Full-time, DIRECT HIRE, salaried position available! The ideal candidate will have 3+ years of related experience in the financial industry; strong supervisory background; a proven track record of successfully leading and motivating a team to meet set goals; comprehensive understanding of the sales process; excellent verbal and written communication skills; comfort with public speaking and networking; solid computer literacy; a sound level of confidentiality and trustworthiness.
(This is a confidential job posting and no information provided by an applicant will be shared with another party without consent.)
This multi-faceted role will entail, but not be limited to:
Direct/monitor branch operations, through individual managers and front-line personnel, ensuring they meet organizational goals and objectives. Monitor retail product delivery quality and take action to resolve problems.
Hire, review, schedule, train, direct and monitor the work of direct reports; conduct performance reviews; allocate resources to meet operational needs; review and approve, deny or modify recommendations for subordinates
Work with the Marketing Dept. to understand and recommend branch level marketing materials
Ensure compliance with all regulations, including Regulations B, D, E, Z, CC and DD.
Formulate/recommend operating policies, procedures, objectives or changes in existing.
Assess and identify staff training needs.
Other job-related tasks as needed.
Three to 5 years related experience - must have knowledge in the financial industry; degree preferred, but not required; two good employment references; mature work ethic.