Branch Manager Trainee Resume Sample

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17 votes
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Louie Erdman
61381 Maddison Summit,  Phoenix,  AZ
+1 (555) 833 9656

Work Experience


Branch Manager Trainee
09/2015 - PRESENT
San Francisco, CA
  • Comprehensive benefits package including medical, dental, vision, prescription & life insurance
  • (k) plan with company match & employee stock purchase plan
  • Paid vacation, holidays and sick leave
  • Quality, comprehensive training programs
  • Working knowledge of products and services provided by the Bank’s specialized sales forces and other delivery channels such as Wealth Management, the Alternate Delivery Channels, Commercial Banking, etc
  • Valid Driver’s license and acceptable driving record required
  • Protect the bank, the customer and shareholder interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines
Branch Manager Trainee
01/2010 - 06/2015
Houston, TX
  • Supporting achievement of location sales and margin goals
  • Ensuring positive customer experience, making Hertz #1 in car rental company experience
  • Achieving individual sales goals and customer service goals
  • Growing sales utilizing business-to-business sales tactics
  • Upholding company standards by ensuring cars are presentable to customers
  • Clean and service facilities/vehicles to ensure customer satisfaction
  • Assisting customers with their car rental needs over the phone or face to face
  • Achieving individual performance goals, customer service and branch targets

Education


Carlos Albizu University - Miami Campus
2004 - 2009
Bachelor's Degree in Business

Professional Skills


  • Experience in Retail banking required. Experience in Small Business Banking a strong asset
  • Excellent interpersonal, verbal and written communication skills s
  • Experience creating and maintaining a strong risk and control environment
  • Develop individuals’ skills and helping them plan their long-term career goals
  • Experience in outside sales or other experience in negotiation and influencing
  • Exceptional people-management skills and the ability to motivate staff
  • Bilingual French/English language skills considered an asset

How to write Branch Manager Trainee Resume

Branch Manager Trainee role is responsible for customer, languages, retail, credit, training, purchasing, compensation, digital, insurance, travel.
To write great resume for branch manager trainee job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Branch Manager Trainee Resume

The section contact information is important in your branch manager trainee resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Branch Manager Trainee Resume

The section work experience is an essential part of your branch manager trainee resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous branch manager trainee responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular branch manager trainee position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Branch Manager Trainee resume experience can include:

  • Excellent communication skills to use with customers and employees alike
  • A positive attitude with effective relationship management skills
  • Proven time management skills with the ability to work efficiently and balance numerous task/projects efficiently
  • Cross functional interpersonal skills
  • Valid Driver’s License and Reliable Transportation is strongly recommended
  • P & L experience and acute understanding of expense control strategy

Education on a Branch Manager Trainee Resume

Make sure to make education a priority on your branch manager trainee resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your branch manager trainee experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Branch Manager Trainee Resume

When listing skills on your branch manager trainee resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical branch manager trainee skills:

  • Excellent interpersonal and communication skills to support satisfying customer requirements
  • Leadership Experience - demonstrated leadership abilities, motivation, competitive drive and outgoing personality
  • Address client issues promptly and effectively
  • Effectively coach, lead and train your team to deliver exceptional service to our customers in a complex and fast paced environment
  • Contributing to the overall ‘Through Your Customers’ Eyes’ (TYCE) loyalty results by identifying opportunities to enhance the customer experience
  • Good knowledge of lending, investment and partner relationships – ideally supported by an IFIC, BCO and lending qualification (or equivalent)

List of Typical Experience For a Branch Manager Trainee Resume

1

Experience For Branch Manager Trainee Resume

  • P & L responsibility experience and possess an acute understanding of expense control strategies
  • Develop your team to deliver strong business results while adhering to internal practices and processes
  • Two to three years of successful management experience, preferably in the service industry
  • BA or equivalent and/or work experience
  • Develop and manage the branch team by recruiting, coaching and recognizing employees
2

Experience For Branch Manager Trainee Resume

  • Develop and people-manage the branch team by recruiting, coaching and recognizing employees
  • Willingness and ability to relocate once training is complete is required.
  • Dedicated to building an environment that attracts “A” Player Talent
  • Willingness and ability to relocate within Illinois/Wisconsin once training is complete is required.
  • Dedicated to building an environment that attracts "A" Player Talent
  • Help keep warehouse and showroom clean and presentable
3

Experience For Branch Manager Trainee Resume

  • Work some weekend shifts monthly
  • Develop plans to achieve Branch’s business objectives by
  • Oversee the implementation of the Bank’s policies, practices, special initiatives and procedures at the branch by
  • Ensuring all regulatory compliance and ongoing product knowledge and training associated with each employee’s roles and responsibilities are up to date in order to adhere to periodic acknowledgement of completion. This includes all knowledge and training directed to the Branch Manager
  • Manage and minimize the Bank’s exposure to risk by
  • Convert phone shops to reservations and rentals
  • Maximize revenue opportunities with customers by actively soliciting business after every rate quote, addressing/overcoming customer objections to placing a reservation, utilizing various sales techniques as appropriate to obtain every possible booking
  • Develop leaders who are ethical, focused, and results oriented
4

Experience For Branch Manager Trainee Resume

  • Ensure financial and operational success within the organization
  • Knowledge of MS Office Suites
  • Review daily all contracts raised, i.e... Creations, amendments, suspensions and terminations
  • Assess daily the need for purchasing equipment through feedback from salesman, rental manager, customer feedback, supplier salesman and Marketing Department Product Managers
  • Assess, modify (if needed) and approve Sales Plan weekly and ensure that it is carried out appropriately
  • Remedial work in respect of Aerial Work Platform
  • Review daily the debt collection efforts (calls and/or visits made)
5

Experience For Branch Manager Trainee Resume

  • Inspect Profit Center yard daily
  • Ensure that Shop Foreman is aware of all equipment not available for rent
  • Ensure that Profit Center Yard, facility and staff are in a presentable state. This includes making sure that all employees are wearing clean, properly fitting company supplied uniforms. Various reporting, to include; but not limited to
  • Develop teams that are ethical, focused, and results-oriented
  • Own the overall success of your branch by enhancing BMO’s presence to establish and maintain new and current customer relationships, developing business in the community
  • Act as a change champion and lead your team in supporting BMO’s strategic priorities
  • Oversee the day to day branch operations to protect the bank’s assets and comply with all regulatory, legal and ethical requirements
  • Role model digital leadership through promotion of alternate customer channels
  • Partner with your team to enhance employee engagement
6

Experience For Branch Manager Trainee Resume

  • Collaborate and facilitate meaningful relationships between team members and various partners within BMO
  • Previous held Leadership roles i.e., Campus, Community or Sports
  • Desire to exceed sales and service objectives
  • Series 6/7, state registration (including 63 or 66 if required), and Life licenses can be held in order to best support advice center. (Pending Compliance review)
  • Develop a plan to drive growth
  • Energetic and motivated to work within a dynamicenvironment
  • Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver legendary customer experience and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
7

Experience For Branch Manager Trainee Resume

  • Lead and model exceptional service delivery at every customer interaction
  • Lead on the execution of the branch CEI plan and support achievement of CEI objectives
  • Actively promote TD Canada Trust’s image within the community through participation and leadership in community business groups, initiatives, fundraisers, etc
  • English-French bilingualism is required
  • Apply the Bank’s performance management system by providing open and honest feedback, as well as, appropriately and fairly assessing and rewarding performance
8

Experience For Branch Manager Trainee Resume

  • Mutual Fund license - Registered Investment Sales Representative (RISR) or Canadian Securities Course (CSC)
  • Branch Compliance Officer designation
  • Integrity: Do what’s right
  • Diversity: Learn from Difference
  • Department of Transportation
  • Team leadership
9

Experience For Branch Manager Trainee Resume

  • Work some weekends and holiday shifts
  • Follows up on customer complaints and communicates with customers to reach a satisfactory resolution of the assessed problem
  • Reviews production costs and service quality
  • Team leadership
  • Proficiency in English & Second Landuage
  • Knowledge of electrical distribution industry, current market, customers, suppliers, and competitors
10

Experience For Branch Manager Trainee Resume

  • Call on upper management
  • Empathy: Put others first
  • Responsibility: Make tomorrow better
  • Employee Stock Purchase Plan & Employee Discounts
  • Clean and service facilities to ensure customer satisfaction
  • Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage

List of Typical Skills For a Branch Manager Trainee Resume

1

Skills For Branch Manager Trainee Resume

  • Passion for helping customers and demonstrated ability to role-model customer service expectations
  • Experience in both personal and small business banking an asset
  • Set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
  • Experience building partnership with local businesses
  • Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
  • Create an environment that encourages team members to provide an exceptional customer experience; and a dynamic and engaging culture
  • Experience managing a branch with revenues of $4MM+
2

Skills For Branch Manager Trainee Resume

  • P & L responsibility experience and possess an acute understanding of expense control strategies
  • EXPERIENCE IN RECURRING REVENUE BUSINESS!
  • Strong face to face customer service orientation
  • Motivated hard worker who displays self-confidence and a strong desire to learn
  • Experience in collaboration amongst multiple lines of business
3

Skills For Branch Manager Trainee Resume

  • Drive the priorities of the business
  • Demonstrated commitment to operational integrity, policies
  • Lead and coach the team on advice-giving strategies to improve the overall customer experience
  • Build partnership with local businesses to build brand in local market area through strong community involvement
  • Demonstrate the ability to own projects, think big, and influence across all levels of the organization
4

Skills For Branch Manager Trainee Resume

  • 6 months to 1 year work experience
  • Identify areas for improvement; implement action plans that support efficiency, cost effectiveness, and productivity
  • Demonstrate the ability to own projects, visionary, and influence all levels of talent within the organization
  • Successful branch management experience
  • 3+ previous Branch Manager Experience
  • 10+ previous Branch Manager Experience
  • 2+ yrs of business experience
5

Skills For Branch Manager Trainee Resume

  • Representing the company as a leader in providing services to our customers seeking loans and finding solutions to their financial needs
  • Originating, reviewing, and approving loan applications. Extending credit to individuals through a variety of loan programs
  • Bring out the best in the branch employees by providing training, coaching, and motivation
  • Providing (and educating) customers with additional ways to access our bank, including Chase Mobile and Online services
  • Developing additional business through networking within the community
  • Reviewing recorded customer concerns and resolving escalated concerns and issues
  • Resolving product service and policy related problems for customers with accuracy and professionalism
  • Willing and able to obtain the education requirements needed to assume the role of Branch Compliance Officer
6

Skills For Branch Manager Trainee Resume

  • Willing and able to satisfy the education requirements needed to assume the role of Branch Compliance Officer
  • Owning the success and results of the overall business goals
  • Organized individual who excels in problem solving and multi-tasking
  • Responsible for the sale of company products and services. Placing inside sales calls in order to increase customer base
  • Responsible for the retention and maintenance of existing accounts
  • Optimize the quality of service offered to small businesses by assigning Advisors based on the branch's market potential
7

Skills For Branch Manager Trainee Resume

  • Combines classroom training, virtual/on-line resources,
  • Flexible Spending Account, Long Term Disability Plan, Discounts, Tuition Reimbursement, Dependent Scholarship Award and much more!
  • Knowledge of MS Office including Word, Excel and Power Point
  • See the bigger picture when providing solutions to your team and customers
  • Completion, or near completion, of a Bank recognized personal financial planning designation
  • External lending or BMO personal credit qualification
  • Support branch’s business plan by assisting theBranch Manager
8

Skills For Branch Manager Trainee Resume

  • Deliver results and support new client acquisitions through multiple channels, including your own team and local partners
  • Lead change and allocate resources to meet the needs of the community, growing sales, revenue, and market share
  • Mobility- Willing to be trained and placed within Cambridge, Brantford & Norfolk
  • Assist bankers and partners in maintaining customer relationships
  • Build relationships by promoting a client/customer centered organization and proactively addresses customer needs
  • Willingness and ability to relocate once training is complete
  • Ensure on-going compliance with all statutory requirements
9

Skills For Branch Manager Trainee Resume

  • Ensure Salesman and Rental Manager are aware of slow moving equipment
  • Direct and organize all reservations and pick-ups, develop relationships with existing vendors such as Lyft, Uber and Pep-boys
  • Develop and implement location strategies to maximize profitability and revenue management opportunities including revenue per unit, etc
  • In-depth Industry Training
  • Recognize and respond to business opportunities and work collaboratively with other BMO partners to meet the needs our customers
  • Possesses intimate knowledge of all aspects of BMO’s branch operations
  • Works well with P&C Canada’s partner organizations
  • Consistently reviewing and developing action plans for delinquent loan accounts including initiating customer contact, negotiating extensions of refinancing, and collecting payments due
  • Basic understanding of P&L and other key financial controls
10

Skills For Branch Manager Trainee Resume

  • Tuition Reimbursement, Dependent Scholarship Award & Employee Discount
  • Exposure to construction or industrial markets helpful
  • High level of accountability, time management and willingness to learn all aspects of the business
  • Provide personalized coaching to Advisors, the Customer Service Manager and the business development support team, to help them develop their skills and progress in their careers
  • Oversee the hiring, development and performance management of your team

List of Typical Responsibilities For a Branch Manager Trainee Resume

1

Responsibilities For Branch Manager Trainee Resume

  • Take appropriate actions to close gaps identified through operational, credit effectiveness, and compliance reviews and reports
  • Visibly demonstrate lobby leadership in the customer lounge, help & advice area and in self-serve areas of the branch with the goal to deliver legendary customer experience and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
  • Lead and model legendary customer experience at every customer interaction
  • Own the execution of the branch LEI plan and support achievement of LEI objectives
  • Actively promote TD Canada Trust’s positive image within the community through participation and leadership in community and business organizations, special events, fundraisers, and more
  • Create and cultivate a cohesive team, and promote a positive work environment
2

Responsibilities For Branch Manager Trainee Resume

  • Partner with tellers to make every entrance into the branch a warm and welcome one
  • Educate clients on how to use our digital platforms to bank and invest when, where and how they want
  • Work with individual bankers and tellers to identify customer needs
  • Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures and processes
  • 22147 Katy Freeway
  • CFP / PFP

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