Jobs

    Branch Manager II - Tallahassee, United States - Raymond James

    Raymond James
    Raymond James Tallahassee, United States

    2 weeks ago

    Default job background
    Description
    Job Description - Branch Manager II


    Job Description
    Branch Manager II


    Description

    Job Summary:


    Under general direction and with a high level of autonomy uses extensive knowledge and skills obtained through education and experience to manage a retail branch office of Raymond James and Associates.

    Manages the compliance oversight, ensuring adherence to firm and regulatory policies and procedures. May operate within a complex of branches.


    Essential Duties and Responsibilities:


    Evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service.

    Develops and implements plans to meet office sales goals.
    Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures.
    Performs reviews of client accounts and documents and resolves client complaints.
    Coordinates registrations, continuing education, licensing, etc. of branch personnel.
    Oversees daily trading and other office activities.
    Supervises daily trading and other office activities.

    Facilitates sales promotion activities such as seminars and luncheons/dinners as well as inform FAs about new products and RJA managed underwritings.

    .
    Develops and monitors office revenue and expense budgets.
    May attract, select, orient, train, and retain Financial Advisors (FAs) and support staff.
    May conduct ongoing performance appraisals, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.

    May review daily work of associates; evaluate workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.

    May ensure daily staffing levels and cross-training is adequate.
    Participates in community affairs as a representative of the firm.
    Services clients in his/her own book of business.
    Performs other duties and responsibilities as assigned.

    Qualifications

    Knowledge, Skills, and Abilities:

    Knowledge of:
    Companys working structure, policies, mission, strategies, and compliance guidelines.
    Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.
    Legal requirements and federal and state regulations related to employment.


    Skill in:
    Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
    Preparing and delivering clear, effective, and professional presentations.
    Identifies the needs of customers through effective questioning and listening techniques.


    Ability to:


    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.

    Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.

    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.

    Continuously learn investment products, industry rules and regulations, and financial planning.

    Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

    Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
    Articulate reasons behind decisions.
    Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
    Establish and maintain effective working relationships with others.
    Identify problems, gather facts, and develop solutions.


    Educational/Previous Experience Requirements:


    Bachelors degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm.

    ~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, 24
    Life, Health, and Variable Annuity Insurance Licenses.
    NFA Commodities License required if any commodities trading is done at the branch.
    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

    we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates.

    When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture.

    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-Coral Gables-Coral Gables


    Organization
    Private Client Group


    Schedule
    Full-time


    Shift
    Day Job


    Travel
    Yes, 20 % of the Time

    Eligible for Discretionary Bonus

    Yes

    #J-18808-Ljbffr
  • Self-Help

    Branch Manager

    6 days ago

    Self-Help Tallahassee, United States

    ** Branch Manager** · **Job Category****:** Branch · **Requisition Number****:** BRANC002169 · Showing 1 location · **Job Details** · **Description** · Self-Help is looking for a Branch Manager to oversee our Jacksonville, FL branch. The Branch Manager will drive the branch to ...

  • Ameris Bank

    Branch Manager

    2 weeks ago

    Ameris Bank Tallahassee, United States

    ** Branch Manager** · **Job Category****:** Branch Banking · **Requisition Number****:** BRANC003089 · Showing 1 location · **Job Details** · **Description** · Ameris Bank is a high-performing community bank providing an exceptional customer experience with well trained, empow ...

  • Ardaman & Associates

    Branch Manager

    2 weeks ago

    Ardaman & Associates Tallahassee, United States

    **Job Description:** · **BRANCH MANAGER · West Palm Beach, Florida** · Ardamans West Palm Beach office has a unique opportunity for a senior geotechnical engineer with proven technical, personnel, and project management experience. The Branch Manager is the technical and managem ...

  • ECA Staffing Solutions, Inc.

    Branch Manager

    3 days ago

    ECA Staffing Solutions, Inc. Tallahassee, United States

    Directs the operations of a Credit Union Branch facility, ensuring the branch meets organizational, financial, operational, service, and growth plans. · Direct, develop, motivate, and hold accountable branch personnel; administer performance evaluations and recommends appropriate ...

  • Stewart Title

    Branch Manager

    2 weeks ago

    Stewart Title Tallahassee, United States

    Job Description - Branch Manager (00ER2) · **Job Description** · Branch Manager · - · 00ER2 · **Description** · When you work at Stewart, youre part of a global real-estate services company that helps make the dream of property ownership a reality around the world. Whether we ...

  • D.R. Horton

    Branch Manager

    2 weeks ago

    D.R. Horton Tallahassee, United States

    Job Description · Branch Manager · - · **Description** · **D.R. Horton, Inc., the largest homebuilder in the U.S.,** was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed p ...

  • Regions Bank

    Branch Manager

    2 weeks ago

    Regions Bank Tallahassee, United States

    **Branch Manager** · Location · Dunnellon, Florida, 34432 · Category · Consumer Banking - Branch · Job Id · R57871 · JOB DESCRIPTION · Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering ...

  • Self-Help

    Branch Manager

    2 weeks ago

    Self-Help Tallahassee, United States

    ** Branch Manager** · **Job Category****:** Branch · **Requisition Number****:** BRANC002100 · Showing 1 location · **Job Details** · **Description** · Self-Help is looking for a Branch Manager to oversee our Apopka, FL branch. The Branch Manager will drive the branch toward s ...

  • Premier Trailer Leasing

    Branch Manager

    2 weeks ago

    Premier Trailer Leasing Tallahassee, United States

    ** Position Description** · **Branch Manager** · Location · **Orlando, FL** · Job Code · **300** · # of openings · **1** · **WHO WE ARE:** · Premier Trailer Leasing is a 'Top 100 Places to Work' and one of the largest trailer leasing and rental companies in the nation, spe ...

  • PNC

    Branch Manager

    1 week ago

    PNC Tallahassee, United States

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respecte ...

  • OneMain Holdings Inc

    Branch Manager

    2 days ago

    OneMain Holdings Inc Tallahassee, United States

    OneMain Branch Managers set the foundation of great direct customer experience critical for "Lending Done Human." Branch Managers build high-performance sales teams and lead by example to empower Consumer Lending Specialists to meet our customers' needs and wants. Previous experi ...

  • ERI - Energy Recruiters

    Branch Manager

    2 weeks ago

    ERI - Energy Recruiters Tallahassee, United States

    Energy Recruiters has been engaged to support our Client in their search for a Branch Manager. In this role, you will beresponsible for sales growth, retention of customers, customer satisfaction, profitability, operational controls, health and safety performance as well as regul ...

  • Sproutmortgagedirect

    Branch Manager

    2 weeks ago

    Sproutmortgagedirect Tallahassee, United States

    **Branch Manager (Retail Mortgage) - Remote** · at Sprout Mortgage · Fort Lauderdale, Florida · The Branch Sales Manager directs and manages the sales activities of the branch, ensuring that efficient customer service is provided and quality loans are generated. This person is ...

  • PNC

    Branch Manager

    3 days ago

    PNC Tallahassee, United States

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respecte ...

  • Sunbelt Rentals

    Branch Manager

    1 week ago

    Sunbelt Rentals Tallahassee, United States

    Location: · Location: · Branch Manager - Pump Solutions · in · Cantonment, FL · at · Sunbelt Rentals · **Location:** · **Experience:** · Not Specified · **Job Description** · **Join Our Team** · Sunbelt Rentals strives to be the customer's first choice in the equipment rent ...

  • sproutwholesale

    Branch Manager

    1 week ago

    sproutwholesale Tallahassee, United States

    **Branch Manager (Retail Mortgage) - Remote** · at Sprout Mortgage · Naples, Florida · The Branch Sales Manager directs and manages the sales activities of the branch, ensuring that efficient customer service is provided and quality loans are generated. This person is responsib ...

  • National Kitchen + Bath Association

    Branch Manager

    2 weeks ago

    National Kitchen + Bath Association Tallahassee, United States

    **Branch Manager at** · Miami, Florida · Full-time **Job Description** · Job Summary The branch manager is responsible for management of the sales and all other day to day protocol for the showroom, the staff and sales in the designated territory through obtaining proprietary sp ...

  • sproutwholesale

    Branch Manager

    2 weeks ago

    sproutwholesale Tallahassee, United States

    **Branch Manager (Retail Mortgage) - Remote** · at Sprout Mortgage · Miami, Florida · The Branch Sales Manager directs and manages the sales activities of the branch, ensuring that efficient customer service is provided and quality loans are generated. This person is responsibl ...

  • Team Global Express Pty Ltd

    Branch Manager

    2 weeks ago

    Team Global Express Pty Ltd Tallahassee, United States

    Team Global Express (TGE) is an Australian-owned transport and logistics business delivering to Australia and New Zealand. We're not only transforming our operations but striving towards changing the logistics industry and becoming an Environmental, Social, and Governance leader ...

  • Precision Equipment NZ

    Branch Manager

    2 weeks ago

    Precision Equipment NZ Tallahassee, United States

    Ideal opportunity in a B2B sales and people leadership role in the Automotive Sector · 16th April, 2024 · About Bapcor: · Bapcor Limited is Asia Pacific's leading provider of vehicle parts, accessories, equipment, service and solutions. Our New Zealand businesses operate across ...