Branch Operations Job Description
Branch operations
provides leadership in accordance with company policies, procedures, applicable laws and regulations that apply to your business activities.
Branch Operations Duties & Responsibilities
To write an effective branch operations job description, begin by listing detailed duties, responsibilities and expectations. We have included branch operations job description templates that you can modify and use.
Sample responsibilities for this position include:
Prepare cheques, RSP/RIF withdrawals as requested
Maintain accurate branch report files, file branch documentation
Greet clients that enter the branch in a professional manner
Answer reception phone lines and forward calls to each team when necessary
Daily cage operations such as approving EFTs, Bankwires, and several other requests from our advisor teams in a timely manner
Ensuring each request is thoroughly reviewed and completed properly before approval
Maintain branch files scanning and mailing
Proof-read and review daily branch transactions before approval to ensure transactions have been entered accurately, and obtain the necessary departmental approvals for each transaction
Liaise with back office contacts to investigate and resolve inquiries related to account transactions
Greet clients in-person and on the phone in a professional manner
Branch Operations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Branch Operations
List any licenses or certifications required by the position: NATE, YMCA, CPR
Education for Branch Operations
Typically a job would require a certain level of education.
Employers hiring for the branch operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Technical, Business/Marketing, Management, Business/Management, Marketing, Hospitality Management, Entrepreneurship, Associates
Skills for Branch Operations
Desired skills for branch operations include:
Banks products and services
Applicable banking laws and regulations
Applicable operating and computer systems
Bank operations policies and procedures
Retail products
Excel
Performance metrics
Compliance
Microsoft systems: Word
Word
Desired experience for branch operations includes:
Knowledge of Branch Operations Procedures a plus
High school diploma with Math and English passed at a higher grade
Thorough knowledge of administrative policies as contained in Sales Administration Manual those of Operations
Thorough knowledge of administrative policies and procedures, namely the Sales Administration Manual, and those of Operations
Thisposition can be found predominantly in larger branch offices
Position is located at Pleasanton Headquarters
Branch Operations Examples
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Branch Operations Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of branch operations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for branch operations
- Coordinates registrations, continuing education, licensing, of personnel
- Participates in the physical establishment of complex expansion ventures such as satellites or new branches, existing branch moves
- May assist in the development and monitoring of office revenue and expense budgets
- Receives and directs visitors and telephone calls
- Answer phones and greet clients in a courteous and professional manner
- Open up all accounts as requested by different team members
- Must follow procedures to the very last detail due to regular branch audits
- Provide exceptional service to clients (clients include those of the branch internal branch staff)
- Assist in day-to-day operations of the branch to include filling in for customer service representatives, clerical, warehouse
- Manage collections process, maintain overall responsibility for outstanding invoices
Qualifications for branch operations
- Familiarity with MS Office and various business software
- Completion of an undergraduate degree in business or equivalent is preferred
- Minimum of 8+ years of experience in title industry which includes experience in management
- Project a professional and pleasant appearance and demeanor to work with clients
- Ability to communicate well with customers, employees, and management
- Proficiency with TM1 or similar tool, such as Hyperion Essbase
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Branch Operations Job Description
Job Description Example
Our company is looking to fill the role of branch operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for branch operations
- Reviews sales and operation performance each month and reports findings to Branch Manager and/or Houston
- Responsible for manufacturing area safety, health and environmental policies and procedures implementation
- Work with Manufacturing Management, Quality Management and Customer Service Representatives to review Customer specifications for improvements
- Manage the service and projects organization for the fire protection systems group
- Coordinate the activities of service technicians and subcontractors in the completion of service related tasks
- Communicate with customers, vendors, suppliers, and subcontractors to facilitate the completion of required tasks
- Track and control costs as they relate to any specific project or service activity in support of companies gross margin objectives
- Take corrective actions when costs are out of line with projected targets
- Train and develop personnel reporting to this position
- Responsible for conforming to and ensuring associates are knowledgeable and conforming to the company’s quality system and safety policies
Qualifications for branch operations
- Bachelor’s Degree in related Science preferred
- Ability to work independently and deal effectively with other related departments
- Able to initiate and maintain strong relationships with renters
- Some loan funding experience preferred
- High School Education with at least either 3 years comparable retail experience or three years branch experience at the ABM level or higher
- Excellent time management, verbal, and communication skills required
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Branch Operations Job Description
Job Description Example
Our growing company is looking for a branch operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for branch operations
- Coaches to process and safety standards tools during branch visits – or during new branch set up or for new branch leadership
- Manage Branch related projects and process improvements
- Manage Branch Operations and Float staff and provide guidance and development
- Coordinate Quarterly Assistant Branch Manager’s Meeting, provide updates and conduct training
- Coordinate branch visits to spot check operational controls
- Update / Create branch and department procedures / policies to ensure guidance for processes, regulatory and legal requirements is available
- Other Job Functions (duties that occur infrequently or on an inconsistent basis but are still important, specialized regulatory reports on an ad hoc basis)
- Be subject matter expert for all branch related processes (deposit operations)
- Leading the operational efforts for the Branch’s market
- Oversee all operational procedures for the branch
Qualifications for branch operations
- In depth knowledge of diverse business functions and principles
- Position requires flexibility and willingness to adapt to schedule changes as required including Saturday hours
- Must be willing to travel to branch locations as required and attend all necessary job related seminars and conferences
- Relevant banking experience or related experience in financial institution
- Ability to track and control costs as they relate to any specific project or service activity
- Ability to understand the technical aspects of the product lines and applications as necessary to make informed management decisions
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Branch Operations Job Description
Job Description Example
Our company is searching for experienced candidates for the position of branch operations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for branch operations
- Create and implement policies and procedures to standardize processes for new branch models and test internal controls across the Retail branch network to ensure compliance
- Ensure the completion of all daily logs and paperwork
- Knowledge of Futures Forex, FX Options and Interest Rate futures – Booking, mtm & settlements
- Understanding of major trading systems from Operations point of views Reuter’s conversation /Rate matching module
- Firm understating of forex trades cash, tom, spot, forward, swaps & in/out swaps – both for interbank and corporate
- The job involves checking of all FEMA related Current and Capital Account transactions Non – Trade (A2) and good knowledge on ECB, FDI, ODI related Capital Payments with basic Trade Related knowledge with all types of regulatory reporting’s
- Good Communication skills, Multi-tasking abilities, knowledge on FEMA from Trade and Non Trade Transactions, Good knowledge in Computers with proficiency in MS Office
- Positive attitude, Good interpersonal skills, To be able to multi- task, Willingness to learn and take on additional challenges/responsibilities and bring in Innovative Ideas for process digitization
- Transmits administrative information, policies and procedures, decisions, changes, to subordinates
- Provides support on quotations or price estimates, terms and delivery for standard, complex or non-standard products
Qualifications for branch operations
- Supervision of documentation and maintenance of records as per organizational process
- Application collection, application verification, 1st level document-based KYC verification/check and document authentication & adequacy check
- Performing adequacy check on the Customer information & information provided pertaining to loan proposal
- Coordination for acceptance of Post-dated cheques (PDC) including collection and release of PDC
- Periodic MIS generation related to the status of Accounts / Borrowers
- Follow up, collection and storage of transactional documents, renewal of insurance policy
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Branch Operations Job Description
Job Description Example
Our growing company is hiring for a branch operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for branch operations
- Represents company at industry, vendor, or trade association meetings to promote products, service and company
- Plan, coordinate, schedule and control rental and sales activities to achieve the budgeted sales margins, income and expense goals
- Maintain and develop flexible, efficient and effective work flows and systems to reach financial and operational excellence
- Coordinate equipment requirements to maintain an inventory adequate for efficient operation, excellent customer service and maximum utilization
- Promote and encourage a culture of teamwork employing best practices that benefits all employees
- Assess each employee’s performance based on clearly communicated expectations and hold employees accountable for performance
- Ensure the maintenance of a hazard-free work environment and safe operating
- Budget (Operating Income, Working Capital, Revenue)
- Inventory Management (Service Levels, Turns, Excess & Obsolete)
- Rental (Turn Around Time, Asset Availability/Unavailability Percentage, Fleet Efficiency)
Qualifications for branch operations
- Must have 1-2 years college coursed in Business/Finance
- Must have 5 years branch office support experience
- Graduate from a reputed college & PG Preferred
- Electrical product knowledge (distribution equipment, lighting, motors, controls, PLC )
- Proficient in writing reports, procedures and business correspondence
- BS/BA related discipline or equivalent experience preferred