Branch Service Manager Resume Samples

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A Paucek

Andreane

Paucek

9751 Louie Route

Houston

+1 (555) 127 9820

9751 Louie Route

Houston

Phone

p +1 (555) 127 9820

Experience Experience

Detroit, MI

Branch Service Manager

Detroit, MI

Krajcik Inc

Detroit, MI

Branch Service Manager

May provide work direction to Client Associates (CAs) and/or other members of the team and coordinate workflow within the team structure
Provide staff with assistance in performing difficult or complicated duties
Partner with Branch Manager in the hiring and performance management of staff
Manage service transaction approvals, including escalations from the Service Review Unit, Branch Workflow and Branch Transfer Portal
Provide cross-training opportunities and direction for the career growth and development of employees
Assess performance and complete performance reviews of Branch personnel in a timely manner
Plan and prepare work schedules, and assign associates to specific duties

Chicago, IL

Main Branch Service Manager

Chicago, IL

Farrell Inc

Chicago, IL

Main Branch Service Manager

Providing excellent customer service and effectively resolving customer issues
Welcomes and establishes relationships with customers
Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation
Motivates, coaches and develops colleagues while employing a disciplined performance management process
Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership
Assists in finding and selecting top talent for the branch that are well suited for Huntington's culture
Demonstrates acumen in banking, transaction processing, cash handling, customer service, operations, systems, technology and communication

present

Los Angeles, CA

Senior Branch Service Manager

Los Angeles, CA

Hayes, Franecki and Hirthe

present

Los Angeles, CA

Senior Branch Service Manager

present

First line supervisory responsibility including hiring, performance management employee development, firing, reviewing and counseling staff
Mediate employee conflicts and work with direct manager to quickly and efficiently resolve branch support staff issues
Oversee all aspects of staffing including the interviewing, hiring and terminating of staff and the proper completion of all requisite paperwork
Reviews work schedules and ensures adequate coverage
Conduct performance appraisals and compensation reviews and work with support staff to identify opportunities for both personal and professional development. Ensure development plans are written and followed
Manage day to day activity of a branch with regard to personnel, sales, sales and service and oversees the operations and regulatory compliance
Perform Limited Back-up Supervision of Written Correspondence and New Accounts

Education Education

Bachelor’s Degree in Business

Arizona State University

Bachelor’s Degree in Business

Skills Skills

You have the ability to inspire; your strong coaching and associate development capabilities translate into amazing Fidelity growth stories
Strong leadership skills and professional creativity
Good verbal, written and interpersonal communication skills. Ability to effectively present information in one-on-one and small group situations
Strong attention to detail
Overseeing technology, implementation, training, technology support, lobby technology, operational software knowledge, and training
RBC employs more than 79,000 full-and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 44 other countries
Ability to prioritize and resolve complex problems and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership capabilities or previous supervisory experience
Participating on efforts broader than the local market, including moderating National Operations calls, building relationships with key business partners in OSG and National Operations, and sharing best practices

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Branch Service Manager Resume Examples & Samples

Ensuring cash and securities received are handled correctly and efficiently
Maintaining orderly, complete and accurate operations-related files
Upholding security in the branch cage area
Enforcing complex- and firm-level policies and procedures
Coordinating technology support at the branch level
Advanced attention to detail
A solid knowledge of branch structure and operations
Good written, verbal, and interpersonal communication skills
Basic leadership ability
Based onmarket capitalization, RBC is the 15th largest bank in the world and the sixth largest in North America. (Bloomberg as ofJanuary 24, 2014)

Senior Branch Service Manager Resume Examples & Samples

Monitor performance and take appropriate action to correct and/or resolve any performance and/or disciplinary problems. Escalate to and/or inform direct manager of issues or problems as appropriate
Schedule vacations, maintain attendance records and ensure appropriate work coverage at all times
Ensure that all branch support employees are properly trained on all Complex and branch policies, processes and procedures. Coordinate training resources as appropriate
Liaison with the Complex main office on all issues that can’t be resolved directly by the client and/or branch associates
Oversee Branch Operations (The majority of these duties may be delegated to a branch associate, in which case, the SBSM’s responsibility is to supervise the completion of these duties.)
Accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts. Also ensure that they are quickly and accurately transmitted to the Complex main office and Minneapolis. Follow all other required branch, Complex and Firm procedures as they pertain to the handling of client securities
Review and supervise all price averaging activity performed in the branch. Forward appropriate paperwork to the Complex in accordance with Firm policy
Review and supervise all cost basis changes performed in the branch. Forward appropriate paperwork to the Complex for review in accordance with Firm policy
A SBSM may, on a limited basis, perform client associate duties for the branch director or other financial consultants as appropriate. Please refer to the client associate job description and corresponding competency grid for more information
Perform Limited Back-up Supervision of Written Correspondence and New Accounts
If a SBSM performs client associate duties for one or more FCs, he/she may not approve any correspondence or new accounts for those FCs. That supervision must be performed by the Complex main office in accordance with Firm policy
Coordinate vendor visits, track and set up seminars, maintain mutual fund and research files and order supplies
Interface with appropriate employees in Minneapolis and/or vendors on all telephone, hardware/software and equipment problems
3 to 5 years of industry experience
Intermediate to advanced knowledge of office technology and computer systems
Solid numerical aptitude and knowledge of basic accounting principles
Previous supervisory or management experience
Series 7, Series 63/65 or 66and Series 8 or 9/10 licenses

AVP Branch Service Manager Resume Examples & Samples

Managing operational and service activities in a matrix management environment ensuring coordination of activities with branch management
Managing and having overall responsibility for operational activities within a larger branch and the inherent greater volume and complexity of problems and issues in a branch of this size
Bachelor’s degree in business, accounting, related field or equivalent experience
Ability to lead and direct service team to complete transactional customer requests and resolve client issues

Branch Service Manager Resume Examples & Samples

Minimum of 3 years of industry experience
Intermediate understanding of the stock market, investments and retirement plans
Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
Intermediate computer skills (including Microsoft Office)
Intermediate interpersonal verbal and written communication skills
Detail orientated, strong math and organizational skills
Able to work effectively in a fast-paced, deadline-oriented environment
Strong customer service skills and problem solving ability
Series 63 (or the equivalent of a Series 66 may be required pursuant to regulations)
State licenses consistent with those of the FA(s) to whom this person supports
Associate’s Degree or Bachelor’s Degree

Senior Branch Service Manager Greenwood Village Resume Examples & Samples

Manage Branch Support Staff
Oversee all aspects of staffing including the interviewing, hiring and terminating of staff and the proper completion of all requisite paperwork
Conduct performance appraisals and compensation reviews and work with support staff to identify opportunities for both personal and professional development. Ensure development plans are written and followed
Ensure the effective communication of all policy and procedural changes and other issues that impact the branch support employees’ ability to effectively perform their jobs
Mediate employee conflicts and work with direct manager to quickly and efficiently resolve branch support staff issues
Distribute appropriate wires and communications to the branch’s financial consultants and client associates
Accurately record all checks received from clients and ensure they are credited to the proper accounts. Ensure the timely deposit of all client monies to the appropriate bank. Follow all other required branch, Complex and Firm procedures as they pertain to the handling of client funds
Maintain in an orderly manner all operations-related files as required by branch, Complex, Firm and regulatory policies and procedures
Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area
Client Associate Duties
A SBSM must be Series 8 or 9/10 licensed and have completed all requisite Firm training to be able to perform these tasks
Upon completion of the appropriate licensing and training, and with Complex Director and Regional Administrative Manager approval, a SBSM may approve new accounts in the branch director’s absence only. All documents must be reviewed and counter-signed by the branch director upon his/her return to the office
Serve as the primary contact for Minneapolis departments on issues as they pertain to the branch
Solid knowledge of industry and firm rules and regulations
Based on market capitalization, RBC is the 15th largest bank in the world and the sixth largest in North America. (Bloomberg as of January 24, 2014)
RBC employs more than 79,000 full-and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 44 other countries

Branch Service Manager Resume Examples & Samples

Minimum of 5 years of industry experience
Advanced understanding of the stock market, investments and retirement plans
7+ years industry experience

Branch Service Manager Resume Examples & Samples

Two years experience in the financial industry
Demonstrated excellent time management skills
Two years leadership experience
Two years sales experience
Preferred experience as a Consumer Loan Underwriter
Preferred bi-lingual in Spanish

Branch Service Manager Resume Examples & Samples

Manage and promote firm initiatives, projects and remediations
Work with Complex Business Service Officer and Human Resources on employee related issues
Collaborate with their team on the new hire process and training orientation, including coordinating operational and client service support for newly recruited Financial Advisors and their support staff
Partner with Complex Risk Officers on branch exams and corrective action plan implementation
Manage service transaction approvals, including escalations from the Service Review Unit, Branch Workflow and Branch Transfer Portal
Manage day-to-day resolution of client service inquiries and concerns
Administer other duties as delegated by the Complex Manager or Complex Business Service Officer
Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66)
Effective written and verbal communication skills
Exceptional organizational and conflict resolution skills

Branch Service Manager Resume Examples & Samples

Overall Service quality objectives
Track customer Relationship management
Drive Quality initiatives on customer service
Strong client centric approach
Cross sell ability

Branch Service Manager Resume Examples & Samples

Minimum of six years proven and progressive customer service and or operational experience within the branch environment or equivalent, including a minimum of two years proven experience as a Branch Service Manager or equivalent
Sound knowledge of Company products and services offered within the branch system, related operational activities and pertinent regulations
Required to maintain a Notary Public License

Branch Service Manager Resume Examples & Samples

Welcomes and establishes relationships with customers
Ability to perform at a high level, all expectations of a teller while providing exemplary customer service
Educates customers on how to leverage technology (e.g. ATM, Kiosk, Mobile, On-Line) to conveniently process their transactions
Motivates, coaches and develops colleagues while employing a disciplined performance management process
After receiving training, you will be expected to demonstrate acumen for banking, transaction process, cash handling, customer service, operations, systems technology and communication while maintaining up to date knowledge on all products, services, technology and policies
Assists in finding and selecting top talent for the branch that are well suited for Huntington's culture
1 year of leading or managing a team Or 1 year of teller experience

Branch Service Manager Resume Examples & Samples

1 year of leading or managing a team
2 years of teller experience
Comfort with technology such as mobile services and online banking services is a plus

Branch Service Manager Resume Examples & Samples

Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
Series 7 before hire (S63 also if state requirement)
State Life and Health before hire

UPG Branch Service Manager Resume Examples & Samples

Support branch personnel in application and technical information of previous, current, and new products
Assist branch personnel in determination of necessary parts inventory for new products or parts relative to service letters
Associate’s Degree in a related field or equivalent combined education and experience
Ability to travel up to 60%

Branch Service Manager Resume Examples & Samples

With the Branch General Manager, develops strategic operating plans for the assigned Service Business that aligns with SSA goals and visions. This includes participating on strategic Account Plans, annual financial and operating plans, revenue and margin forecasts
Leads efforts to identify, secure and retain service customers by actively networking with community business, governmental and professional leadership; establishing relationships that enhance the local reputation of Johnson Controls and the branch, ensuring referrals and proposal requests
Builds an environment that energizes team members to provide high quality, cost efficient, customer-directed service and exceed performance targets
Recommends and supports staffing requirements for the assigned Service business. Serves as a communication channel to share the best practice strategies and results that will enable growth
Audits the effectiveness of service operations and makes changes to improve performance. Ensures that contractual obligations are completed and customer satisfaction is achieved
Drives operational review meetings, reviewing proposals and estimates for accuracy
Coaches SMTBs on appropriate levels of operating and overhead expenses incurred in service operations. Leverages service operations activities and functions across assigned territories. Ensures that tools and processes are executed according to established standards to achieve customer satisfaction at the most effective cost
Together with the Sales, manages the appropriate assignment of customer accounts between service operations and the salesforce
Analyzes operations processes and provide recommendations for improvements. Analyzes service operations to identify potential customers/markets. Implements required changes on pricing and gross margins
Executes other managerial responsibilities, i.e., hiring, performance reviews and acquisitions consistent with established business strategy. Recruits, hires, and retains Service support operational staff. Prepares and delivers clear performance expectations, performance reviews and development plans for direct reports teaming with the appropriate matrix functional manager. Ensures a consistent level of coaching, which includes: monthly ‘one-on-one(s)’, operational and financial reviews

Main Branch Service Manager Resume Examples & Samples

Maintains knowledge and educates teams on all products, services, technology and policies
Garners resources required to support teams, and ensures resources are allocated appropriately across the market area
Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships
Demonstrates acumen in banking, transaction processing, cash handling, customer service, operations, systems, technology and communication
Adhering to all operational, security, risk and regulatory policies and procedures
2 years of prior experience managing and leading a team
2 years cash handling, teller or operational experience
Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go
Comfort with technology such as mobile services and online banking services are a plus

Branch Service Manager Resume Examples & Samples

Achieve and maintain a high level of customer service and satisfaction
Train, coach, motivate and develop Branch personnel in required skills to achieve service quality goals and compliance with operational procedures
Manage branch staffing/scheduling for appropriate coverage, monitor dress code compliance and attendance. Ensure proper reporting through eTime
Assess performance and complete performance reviews of Branch personnel in a timely manner. Develop personnel for promotional opportunities; manage the performance and development of employees within the branch which result in high performance, a team environment and positive employee morale
Prepare Disciplinary Action Notices when required and discipline and/or discharge Branch personnel consistent with HR guidelines and interfacing with HR and the TSM
Interview, hire and orient Branch personnel, applying HR guidelines and interfacing with HR and the TSM
Respond to employee complaints in a timely fashion, consistent with VNB policies, regulatory requirements and legal requirements, and escalate through proper channels where appropriate. Reinforce support of all Bank policies in regard to equal opportunity employment and in managing a diverse work force. resolve conflicts between staff
Manage all operational aspects of the branch functions to ensure satisfactory audit ratings and adherence to compliance requirements
Full knowledge of all branch operations encompassing making sound business decisions and including
Ability to prioritize, organize, delegate and follow up on assignments
Good verbal, written and interpersonal communication skills. Ability to effectively present information in one-on-one and small group situations
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Basic PC skills including Microsoft Word, Excel and Outlook
High School Diploma or GED and a minimum of two years related managerial/business experience and/or enrolled in Valley National Bank management training program
Mortgage Loan Officer (MLO) certification preferred

Branch Service Manager Resume Examples & Samples

Evaluating, honoring and approving all exception items minimizing potential loss to the bank; manage Operation Risk
Supervisory approvals to protect the bank from losses
Manage all operational aspects of the branch functions to ensure satisfactory audit ratings. Ensure monthly audits are completed timely
Knowledge and review of proper account opening documentation, with responsibility for obtaining the proper documentation and maintaining proper files to ensure compliance with policy and procedure and ensure that site visits are performed timely
Knowledge of KYC and CIP
Knowledge of wire documentation, with responsibility for obtaining proper documentation and approvals prior to sending a wire
Manage timely submission and accuracy of all Branch Management Operational reports and AML reporting, including investigation and reconciliation of Branch general ledger accounts and other report inconsistencies; knowledge of Suspicious Activity red flags
Delegate to Branch personnel, consistent with approved VNB policies, all security, legal and regulatory requirements, responsibilities as may be appropriate, to achieve the foregoing, and maintain oversight of all delegated responsibilities
Represent VNB in dealing with customer complaints, inquiries or problems, including written correspondence, and escalate through proper channels, where appropriate
Build and expand customer relationships to maintain deposit base and grow the branch
Train, coach, motivate and develop Branch personnel in required skills to achieve in-branch sales, referral and service quality goals and to comply with operational procedures
Assess performance and complete performance reviews of Branch personnel in a timely manner
Interview, hire and orient Branch personnel, and schedule Branch personnel for appropriate coverage
Coach and develop staff in product knowledge and in achieving in-branch sales, referral and service quality goals
Complies with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirement and, where applicable, registration requirements
Regular work hours and days assigned including Saturdays and Sundays*
High School Diploma or GED and a minimum of one year related managerial/business experience and/or Valley National Bank training

Main Branch Service Manager Resume Examples & Samples

Providing excellent customer service and effectively resolving customer issues
1 year customer service in banking, financial services or goal driven retail sales
Cash handling skills preferred but not required

Branch Service Manager Resume Examples & Samples

3-5 years of Quality Assurance experience
Proficiency in Quality Center
Must be a self-starter with the ability to take direction and work independently while also working in a team environment
Technical Experience is a plus (.Net, Java, Mainframe, SQL, etc)
Query experience for SQL or Oracle databases

Branch Service Manager Resume Examples & Samples

You’re a problem solver and you are exceptional at diagnosing issues when difficult situations arise. Not only that, but you bring forth meaningful solutions to the table
You have the ability to inspire; your strong coaching and associate development capabilities translate into amazing Fidelity growth stories
You can communicate effectively through all mediums, whether in person or via online

Branch Service Manager Resume Examples & Samples

Being proficient in understanding and educating customers on consumer deposit products and consumer lending
Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service
Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership
Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation

Branch Service Manager Resume Examples & Samples

Minimum 3-5 years' experience in Mortgage, either in an Underwriting, Closing, or Processing function
Wholesale or Correspondent Lending experience a plus
Prior experience managing teams is preferred
Proven experience in developing and maintaining positive inter-departmental relationships

Branch Service Manager Resume Examples & Samples

Manage preventative maintenance scheduling, quality, and customer satisfaction
Listen to and resolve customer complaints regarding services, products, or personnel
Hire, train, and evaluate personnel
Assure that each direct report understands the company objectives
Direct and supervise associates engaged in sales, inventory-taking, reconciling cash receipts, or performing specific services, such as pumping gasoline for customers
Provide staff with assistance in performing difficult or complicated duties
Plan and prepare work schedules, and assign associates to specific duties
Attend company meetings to exchange product information and coordinate work activities with other departments
Prepare sales and inventory reports for management and budget departments
Formulate pricing policies according to profitability requirements
At least 3 years of previous work experience in diesel shop maintenance required
At least 1 years of supervisory experience required
Associates Degree (business or technical) or Vo-Tech Graduate preferred
Proficiency in the use of Microsoft Outlook, Word, Excel, Access, and Powerpoint required
Strong written/oral communication and people management skills required
Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required

Branch Service Manager Resume Examples & Samples

Associates Degree (business or technical) or Vo-Tech Graduate required
In-depth knowledge of all vehicle components including: engine, drive train, air-brakes, cooling systems, electrical systems, accessories, suspension, and tires required
Brake/air brake certification, diesel certification, EPA 608/609 certification, and HVAC certification required

Branch Service Manager Resume Examples & Samples

Supervise, monitor, and fulfill warranty administration and obligations on the UPG product line
Arranges and/or conducts Dealer training
Resolution of customer complaints, working with the dealer, the consumer, and factory customer relations towards highest possible resolution satisfactory to all parties
Advise and distribute as necessary Service and Service-Tips letters
A minimum of two years field experience and successful management experience
Strong leadership skills and professional creativity
Effective teaching abilities

Branch Service Manager Resume Examples & Samples

60% - Sales
20% - Risk/Compliance/Audit
Generally requires 2+ years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc
Requires excellent verbal and written communication skills
Ability to operate PC, Windows, Word, Excel and other standard banking software
Requires completion of all basic branch banking sales training classes

Branch Service Manager, La Habra Resume Examples & Samples

Supports the Bank’s philosophy of Building Excellence; promotes the corporate culture through coaching, guidance and staff motivation
Supports the Branch Manager in all aspects of the branch
Performs direct supervisory duties of branch staff
Second signatory on Bank Official Checks
Assumes responsibility for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to Bank policies and procedures
Works with staff to ensure excellent customer service
Supervises the daily activities of the department including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training; oversees activities of assigned personnel
Oversees daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures
Works with facilities to keep branch in proper repair and to ensure compliance with health/safety guidelines
Monitors supply ordering
Approves wire transfers up to designated limit, provides supervisor overrides, and approves check holds
Researches and resolves cash differences
Backs up new accounts and teller line as needed; possible Notary
Coordinates with Branch Manager regarding responses for independent third party and regulatory audits of the department; ensures deficiencies identified from such audits are corrected
Plays a positive role in the department through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross-trained staff
Bachelor’s degree from an accredited college or university; or 2-4 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
Advanced experience, knowledge and training in progressively responsible bank administration, management and supervisory activities
Intermediate experience, knowledge and training in all operational and lending activities and terminology
Advanced knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services
Proven ability to effectively train and instruct others in a formal classroom or one-on-one environment
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures
Excellent organizational and time management skills, with the ability to provide leadership, supervision and training for 10 or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills
Some knowledge of human resource and labor laws and policies
Intermediate skills in computer terminal and personal computer operation; intermediate typing skills to meet production needs of the position
Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees
Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate)
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations

Branch Service Manager Resume Examples & Samples

Previous Service Manager experience preferred
Associates Degree (Business or Technical) preferred
310T Truck and Coach certification or Red Seal certifiaction preferred

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