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The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.
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The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team.
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Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to- day Teller scheduling, staffing issues and branch compliance with regulatory, security, and internal audit controls.
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Respond to incidents in the field proactively and in response to requests for assistance from any Secureone Security Manager, Supervisor, Assigned Agent/Officer and Client. The Field Supervisor is responsible for branch operations during non-business hours, inspection of officers in the field, training and operational support of the branch.
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The EA Healthcare Portfolio Manager will serve as an internal security operations expert focusing on the client relationship in the healthcare industry throughtout the Kansas City area. The EAPM will work with the clients' Corporate Security Executives, showcasing and adhering to Allied Universal's capabilities and strengths while serving as the liaison with local branch offices and support functions.
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The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks.
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Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
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Provide guidance and direction to branch team to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve as a market leader in the local community and/or designated business area.
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Support the Branch Manager in onboarding and training of new Tellers to the team. Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
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The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals.
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Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs.
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Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.
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Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the clients to a Banker. Manage day to day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing of branch operational standards; Provide direction and guidance for branch staff on operational/regulatory procedures.
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Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates.
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Successful completion of The Branch Manager's Examination Course (BM) or The Branch Manager's Course (BMC) and the Officers, Partners and Directors Course (PDO) or Mutual Dealers Compliance Course or other equivalents.
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