Branch Manager II San Francisco, CA Job Location : CA Worker Location : Onsite As a member of our organization, you will be leading your branch sales team, your responsibilities will be to develop branch sales, maximize branch employee performance through appropriate human resource management, plan, direct and manage the marketing, business development and sales activities at your branch, act as security officer for the branch and oversee all bank operations including maintaining audit requirements and budgetary planning.
Description :
Developing a daily and weekly branch sales plan
Developing and implementing teleservicing plans to include calling on maturing accounts, sales leads, referrals, new account follow up, and other prospecting opportunities for the designated market area
Tracking results and following up as appropriate
Promoting, explaining and selling all retail banking products
Developing new business opportunities and conducting outside sales calls
Obtain license to sell alternative investment products
Authorizing transactions in accordance with Bank policy (i.e. deposits, withdrawals, check cashing, wire transfers, etc.)
Address and resolve client concerns and inquiries
Ensure and held accountable for the audit integrity, risk management and security of the branch
Maintaining a thorough knowledge of all retail products and provide staff training to include product knowledge, sales, referrals, client service, risk management and policy & procedures
Requirements :
High School diploma or Equivalent; college degree preferred
Minimum of three years previous sales / customer service experience and / or training, banking sales / customer service experience preferred
Minimum of three years consumer and / or mortgage lending experience
Effective selling and referral skills
Minimum three years branch operations / risk management experience
At least one-year previous management / supervisory experience
Excellent verbal and written communication skills
Comprehensive knowledge of financial products and services
Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire
L & D license strongly preferred, Series 6 license a real plus
Multi-lingual, a real plus
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