Branch Manager

Branch Manager

Lead and manage a branch to meet portfolio and sales goals, while ensuring customer satisfaction and compliance.

A Day In The Life

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