Performed all branch correspondence audits, reviewed activity reports and financial statements to determine progress and status in attaining objectives. Managed personnel including store level employees, inside and outside sales, delivery drivers, service technicians and office staff. Ensured complete customer satisfaction by ensuring company policies were followed and proper employee training. Cultivated relationships with both current and potential clients, establishing pipelines. Developed sales support and business development strategies and action plans to achieve patient growth and financial goals. Participated on corporate human resources team tasked to improve recruitment procedures. Provided hands-on management to develop and maintain the highest levels of customer satisfaction and revenue growth and operational excellence. Duties include managing and supervising employees, assisting customers, and providing excellent customer service. Managed multiple products for sales efforts and actively participated in dally sales activities. Participated in community events to increase business opportunities and conducted customer service analysis. Managed a full service operation includes all aspects of consumer finance operation. Supervised, mentored and monitored Staff members and Customer Service Representatives. These 7 terms appear 2.49, 2.72, 2.75, 2.76, 3.40, 3.55 and 3.70 times less frequently, respectively, than in job descriptions for a Branch Manager position. Developed, serviced, and maintained individual retail and corporate clientele through superior customer service. Conducted weekly sales meetings, rounds, daily brief and debrief sessions, and end-of week debrief summaries with staff members. Increased sales by 30% in all branches I have been responsible for through product knowledge and innovative sales approach. Worked closely with community organizations and business partners in reviewing the various markets to ensure branch growth and profitability. This Branch Manager job description template is optimized for posting on online job boards or careers pages and is easy to customize for your company. Trained internal personnel in recruiting and interviewing methods per company standards. Managed all daily operations including building and overhead related issues. Managed two branch offices of a full service staffing company generating approximately three million dollars in sales annually. Those are past success, high empathy, results-driven, fast learner, and having people follow you. Analyzed customer financial statements and credit to provide loan committee with approval/denial recommendations. Mentored, trained and helped employees achieve daily sales goals to help exceed the branches financial goals I set. Developed rapport with customer base by handling difficult issues with professionalism, utilizing strong communication skills and respect. Managed all aspects of daily operations including seven direct reports and vendor relationships. Identified and developed relationships with potential new consumer and business customers using available resources. Conducted weekly, structured sales meetings to discuss sales to plan, communicate policy revisions and review trends in the market. Designed and executed sales and service strategies aimed at profit maximization and customer retention, including promotional and networking events. Generated a team atmosphere and consistently contributed to new business growth, excellent customer service, and profitability. Performed performance reviews, provided ongoing counseling, training development and motivation. Keep reading to find out how to get a sales manager job and supercharge your sales career. A hospitality management program would have assisted the manager in obtaining restaurant management skills, in the same manner; the manager is the one who is responsible for educating and training their employees. Mentored several staff members that were promoted subsequently to management. Completed evaluations of all branch personnel including raises, disciplinary actions and hire/fire authority. Developed associates, expanded customer relationships, and exceeded customer service expectations working with the same personnel. Analyzed consumer credit reports and assessed credit worthiness. Provided direct supervision of all management and indirect supervision to all staff which included coaching and performance evaluations. Facilitated weekly sales presentations with real estate agents and delivered creative mortgage solutions and industry updates. Networked and established strategic partnerships with real estate agents. Maintained consumer to business and business to business relationships, cross and up-sell customers while providing excellent customer service. Prepared annual sales and operational budgets. We built our business on the ability to effectively match job seekers with employers using AI-technology that understands your resume and how likely you are to be noticed by a potential future employer. Identified needs of internal and external business customers and referred treasury management services, merchant services and business banking area. Conducted consumer and auto loans up to $10,000 and reviewed credit reports for eligibility for loans. Executed sales and market management activities focusing on building employee capabilities through performance management and coaching. Advanced branding strategy through participation of various public and community events. Conducted property appraisal reviews of pending real estate loans to ensure company collateral standards were maintained. Created marketing strategies, sourced new customers and planned events to increase customer engagement and promote awareness in Latin community. Worked directly with customers to build key relationships, uncover and satisfy their financial needs while continuing corporate growth. Managed eight direct reports to ensure elevated member service and branch operational efficiency. Assured the branch's profitability and analyzed its monthly financial statements for process improvements. The most common important skills required by employers are Sales Experience, High Volume, Profit and Loss Management, Recruiting, Human Resources Experience and Performance Management. Provided counseling to prospective clients about debt consolidation and planning for the achievement of future financial goals. Assisted new and existing customers with loan financial needs, including documentation verification, and creation of new files. Retained existing customers while sourcing new customers and implementing company standards. Managed transition from discount broker to full service broker offering stock research, bond and mutual fund advisory services. Worked with upper management to attend weekly and monthly sales meetings to help achieve monthly and annual market share goals. Professional/Technical technique: For any position, technical technique is one of requirements to complete the assignment in correct way and high quality. Managed relationships with existing business customers and fostered new customer relationships through community involvement and business to business sales calls. Maintained inventory at or below company standards by adhering to company policies. Supervised and Scheduled staff *Maintained financial records of branch operations *Handled customer inquiries *Processed loan applications. We then merge the two lists together and use a combination of statistics and rules-based scenarios to create a list that is audited by the Marketplace Research team, and finally turned into the checklist you see below. Reviewed business plans, collateral evaluations, and financial statements to accurately apply loan risk grading. Provided hands on support in guidance and training of staff to ensure branch compliance with regulatory agencies. 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As a logistics manager, you must develop the ability to make accurate predictions of the possible needs of your company, as well as outcomes of actions made anywhere in the entire supply chain. Implemented rotation floor times for staff to introduce shoppers to Full Service which resulted in an increase in new accounts. Developed sales team and strategy that added 50 new customers in 2006 and 113 new customers in 7 months of 2007. Provided efficient leadership in driving success of the branch operations to increase sales and profitability while ensuring excellent customer service. You are writing as someone with banking experience, management experience, or both. No matter where you're currently at in your career, these proven tips will help you level up. Developed effective solicitation programs to grow dealers and new customers. Provided overall responsibility and guidance for all operational branch activities, including fostering client relationships and managing staff of six. Created and orchestrated National Training Program, utilized on a company-wide level to foster product knowledge and further develop sales skills. Ensured branch operated consistently within the policies, procedures, state and federal laws and regulations. Developed corporate partnerships, managed high net worth client relationships and trained independent loan consultants to effectively prospect and refer. Delegated duties and established proper account ability for staff members. Analyzed financial statements of business entities and dissected information into financial ratios depicting strengths and weaknesses. Developed and implemented sales action plans to promote corporate marketing initiatives and campaigns. Facilitated enhancements of customer relations and banking product knowledge. Conducted regular staff meeting and communicated company policies and procedures. Maximized sales and customer retention through excellent customer interaction, attention to detail and proper follow-up. Defined, developed, and implemented targeted action plans to maximize operational efficiency and profitability. Developed branch activity and financial goals. Conducted performance evaluations around credit cards, loans and accounts sales activities on a monthly, quarterly, and annually basis. Provided lobby leadership and was client driven to execute a professional and consistent experience to our clients and potential clients. A branch manager is the person in charge of the overall operation of a large business or organization situated outside the main branch. Developed partnerships with high level management at existing and potential clients to increase market share and/or secure contract extensions. Conscientious Branch Operations Manager who courteously provides a variety of banking services to customers and oversees all major banking operations. Maintained control over audits; Assisted in ensuring that the Branch was in compliance with federal laws and regulations. Developed new marketing material and implemented new office procedures and telesales process. Developed and monitored individual quarterly development plans for all direct reports. Assessed employee performance and recommend selection promotions, awards, disciplinary actions and separations. Analyzed/Developed Monthly/Annual P&L statements/sales reports to maximize revenue, leading to development of an innovative sales process. Recruited potential customers and maintained a record of current customers. The branch manager serves as a leader to his or her team of associates and the one in charge of a particular branch office. How to Resolve Conflict at Work - A pretty thorough cheat sheet put together by the folks at For Dummies. Controlled expenses including payroll and maintenance expenses to ensure branch maintained profitability goals. Nevertheless, job seekers mention them much more commonly in their resumes. Worked with office staff and co-owner to further streamline operations and improve efficiency and profitability of the operation as a whole. Managed delinquent accounts and kept company delinquency at or above company standards. Completed and presented all staff performance reviews, including providing monetary increases within budget. Although you'd probably love to load up your resume with every possible keyword you can, employers tend to look for the things they specify in the job description. Read the list for the branch manager resume sample, and you will find that all the skills … Supervised branch operations of this full service investment firm specializing in individual and business portfolio management. Add some common, valuable manager skills. Led all lending and cash operation aspects of a full service bank into a top tier $35-million-dollar operation. Get started on your journey with a new ZipRecruiter Profile today! A Knack for Creativity 3. Developed quarterly and annual sales department budgets and reviewed operational records and reports to project sales and determine profitability. Becoming a branch manager at a bank or financial management firm takes hard work and plenty of training and experience. Conducted business development to potential customers through targeted marketing campaigns. Participated in client presentations and facility tours to assist in closing new accounts and establishing business relationships. Provided support to all sales activities and related promotional activities. Designed and implemented marketing plan yielding over 120 potential customers. Evaluated quality and productivity according to company standards. Generated new business through branch promotional activities and soliciting targeted small business customers. Other related job skills for Bank manager 1. Developed the Excellence in Sales training course and provided financial services sales training to 1,800 sales representatives and national sales meetings. Created business development activities and marketing plans for residential and commercial loans and provided consultation with clients on loan modification options. Exceeded monthly individual and branch sales goals by remaining on the top three revenue management month end list in our area. Our algorithm helps isolate phrases and patterns to identify the most frequently recurring and reused keywords from each data source, while correcting for uncommon and outlier results. Helped implement website development and social media outlets to increase business exposure and maintain customer relationships. Managed and motivated eight employees to reach their full potential, resulting in superior customer satisfaction ratings and revenue growth. Managed ATM operations located throughout Minnesota and Western Wisconsin. Designed and facilitated monthly dynamic events to encourage RCU staff professional development and team building. Provided branch operations management with a keen focus on consumer customer service, business development, and relationship building. Promoted bank products utilizing a variety of marketing and advertising methods. Worked in conjunction with Business Development staff to establish and maintain professional business relationships with the membership and the community. Completed monthly audits to ensure compliance with federal regulations. Developed and cultivated trusting long-term business and consumer relationships to ensure sales growth and customer retention. Developed and allocated annual sales quotas for branch sales representatives. Here's 7 skills you'll need, and how to build them up. Fostered and facilitated relationships with product distribution channels to increase product sales. Participated in regular branch audits, ensuring branch met all company operational, state and federal laws and standards. Promoted staff development through quarterly performance reviews, modeled behavior and consistent monitoring of safety, quality, and product knowledge. Analyzed consumer loan applications and credit history reports for overall risk and approval. Various heuristic methodologies are then applied to ultimately create two top 20 lists of the most important and significant skills, certificates and requirements found within Branch Manager job postings and resumes. Directed branch activities related to quality improvement including incident handling, customer complaints, compliments and response to billing inquiries. Handled all relations with state regulatory agencies. Supervised a team of Logistics Specialists/Brokers, Customer Services Associates, and Sales Representatives, including conducting performance reviews. Managed 9 direct/5 indirect reports, set yearly goals/expectations and managed daily operations. Counseled loan applicants on credit reports and how to improve credit ratings and structure loan requests for approval. Reviewed, prepared recommended updates to policies procedures associated, on-line resource material and payroll. Trained, mentored, and coached teams to promote bank products and services, and improve teams' customer service skills. Provided coaching and disciplinary actions to internal and temporary associates. Managed employees focused on generating significant revenue growth for second-tier distributor in Phoenix marketplace. Networked with internal and external clients and successfully developed strategic customer relationships thereby providing appropriate solutions. Managed community relations in local market by participating in service and professional groups and community events and activities. Managed product sales, including membership, property, causality, life and ancillary insurance products and travel. Developed and maintained business relationships with customers resolving escalated member concerns and complaints through diplomacy and superior service. Developed and implemented sales and marketing strategies that focused and achieved consistent results on revenue growth and new account acquisition. Used an automated scoring system and also completed traditional underwriting to determine acceptability of loan applications. Developed strong working relationships with vendor organizations and engaged business partners to increase business revenues. Developed business relationships with organizations within the community, as well as supported and participated in local community events. Assisted managers unfamiliar daily with contractors and used deep product knowledge/experience to answer customer or associate inquiries. Contained corporate risk exposure by conducting thorough review of loan applications. Used positive interactions with branch team members through weekly sales meetings, morning huddles, formal and informal coaching opportunities. Reviewed loan documents to verify they met government regulations and company standards. Focused on growth by attracting new customers and expanding existing relationships as well as the promotion of alternative delivery channels. Ensured all staff members were adequately trained both with respect to product knowledge, operational procedures, and selling techniques. Maintained logs and generated reports for internal auditors and government regulatory agencies. Advised Senior Management, Legal and Human Resources personnel regarding the final dispositions of investigations. Developed a network of state and local regulatory agencies, affiliations and industry contacts. The resume examples below have been designed to help you create a resume that will put you in position to land more interviews, and get hired faster. Conducted all Human Resources functions including hiring, termination and personnel evaluations. Provided in-house computer training for office staff and paid client base; including several government offices, and other outside agencies. Stayed up to date with products, services, and sales goals to ensure accurate ranking with other branches/banks. Increased branch annual sales from 8 to 54 million utilizing continuous improvement and complete customer satisfaction with VMI supply programs. Demonstrated effective communication and presentation skills with monthly speeches and seminars to senior citizen clubs and at community events. Managed inventory control, purchasing, advertising/marketing, budgeting/fiscal planning, collections, and recruiting/training of 6 direct reports. Analyzed office operations and procedures, such as payrolls, flow of correspondence, filing and the requisition of supplies. Established sales goals and conducted thorough training to provide necessary tools for success; assisted Sales Representatives with major account sales. Ordered Credit Reports, Appraisals, Flood Certs Reviewed income documents and performed verification of employment. Developed and implemented a more effective business model and sales process flow resulting in higher revenue and increased loan sales. Co-developed Guaranty Bank s initiatives for: New Checking products, Clear Coverage, and marketing to achieve company financial goals. Developed and implemented effective client relationships, maintained communication with clients to ensure successful business development. Partnered with new customers for expanded cryogenic gas usage in non-traditional welding environments. Solved daily situations in a tactful and professional manner following company policies and procedures. Participated in community events to market agency to potential commercial clients. Established branch customer base through sales efforts and consistently grew branch profitability annually. Increased customer retention by delivering outstanding experiences based on trust and loyalty. Monitored employee productivity and provided input for performance reviews and updates. Trained, coached and developed staff members for success in the areas of performance and customer service on a daily basis. Interviewed and hired all direct reports including Account Managers and Business Developers. Implemented monthly quality contests that helped drive up customer satisfaction and compliments while driving down customer complaints and cancellations. Achieved and excelled in monthly/quarterly/annual sales goals programs. Of course continuing to gain experience working as a Branch Manager may be your best qualification, but there are other ways you can also develop your skills, like continuing education or volunteer opportunities. Here's how Customer Service is used in Branch Manager jobs: Planned, developed and delivered customized service programs that led to recognition for outstanding customer service and relationship management skills. Executed loan origination process, including ordering credit reports. Performed internal audits to insure compliance with regulatory agencies. Maintained expenses under company standards and profit margins above company standards. Created and cultivated client relationships using consultative sales approach to uncover existing inefficiencies and match with best fit solutions. Increased customer base by providing state-of-the-art technology support, and building client relationships based on trust and accountability. Trained, developed, and mentored staff on client profiling, and conducting sales meetings, to achieve company goals. Regardless of which sector you are working in and the nature of your role, it’s a simple truth that you won’t advance very far in banking and finance unless you possess the analytical skills necessary to identify trends, patterns and definitive conclusions from the reams of data you’ll have exposure to.. Recognized as a leading branch in the region through exemplary customer service and a track record of exceeding sales goals. Trained and developed branch staff and monitored performance management to achieve business results. Exhibited continual excellence in financial and insurance product knowledge, customer service and client relationship development skills. Negotiated competitive analysis and expanded leads to retain a network of potential clients. The skills, interests and qualities generally necessary to become a bank manager include management experience, strong communication, people management skills, business skills and decision-making skills. Implemented aggressive business development efforts that capitalized on a network of existing relationships and immediately secured 11 new accounts. Provided ongoing professional development and sales training for staff; communicated company updates during staff meeting. Generated high level customer retention instruments with key accounts by offering invitations to product training seminars, international fairs and conventions. Supervised staff to identify the financial needs of customers and deliver excellent customer service. Audited financial statements from various departments in order to forecast branch financial goals increased. Associates based on the top three revenue management month end list in our area and service delivery treasury services! 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