Branch Operations Supervisor

2 weeks ago


Cathedral City, California, United States CFA Institute Full time


At CFA Institute, Branch Operations Supervisors play a crucial role in supporting Branch Managers to cultivate a work atmosphere that enhances the delivery of outstanding customer service by offering guidance and training to branch personnel.

This position serves as a stepping stone for future leadership opportunities within the branch network.

KEY RESPONSIBILITIES
Achieve results aligned with individual and branch sales and collections objectives, as well as customer satisfaction.

Build new connections and sustain existing ones by engaging with clients throughout the loan process and its lifecycle.

Provide tailored financial solutions that cater to customer needs and aspirations.
Introduce optional insurance products to customers.
Clarify the terms and conditions of loans to ensure comprehensive understanding.
Learn to apply credit assessment techniques and sales methodologies.
Oversee the entire loan lifecycle, including loan closures, collection efforts, and adherence to all applicable laws and regulations.
Assist in training and mentoring Branch Team Members and offer interim leadership during Branch Manager absences.

QUALIFICATIONS
High School Diploma or GED.
Demonstrated experience in meeting established business targets and objectives.
Background in financial services leadership.
Ability to obtain necessary Insurance Licensing within six months of employment if mandated by state regulations.

PREFERRED QUALIFICATIONS
Bachelor's degree in business, finance, or a related discipline.

ABOUT CFA INSTITUTE
A career with CFA Institute provides the opportunity to earn a competitive salary along with incentives.

You can advance your career toward leadership positions such as Branch Manager and District Manager by participating in various comprehensive training programs and advancement opportunities.


Additional benefits for team members include:
Health and wellness options including medical, dental, vision, and life insurance.
401(k) plan with up to 4% matching.
Employee Stock Purchase Plan with a 10% discount.
Tuition reimbursement.
Paid time off (15 vacation days annually, plus 2 personal days, prorated based on start date).
Paid sick leave as per state or local regulations, prorated based on start date.
Paid holidays (7 days annually, based on start date).
Paid volunteer time (3 days annually, prorated based on start date).

Target base salary range is $23.00-$27.00, influenced by various factors including skills and experience.

In addition to base salary, this role is eligible for a competitive compensation program based on individual and company performance.

CFA Institute is dedicated to enhancing the financial well-being of hardworking individuals and communities.

Since its inception, we have focused on helping people achieve their financial goals through responsible access to credit.


We are committed to fostering an inclusive culture, promoting career development, and positively impacting the communities we serve.

There's never been a better time to excel with CFA Institute.
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