Branch Manager

POSITION SUMMARY:

This position is responsible for overseeing the daily operations of our client's financial branch location in the Hilliard, Ohio area. It includes coaching and mentoring staff in customer service, operational accuracy, and sales performance to maximize effectiveness and achieve organizational goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Supervise branch staff, including scheduling to ensure efficient customer service.

Train, guide, and coach team members to foster a strong service and sales culture.

Lead regular staff meetings to communicate updates, procedural changes, and other key information.

Ensure branch operations comply with established policies, procedures, and regulatory guidelines.

Maintain in-depth knowledge of products, services, compliance standards, and internal processes.

Manage branch security and safety by enforcing relevant protocols.

Handle escalated customer concerns and identify alternative solutions.

Investigate discrepancies or losses, implement corrective actions, and recommend disciplinary measures if necessary.

Oversee cash handling and inventory processes.

Assist in developing operational plans and procedures to support efficiency and profitability.

Collaborate with other branch leaders to coordinate staffing needs.

Conduct performance evaluations and recommend compensation adjustments.

Work with Human Resources to document and support employee-related decisions.

Maintain the facility's appearance and ensure proper operation of branch equipment.

Ensure branch marketing materials are current and readily available.

Keep senior management informed of branch activities and flag any significant issues or concerns.

QUALIFICATIONS:

Minimum of three years of prior management experience, or two years of experience performing advanced customer service responsibilities.

Background in sales, cash handling, or financial services operations.

Strong communication skills, both verbal and written.

Excellent organizational, decision-making, and problem-solving abilities.

Proficiency in using personal computers and related applications.

Exceptional customer service and leadership skills.

Experience in coaching and mentoring teams in customer engagement and sales is preferred.

Permanent