Learns overall operation of store under direction of a store manager. Supervises and leads store team under the guidance of a store manager. Gains knowledge and competency in financial processes required to manage a retail store. Handles escalated customer service issues. Learns to lead staffing and training initiatives. May require a bachelor's degree. Typically reports to a manager. Independently performs a wide range of complex duties under general guidance from supervisors. Has gained full proficiency in a broad range of activities related to the job. Typically requires 5-7 years of related experience.
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Participates in career training program to learn insurance brokerage and placement. Assists with account servicing and renewals of existing insurance business. Supports brokers in the marketing of customer business to different insurance carriers to obtain quotes. Collects, prepares, and processes data required to maintain and service accounts. Requires a bachelor's degree. Typically reports to a supervisor or manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience.
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. 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. 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.
The Insurance Placement Trainee assists with account servicing and renewals of existing insurance business. Participates in career training program to learn insurance brokerage and placement. Being an Insurance Placement Trainee collects, prepares, and processes data required to maintain and service accounts. Supports brokers in the marketing of customer business to different insurance carriers to obtain quotes. In addition, Insurance Placement Trainee requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Insurance Placement Trainee work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Insurance Placement Trainee typically requires 0-2 years of related experience.