Branch Operations Manager
Waukesha, WIJobSeen 3 days agoSeen in employer's feed 3 days ago
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
The Branch Operations Manager supports branch operations and coordinates workflow with home office personnel. The role assists the Branch Manager with compliance, expenses, staffing, and performance management, and oversees supplies, petty cash, facilities, and operational issues. It also researches client account problems and coordinates personnel registrations and continuing education. A bachelor’s degree and three years of financial services experience are one stated path; an equivalent combination may be approved by Human Resources.
Skills & qualifications
Skills
Qualifications
Full job description
Responsibilities
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Performs back-up for all operational functions as required by workloads and absences.
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Works directly with home office personnel to coordinate branch-home office workflow.
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Completes self-audit of branch procedures.
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Assists Branch Manager with confidential matters and compliance visits and replies.
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Assists Branch Manager with controlling expenses and operating at peak efficiencies.
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Oversees ordering of supplies, purchase orders and postage usage.
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Maintains accounting of branch petty cash.
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May review branch invoices and operating statements.
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Researches and resolves complex problems relating to client accounts and inquiries.
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Assists Branch Manager in disseminating information at regular branch meetings.
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Coordinate rent, facility, office maintenance and cleaning/security issues.
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Recruits, selects, orients, trains and supervises branch operations associates.
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In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
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Reviews daily work of operations associates.
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Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
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Ensures daily staffing levels and cross-training is adequate.
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Coordinates registrations, continuing education, licensing, etc. of branch personnel.
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Performs other duties and responsibilities as assigned. May perform some Branch Manager duties
Education/Experience Requirements
- Bachelor’s degree and three years’ experience in the financial services industry, preferably including related operational management and supervisory experience
or
- An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses Required
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SIE required provided that an exemption or grandfathering cannot be applied
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Series 7, 9 & 10
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Series 63, 65 and/or 66 as required by state
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Ability to obtain additional securities and advisory state registrations if required by state
How this job compares
Set against the 7,791 open Operations Manager jobs on Olive Jobs, counted November 14, 2026.
- Pay
- This postingNot listed
- Wisconsin median$85–100K/yr85 salary ranges
- US median$21–28/hr615 hourly ranges
- Openings
- Olive Jobs lists 172 open Operations Manager jobs in Wisconsin and 7,791 across the US. 2% of them nationwide are listed as remote or flexible.
- Experience
- Operations Manager postings that state a minimum ask for 3 years of experience at the median; the middle half ask for 2 to 5 years (5,952 postings).
- Education
- 1,531 of the 7,791 open Operations Manager jobs (20%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 14, 2026. Figures based on too few postings are left out.
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