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Adhere to all applicable regulatory compliance and personnel policies in the fulfillment of the specific duties of the position, including Bank Secrecy Act (BSA), confidentiality, information security, and ethical standards.
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Knowledge and/or training, and compliance with laws and regulations pertaining to BSA/AML/OFAC is a plus. Order cash for the Branch - including cash that is stored in vault, ATM and teller drawers.
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Primary Location United States-Michigan-Novi-US, MI, New Hudson, Cummins Bridgeway Branch. This position may require licensing for compliance with export controls or sanctions regulations.
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Evaluate DOT compliance issues in coordination with branch management. The RSM will interface and work closely with the District and Branch Managers to review the performance of the branches while driving safety awareness and safe work execution of both branch and jobsites within the SRS Distribution network.
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The Regional Sales Director will ensure institutionalization and consistent application of the company's best sales practices, providing support, gathering comparative data, training and coaching in overall activity of branch sales and marketing teams.
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The Office Manager is the backbone and a key player to daily branch operations. The Office Manager leads all administrative functions in compliance with all local, state and company standards and supports the businesses development and customer service functions.
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Zeal Credit Union is seeking an Branch Manager to work in the Southfield Branch. Responsible for adequately maintaining and safely securing all currency, coin and negotiable instruments in branch.
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Responsible for ensuring entire branch team are trained and compliant with policy, procedures and regulations as related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), Customer Due Diligence (CDD) and Secure and Fair Enforcement for Mortgage Licensing Act (SAFE) daily to ensure compliance with current regulations.
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Audit corporate sales program (including commission plan, pricing tools and profitability analysis) for accuracy and compliance. Work with the RVP/AVP and Marketing and General/Facility Managers to develop sales and retention strategies to ensure that the objectives of the branch, as they relate to corporate objectives, are successfully achieved on a consistent basis.
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Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role.
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As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
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A Mortgage Banker Branch Manager network may consist of Mortgage Loan Originator's, Real Estate professionals, Builders, Accountants, Attorneys, Financial Planners, Architects, Title Companies, Appraisers and other professional and personal contacts, as well as other valuable referral sources, and is enhanced by the regular participation in business related development opportunities, community efforts to promote home ownership and professional organizations.
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Assist General/Facility Managers in developing and implementing branch sales/retention strategies and plans (including commission plans) that further the company's long-range goals. Provide field and classroom based training and support to branch sales team and customer service representatives (including, but not limited to: sales practices, discipline and technique; product presentation; products, services and industry materials; pricing; use of sales tools.
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Advises Compliance or Sales Management of potential branch or client issues. Raymond James Guiding Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
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