Job Summary: 

• Oversees all operations within the branch, including sales, rentals, parts, and service
• Understands P&L management to ensure business plans are achieved
• Builds work relationships with staff to maintain a high level of customer service and support in a positive, team-oriented branch environment
• Analyzes and uses operational information to create positive actions and results
• Promotes an encouraging and safe workplace and adheres to company policy and procedure, including compliance with State, Federal, OSHA, and D.O.T. regulations
• Maintains appropriate staffing levels within the branch and provides continuous coaching, training, support, and performance feedback
• Maintains thorough knowledge of market trends and conditions

Skills on Resume: 

• Operations Management (Hard Skills)
• P&L Oversight (Hard Skills)
• Customer Leadership (Soft Skills)
• Team Building (Soft Skills)
• Data Analysis (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Staff Coaching (Soft Skills)
• Market Analysis (Hard Skills)

Job Summary: 

• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Prepare and deliver clear, effective, and professional presentations.
• Identify the needs of customers through effective questioning and listening techniques.
• Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude.
• Establish and maintain a respected position of leadership to influence, motivate, and persuade others to achieve desired outcomes.
• Project a professional and pleasant appearance and demeanor to work with clients, and utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
• Continuously learn investment products, industry rules and regulations, and financial planning.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Articulate reasons behind decisions.
• Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
• Establish and maintain effective working relationships with others.
• Identify problems, gather facts, and develop solutions.

Skills on Resume: 

• Office Software (Hard Skills)
• Presentation Delivery (Hard Skills)
• Customer Needs Assessment (Soft Skills)
• Stress Management (Soft Skills)
• Leadership Influence (Soft Skills)
• Professional Demeanor (Soft Skills)
• Investment Learning (Hard Skills)
• Task Organization (Hard Skills)

Job Summary: 

• Control operational risks of the unit during operation
• Coordinate with related units to develop methods to measure, assess and minimize potential risks in operations.
• Proactively identify and control the risks causing losses to the unit and the bank.
• Responsible for organizing adequate communication on operational risk management and compliance for each title at the unit.
• Control and be responsible for the branch's compliance with the bank's rules, regulations and standard procedures
• Be responsible for errors/violations in the activities of individuals/subordinates that affect the Bank.
• Implement the assignment of operational work at the unit according to regulations
• Periodically evaluate/review the operation at the branch to identify and control risks in the unit's operations.
• Building an organizational culture at the Mother Branch and the rest of the branches in the region according to Core Values and Behavior Standards to set an example and lead the right behaviors
• Communicate with employees of the parent branch and other branches in the region about organizational culture, encouraging and creating conditions for employees to participate in activities of building financial culture

Skills on Resume: 

• Risk Control (Hard Skills)
• Risk Assessment (Hard Skills)
• Loss Prevention (Hard Skills)
• Compliance Communication (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Error Management (Soft Skills)
• Operational Assignment (Hard Skills)
• Culture Building (Soft Skills)

Job Summary: 

• Develop local sales channels
• Analysis of market potential, analyze local competitors to find opportunities/business activities for the unit
• Searching for customers, developing customer sources for the unit
• Build and maintain relationships with potential customers in the area
• Understand the market, competitors, and service needs in the management area
• Establish a relationship with the local
• Relationship/exchange with departments/organizations/People's Committee at the place where the headquarters of the Unit is located.
• Represent the bank, building and maintaining the image of the bank in the area
• Organize collective activities/join industry associations to build relationships with the local community.
• Implement and manage activities for the community implemented by the company in the area
• Maintain close and close relationships with all levels, departments, branches, and mass organizations in the locality

Skills on Resume: 

• Sales Development (Hard Skills)
• Market Analysis (Hard Skills)
• Customer Prospecting (Hard Skills)
• Relationship Building (Soft Skills)
• Market Knowledge (Hard Skills)
• Authority Relations (Soft Skills)
• Department Networking (Soft Skills)
• Image Representation (Soft Skills)

Job Summary: 

• Develop, lead, and coach the team on customer advice conversations and strategies to improve the overall customer experience and increase employee and customer confidence
• Enhance branch processes within the budget to achieve operational excellence
• Administer the overall strategy for the branch by handling branch duties related to mutual funds, real estate secured credit and other compliance-related issues
• Work closely with Wealth and Business Banking to stay abreast of end-to-end processes, emerging issues and industry regulations
• Generate banking solutions demand by building effective customer relationships and referral sources while maintaining confidentiality and accuracy
• Serve as the highest point of escalation for the branch to resolve raised issues
• Cultivate an interconnected team to grow the business and maximize its efficiency, effectiveness and scale by finding improvement opportunities
• Build and lead a high-performing team by using their talent optimally and ensuring their performance management activities are undertaken and completed as per human resources policies
• Provide both leadership and mentorship to the team and ensure ideal employee scheduling to meet customer demands in tight deadlines
• Help build an informative, fair, and positive work environment by sharing skills and knowledge, promoting open dialogue and motivating the team to achieve common goals and objectives

Skills on Resume: 

• Team Coaching (Soft Skills)
• Process Enhancement (Hard Skills)
• Branch Administration (Hard Skills)
• Regulatory Awareness (Hard Skills)
• Customer Relationship Building (Soft Skills)
• Issue Escalation (Soft Skills)
• Team Efficiency (Soft Skills)
• Performance Management (Soft Skills)

Job Summary: 

• Act as the standard bearer of Chase and create a world-class customer experience
• Partner with Associate Bankers (legacy Tellers) to make every entrance into the branch a warm and welcome one
• Assist bankers and partners in maintaining customer relationships
• Educate clients on how to use digital platforms to bank and invest when, where and how they want
• Build partnerships with local businesses to build the brand in the local market area through strong community involvement
• Build relationships by promoting a client/customer-centered organization and proactively addressing customer needs
• Create an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
• Address client issues promptly and effectively
• Manage and coach branch employees to engage customers
• Actively identify, coach, develop, motivate, and support employees so that they can provide superior service to every customer

Skills on Resume: 

• Customer Experience (Soft Skills)
• Team Collaboration (Soft Skills)
• Relationship Maintenance (Soft Skills)
• Digital Education (Hard Skills)
• Business Partnerships (Soft Skills)
• Client Engagement (Soft Skills)
• Issue Resolution (Soft Skills)
• Employee Coaching (Soft Skills)

Job Summary: 

• Work with individual bankers and Associate Bankers (to identify customer needs)
• Bring out the best in the branch employees by providing training, coaching, and motivating them to become strong culture carriers and collaborators between all lines of business
• Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
• Drive deposits and investments growth for the branch
• Create branch-specific strategies to grow the business
• Use reporting to identify high-potential and at-risk customers
• Leverage and understand the generated Branch Scorecard to identify drivers and strategies to be successful
• Partner with bankers in cultivating new and existing deposits
• Create strong partnerships and work with branch partners, including Financial Advisors, Home Lending and Business Banking, to grow deposits and investments
• Improve revenues and expenses and grow the business, while exceeding customer expectations

Skills on Resume: 

• Needs Identification (Soft Skills)
• Employee Training (Soft Skills)
• Risk Management (Hard Skills)
• Growth Strategies (Hard Skills)
• Data Analysis (Hard Skills)
• Scorecard Utilization (Hard Skills)
• Partner Collaboration (Soft Skills)
• Revenue Growth (Hard Skills)

Job Summary: 

• Understand and support INSURICA’s Strategic Plan, communicating the branch vision by establishing specific Sales and Operational Excellence Plans, with objectives and actions to meet the profit and production goals of the branch.
• Lead by example in upholding INSURICA’s Mission and Core Values at all times
• Maintain “Student of the Game” mentality in terms of sales and financial performance of the branch to ensure complete understanding of branch performance
• Manage the development and direction of all Sales Agents, including hiring, coaching, ongoing training, productivity, disciplinary action, and enforcement of established policies and procedures and ensuring the accurate communication of job expectations
• Responsible for the immediate and continued development of Sales Agent staff
• Ensure a thorough understanding of carrier appetites, application processes, industry and client coverage requirements, potential cross-sell opportunities and overall management of task flows and desk organization
• Establish sales goals and plans to ensure that each Sales Agent is aware of and contributing to the overall established branch objectives
• Drive full utilization of available system technology and resources to develop strategic sales plans and create accountability for all areas

Skills on Resume: 

• Strategic Planning (Hard Skills)
• Vision Communication (Soft Skills)
• Performance Analysis (Hard Skills)
• Sales Agent Management (Soft Skills)
• Staff Development (Soft Skills)
• Industry Knowledge (Hard Skills)
• Sales Goal Setting (Hard Skills)
• Technology Utilization (Hard Skills)

Job Summary: 

• Work directly with the Director of Data and Lead Resources and the Operations Manager
• Ensure a thorough understanding and working knowledge of carrier appetite, lead management and operational requirements and procedures
• Responsible for the direct supervision of the Operations Manager, including coaching, performance management and disciplinary action
• Develop and maintain an operational branch budget, ensuring conformity to company expense guidelines
• Drive to create and maintain a branch-wide business that is profitable for INSURICA and its carriers
• Provide regularly scheduled Branch Communications, in regards to results and accomplishments, recognition and celebration of successes and Sales and Operational Excellence Plan progress
• Develop and maintain open communication lines with company leadership
• Create and maintain an open and transparent working environment
• Maintain excellent relationships with insurance carrier partners

Skills on Resume: 

• Operational Knowledge (Hard Skills)
• Team Supervision (Soft Skills)
• Budget Management (Hard Skills)
• Profitability Focus (Hard Skills)
• Branch Communication (Soft Skills)
• Leadership Communication (Soft Skills)
• Work Environment Management (Soft Skills)
• Carrier Relations (Soft Skills)

Job Summary: 

• Oversee major project bid development, execution and management in the transit sector
• Manage a direct team or work with segment leaders to ensure project deliverables are achieved across NI, Modernization and Service projects in transit space
• Manage transit bid pipeline
• Develop and execute a contract execution strategy to ensure a positive customer experience and satisfaction
• Develop and maintain strong commercial relationships with key customers and influential industry stakeholders (consultants, unions, procurement groups) through personal contact and staff assignments
• Develop and implement sustainable BDP programs for field installation and service cost improvements
• Administer effective utilization of parts inventory, company tools, vehicles and fixed assets to manage cost
• Assist in corporate risk mitigation strategies
• Develop and recommend administrative, field and marketing budgets within approved budget limitations
• Create a participative environment for management of labor relations with local business agents and field engagement
• Develop and execute annual branch business plan in support of the Territory's operational, financial and non-financial objectives

Skills on Resume: 

• Project Management (Hard Skills)
• Team Leadership (Soft Skills)
• Bid Pipeline Management (Hard Skills)
• Contract Execution (Hard Skills)
• Commercial Relationships (Soft Skills)
• Cost Improvement (Hard Skills)
• Asset Management (Hard Skills)
• Risk Mitigation (Hard Skills)