Branch Manager Lead and manage a branch to meet portfolio and sales goals, while ensuring customer satisfaction and compliance.

A Day In The Life

Create a vision and objective, leading your team to hit branch, portfolio goals and capitalize on financial cross‑sales and add‑on products.

Plan schedules, administer timesheets, manage payroll, and other ad hoc administrative duties.

Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email.

Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product.

Manage the health of your branch’s portfolio by ensuring accounts are in good standing and preventing customers from falling into a state of delinquency.

Secure all required information to fulfill customer applications for products and services with strong attention to detail.

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