Branch Operations Manager-Chattanooga, TN
Chattanooga, TNJobSeen 1w agoSeen in employer's feed 1 day ago
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Requirements
Credentials this posting asks for.
Job overview
The Branch Operations Manager oversees daily operational functions, coordinates with the home office, manages expenses, supplies, and petty cash, and ensures compliance and efficient workflow. They recruit and supervise staff, handle performance reviews, and resolve client account issues while supporting the Branch Manager with various managerial duties.
Skills & qualifications
Skills
Qualifications
Full job description
Responsibilities
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.
Maintains accounting of branch petty cash.
May review branch invoices and operating statements.
Researches and resolves complex problems relating to client accounts and inquiries.
Assists Branch Manager in disseminating information at regular branch meetings.
Coordinate rent, facility, office maintenance and cleaning/security issues.
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 associate 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. 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
SIE required provided that an exemption or grandfathering cannot be applied
Series 7, 9 & 10
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
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