Assistant Branch Manager (Newton Branch)

Job summary

The Assistant Branch Manager leads and coaches a team of advisory employees to ensure exceptional service delivery and achievement of branch sales targets. They are also responsible for branch compliance, risk management, and overseeing operations in the absence of the branch manager.

Job details

The Assistant Branch Manager leads and coaches a team of advisory employees to ensure exceptional service delivery and achievement of branch sales targets. They are also responsible for branch compliance, risk management, and overseeing operations in the absence of the branch manager. Candidates must have a Bachelor's degree and at least 4 years of progressive experience in sales advisory roles within the financial services industry. A Mutual Fund License is required, and candidates must be capable of completing internal certification programs.

What you’ll do

The Assistant Branch Manager leads and coaches a team of advisory employees to ensure exceptional service delivery and achievement of branch sales targets. They are also responsible for branch compliance, risk management, and overseeing operations in the absence of the branch manager.

Requirements

Candidates must have a Bachelor's degree and at least 4 years of progressive experience in sales advisory roles within the financial services industry. A Mutual Fund License is required, and candidates must be capable of completing internal certification programs.

Listed skills

• Problem solving · Preferred
• Leadership · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Microsoft Office · Preferred
• Coaching · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Leadership
• Coaching
• Mentoring
• Business Development
• Financial Management
• Risk Management
• Sales Advisory
• Retail Lending
• Investment Products
• Compliance
• Performance Management
• Customer Relationship Management
• Problem Solving
• Microsoft Office
• Banking Software

Job areas

• Management & Leadership
• Finance & Accounting
• Sales
• Customer Service & Support
• Retail

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