Madison Professional Group

VP Branch Manager

Santa Clara, CA, US

15 days ago
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Summary

Our client a national financial leader in the financial services space is seeking licensed VP Branch Leader in Santa Clara, CA The Branch Manager role is centered around supporting the Branch Manager in building and leading a high-performing sales team while developing associates who drive revenue and ensure excellent customer satisfaction.


ALL candidates MUST live within a commutable distance to Santa Clara County, CA to be considered.


Branch Manager Responsibilities:

  • Execute national initiatives to grow the business through customer engagement, local marketing, educational events, and client appreciation activities
  • Oversee operational personnel and functions
  • Adress local risk and compliance issues and manage customer concerns.
  • Develop branch associates through training, mentoring, counseling, and motivation


Branch Manager Required Skills:

  • Demonstrated success managing others in a sales capacity
  • Experience in relationship management combined with a strong expertise in financial services
  • Excellent interpersonal and time management skills
  • Knowledge of compliance and regulatory guidelines
  • Strong work ethic and professionalism


Branch Manager Required Licensing and Experience:

  • A minimum of 5 years in a financial sales role
  • 3+ years in a management position within financial services
  • Series 7 and 66 (or 65/63)
  • Series 9 and 10


Working for this firm, you'll discover countless opportunities to create a rewarding career that makes a positive difference in people's lives, including your own. With flexible benefits designed to support you at every stage of your career, you'll be empowered to succeed both professionally and personally.


MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law

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