The Branch Manager Exempt is responsible for exercising complete responsibility for the immediate branch and any satellite branches within the branch manager's supervision. This includes directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction.
Requirements
- Review and adhere to policies and guidelines contained within the Employee Handbook
- Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities
- Contribute to establishing a respectful workplace where diversity is critical to innovation and growth
- Ensure every action and decision is aligned with PRMI values
- Partner with your management team to understand performance expectations and measurements
- Realize team synergies through networking and partnerships across PRMI
- Embrace change; act as advocate and role model, promoting an approach of continuous improvement
- Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs
- Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
- Work effectively as a team contributor on all assignments
- Perform quality work within deadlines
- Respect client and employee privacy
- Direct, coordinate, and monitor all sales, branch operation, and personnel development activities
- Analyze and exercise independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers
- Develop, implement, and maintain sales and profitability plans according to account management principles
- Carry out major assignments affecting business operations of the employer or the employer's customers
- Collects and analyzes information regarding the customer's income, assets, investments, or debts
- Analyzes applicant data, credit, and collateral property value
- Determines which financial products best meet the customer's needs and financial circumstances
- Provides advice to the customer regarding the advantages and disadvantages of available financial products
- Markets, services, or promotes the employer's financial products
- Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales
- Ensures that all areas of work performance or departments are properly staffed and directed
- Provides training, coaching, development, and motivation to bring out the best in each team member
- Takes on the responsibility for the orientation and evaluation of all employees
- Oversees branch financial management
- Recommends desirable changes in the policies and goals of the branch and the organization
- Assists managers in developing branch and organizational objectives as well as budgets
- Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
- Addresses customer and employee satisfaction issues promptly
- Manages the branch by following high ethical standards and complying with all government regulations
- Maintains and enforces personnel policy
- Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved
- Takes prompt corrective action as needed
- Increases personal knowledge and expertise in business, appropriate technology, etc.
- Follows company policies and procedures
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance