Gap Group Branches Jobs in Usa
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We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our team as the Branch Administrator to oversee the operations and performance of multiple retail branches, provide leadership and support to branch managers, ensure compliance with bank policies and regulatory requirements, and drive the achievement of branch performance goals. You will play a key role in developing and implementing strategies to enhance customer satisfaction, operational efficiency, and overall branch profitability.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Central Florida and willing to travel to our retail location frequently. Please send a resume to apply.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Responsibilities
- Leadership and Management: Provide leadership and direction to branch managers, ensuring they are well-supported and equipped to meet their branch goals. Conduct regular performance reviews and provide coaching and development opportunities.
- Operational Oversight: Ensure that all branches operate efficiently and effectively. Monitor and evaluate branch performance metrics, identifying areas for improvement. Develop and implement branch policies and procedures to ensure consistency and compliance across all branches. Create systems to effectively communicate these policies and procedures to all branch staff and ensure they are followed.
- Customer Service: Promote a customer-centric culture across all branches, ensuring high levels of customer satisfaction and retention. Address and resolve escalated customer issues in a timely and professional manner.
- Compliance and Risk Management: Ensure all branches comply with regulatory
requirements and internal policies. Conduct regular audits and reviews to identify and mitigate risks. - Strategic Planning: Develop and implement strategies to drive branch growth and profitability. Collaborate with senior management to align branch goals with the overall objectives of the bank.
- Financial Management: Oversee branch budgets, ensuring financial targets are met. Analyze financial reports and provide insights to improve branch performance.
- Staff Development and Training: Foster a positive and inclusive work environment. Provide training and development opportunities for branch managers and staff to enhance their skills and career growth. Develop and implement training programs to ensure all staff are knowledgeable about bank products, services, and regulatory requirements.
- Community Engagement: Represent the bank in the community, building and
maintaining relationships with key stakeholders and promoting the bank's services.
Requirements
- Bachelor's degree in business or finance preferred.
- 5+ years in branch leadership required, preferably in a Community Bank.
- Excellent leadership and management skills, with the ability to motivate others and develop teams.
- Strong affinity and acumen for business development, community involvement and brand building.
- Proven track record of innovative and effective retail sales strategies with immediate impact to the retail growth objectives.
- Ability and willingness to travel to branches routinely in St. Petersburg, Winter Park, Mt. Dora, and other areas of the state and country as the bank expands.
- Customer-centric mentality and ability to develop strong relationships with customers, team members and within the community.
- Organized self-starter with the ability to thrive in fast moving environments that require adaptability and frequent pivots.
- Outstanding communication skills and ability to tactfully communicate with a variety of internal and external stakeholders.
- Deeply educated in financial products and services, banking regulations and laws.
- Strong technical aptitude and familiarity with Microsoft Office, Banking Systems and Salesforce.
Physical Demands:
- Sustained standing and sitting;
- Frequent use of PC, including typing or sustained attention to monitor;
- Occasional lifting of basic office files or equipment up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
- This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank's strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policies and procedures.
A Branch Manager 3 will normally manage a branch office having between $50MM and $99.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to nine (9) FTE employees. This position may require mortgage loan origination experience and duties in addition to management of the level 3 branch. Level could also be impacted by related experience and/or mortgage lending capacity. This position may have consumer lending authority and/or business banking lending responsibilities.
Essential Responsibilities:
- Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
- Lead in the selection of new personnel and support scheduling to ensure branch coverage
- Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
- Manage and maximize performance levels of staff members through distribution of assignments and regular feedback
- Work with management to establish growth, sales and profit objectives
- Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
- Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
- Collaborate with other business partners & Bank affiliates to identify sales and referral opportunities
- Establish specific sales and customer service goals and conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff on progress and results
- Establish and confirm all branch operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
- Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch
- May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
- Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff
- Actively participate in the community as a reflection of the bank's goal for strong community involvement
- Handle advertising and contribution requests
- Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives
- Other related duties as assigned or directed
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
Ancillary Duties:
As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.
Qualifications
Education, Training and Requirements:
- Bachelor's Degree in Finance or Business or equivalent training preferred
- Specialized banking education, experience and training
- Valid driver license
Skills:
- Proficient reading, writing, grammar and mathematics skills
- Excellent interpersonal communication, negotiation and sales skills
- Evidence of positive and effective leadership qualities
- Sound judgement and reasoning
- Thorough knowledge of the features and benefits of bank products and services
- Working knowledge of bank operating policies and procedures
- Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility
Experience:
- Minimum six (6) years of related experience normally required
- Minimum two (2) years supervisory experience normally required
Other:
This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Other Job Information
Hours: 40 hours per week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $66,000.00/Yr.
Maximum
USD $108,804.00/Yr.
Thillens does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
Description: We are one of the largest independently owned armored transportation and cash-logistics companies in the Midwest, operating multiple branches across Illinois and Wisconsin
- and we're growing fast.
The Assistant Branch Manager Trainee role is a paid leadership-track position designed to develop future Assistant Branch Managers and Branch Managers in a secure, regulated environment.
An idea applicant.
will have a valid FOID card.
If this is you, please look at our other requirements and apply today.
You will begin with hands-on operational experience and progress into structured leadership training.
Assistant Branch Manager Trainee Training Training is based in the Chicago area (company headquarters) and provides full exposure to route operations and branch leadership.
Phase 1
- Route & Operations ( 60 days): • Route operations, safety, procedures, and customer service Phase 2
- Office & Leadership (90-120 days): • Training with a Senior Branch Manager • Scheduling, employee supervision, compliance, and performance management After training, you will be placed in a home branch based on business needs and performance.
Assistant Branch Manager Trainee Pay & Benefits • Assistant Manager Trainee: $22.00
- $26.00 per hour bonus • Assistant Branch Manager: $50,000
- $60,000 bonus • Branch Manager: $60,000
- $85,000 bonus (Pay is based on experience and performance; bonuses are discretionary.) Benefits include: • Medical PPO & HSA plans • AFLAC supplemental benefits • Paid vacation • Employee referral bonuses • Annual firearm training • $1,000 sign-on bonus (paid after one year of service) • Strong, team-oriented culture • Promotion from within strongly encouraged Assistant Branch Manager Trainee Responsibilities & Qualifications • Support armored route operations • Learn branch scheduling, staffing, and compliance • Assist with training and mentoring employees • Support safety, security, and performance standards • Reliable, professional, and detail-oriented • Comfortable working in a regulated, fast-paced environment Assistant Branch Manager Trainee Requirements • At least 21 years of age • Valid driver's license and clean driving record • Ability to pass background checks and DOT requirements • Ability to lift 50 lbs or more Highschool/GED completed Licensing Requirements: • Illinois: Ability to obtain and maintain a valid FOID card • Wisconsin: Ability to obtain 108 Security Permit (DSPS) Security or firearm experience is helpful, but not required
- training is provided.
Why Join Us • Clear leadership career path • Structured training and mentorship • Stable, growing company • Opportunity to manage and lead a branch Ready to Apply? If you're looking for a long-term leadership opportunity with a growing regional company, apply today.
Position Requirements: Full-Time/Part-Time: Full-Time About the Organization: Position: Assistant Manager Trainee Exempt/Non-Exempt: Non-Exempt About the Organization: PIa27e5-
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience.
Essential Responsibilities:
- Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functions
- Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled
- Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities
- Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis
- Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs
- Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed
- Opens and maintains deposit accounts in accordance with bank procedures
- May make loans to customers with oversight as appropriate
- Directly supervises assigned personnel as follows:
- Assists in the selection of new personnel
- Coordinates orientation and training of new personnel
- Reviews employee performance throughout the introductory period and on a regular basis thereafter
- Manages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvement
- Organizes, schedules, and distributes work among staff
- Keeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer service
- Administers personnel policies and procedures
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner
- Model and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and Excellence
- May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Ancillary Duties:
As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.
Qualifications
Education, Training and Requirements:
- A.A.S. Degree of equivalent; specialized banking education and training
- Valid driver license and reliable transportation
Skills:
- Excellent interpersonal skills, including listening, persuading and motivating
- Excellent verbal and written communication skills
- Accurate and proficient math skills
- Attention to detail
- Clear thinking and ability to remain focused
- Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork and Excellence
- Internal product knowledge and teller training (provided after hire)
Experience:
- Minimum four (4) years' experience in related positions normally required
- All applicants must be 18 years of age or older
Other:
This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Other Job Information
Hours: 40 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $22.60/Hr.
Maximum
USD $33.93/Hr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.
A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.
Qualifications
- Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
- Lead in the selection of new personnel
- Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
- Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
- Work with management to establish growth, sales and profit objectives
- Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
- Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
- Conduct regularly scheduled sales and customer service meetings (at least monthly)
- Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
- Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
- Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
- Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
- Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
- Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
- Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
- Actively participate in the community as a reflection of the bank's goal for strong community involvement
- Handle advertising and contribution requests
- Integrate activities through communication with District Manager, Branch Administration, other management, etc.
- Other related duties as assigned or directed
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Education/Training:
- Associates Degree in Finance or Business or equivalent training preferred
- Specialized banking education, experience or training
- Valid Driver License
Skills:
- Proficient reading, writing, grammar and mathematics skills
- Excellent interpersonal relation and communication skills
- Evidence of positive and effective leadership qualities
- Thorough knowledge of the features and benefits of bank products and services
- Consumer lending knowledge and authority
- Working knowledge of Bank operating policies and procedures
- Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Experience:
- Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
- Minimum one (1) year of supervisory experience required
- All applicants must be 18 years of age or older
Other:
This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Other Job Information
Hours: 40 hours per week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $62,400.00/Yr.
Maximum
USD $88,000.00/Yr.
Learn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with firm and regulatory policies and procedures.
Responsibilities:
- Become trained and skilled to effectively and efficiently function in the Operations Manager role.
- Performs back-up for all operational functions as required by workloads and absences.
- Works directly with home office personnel to coordinate branch-home office workflow.
- Completes self-audit of branch procedures.
- Assists Branch Manager with confidential matters and compliance visits and replies.
- Assists Branch Manager with controlling expenses and operating at peak efficiencies.
- Oversees ordering of supplies, purchase orders and postage usage.
- May review branch invoices and operating statements.
- Maintains branch operational manuals.
- Researches and resolves complex problems relating to client accounts and inquiries.
- Assists Branch Manager in disseminating information at regular branch meetings.
- Coordinates rent, facility, office maintenance and cleaning/security issues.
- Performs other duties and responsibilities as assigned. May perform some Branch Manager duties if Series 9 & 10 licensed.
- Recruits, selects, orients, trains and supervises branch operations associates.
- In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch personnel files.
- Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
- Ensures daily staffing levels and cross-training is adequate.
- Coordinates registrations, continuing education, licensing, etc. of branch personnel.
- Performs other duties and responsibilities as assigned.
Knowledge Of:
- Comprehensive understanding of company policies and procedures and industry rules and regulations.
Skilled in:
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to:
- Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude.
- Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
- Employ good analytical skills to be able to research account information and resolve problems.
- Establish and communicate clear directions and priorities.
- Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
- Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
- Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Work independently, under minimal supervision.
Education:
- Bachelors degree from four-year college or university in related field and a minimum of one (1) year experience in the financial services industry, preferably including related operational management and supervisory experience.
- ~or~ Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 and 66 (or 63 and 65) required.
- Ability to obtain Series 9 & 10 within six (6) months of hire.
- Ability to obtain additional securities and advisory state registrations if required by state.
Travel Required: 20% of the Time
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. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
We are looking for a Producing Branch Manager who leads from the front—someone who can close their own book of business while recruiting and mentoring a team of elite Loan Originators.
Why Leaders Choose SIM REI: Stability & Transparency: No \"gray areas\" in comp.
Clear, written policies and a guaranteed base salary.
Built for Scale: We provide the back-office support and compliance framework so you can focus on recruiting and production.
Culture of Excellence: We aren't just looking for volume; we’re looking for quality leaders who value compliance and sustainable growth.
The \"Upside\" Advantage: A tiered override structure that rewards you more as your team hits higher milestones.
The Role: Lead, Recruit, Produce: As a Branch Manager, you will be the CEO of your market.
Your mission is three-fold: Personal Production: Continue to serve your clients and lead by example.
Recruitment & Growth: Identify, hire, and retain high-quality LOs to expand the branch footprint.
Strategic Management: Foster a culture of compliance, professional development, and profitability.
Compensation: We offer a four-pillar compensation model designed to reward both individual excellence and team growth.
1.
Base Salary: $36,000 (W-2) for management and leadership duties.
2.
Personal Production: Tiered LO commission plan (Typically $100k – $220k+).
3.
Branch Overrides: Earn on every dollar the branch funds.
Up to $20M: 5 bps $20M – $50M: 7 bps $50M+: 10bps.
Performance Bonuses: $10k – $30k+ annually for hitting recruiting and profitability milestones.
Total Comp Earnings Potential: Producing BM: $160,000 –$210,000 Strong Producer + Growing Team: $210,000 – $285,000 High-Performing Branch Leader: $375,000+ What You Bring to the Table: A proven track record of mortgage production (active NMLS required).
Experience in (or a high aptitude for) recruiting and managing sales talent.
A \"growth mindset\" with a focus on long-term branch profitability.
Uncompromising integrity and a commitment to compliance.
Ready to build something better? Apply today for a confidential conversation about your future with SIM REI Mortgage.
General Summary:
Review and utilize reports to support branches in areas they need to improve on operationally.
Title:
Branch Operations Administrator
Primary Duties and Responsibilities (Not intended to be fully inclusive of all tasks):
· Call and assist Managers on operational tasks needed at the branch (Be Understanding of their timeline for completion due to the other tasks they have)
· Communicate fraud/theft occurrences to local regions of the occurrence, sometimes the country
· Fill out Procurement sites for branches to fulfill their orders to State/Federal/Universities/Etc.
· Pull specialized reports together for Regionals/Operations Specialists
· Support the department in offloading operational tasks from regional managers
· Support new managers in operational procedures including open order report management, warranty procedures, non-stock equipment procedures, open PO review, WT performance, etc.
· Support Regional Managers in new manager on boarding checklists
· Maintain detailed branch feedback/performance reports as a result of communication to branches on exception reporting
· Monitor Branch Operations dashboard for key operational indicators
· Assist branch auditing teams with report generation and management
· Support Regional Managers with branch relocations, remodels, or new openings. This includes administratively (general contractors, electricians, move teams, shelving, bin locating etc.)
Required Skills:
· Proficiency in excel
· Excellent verbal and written communication skills
· Operational Experience
- · Order Processing Experience
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Branch & Community Development Manager is responsible for strategic implementation of business development plans to drive branch growth and profitability, identifying and pursuing new business opportunities to acquire and retain customers, and developing ongoing partnerships with internal and external business partners.
The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank's strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. As the manager of the branch, this position will maintain oversight to ensure that the branch is in compliance with operating policies and procedures.
Essential Responsibilities:
- Implement business development strategies, including calling efforts to promote the Bank's product & service solutions with emphasis on deposit growth
- Actively participate in the community in a manner that reflects favorably on the Bank; keep the Bank's profile highly visible and professional
- Build and maintain strong relationships with customers, local businesses, and community organizations
- May approve or reject loan applications within individual lending authority
- May oversee a loan portfolio consisting of consumer and/or business customers
- Maintain a strong knowledge base of bank policies, procedures, loan products, pricing and use this knowledge to educate prospects on the advantages of Community Bank
- Refer applicable loan opportunities to Bank business partners
- Collaborate with other business partners & Bank affiliates to identify referral opportunities
- Lead in the selection of new branch personnel and support scheduling to ensure branch coverage
- Ensure staff is trained to meet customer sales and service needs as well as branch objectives
- Discuss individual sales and customer service performance versus objectives with the appropriate supervisor on a frequent basis
- Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timelymanner.
- Perform other duties as assigned or directed
Qualifications
Education, Training and Requirements:
- Bachelor's Degree in Finance or Business or equivalent training preferred
- Specialized financial services experience preferred Valid driver license, reliable transportation
- All applicants must be 18 years of age or older
Skills:
- Proficient reading, writing, grammar and mathematics skills
- Proficient interpersonal communication, negotiation, and sales skills
- Sound judgment and reasoning
- Ability to prioritize
- Proficient PC knowledge
- Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility
Experience:
- Six (6) years of sales/business development experience normally required including three (3) years of experience in related banking and/or lending positions preferred
- Minimum two (2) years supervisory experience required
Other:
This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Other Job Information
Hours: 40 hours per week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $66,000.00/Yr.
Maximum
USD $108,804.00/Yr.
Become a part of our caring community and help us put health first
***$10K Sign-On Bonus***
The Branch Director is accountable for managing the day-to-day branch operations to ensure the following: operational efficiencies, quality of patient care, regulatory compliance, support of business development & patient base growth, achievement of key performance indicators, and people management/development. The Branch Director supervises the branch/clinical staff. Direct responsibility of ensuring the branch meets applicable Federal, State, and local laws regarding the certification and licensure process at all times. Responsible for long-range planning, fiscal viability, and quality of care provided by the branch. Recruits, interviews, and hires staff and monitors quality care and organizational performance. Assist other disciplines in coordinating activities when necessary, assuming responsibility for continuity, appropriateness, and quality of services delivered.
***$10K Sign-On Bonus***
Essential Functions:
- Develops, plans, implements, analyzes and organizes operations for the Branch.
- Responsible for the delivery of care for all patients served by the Branch by providing supervision and support to the Clinical Manager(s).
- Works in conjunction with the Area Director of Operations or the AVP of Operations and Finance Department to establish Branch's revenue and budget goals.
- Recognizes the clinical leadership and provides support and supervision to the Clinical Manager(s) to promote more effective performance and delivery of quality home care services.
- Maintains office operations in an efficient, productive, effective, and organized manner, which provides a safe working environment for employees, meeting local ordinances and fire and safety regulations in compliance with the company policies.
- Conducts continuous quality improvement quarterly committee meetings, reviews all patient satisfaction data, and follows up on negative patient satisfaction surveys and follow-up visits with referral sources.
- Communicate with the Area Director of Operations or the AVP of Operations for direction, problem-solving, and implementation of programs and protocols.
- Partners with Sales Directors and Account Manager(s) to meet budgeted admission goals. Participates in sales and marketing initiatives.
Use your skills to make an impact
Required Experience/Skills:
- Current and unrestricted Registered Nurse licensure (in the state of practice)
- Minimum of 2 years of healthcare operations management experience in home health
- OASIS experience
- Outstanding leadership skills with demonstrated experience motivating, educating, supervising, and supporting staff and developing a cohesive team.
- Experienced with quality improvement monitoring and reporting tools and methods.
- Knowledge of business management, governmental regulations, and accreditation standards.
- Fiscal management experience.
- Excellent verbal and written communication skills.
- EMR proficiency, prior Homecare Homebase (HCHB) experience is a plus.
- Must be proficient with Microsoft Word and Excel.
- Must possess a valid state driver's license, reliable transportation, and automobile liability insurance.