Branch Manager Trainee Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the branch manager trainee job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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F Cronin

Floy

Cronin

867 Kellie Alley

Los Angeles

+1 (555) 232 9565

867 Kellie Alley

Los Angeles

Phone

p +1 (555) 232 9565

Experience Experience

Dallas, TX

Branch Manager Trainee

Dallas, TX

Schuppe, Ullrich and Carter

Dallas, TX

Branch Manager Trainee

Coaching and developing direct reports; overseeing the development of the Branch team
Lead and develop the team to build and strengthen existing and new customer relationships by providing financial advice to both personal and business customers
Ensure high employee engagement through recruiting, talent management, development, and career planning
Ensuring service management activities are conducted as outlined in Branch Management Disciplines and periodically participating in such activities
Developing and obtaining agreement on individualized personal development plans for all direct reports
Recognizing and rewarding success and managing non-performance
Supporting and executing advice, sales and service management activities

present

Los Angeles, CA

Branch Manager Trainee

Los Angeles, CA

Ruecker, Zulauf and Jakubowski

present

Los Angeles, CA

Branch Manager Trainee

present

Provides support for the branch’s business plan by assisting the location manager with billing issues and processing payments
Evaluates performance, makes salary recommendations, and administers disciplinary actions consistent with company policy
Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal
Support branch’s business plan by assisting theBranch Manager
Assist in fulfilling financial goals created for office
Manages and directs the effective performance of the service department to achieve assigned customer service goals
Follow up DAILY on goals and objectives for each employee - prepare Manger Trainees for HMI written test and Manager Assistants for oral test

Education Education

Bachelor’s Degree in Business

Portland State University

Bachelor’s Degree in Business

Skills Skills

Strong communication and presentation skills - able to tell a good story
Strong relationship builder - able to establish both internal and external working relationships
Strong business acumen - able to assess local market conditions and respond appropriately
Build a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals
Has a strong community presence – able to represent BMO by participating in local foundations, charities, etc
Strong people management skills, able to assemble and manage a new team of people
Ability to project a professional appearance
Understands full suite of financial products and comfortable answering questions and referring to the appropriate SME
Ability to read and understand driving directions and maps
Professional maturity and high ethical standards

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Branch Manager Trainee Resume Examples & Samples

Entrepreneurial business management orientation, sales planning, strong team-building skills
Demonstrated leadership proficiency in sales, service and operations
Ability to work all branch hours, including Saturday, Sundays and some evenings required

Branch Manager Trainee Resume Examples & Samples

Consult with customers about their financial and personal objectives and offer loan solutions to help them achieve their goals
Effectively identify customer credit needs and provide appropriate loan solutions
Work as an individual contributor and as part of a team to achieve business/organizational goals
Work directly with customers through the entire lending cycle from loan application to loan closing
Ensure that all lending documents and processes are completed per internal policies /processes
To work for OneMain Financial you must be 18 years of age or older
Bachelor’s degree in Business or a related field preferred
Customer service experience preferred
Strong communication and customer relationship skills
Knowledge of Microsoft Word, Outlook, Excel, Power Point
Ability to perform individually as well as contribute positively to the Branch Team environment
Willingness to transfer within the U.S. for a Branch Manager assignment

Branch Manager Trainee Resume Examples & Samples

Must have valid mutual fund accreditation (via Investment Funds in Canada--IFIC--or Canadian Securities Course--CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 years
Must have Branch Compliance Officer (BCO) designation or be able to write an acceptable mutual fund branch management exam, offered by the CSI, within 4 months of start date
Language skills considered an asset

Branch Manager Trainee Resume Examples & Samples

Protect the bank, the customer and shareholder interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines
JOB LOCATION MAY NOT BE IN COBOURG. YOU MUST BE FULLY MOBILE AND FLEXIBLE TO BE PLACED IN OUR BRANCH LOCATIONS ALONG HIGHWAY 401 BETWEEN PORT HOPE AND KINGSTON, AND UP TO THE GREATER PETERBOROUGH AREA.**
Experience in personal and/or small business banking
A minimum of five years experience managing and/or leading people to results
Proven success in attaining individual results and goals

Branch Manager Trainee Resume Examples & Samples

Must have at least 2 years of licensed mutual fund sales experience within the last 3 years (IFIC or CSC)
Experience in both business and personal banking will be considered an asset
Must have knowledge and/or fluent in Cantonese or Mandarin
LI-LC1

Branch Manager Trainee Resume Examples & Samples

Provide leadership and management by leading the establishment of team sales objectives and related activities to achieve a superior client experience, profitable business growth, business retention and productivity
Mutual funds accreditation (IFIC or CSC) with at least 2 years of licensed mutual fund sales experience within the last 3 years
A minimum of 1-2 years leading or managing people within a financial institution is preferred
Previous financial services experience in a relationship mangement role in personal and/or business banking
Some experience working in a sales environment where formal selling thresholds and targets are routine
Client service orientation, driven to help clients meet needs or resolve problems
Team player, driven to ensure that the whole RBC team is successful in meeting client needs
Strong relationship builder - able to establish both internal and external working relationships

Branch Manager Trainee Resume Examples & Samples

Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Adhering to policies, procedures and regulatory banking requirements
At least one year experience in

Branch Manager Trainee Resume Examples & Samples

Leads to a branch management career
Combines classroom training, virtual/on-line resources, practical application and assessments. - Is designed to provide exposure to many areas of BMO What the Program Entails: The 6 month program includes the following: - Bank overview and orientation with exposure to multiple areas. - Rotations with expert learning partners located in branches throughout the Nova Scotia
Progress through numerous learning modules including
Has sustained a high level of performance over their career
Demonstrated the ability to effectively manage multiple commitments
Proven commitment to continuous learning
Demonstrated leadership through involvement in community, professional or business organizations
Demonstrated strong communication skills (verbal and written)
Demonstrated ability to change behavior consistent with new learning or feedback
Understands the time commitment involved to successfully complete the BMDP
Is willing and committed to pursue open positions at any branch within their district

Branch Manager Trainee Resume Examples & Samples

Combines classroom training, virtual/on-line resources, practical application and assessments. - Is designed to provide exposure to many areas of BMO What the Program Entails: The 6 month program includes the following: - Bank overview and orientation with exposure to multiple areas. - Rotations with expert learning partners located in branches throughout the (location)
Branch Manager Program Coordinator
Personal Banking Area Manager
Other Branch Managers and Branch Employees
Lines of Business Partners
Fellow Branch Manager Trainees

Branch Manager Trainee Resume Examples & Samples

Previous sales and/or retail customer service experience
Strong communication and multitasking skills
Ability to drive multiple types of vehicles
Ability to read and understand driving directions and maps
Minimum Bachelors Degree

Branch Manager Trainee Resume Examples & Samples

Achieves individual sales goals and customer service goals
Grows sales by expansion of marketing efforts to referral sources (body shops, car dealerships, etc.)
Cleans and services site facilities to ensure professional appearance and positive customer service

Branch Manager Trainee Resume Examples & Samples

Direct sales, service, and administrative departments goals
Account for Profits & Loss and operational expenses
Recruit and train sales, service, and administrative staff
Provide strategic overviews about branch, growth opportunities, and forecasting

Branch Manager Trainee Resume Examples & Samples

Follow up DAILY on goals and objectives for each employee - prepare Manger Trainees for HMI written test and Manager Assistants for oral test
Assist in generating new business by making sales calls
Maintaining branch cleanliness
Assist in maintaining service quality standards Hertz is known for
Follow Hertz policies and procedures on a daily basis
Perform phone skill coaching so as to achieve branch phone shop scores of at least 70%
1-2 years solid customer service experience in a related industry
A driving record in good standing and valid U.S. drivers license
Must have a valid driver's license and excellent driving record

Branch Manager Trainee Resume Examples & Samples

Manages and directs the effective activity of the sales department to achieve assigned goals
Recruits, trains and works in the field with service staff to evaluate and improve customer service skills and ensure performance objectives are met
Performs quality control audits to inspect and evaluate service in a proactive, quality assurance branch auditing role
Manages and directs the effective performance of the administrative department in creating and maintaining accurate customer records, contracts, billing, receipts and customer service requests
Develops procedures to minimize customer complaints and retain customers
Follows up on customer complaints and communicates/negotiates with customers to reach a satisfactory resolution of the assessed problem
Prepares annual budget, re-projections, and monthly projections
Evaluates performance, makes salary recommendations, and administers disciplinary actions consistent with company policy
Prepares regional and corporate reports and attends meetings as required
P&L and budgeting experience

Branch Manager Trainee Resume Examples & Samples

3-5 years of sales management experience having the sole responsibility for running an operation
P & L responsibilities
Outstanding customer service abilities
Effectively manage sales team
Professional maturity and high ethical standards
Clean driving record, pass pre-employment screenings, drug screen and physical
Must be willing to relocate within assigned territory upon successful completion of the program
College degree, preferably in Business

Branch Manager Trainee Resume Examples & Samples

Inspire, lead and develop a diverse sales and service team by
Supporting and executing advice, sales and service management activities
Embracing and championing change management initiatives by ensuring clear communication with all employees
Providing direction, guidance and support to team members, resolving issues and facilitating collaboration with Branch partners
Taking full responsibility for assigned households
Planning and leading Branch leadership activities in accordance with the Branch Management Disciplines
Coaching and developing direct reports; overseeing the development of the Branch team
Recognizing and rewarding success and managing non-performance
Developing and obtaining agreement on individualized personal development plans for all direct reports
Managing Branch workloads, including the assignment of customer relationships
Oversee the quality of customer service by
Ensuring that all employees and activities are aligned to be customer-focused
Contributing to the overall ‘Through Your Customers’ Eyes’ (TYCE) loyalty results by identifying opportunities to enhance the customer experience
Providing direction, guidance, coaching and support to the Manager, Customer Service as required
Ensuring service management activities are conducted as outlined in Branch Management Disciplines and periodically participating in such activities
Demonstrating and modelling the expected service standards during customer interactions
Ensuring the Branch presents a professional image according to Bank and brand care requirements
Develop plans to achieve Branch’s business objectives by
Establishing individual and overall branch goals with the District Vice-President
Monitoring and coaching to goals for direct reports
Analyzing the local market area including the competition
Identifying potential referral sources and key business contacts within the local market area
Maintaining a business profile within the community
Escalating issues/obstacles/trends to District Vice-President and/or applicable Shared Services department, as appropriate with recommendations/solutions
Oversee the implementation of the Bank’s policies, practices, special initiatives and procedures at the branch by
Ensuring workflows and organization plans are efficient and effective
Motivating and focusing the efforts of supervisory and non-supervisory direct reports to ensure consistent delivery of branch goals and objectives
Ensuring that daily and periodic management controls are in place
Ensuring effective monitoring of non-interest expenses against planned budgets and providing reasonable explanations for any variances
Ensuring all regulatory compliance and ongoing product knowledge and training associated with each employee’s roles and responsibilities are up to date in order to adhere to periodic acknowledgement of completion. This includes all knowledge and training directed to the Branch Manager
Ensure Branch is compliant according to Operational Excellence guidelines
Manage and minimize the Bank’s exposure to risk by
Executing duties of Branch Compliance Officer for the sale of Mutual Funds or providing supervisory oversight of their execution, ensuring branch compliance with Mutual Fund Dealers Association (MFDA) rules and regulations, as well as Scotia Securities Inc (SSI) guidelines/processes
Ensuring Branch compliance with regulatory activities and guidelines including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Foreign Account Tax Compliance Act (FATCA), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Occupational Health & Safety (OHS)
Providing supervisory oversight and direction to assigned compliance officers and alternate compliance officers
Complete periodic monitoring activities (e.g., Automated Control System (ACS) Activities, Worklist Management Exceptions) as required, confirming compliance with bank policies and effective risk management is in place
Ensuring strict adherence to Bank security procedures, including assigned authorities and limits
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the District Vice- President and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
Adhering to cash, custody and security procedures and policies at all times
Expert knowledge of sales and service management activities and techniques, including execution of the Branch Management Disciplines
Thorough knowledge of marketplace in which the branch operates
Thorough knowledge of Retail and Small Business products and services, including a working knowledge of systems, routines and operating procedures
Thorough knowledge of interviewing, solicitation and telemarketing techniques
Thorough knowledge of negotiating techniques
Thorough knowledge of Branch systems (e.g. Intralink, Sales Builder, Regional Information System (RIS), Worklist, etc.)
Thorough knowledge of credit risk/adjudication policies and processes
Thorough knowledge of people and performance management techniques
Thorough knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, FATCA, Know Your Customer requirements, CDIC and Occupational Health & Safety
Thorough knowledge of Mutual Funds Compliance Officer responsibilities, processes and guidelines
Working knowledge of products and services provided by the Bank’s specialized sales forces and other delivery channels such as Wealth Management, the Alternate Delivery Channels, Commercial Banking, etc
Working knowledge of competitor offerings
Working knowledge of Branch routines and operating procedures; and
Working knowledge of Shared Services processes
Working knowledge of Branch systems (e.g. Free Forms Teller (FFT as required), HR Passport, and My Learning Centre) transactional services and associated procedures