Branch Manager

Washington, DC
Jul 17, 2017
Aug 07, 2017
Full Time
JOB DESCRIPTION The main purpose of this position is to promote Scottradea s mission of helping clients overcome barriers to financial success Branch Managers execute on this mission by leading their sales team in needs based interactions supervising proactive sales activities and developing a highly motivated team that puts the clienta s needs first while growing the organizationa s footprint in their respective area of influence ESSENTIAL FUNCTIONS a Develop a strong sales team that provides exceptional customer service to our clients while also driving revenue opportunities for the firm a Lead branch associates to grow business opportunities in the local market via in branch customer contact and seminars Ensure that branch sales performance objectives are established and collaboratively met a Ensure sales professionals are adhering to both company and regulatory requirements a Responsible for the ongoing performance management coaching and development of sales related branch staff and overall branch sales productivity a Perform and coach to proactive outbound phone sales activities a Manage corporate relationships and build business partnerships across the firm Partner with Compliance and Branch Administration to ensure all regulatory requirements and responsibilities are met a Perform all necessary management functions in a timely manner including compliance overviews hiring evaluations bonus and merit allocations and disciplinary action as required a Perform other duties as assigned KNOWLEDGE SKILLS AND ABILITIES REQUIRED a Possess comprehensive industry and investment knowledge with an understanding of FINRA rules regulations a Proven sales leadership management and motivational skills Ability to achieve results through collaboration and teamwork a Effectively create and foster a positive team environment that gives way to collaboration and unified goals a Strong interpersonal skills and the ability to build professional working relationships with branch team and throughout the organization a Outstanding verbal and written communication skills a Excellent customer service skills with strong phone sales ability a Ability to respond quickly to changing environments a Self motivated with strong problem solving and decision making skills a Strong organizational skills with the ability to multi task in a fast paced client facing environment a High level of integrity and ability to maintain a high degree of confidentiality a Some travel required a Intermediate level proficiency with Microsoft Word Excel and Outlook a Foster company success through a professional appearance being courteous to customers and all Scottrade associates and by having a positive attitude MINIMUM EDUCATION EXPERIENCE a Bachelora s degree in Finance Business or related field or equivalent combination of education and experience required a years licensed brokerage experience required a year sales experience required a Prior management experience in brokerage industry preferred LICENSE CERTIFICATION REQUIREMENT S Clean U securities record required FINRA Series or required or ability to obtain within months of assuming position FINRA Series required FINRA Series required FINRA Scottrade Inc an equal opportunity employer is committed to inclusion and a diverse workforce

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