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Branch Manager
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- Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
- Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
- Refers customers to wealth management, brokerage and commercial representatives as appropriate
- Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
- Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
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