Branch Operations Supervisor

2 weeks ago


Tallahassee, United States CFA Institute Full time

Position Overview
At CFA Institute, the Branch Operations Supervisor plays a crucial role in supporting Branch Managers to cultivate a productive work atmosphere that prioritizes exceptional customer service. This position involves providing guidance and training to branch personnel, ensuring they are equipped to meet customer needs effectively.

Key Responsibilities
As a Branch Operations Supervisor, you will:
1. Drive performance towards individual and branch sales objectives while meeting customer satisfaction standards.
2. Establish new connections and nurture existing relationships throughout the loan process and its lifecycle.
3. Offer tailored financial solutions that align with customer goals.
4. Present optional insurance products to customers.
5. Educate clients on loan terms and conditions to promote clear understanding.
6. Acquire skills in credit underwriting techniques and sales methodologies.
7. Oversee the loan lifecycle, including collection processes, while adhering to all relevant laws and regulations.
8. Assist in training Branch Team Members and provide temporary leadership during Branch Manager absences.

Qualifications
- High School Diploma or GED required.
- Demonstrated success in meeting established business targets.
- Experience in leadership within the financial services sector.
- Ability to obtain necessary Insurance Licensing within six months 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 offers the potential for competitive compensation along with incentives. You can advance your career towards leadership positions such as Branch Manager and District Manager through various comprehensive training programs and growth opportunities.

Additional Benefits Include:
- Comprehensive health and wellness options including medical, dental, vision, and life insurance.
- Up to 4% matching 401(k) contributions.
- Employee Stock Purchase Plan with a 10% discount.
- Tuition reimbursement programs.
- Generous paid time off including vacation, personal days, and sick leave.
- Paid holidays and volunteer time.

CFA Institute is dedicated to providing responsible access to financial resources and improving the financial well-being of individuals. Our extensive range of personal loans, credit products, and services aims to assist clients in achieving their financial aspirations.

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



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