Branch Manager Assistant assists the branch manager in the daily operations of a retail banking branch office. Performs routine branch opening, closing, customer service, and other operational tasks and activities. Being an Branch Manager Assistant assumes responsibility for the supervision of the branch office during the manager's absence. Assists in training and managing branch staff. Additionally, Branch Manager Assistant ensures that branch operations follow all company policies and procedures. Maintains the required security, operational, and service quality standards. Usually has completed a bank management training program. May require an associate degree. Typically reports to a branch manager. The Branch Manager Assistant supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. To be an Branch Manager Assistant typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision. (Copyright 2024 Salary.com)
The Branch Growth Manager manages the overall productivity of the Branch by improving the office’s retention of existing financial professionals, recruiting new financial professionals, and growing revenue from their personal books of business. This role works with Financial Professionals on personal business practice growth from tool utilization to working with different product offerings that best fit client needs based on a Financial Review. The Branch Growth Manager position maintains a personal book of business to preserve their personal and coaching skills along with knowledge of all products offered by the company to help branch Financial Professionals in their personal practice growth.
In addition to being the Branch Manager to the Branch Growth Specialist (Assistant Manager, where applicable) and Branch Service Engagement Specialist (where applicable), all Financial Professionals and Sales Assistants in the Branch Office, the Branch Manager position requires the need to exercise significant discretion and independent judgment by formulating and implementing management policies and operating practices in the Branch Office. This role is the direct report for Sales Assistants in the branch and will conduct ongoing reviews with the Sales Assistants and Financial Professionals to ensure partnerships are working well. This role also helps all Financial Professionals with their Business Planning annually with monthly and quarterly reviews.
-35% - Recruiting
-15% - New FP Onboarding & Asset Realization within 90 days
-30% - Growth, Development & Retention of Tier 1, Tier 2 & new Financial Professionals
-20% - Day to Day Operations
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The base annual salary range for this role is $150,000, plus a competitive performance-based bonus and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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