and Leadership, and 20%on Operations. Committed to upholding VCNB Mission Statement and Core Values.
▲Participates in the planning and execution of the branch calling plan. Actively calls on prospective customers to develop new business and existing customers to expand and retain current business customers. Participates in community activities to support organizational goals.
▲Monitors branch production reports, coaches branch staff, and utilizes customer relationship software and skills to achieve branch production goals. Ensures that standard operating procedures, regulations, and policies are followed and provides guidance to branch personnel on operating problems, exceptions, and adjustments. Reviews the required branch reports and ensures that the branch is in compliance with audit requirements.
▲Coaches and mentors branch staff to optimize the customer experience by providing excellent customer service through consistent execution of the VCNB Service Standards.
▲Assists in the implementation and execution of sales development activities. Opens new accounts and cross sells all types of bank products and services. Ensures branch staff are adhering to the VCNB Sales Approach, maintaining service excellence through all channels to fully meet our customer's needs and expectations.
▲Ensure staff are acquiring the skills to fill open positions within the branch network through active mentoring, coaching and involvement with Employee Development Officer. Participates in active recruiting to bring talent to the bank to fill open positions within the branch network. Participates in interviews of internal and external candidates and is able to provide the direction and guidance needed to develop branch staff.
▲Able to grow the banks consumer loan and credit card portfolio with the following: actively solicit and cross sell products to potential customers, actively interview loan applicants, gather required documentation, input loan requests in appropriate software, close approved requests and process notice of adverse action for modified/denied requests.
▲Able to assist customers with transactions, deposit accounts and consumer loans. Able to be an integral part of the branch transformation plan and evolution of the personal banker model. Performs various administrative duties for the branch including report preparation, maintaining records and files, and maintaining safe deposit box records. Ensures the ATM is maintained and balanced. Serves as back up to the Branch Manager and takes on special projects, as assigned.
▲Attends regular bank meetings and training sessions and is responsible for effectively communicating pertinent information to the branch staff to include policy and procedure changes/updates as well as bank product and sales information.'
▲Responsible for ensuring the branch is adhering to the VCNB Branch Standards
▲Able to follow established bank policies and procedures
▲Exercise independent judgment and discretion within job duties.
▲ All other duties as assigned
Auto-ApplyAssistant Branch Manager
Toledo, OH jobs
Essential Duties and Responsibilities:
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
Assumes responsibility for the efficient, effective, and accurate performance of supervisory and branch functions.
Assumes responsibility for the efficient, effective, and accurate performance of member transactions.
Assumes responsibility for establishing and maintaining effective, professional business relations with members.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with Credit Union personnel and with Management.
Assumes responsibility for related duties as required or assigned.
The employee is responsible for reading and shall strictly adhere to all policies, rules and regulations, and training that have been or that may hereafter be established by or applicable to Company for the conduct of its employees, and further, Employee shall strictly adhere to all the provisions of the Company's handbook(s).
Directions Credit Union is an Equal Opportunity Employer AA M/F/Vet/Disability or other characteristic protected under federal, state, or local law.
Assistant Branch Manager (for Monet Bank)
Beachwood, OH jobs
Come join Monet Bank's thriving retail banking team! Our Assistant Branch Managers are part of a small, vital, hands-on team who provide exceptional service and support to Monet Bank's current and prospective customers. The Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing the service and operations of a retail branch location. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, Monet Bank is known for our competitive rates, secure growth and great service. This position supervises and leads the branch in the absence of the Branch Manager. The position may include other duties as directed by the Manager.
This position is based at the Monet Bank Beachwood, OH location with working hours from 8am to 5pm Monday through Friday.
Essential Job Duties & Responsibilities (Include but are not limited to):
Assume management responsibility in the absence of the Branch Manager
Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Assist in managing customer service objectives, including handling exceptions, complex issues and complaints
Training, monitoring and coaching of branch team members when requested
Handling of disciplinary action in a timely manner when requested
Performs and supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures
Motivate and encourage team member and ensure they have appropriate knowledge of all bank products
Participate in employment decisions as requested, including hiring, scheduling and other related matters
Performs other job-related duties or special projects as assigned
Qualifications (Education, Computer Skills, Certifications, Etc.):
Five (5) years banking experience preferred, with one (1) year in a management or supervisory role
High School Diploma or equivalent required
Adaptability to change
Professional appearance and demeanor
Proficiency with 10 key touch, Microsoft Office and banking software applications
Demonstrated good attendance and punctuality
Strong attention to detail with high concern for data accuracy
Customer service orientation with effective problem-solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
Outstanding listening and communication skills, both written and verbal
Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
Demonstrated critical thinking and decision-making skills
Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast-paced environment with competing priorities and deadlines
Strong leadership and interpersonal skills; ability to motivate and achieve results through working together
Benefits options include:
Medical, dental and vision coverage
401K with company match
11 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA
Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
Auto-ApplyRemote Producing Branch Manager- Anywhere in US
Tampa, FL jobs
Now Hiring: Producing Branch Managers - 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 Branch Managers 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.
Branch Manager 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 Branch Manager (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.
ASSISTANT BRANCH MANAGER I- East Region Float
Cleveland, OH jobs
The Assistant Branch Manager Trainee participates in a comprehensive retail training program designed to develop leadership, sales, and customer service skills. While working toward personal sales targets, this role also focuses on building and motivating a high-performing sales and service team, ensuring each member contributes to the branch's overall success through a consultative sales approach.
This position provides hands-on experience in mentoring and coaching team members through individualized sessions, offering guidance to enhance performance and accountability. By developing strong leadership and operational skills, the Assistant Branch Manager Trainee is well-prepared for future management opportunities within the branch. As a member of the regional banking team, you will be responsible for supporting multiple branches within Dollar Bank's Eastern Market. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights
Qualifications:
• Bachelor's Degree with one year's demonstrated track record of achieving sales goals is required. Will consider High School Diploma/GED with five years demonstrated track record of achieving sales goals.
• Leadership, supervision, or mentorship experiences required.
• Ability to travel as needed for training.
• A valid driver's license and access to a reliable vehicle is required.
• Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
• Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
• Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
• Assume a leadership role while learning how to motivate and hold team members accountable.
• Learn how to assist the team in all areas of branch operations including branch audits, security, and scheduling.
• Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
• Arithmetic skills to count money accurately.
• Computer literacy to access account information and process transactions.
• Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
• Maintain a professional appearance and conduct yourself in a professional manner at all times.
• Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation Range:
Schedule Information
Monday - Thursday:
8:30am - 5:30pm
Friday:
8:30am - 6:30pm
Saturday:
8:30am - 1:30pm
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit ************************************************
ASSISTANT BRANCH MANAGER I- East Region Float
Cleveland, OH jobs
The Assistant Branch Manager Trainee participates in a comprehensive retail training program designed to develop leadership, sales, and customer service skills. While working toward personal sales targets, this role also focuses on building and motivating a high-performing sales and service team, ensuring each member contributes to the branch's overall success through a consultative sales approach.
This position provides hands-on experience in mentoring and coaching team members through individualized sessions, offering guidance to enhance performance and accountability. By developing strong leadership and operational skills, the Assistant Branch Manager Trainee is well-prepared for future management opportunities within the branch. As a member of the regional banking team, you will be responsible for supporting multiple branches within Dollar Bank's Eastern Market. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights
Qualifications:
* Bachelor's Degree with one year's demonstrated track record of achieving sales goals is required. Will consider High School Diploma/GED with five years demonstrated track record of achieving sales goals.
* Leadership, supervision, or mentorship experiences required.
* Ability to travel as needed for training.
* A valid driver's license and access to a reliable vehicle is required.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
* Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
* Assume a leadership role while learning how to motivate and hold team members accountable.
* Learn how to assist the team in all areas of branch operations including branch audits, security, and scheduling.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation Range:
Branch Manager - Columbus East - Columbus, OH
Gahanna, 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 Branch Manager 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 Branch Manager Training Program before being considered for placement as a Branch Manager.
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: *********************************************************************
Auto-ApplyBranch Manager - Columbus East - Columbus, OH
Gahanna, 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 Branch Manager 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 Branch Manager Training Program before being considered for placement as a Branch Manager.
+ 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
Assistant Branch Manager
Ashtabula, OH jobs
Role:
To direct and coordinate the activities of the Loan Officers of Cardinal Credit Union and aiding the Branch Manager in ensuring the branch meets organizational financial, operational, service, and growth plan. Answers questions and resolves more complex problems. Ensures that members are promptly and professional served. Actively participates in Cardinal's Superior Sales & Service Program. Creates and monitors schedules. Performs specific assigned jobs including various clerical and receptionist functions and assist other Loan Officers with duties that are required as needed. Assist in coaching and mentoring of Loan Officers.
Essential Functions & Responsibilities:
Assumes responsibility that all Loan Officers are performing and are in accordance with established polices and standards. Ensures that all security procedures are followed.
Answers questions, solves problems, and assists with complex transaction and or sensitive member relations problems. Explains policies and procedures to members. Makes judgments for Loan Officers (within limits of authority) pertaining to polices that CCU has in place.
Assists with account opening and or closing procedures. Oversees and monitors employee schedules. Assign and assist in all staff cross training in all areas of meeting the members and branch needs. Assumes responsibility for ensuring and effectively performing member service functions.
Performs file maintenance and account changes as needed. Actively participates in Cardinal's Superior Sales & Service Program. Meets MR Goals. Provides leadership and support. Keeps Management informed of area activities and of any significant problems. Provides suggestions for improved service or time saving ideas. Attends meetings as required.
Performs other job-related duties as assigned.
Performance Measurements:
To provide informed, professional and accurate service and support to all members and associates.
To maintain a cohesive, highly trained and motivated staff, sufficient to meet needs of members.
To meet or exceed annual budgeted operating plan for the branch.
To maintain/improve the financial stability of the branch.
To meet the branch growth plan.
To keep management informed regarding key operating issues affecting the branch.
PM22
Requirements
Knowledge and Skills:
Experience: Two years to five years of similar or related experience.
Education: College degree preferred.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
BRANCH MANAGER I- East Region Float
Cleveland, OH jobs
The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach.
A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met.
Qualifications:
· Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals.
· Retail Banking and business development experience preferred.
· Ability to travel as needed to training.
· A valid driver's license and access to a reliable vehicle is required.
· Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
• Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values.
• Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships.
• Actively support customer engagement by adhering to the Bank's service behaviors.
• Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads.
• Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity.
• Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback.
• Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events.
• Consistently achieve all established customer service goals and targets.
• Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
• Arithmetic skills to count money accurately.
• Computer literacy to access account information and process transactions.
• Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
• Maintain a professional appearance and conduct yourself in a professional manner at all times.
• Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation Range:
Schedule Information
Monday - Thursday: 8:30am to 5:30pm
Friday: 830am -6:30pm
Saturday: 8:30am - 1:30pm
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.
Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.
For more information, please visit ************************************************
BRANCH MANAGER I- East Region Float
Cleveland, OH jobs
The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach.
A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met.
Qualifications:
* Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals.
* Retail Banking and business development experience preferred.
* Ability to travel as needed to training.
* A valid driver's license and access to a reliable vehicle is required.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values.
* Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships.
* Actively support customer engagement by adhering to the Bank's service behaviors.
* Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads.
* Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity.
* Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback.
* Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events.
* Consistently achieve all established customer service goals and targets.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation Range:
Branch Manager
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 Branch Manager 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 Branch Manager 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.
Deputy Branch Manager (Partially Remote)
New York, NY jobs
, Inc.
Grameen America Inc. (GAI) is a nonprofit microfinance organization founded in 2008 by a Nobel Peace Prize recipient, Mohammad Yunus. Mohammad's vision is to help less fortunate women of color become entrepreneurs and financially independent by providing micro-loans, financial education, asset building through savings and credit building strategies
Role Overview:
The Deputy Branch Manager (DBM) is responsible for the day-to-day operations and loan portfolio of the branch, ensuring that field staff are performing their duties and responsibilities efficiently. Additionally, this role will manage the administrative and logistical support systems for quality and functionality. The Deputy Branch Manager will oversee that the target is being met for clients who qualify for our services and ensure a culture of service excellence in the branch. The DBM will administer and supervise the branch so that the plans and targets with respect to outreach, loan disbursements and repayment, savings mobilization and financial viability for the branch are achieved at the end of each planning period. The DBM will oversee outreach and recruitment with a unique focus on the African American community by creating awareness about the organization, promoting its presence to the community, building strategic relationships, conducting a variety of outreach activities, designing the program and supporting the recruitment and retention of staff and clients.
Leadership:
Directs, manages, coordinates, and executes all day-to-day operations, meetings and activities in the Branch.
Acts as an external exemplary Leader/Ambassador for Grameen America Inc. when conducting community partnership meetings.
Provides guidance and leadership to team members, sets team objectives, develops, and trains, mentors and coaches, conducts team performance reviews and delivers on-going team feedback and communication.
Ensures expectations for compliance, quality performance, and professionalism is being trained, communicated, and upheld by all team members.
Sets goals and targets for the branch and is responsible for their achievement.
Has experience hiring talented candidates and managing, motivating, and leading teams.
Oversees that attendance and payments and microloan related activities across all centers are within the guidelines
Relationship Management:
The Deputy Branch Manager will be responsible for building and forming key positive community relationships through the community outreach activities. The DBM will also be responsible for ensuring the Branch attracts and recruits new members to achieve designated growth targets. Additional responsibilities as follows:
Champion and lead the growth of all strategic community partnerships by building strong business relationships to achieve long term goals and objectives.
Drives overall service quality including recruiting and other member related activities.
Educates and informs clients about Grameen America Inc. and the products and services we offer.
Builds and improves relationships with current and potential new clients.
Aims to preserve clients and renew clients' loans on timely manner.
Helps promote and maintain a positive company image.
Demonstrates ability to recognize conflict and implement positive, respectful resolutions.
Understands customer needs and develops plans to address them.
Resolves customer complaints quickly and effectively.
Analyze current industry trends to identify rare member opportunities that would generate new business.
Financial Management:
Strategizing or identifying what needs to happen financially for the company to achieve its short- and long-term goals.
Oversees employees to ensure quality and accuracy of loan amount and related activities, including compliance of loan criteria, disbursements, collections of repayment and reconciliation of daily payments are met.
Monitors accurate records for all transactions within the Center and Branch on the accurate posting of payments, and compliance with delivering required notifications, etc.
Decision-making or helping Relationship Associate/Relationship Manager decide the best way to execute on plans to achieve their loan portfolio as well as client intake, retention & renewals.
Portfolio management and tracking liquidity to ensure the branch has enough funds on hand to meet the daily obligations as well as to complete its long- and short-term goals.
Qualifications:
Bachelor's degree or 5 years of experience.
3-5 years of managing a team(s).
Ability to toggle between getting into the weeds as well as maintaining a high level, strategic perspective.
Customer-oriented mindset, problem-solving attitude.
Excellent communication skills.
Teamwork and leadership skills.
Strategic thinker and ability to analyze and solve problems quickly.
Attentive to detail and organized.
Must be self-motivated, flexible, and able to manage several tasks at one time
We will adhere to all state and/or city COVID 19 vaccine mandate requirements.
Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
Auto-ApplyBranch Manager
Athens, 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 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 Branch Manager 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.
Auto-ApplyBranch Manager
Cincinnati, OH jobs
The Branch Manager 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
Auto-ApplyBranch Manager
Sugarcreek, OH jobs
About the Role
Killbuck Savings Bank is looking for a community-minded full time Branch Manager to lead our local banking team at our Sugarcreek, Ohio location. This role is perfect for someone who enjoys building relationships, supporting a close-knit staff, and helping neighbors meet their financial goals. As a Branch Manager, you will be responsible for managing the retail operations at the branch office according to Bank policy and developing new business. The Branch Manager will lead daily operations, mentor employees, and create an environment where the branch runs efficiently and customers are well served.
Who We Are
We were founded in the Village of Killbuck in 1900. Over the years, we've added offices, expanded facilities and always looked for new ways to serve our valued customers. We have 12 full-service branches - in Killbuck, Berlin, Mt. Hope, Millersburg, Sugarcreek, Fredericksburg, Danville, Kidron, Wooster and Apple Valley - and proudly serve Holmes, Knox, Wayne and Tuscarawas counties.
Many families have banked with us for generations, and we strongly believe that kind of customer loyalty stems from the fact that we're locally owned and operated. This allows us to tailor our services to meet the specific needs of central Ohio residents, businesses and the communities we serve.
We are invested in the economic vitality of the region. We make a point of reinvesting our customers' deposits close to home. By keeping the money here, we keep our area moving forward.
Requirements What You'll Do
· Lead and support branch employees in providing friendly, reliable customer service.
· Manage day-to-day branch operations, from opening/closing to cash handling.
· Work with local businesses and community members to build lasting relationships.
· Promote our banking services and help customers find the right financial solutions.
· Ensure the branch follows banking policies and regulations.
· Solve problems with a customer-first approach.
· Serve as Notary Public for Branch Office
· Attend monthly Branch Manager Meeting
What We're Looking For
· Associate's degree or equivalent from two-year college or technical school plus six months to one year related experience and/or training; or equivalent combination of education and experience.
· Advanced overall knowledge of deposit accounts, loan accounts, compliance policy, security policy and accounting. Previous banking experience, with some time in a supervisor or leadership role.
· Strong Leadership - Ability to manage, motivate, and develop a high-performing team.
· Banking & Financial Knowledge - Solid understanding of banking products, services, and financial principles.
· Customer Focus - Dedicated to delivering excellent client service and building lasting relationships.
· Business Growth Mindset - Skilled in driving sales, meeting branch goals, and supporting community growth.
· Regulatory Awareness - Knowledge of compliance standards, risk management, and internal controls.
· Operational Excellence - Experienced in streamlining processes and keeping daily branch operations running smoothly.
· Good Judgment - Confident decision-maker with the ability to handle challenges and make strategic choices.
· Clear Communication - Professional, approachable communication with staff, customers, and leadership.
· Technology Skills - Comfortable using banking systems, digital tools, and modern technology.
Why You'll Love Working With Us
As a team member here at Killbuck Savings Bank, you are valued more than just the time you put in performing your duties. Your personal life and individual needs matter greatly to us as well. To show that, we have developed a comprehensive benefit program to help provide support in areas that matter most to you.
· Medical, Dental & Vision benefits.
· Life Insurance & Long Term Disability - 100% paid by company.
· Voluntary Insurance benefits.
· Paid time off and holidays.
· Paid sick & personal days
· Potential bonus incentives.
· 401(k) and retirement savings options.
· Wellness program.
· Tuition Assistance Program.
· Opportunities to grow your career in banking.
· A welcoming, small-town environment where you'll know your customers by name.
Work Environment:
· While performing duties the employee is required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or to travel. In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis.
Killbuck Savings Bank is an Equal Opportunity Employer.