What are the responsibilities and job description for the Financial Services Management Trainee position at Taskify?
Financial Services Management Trainee
Job Description
Taskify is hiring for one of the global players in the financial services industry.
About the Role:
We are seeking a Senior Branch Network Management Trainee (SAFE) to join the National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim, non-exempt position designed to develop future Branch Managers. Successful completion of the Branch Manager Readiness program is required to transition into a manager role, based on branch vacancies.
Key Responsibilities:
- Coach, develop, and build a high-performing team to achieve business goals and drive growth.
- Mentor direct reports and assist in hiring talent.
- Resolve low to moderately complex issues regarding customer experience, employee engagement, and team growth.
- Identify opportunities to simplify banking for customers through digital education and adoption.
- Lead the branch while collaborating with stakeholders, peers, and internal partners to ensure a customer-centric experience.
- Ensure compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and Regulation Z requirements for Loan Originators.
Required Qualifications:
- 4 years of banking, financial services, or Branch Network experience (or equivalent via work experience, training, military service, or education).
- 2 years of leadership experience.
Desired Qualifications:
- Proven experience in managing, coaching, and developing teams.
- Ability to analyze performance, identify opportunities, and implement plans to achieve business objectives.
- Strong critical thinking and decision-making skills in a fast-paced environment.
- Experience coaching across diverse customer segments, including affluent, high net worth, and small business.
- Ability to build and maintain relationships with customers, internal partners, and the community.
- Knowledge of banking laws, regulations, compliance controls, risk management, and loss prevention.
- Relevant military experience is a plus.
Job Expectations:
- Flexibility to work schedules that may include most Saturdays.
- Ability to travel within assigned geography up to 50% during the first 6 months.
- Relocation assistance may be available.
- SAFE registration required at the time of employment.
- This position is not eligible for Visa sponsorship.
Compensation & Benefits:
- Pay Range: $40.87 - $62.50 per hour (base pay).
- Comprehensive benefits package including:
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness, and accident coverage
- Parental and caregiving leave
- Tuition reimbursement and dependent scholarships
- Adoption reimbursement
- Commuter benefits
- Discounts and savings programs
Equal Opportunity:
We are committed to equal employment opportunities. All qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics.
Salary : $41 - $63
