BRANCH COORDINATOR JOB DESCRIPTION

A Branch Coordinator handles procurement, inventory, and project administration for a local field services branch. Permits, UL Certifications, and Certificates of Insurance do not submit themselves. When purchasing coordination slips, installation timelines drift and job costs land on the wrong accounts. This role owns the administrative layer that keeps installation crews resourced, subcontractor paperwork compliant, and close-out packages moving to Order Entry without delay.

As the Branch Coordinator, you manage procurement, materials coordination, and project documentation for a local branch serving field installation operations, ensuring job costs, scheduling, and compliance submissions stay accurate from purchase requisition through project closeout. You work directly alongside Install Managers, Service Managers, and centralized purchasing teams, with visibility across active installation jobs and service tickets at any given time.

Career Impact: Experience managing RMAs, goods receipts, and ERP-based cost allocation in a field installation environment builds administrative depth that transfers directly into project management and operations leadership roles.

Business Impact: When purchase requisitions, permit submissions, and close-out packages are handled accurately, installation crews stay on schedule and financial forecasting reflects reality rather than guesswork.

Growth Opportunity: Exposure to subcontractor coordination, change order drafting, and estimate-to-complete reporting positions a Branch Coordinator to step into an Operations Coordinator or Project Manager role within the same service organization.

• Coordinate purchase requisitions and delivery tracking with the centralized purchasing team for materials, lifts, and service ticket orders.
• Receive incoming shipments, validate against packing slips, and stage equipment for each installation project.
• Process goods receipts in internal systems and apply all material costs to the affiliated installation job.
• Submit permit applications, UL Certifications, and Certificates of Insurance upon request from Install or Project Managers.
• Manage subcontractor documentation including forms, purchase requisitions, and goods receipts upon job completion.
• Maintain project documentation, customer scheduling, and status communication throughout the project lifecycle, updating job notes and promise dates as directed.
• Coordinate labor resources and internal schedule board with Service and Install Managers to align crew availability with customer commitments.
• Prepare close-out packages, send e-signature requests, and submit completed documentation to Order Entry for invoicing.

• High school diploma or GED required, or equivalent work experience.
• 1 or more years of administrative or project coordination experience, with exposure to field installation or service operations.
• Background in inventory control and purchase order processing.
• Familiarity with goods receipt workflows and cost allocation to job-level records.
• Strong organizational skills with the ability to manage multiple open jobs and competing deadlines concurrently.
• Proficiency in MS Office Suite including spreadsheet-based budget and labor tracking.
• Effective verbal and written communication skills for customer-facing scheduling and internal coordination.
• Ability to lift up to 50 lbs. occasionally for warehouse material handling duties.

• Associate degree in business administration or a related field.
• Experience with ERP systems such as SAP or similar platforms used for purchase orders and goods receipts.
• Prior exposure to permit application processes or UL Certification submissions in a construction or installation context.
• Experience drafting or processing change orders and project close-out documentation.

• Purchase requisition accuracy rate, measured as the percentage of orders requiring no correction after submission.
• Goods receipt processing time, reflecting how quickly received materials are logged and costs applied to jobs.
• Permit and COI submission turnaround, measured in days from request to completed application.
• RMA resolution rate, tracking the percentage of defective or unused materials returned for credit within the target window.
• Close-out package completion rate, measuring the share of finished jobs submitted to Order Entry within the agreed timeframe.
• Typical tools: ERP platforms (commonly SAP or SBN); project ticketing systems (commonly ConnectWise).

• Base Salary Range: $42,000 to $56,000 annually depending on experience and location.
• Bonus: Occasional performance or retention bonus; not standard across all employers.
• Equity: Not typically offered at this level in field services operations.
• Health Benefits: Medical, dental, and vision coverage standard; employer contribution varies.
• PTO: 10 to 15 days annually, with additional sick leave per local requirements.
• Common Perks: Mileage reimbursement for branch errands, onsite warehouse environment, exposure to project management workflows.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks are a standard condition of employment for this role, and any offer extended is contingent on successful completion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to applicants and employees with disabilities upon request. Candidates must be authorized to work in the United States.

The Branch Coordinator owns the end-to-end procurement and logistics workflow for a local branch, creating purchase requisitions, coordinating with centralized purchasing, and managing warehouse material handling from receiving through project staging. Working closely with Service and Install Managers, the role ensures accurate goods receipts, permit submissions, and project documentation to keep installation timelines and financial forecasts on track.

Key Responsibilities

• Create purchase requisitions and coordinate with the centralized purchasing team for ordering of material and lifts.
• Act as an internal liaison between the local branch and centralized purchasing team for delivery tracking.
• Coordinate with lift rental companies to schedule pickup and return of equipment.
• Perform warehouse material handling including receiving shipments, validating to packing slips, and staging equipment.
• Process goods receipts in internal systems and apply costs to affiliated installation jobs.
• Submit applications for permits, UL Certifications, and Certificates of Insurance upon request.
• Communicate material issues such as extended lead times and back-orders with Sales and Branch Service teams.
• Manage subcontractor forms, purchase requisitions, and goods receipts for subcontracted jobs.
• Maintain project documentation, scheduling, and regular communication with customers regarding project status.
• Update internal systems with job notes, customer promise dates, and current job status throughout the project lifecycle.
• Send e-signature requests and submit close-out packages to Order Entry upon install completion.

Required Qualifications

• High school diploma or GED required, Associate degree in business administration preferred.
• 1+ years of experience in a customer service or administrative environment.
• Experience in a field install or service business preferred.
• Background in accounting and inventory control preferred.
• Proficiency in MS Office Suite required.
• Experience using SAP, SBN, or ERP systems preferred.
• Excellent verbal and written communication skills.
• Strong organizational skills with keen attention to detail and ability to manage multiple priorities in a deadline-driven environment.

Embedded within the operations team, the Branch Coordinator develops project records in ConnectWise from won opportunities, manages purchase orders, and oversees material receiving and inventory assignment across active jobs. Working closely with Project Managers, Corporate Payables, and installation teams, the Branch Coordinator ensures budget tracking, customer scheduling, and project closeout documentation are executed accurately and on time.

Core Functions

• Create projects and tickets in ConnectWise from marked-won opportunities from Inside Sales.
• Coordinate project resource scheduling based on outcomes of weekly project meetings.
• Issue purchase orders based on activities received from the Project Manager.
• Assist Corporate Payables in reconciling vendor invoices with discrepancies against purchase orders.
• Manage RMAs for defective equipment and ensure error or unused material is returned for credit.
• Issue material to the project lead and obtain signatures for tracking.
• Update project budget and labor tracking spreadsheets with bi-weekly estimate-to-complete reporting.
• Communicate installation scheduling with customers and enter installation team work schedules in ConnectWise.
• Prepare project sign-off documentation, close project and service tickets, and send activity for invoice.

Qualifications and Experience

• Associate's or Bachelor's degree preferred, or equivalent combination of education and experience.
• Current and valid US driver's license required.
• At least 1 year of applicable experience preferred.
• Proficient in MS Office Suite.
• Experience in ConnectWise a plus.
• Strong verbal and written communication skills.
• Strong organizational and interpersonal skills with the ability to multi-task under pressure and meet deadlines.

Reporting to the Branch Leader, the Branch Coordinator provides leadership, coaching, and support across client service delivery, team goal achievement, and regulatory adherence within a retail banking branch. Partnering with teller line teammates and branch leadership, the role drives superior client service through consultative conversations, referral identification, and hands-on coaching that reinforces compliance and operational standards.

Primary Duties

• Provide professional client service by performing client-focused transactions with precision utilizing company Purpose, Mission and Values.
• Lead day-to-day transactions of teammates to ensure superior client service with minimal disruptions.
• Coach teammates to demonstrate the right behaviors as part of quality client service and sales efforts.
• Assist the Branch Leader with training, coaching, and development of teller line teammates.
• Assist teammates with complex transactions and client issues to ensure timely and professional resolution.
• Ensure teammates adhere to internal controls, risk management, and operational procedures outlined in the Branch Operations Manual.
• Support team sales and service process through consultative conversations and identifying needs via the referral process.
• Perform basic client service maintenance and account opening procedures including account reconciliation and stop payments.

Education and Experience

• High school diploma or equivalent required, Associate's degree or higher preferred.
• 3 years of teller, cash handling, or client service experience required.
• 1 year of supervisory experience or supervisory responsibilities required.
• Experience in a similar head teller role at a comparable financial institution preferred.
• Knowledge of risk management and loss prevention.
• General understanding of bank operations, policies, and procedures.
• Demonstrated proficiency in basic computer applications including Microsoft Office and basic teller systems.

Sitting at the intersection of retail sales and wholesale customer service, the Floater Lead Branch Coordinator supports sales efforts at a Sherwin-Williams commercial paint store by assisting customers, completing accurate sales transactions, and serving as Third Key for store opening, closing, and bank deposits. Operating across store floor, warehouse, and delivery functions, the role ensures product quality through color matching, tinting, and mixing to customer specifications while maintaining merchandising and operational standards.

Duties

• Support the sales efforts at a Sherwin-Williams commercial paint store servicing wholesale customers.
• Serve as Third Key by opening and closing the store and making bank deposits as needed.
• Assist customers in person and over the phone by determining needs and presenting appropriate products and services.
• Complete sales transactions accurately, maintain work order files and formulas, and pull, tint, and mix products to customer specifications.
• Stock shelves, set up displays, clean store equipment, and load and unload trucks.
• Assist in making deliveries as necessary.

Skills and Qualifications

• High school diploma or comparable certification such as GED required.
• Valid driver's license required.
• Prior work experience in sales or customer service.
• Ability to distinguish colors for color matching and tinting, operate material handling equipment, and retrieve materials from shelves.
• Strong written and verbal communication skills with customer service and problem-solving skills.

A key member of the branch sales team, the Branch Coordinator supports the sales team as a liaison between departments including sales, logistics, and order processing, maintaining monthly sales numbers and verifying contracts and pricing for incoming orders. Collaborating across sales, marketing, and customer service functions, the role enables accurate order entry, customer account management, and branch-level marketing coordination that supports revenue tracking and client retention.

Accountabilities

• Maintain monthly sales numbers and verify contracts, pricing, and paperwork for incoming orders.
• Create packets ensuring all necessary information is specified.
• Update and track customer information and analytics.
• Handle order entry and new customer account setup.
• Attend weekly sales meetings when requested and support local sales event planning and coordination.
• Manage branch marketing efforts.
• Provide customer service according to company standards.

Experience and Qualifications

• High school diploma or GED required.
• Experience working in a sales support role required.
• Industry experience a plus.
• Strong working knowledge of MS Word, Excel, and OMD required.
• Detail-oriented with ability to multi-task in a fast-paced sales environment.

Smooth branch office operations and an efficient work environment depend on the Branch Coordinator, who organizes and coordinates branch duties and procedures including managing accounts payable and receivables, supply ordering, and service coordination at the local level. Based within the branch, the role supports HR onboarding, inventory management, and service call assignment to ensure both internal teams and external customers receive consistent and responsive support.

Functions

• Manage the accounts payable and receivables process.
• Handle general office and administrative duties.
• Support HR responsibilities including onboarding of new employees.
• Manage ordering of supplies, create purchase orders, and enter orders into inventory.
• Handle service coordination and assign service call requests.

Background and Experience

• High school diploma or GED required, college degree preferred.
• Relevant work experience in a fast-paced environment considered.
• Experience with SAP invoicing platform required.
• Ability to balance operational awareness with internal and external customer focus.
• Ability to speak more than one language, preferably Spanish.

As the Branch Coordinator - Lettings Agent, this role manages the full tenant-facing coordination cycle for a busy lettings office, including taking calls from prospective tenants, arranging viewings, overseeing application vetting, and handling all associated administration. The lettings team relies on this work to maintain smooth property check-ins and check-outs, accurate utility registrations, compliant office operations, and timely client and contractor access management.

Role Responsibilities

Oversee and expedite the vetting process for applications including new check-ins and liaising with all parties.

Register utilities, council tax, and bills in coordination with management.

Organize check-ins and check-outs and manage property keys.

Manage office health and safety, compliance, purchasing, and general office duties.

Prepare client reports and manage client and contractor access requests.

Manage use, inspections, and maintenance of company vehicles.

Answer phones for new customers.

Professional Experience

Lettings or estate agency experience required.

Branch administration or office management experience required.

Admin and coordination experience required.

Strong written and verbal communication skills.

Hard-working, honest character with a flexible approach.

Branch Coordinator delivers daily operational support for a local branch office by answering incoming patient and referral source calls, processing faxed orders, and coordinating with back-office qualification teams to facilitate timely order completion. The work directly supports patient access and satisfaction by ensuring accurate documentation, insurance benefit coordination, PAP class support, and responsive service for both walk-in and remote customers.

Day-to-Day Responsibilities

• Answer incoming patient and referral source calls related to new orders, order status, troubleshooting, and general inquiries.
• Complete outbound calls to patients and referral sources regarding order confirmation, documentation requirements, insurance benefits, scheduling, and wellness calls.
• Review incoming faxed orders and determine appropriate action.
• Collaborate with back-office qualification teams to facilitate timely order processing.
• Partner with the Sales team to obtain complete and accurate documentation based on payor and regulatory requirements.
• Greet and support walk-in customers.
• Assist with coordination of PAP classes and conduct downloads of recording devices such as apnea monitors and CPAP devices as directed.
• Handle audit and documentation requests, collect payment and billing information, and order inventory and office supplies.

Minimum Qualifications

• Education or experience equivalent to a high school diploma required.
• At least 2 years of related experience in an office environment preferred.
• Strong customer relations, problem-solving, and phone skills.
• Proficiency in Microsoft Office programs and basic printing, faxing, and scanning.
• Basic math skills and effective written and verbal communication in English required.

The Branch Coordinator shapes the administrative backbone of branch operations by managing the full Permit and Inspection process and supporting both Sales and Installation teams through new hire administration, inventory management, and facility coordination. Working closely with the Operations Center, Sales, and Installation partners, the role ensures completion certificates are collected and submitted accurately and that branch resources, materials, and provider relationships are maintained to support smooth project execution.

Key Responsibilities

• Understand and execute the Permit and Inspection process for the branch.
• Collect, audit, and submit Completion Certificates to the Operations Center as required.
• Communicate and coordinate with partners across the organization including Operations Center, Sales, and Installation for all job-level inquiries.
• Administer new hire paperwork and benefits for Branch Associates and expedite new installer packages.
• Manage inventory and storage for the branch including office supplies, sales and marketing materials, and equipment orders.
• Manage relationships with facility and equipment providers.

Required Qualifications

• Experience with permits and inspection requirements preferred.
• Some knowledge and experience in the home improvement industry preferred.
• Prior clerical or administrative background required.
• Computer proficiency in Microsoft Office products required.
• Self-motivated with initiative to complete tasks with little or no direction.
• Excellent written and verbal communication skills with strong organizational skills and attention to detail.
• Ability to work as part of a team in a fast-paced environment with a flexible work schedule.