Branch Manager

6 days ago


Temecula, California, United States Balance Staffing - San Jose Full time
Job Summary

We are seeking a highly skilled and experienced Branch Manager to lead our Regional Office in Temecula, CA. As a key member of our team, you will be responsible for overseeing branch operations, managing a team of professionals, and driving business growth.

Key Responsibilities
  • Branch Operations: Manage all aspects of branch operations, including routine audits and fiduciary responsibilities.
  • Team Leadership: Lead and develop a high-performing team, providing coaching, training, and resources to ensure success.
  • Business Development: Promote membership expansion through networking, event attendance, and collaboration with the business development team.
  • Customer Service: Handle escalations, respond to member inquiries, and work with other departments to resolve issues.
  • Forecasting and Scheduling: Forecast and schedule teams to ensure adequate coverage and meet service level agreements.
Leadership Qualities
  • Coaching and Development: Regularly meet with team members to coach, mentor, and provide development opportunities.
  • Accountability: Hold team members accountable for meeting service level agreements and providing coaching, feedback, or training as needed.
  • Change Leadership: Identify opportunities to improve service levels and lead change initiatives.
  • Business Acumen: Assist the company in executing the business plan and making strategic decisions.
Requirements
  • Education: Bachelor's degree in Business Administration, Finance, Accounting, Economics, or a related field.
  • Experience: Minimum of 3 years' experience as a branch manager or financial services branch representative, with experience supervising or managing employees.
  • Skills: Proven sales and operations experience at a financial institution, with strong leadership and communication skills.


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