The Retail Branch Manager in Training receives training in various areas of banking, such as mortgage, consumer and commercial lending, funds acquisition, systems operations, administration, and business development. Learns daily operations of the branch office. Being a Retail Branch Manager in Training management training position. Receives on the job training by performing banking activities. In addition, Retail Branch Manager in Training requires a high school diploma or its equivalent. Typically reports to the Branch Manager. The Retail Branch Manager in Training 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. Working as a Retail Branch Manager in Training typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision.
Assistant Branch Manager I 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 Assistant Branch Manager I assumes responsibility for the supervision of the branch office during the manager's absence. Assists in training and managing branch staff. Additionally, Assistant Branch Manager I 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 Assistant Branch Manager I 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 Assistant Branch Manager I typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision.
Branch Sales and Operations Manager manages the overall operations, sales, and business development activities for a branch location of an organization. Oversees branch operations, including staffing, training, inventory management, finance, systems, and facilities. Being a Branch Sales and Operations Manager builds and manages relationships with existing and prospective customers to maximize sales and satisfaction. Monitors the branch financial performance to achieve sales, growth, and profitability targets. Additionally, Branch Sales and Operations Manager maintains and utilizes up-to-date knowledge about the markets served, customers, vendors, and competitors to drive successful operations. May require a bachelor's degree. Typically reports to a director. The Branch Sales and Operations Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Sales and Operations Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
Branch Service Manager manages the day-to-day branch support operations that provide centralized information and solutions services to branch employees. Designs and develops a service and support system to maximize efficiency and limit response time. Being a Branch Service Manager defines and monitors service quality metrics to identify areas of improvement. Monitors and evaluates branch requests to identify knowledge gaps and make training suggestions. Additionally, Branch Service Manager manages scheduling to ensure the branch support unit is adequately staffed, especially during new product introductions. Defines training plans, reviews the performance of team members, and issues corrective actions when needed. May require a bachelor's degree. Typically reports to a head of a unit/department. The Branch Service Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Service Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
Branch Management Trainee participates in a banking management training program designed to provide on-the-job experiential training in the daily operations of a retail branch office. Assists with routine branch opening, closing, customer service, and contributes to other operational tasks and activities. Being a Branch Management Trainee training incorporates multiple areas of banking, including sales, lending, systems operations, staff administration, and business development. Develops broad knowledge and understanding of bank products and policies. Additionally, Branch Management Trainee requires a high school diploma. Typically reports to a supervisor. Working team member that may validate or coordinate the work of others on a support team. Suggests improvements to process, is a knowledge resource for other team members. Has no authority for staff actions. Generally has a minimum of 2 years experience as an individual contributor. Thorough knowledge of the team processes.