Branch Office Manager jobs in North Carolina
Branch Office Manager manages all aspects of the onsite branch office. Collects and analyzes data for the project and makes the development strategy. Being a Branch Office Manager provides technical support for the marketing staff. Evaluates the scope of the engineering or architecture project and provides recommendations for improvement. Additionally, Branch Office Manager may provide guidance on more complex issues. Requires a bachelor's degree. Typically reports to a director. The Branch Office Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Office Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Branch Office Manager jobs
Supervisory Branch Office Operations Manager
- D.A. Davidson Companies
-
Wilmington, NC
FULL_TIME
-
Job Description:
Summary/Function:
The position works with the Branch Manager (BOM) to ensure the branch runs smoothly and complies with company policies and procedures and security industry rules and regulations.
Experience and Skills:Qualifications:
- Applicable industry exams: FINRA SIE, Series 7, 66 (or 63/65), and 9/10 (or 24/4/53)
- Prior managerial experience.
- Seasoned experience in the securities industry, knowledge of industry rules and regulations.
- Thorough knowledge of, and adherence to, Company policies and procedures.
- General knowledge of accounting principles.
- Strong organizational skills and attention to detail.
- Solid technology skills, including familiarity with Microsoft tools (Word, Excel, Outlook, Teams, CRM). Excellent communication skills, both oral and written.
- Maintain client confidentiality.
- Communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
- Strong interpersonal skills. Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
- Ability to maintain regular, predictable attendance.
Duties:
- Coordinate the work activities of the branch support staff to contribute to efficient and effective branch operations. Work with the Branch Manager to determine the staffing needs for individual Financial Professionals ("FP") and other branch office positions.
- Initiate and review support staff training to assure peak productivity levels for all support staff within the branches. Coordinate all training and advanced training of newly hired employees and experienced support staff.
- Implement and assure compliance with all Human Capital policies. Serve as a liaison between Human Capital and the branches. Participate in compensation review of support staff personnel; make recommendations as requested by the Branch Manager. Review and advise on quarterly staff ratio reports.
- Assist in the investigation of employee complaints and personnel issues to include progressive disciplinary action, sexual harassment and discrimination situations and terminations. Work with Human Capital until a satisfactory resolution is obtained.
- Participate in the hiring and management of all branch office support staff. Deliver the new employee paperwork and follow up until completed to initiate the background check and on boarding process. Facilitate new employee processing and process employment records.
- Monitor and approve payroll time entries, weekly on the automated payroll system.
- Oversee the cashiering functions in the branch(es) to ensure compliance with Company policies and procedures to included training or re-training cashiering personnel, incoming and outgoing funds, transfers etc. Designate, serve as backup or personally perform the operations duties of the branch if the size of the office requires it.
- Work with the Branch Manager and Transition Team to coordinate the transition of new FPs. Coordinate the HC processes, the ordering of supplies and equipment, the account transfer process, training etc. to ensure a smooth transition.
- Assist in the opening of new Registered Branch Offices. Coordinate the ordering of supplies, office equipment, office furniture, telephones, equipment etc.
- Oversee the processing of all cancel & rebills, trade corrections and any other errors. Serve as the liaison between the FP and back office to resolve any problems. Follow-up until resolved.
- Serve as the primary point of contact to assist in the resolution of Operations issues. Assist branch personnel to troubleshoot and communicate issues to the appropriate department to ensure the accurate and timely resolution of the issue. Follow through until resolved.
- Participate in various weekly and monthly meetings. Disseminate information to appropriate personnel through regular staff meetings and other communications. Implement any policy and procedural changes.
- Assist BOM with the management office expenses. Review and approve all invoices, office and FP expenses and submit to accounting for payment. Review monthly P&L or Income and Expense reports if requested by BOM.
- Assist BOM with the annual budgeting process.
- Review travel and expense reports if requested by BOM.
- Plan and execute various events for the branch(es). Events include a holiday party,, summer party, client appreciation events, etc.
- Utilize the firm’s Advertising approval workflow system as needed.
- Maintain office files in compliance with company policies and procedures, branch standardization policy and industry rules and regulations. Respond to requests for files during the annual Branch Compliance Review/Exam.
- Perform principal-licensed supervisory functions as delegated by the BOM on the "Delegation of Duty" form.
- Follow firm guidelines and requirements for escalating client complaints.
- Serve as contact person for office maintenance issues, keys, locks, card keys, etc. Maintain building leases.
- Oversee the maintenance of the storage room, copy centers, shredding bins, kitchen and supplies.
- Branch contact for Business Continuity Plan.
- Regular, dependable, in-person attendance is an essential job function.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 11 Days Ago
Branch Office Manager-Elizabethtown, NC
- Wise Snacks
-
Elizabethtown, NC
FULL_TIME
- Wise Snacks is seeking a Branch Office Manager in the Elizabethtown, NC area. The primary purpose of this role is preparation and maintenance branch financial, accounting, sales, and information proce...
- 2 Months Ago
PROJECT MANAGER
- Branch Civil
-
Wilkesboro, NC
FULL_TIME
- Position SummaryBranch Civil is searching for an experienced, detail-oriented and organized Project Manager (PM) to join our well-established, growing company. This position reports to the Director of...
- 21 Days Ago
PROJECT MANAGER (Heavy Civil Construction)
- Branch Civil
-
Winston, NC
FULL_TIME
- Position SummaryBranch Civil is searching for an experienced, detail-oriented and organized Project Manager (PM) to join our well-established, growing company. This position reports to the Director of...
- 22 Days Ago
ASSISTANT PROJECT MANAGER (Heavy Highway Construction) 1
- Branch Civil
-
Fayetteville, NC
FULL_TIME
- Position SummaryThe Assistant Project Manager is responsible for assisting Superintendents and/or Project Managers in coordinating the activities of a project to ensure cost, schedule, document contro...
- 7 Days Ago
Branch Office Administrator
- Edward Jones
-
Southport, NC
FULL_TIME
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
- 6 Days Ago
Branch Office Manager jobs at Popular Companies
Accounts Receivable A/R Specialist
- LEN THE PLUMBER LLC
-
Baltimore, MD
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Regional Recruiter
- Allied Universal®
-
Reston, VA
- Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
- 4/16/2024 12:00:00 AM
Warehouse Manager
- Matrixvisual
-
Nashville, TN
- Matrix Visual Solutions- Nashville, TN At Matrix Visual, our people are our greatest strength. Were proud to have a dive...
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Municipal Team Leader
- SPI: Schaumburg & Polk
-
Houston, TX
- Job Title Municipal Team Leader Job Type Full-time Education Bachelor's Degree Location Houston, TX 77079 US (Primary) C...
- 4/14/2024 12:00:00 AM
Branch Manager I
- Raymond James
-
Jacksonville, FL
- Job Summary In conjunction with a Complex Manager, is responsible for overall efficiency and management of a Raymond Jam...
- 4/13/2024 12:00:00 AM
Account Coordinator
- Hire Score LLC
-
Franklin, TN
- Fulltime perm hire opportunity! Work for a leader in the custom packaging industry with an amazing culture and a collabo...
- 4/12/2024 12:00:00 AM
Account Coordinator
- Hire Score LLC
-
Duluth, GA
- Fulltime perm hire opportunity! Work for a leader in the custom packaging industry with an amazing culture and a collabo...
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Advisor, Supervision - Communications Review (Remote)
- Raymond James Financial Incorporated
-
Saint Petersburg, FL
- Department Overview: Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Peters...
- 4/12/2024 12:00:00 AM
About North Carolina
North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Branch Office Manager jobs
$137,710 to $162,368
Most Popular Cities in North Carolina for Branch Office Manager Jobs
What does a Branch Office Manager do?
Branch Office Manager in Utica, NY
Each branch needs an office manager to see to its function and operation.
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Link between Branch Accounts and Head Office Account.
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Branch Office Manager in Saginaw, MI
Explore our full service branches, loan offices, or ATM locations by selecting the buttons above.
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