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Branch Operations Manager
$64k-78k (estimate)
Full Time | Securities 1 Month Ago
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Raymond James Financial is Hiring a Branch Operations Manager Near Orlando, FL

Branch Operations Manager-2401261
Description

Job Summary
:
Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies and procedures. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues.
Essential Duties and Responsibilities:
  • Performs back-up for all operational functions as required by workloads and absences.
  • Works directly with home office personnel to coordinate branch-home office workflow.
  • Completes self-audit of branch procedures.
  • Assists Branch Manager with confidential matters and compliance visits and replies.
  • Assists Branch Manager with controlling expenses and operating at peak efficiencies.
  • Oversees ordering of supplies, purchase orders and postage usage.
  • Maintains accounting of branch petty cash.
  • May review branch invoices and operating statements.
  • Researches and resolves complex problems relating to client accounts and inquiries.
  • Assists Branch Manager in disseminating information at regular branch meetings.
  • Coordinate rent, facility, office maintenance and cleaning/security issues.
  • Recruits, selects, orients, trains and supervises branch operations associates.
  • In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
  • Reviews daily work of operations associates.
  • Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
  • Ensures daily staffing levels and cross-training is adequate.
  • Coordinates registrations, continuing education, licensing, etc. of branch personnel.
  • Performs other duties and responsibilities as assigned. May perform some Branch Manager duties.
Qualifications

Qualifications
:
  • Comprehensive understanding of company policies and procedures and industry rules and regulations.
  • Investment concepts, practices and procedures used in the securities industry.
  • Financial markets and products.
  • Human resource management principles and practices.
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • 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.
  • Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
  • Employ good analytical skills to be able to research account information and resolve problems.
  • Establish and communicate clear directions and priorities.
  • Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
  • Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
  • Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Work independently, under minimal supervision.
Educational/Previous Experience Requirements:
  • Bachelor’s degree (B.A.) from four-year college or university in related field and three (3) years experience in the financial services industry, preferably including related operational management and supervisory experience.
~or~
  • An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7, 9 & 10 required.
  • Series 63, 65 and/or 66 as required by state.
  • Ability to obtain additional securities and advisory state registrations if required by state.
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Administrative & Support Services
Primary Location US-FL-Orlando-Orlando
Organization Eastern
Schedule Full-time
Shift Day Job
Travel Yes, 10 % of the Time
#LI-LS1

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$64k-78k (estimate)

POST DATE

04/11/2024

EXPIRATION DATE

05/07/2024

WEBSITE

raymondjames.com

HEADQUARTERS

SAINT PETERSBURG, FL

SIZE

7,500 - 15,000

FOUNDED

1962

TYPE

Public

CEO

PAUL C REILLY

REVENUE

$5B - $10B

INDUSTRY

Securities

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About Raymond James Financial

Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.

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The job skills required for Branch Operations Manager include Leadership, Customer Service, Branch Operations, Written Communication, Accounting, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Branch Operations Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Branch Operations Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Branch Operations Manager positions, which can be used as a reference in future career path planning. As a Branch Operations Manager, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Operations Manager. You can explore the career advancement for a Branch Operations Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Branch Operations Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Branch Operations Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Branch Operations Manager job description and responsibilities

Depending on the structure of the firm, branch operations managers may or may not have either solid-line (primary) or dotted-line (secondary) reporting relationships to the central operations area of the firm.

03/01/2022: Biloxi, MS

Cultivate a supportive atmosphere, and ensure customer loyalty and proper branch service.

01/12/2022: Chattanooga, TN

Branch managers are also responsible for delegating tasks to skilled workers and for their successes and failures.

12/29/2021: Bangor, ME

The branch manager also oversees the performance of other employees, such as bank tellers, back-office workers, and loan officers.

03/22/2022: Huntsville, AL

For example, a branch manager might meet a local hospital administrator and work out a deal to provide the branch's services to the hospital's employees.

01/20/2022: Bremerton, WA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Branch Operations Manager jobs

Prepare and maintain all reports for branch such as appraisals.

03/06/2022: Idaho Falls, ID

Branch managers will typically need a bachelor's degree.

02/09/2022: Kansas City, KS

They handle the employees, cultivate a supportive atmosphere, and ensure customer loyalty and proper branch service.

02/20/2022: Indianapolis, IN

Operations managers need to be strong communicators as their jobs entail communicating with people at different levels.

03/22/2022: Alamogordo, NM

Step 3: View the best colleges and universities for Branch Operations Manager.

Butler University
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